Forms Library

Form Title Purpose Last Updatedsort descending
Services Compliance Checklist

Form to determine potential regulatory or other related University concerns based on data/information utilized by customers in conjunction with third party suppliers.

02/20/2017
Location Setup Request

ServiceNow form to change or update the Bill-To or Ship-To locations in ARC

03/13/2017
Executive Recruiter Agreement (Executive Search Firm - Retained)

For use when engaging an Executive Search Firm - Retained.

04/18/2017
Service Provider Agreement (Consultants) with 1M CGL insurance

For use across a number of Service Provider/Consultant categories; including but limited to Management and Business Professionals and Administrative Services; Database Analysis; General Research and Medical/Dental Services (Research Support only).

08/17/2017
Competitive Sourcing Price Summary – Non-Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the non-sponsored transaction value is >$10,000.

09/13/2017
RFP Template

Form to be used in conjunction with a formal RFP process.

09/13/2017
Bid Award Letter Template

Document provided to supplier that has been engaged through a formal RFP process.

09/13/2017
Bid Non-Award Letter Template

Document provided to supplier that has not been engaged through a formal RFP process.

09/13/2017
RFP Timeline

This form is used in the RFQ or RFP process to inform timing for each step in the bid process.

09/14/2017
RFP Evaluation Matrix #2

Form to be completed in conjunction with a formal RFP process to outline evaluation criteria to award the bid.

09/15/2017
RFP Evaluation Matrix #1

Form to be completed in conjunction with a formal RFP process to outline evaluation criteria to award the bid.

09/15/2017
Competitive Sourcing Price Summary – Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the sponsored transaction value is >$3,500.

09/15/2017
Business Associate Addendum

Used when accessing, and/or creating Protected Health Information on behalf of CU. (Protected Health information is info that is subject to Federal privacy and security regulations pursuant to the Health Insurance Portability Act - HIPPA.)  Note: To be used every time patient information is disclosed to a supplier.

 

10/13/2017
Bid Prep Form

Completion of this form is required by department prior to the issuance of a formal RFP by Purchasing.

10/13/2017
Purchasing Checklist and Competitive Sourcing Form - Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the transaction value is >$150,000.

11/02/2017
Check / Wire / Travel Request

For creating a Check/Wire/Travel Request form.

11/20/2017
Travel Advance forms

Paper form no longer being used. For submitting a travel advance form, please use the Check Request form to enter your information.

11/20/2017
Wire Request

For requesting a Wire Request form.  (Same form as Check Request.)

11/20/2017
Travel & Business Report Form (TBER) / Workbook (2018)

Use this TBER form for 2018 reimbursement travel related business expenses or misc. business expenses.

01/09/2018
Purchase Order Terms and Conditions

The terms and conditions declaration that applies for all Columbia Purchase Orders.

06/26/2018

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