Quick Forms

Facilities Use Agreement

• A Facilities Use Agreement is used when someone is using or "renting" University buildings/rooms/space usually for an event.
• This form does have insurance requirements.

Service Contract Short Form

• The Service Contract Short Form may be used for services with a total less than $10,000.
• Service Contracts should be used for payment of service, not goods.

• The Service Contract Long Form may be used for services with a total Annual cost more than $10,000.
• Service contracts should be used no matter the dollar amount for obtaining services as opposed to goods.

Contract Approval Document

• The Contract Approval Document is used for all contracts.
• Service providers will need to have a completed W-9* on file.
• Please print the W-9 form, have the other party fill it out and sign it.
• The W-9 should accompany the completed contract.

Contractor vs. Employee form

• The Contractor vs. Employee form should be used prior to completing a contract to determine if an individual is correctly classified as an Independent Contractor or an Employee.

• Items totaling less than $5,000 may be purchased using a Purchase Order (PO) or a Purchasing Card. No competition is required for items purchased under $5,000.
• Purchase Orders are created on an internal form in the Banner system.

• The process is conducted by Purchasing Services only.
• Request for Bids must include clearly defined specifications and are obtained in writing in a sealed bid process to be opened in a public bid opening. 
• Please refer to Chapter 60.11 of the Administrative Procedures Manual for further information about RFB's.

• A RFP is used for goods or services when consideration must be given to factors other than price. Evaluated on a predetermined point system based on evaluation criteria.
• RFPs are prepared by Purchasing Services using technical information provided by the requestor of the goods and/or service.
• Please refer to Chapter 60.12 of the Administrative Procedures Manual about RFPs

Contact Julia McIlroy for more information.

• This form may be used to create a new Banner ship to code for an employee or to update an existing ship to code.
• Fill out the form and return it to Purchasing Services.

Contact Julia McIlroy for more information.