Forms Library

Form Titlesort descending Purpose Last Updated
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
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
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 Template

Form to be used in conjunction with 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
Scope of Work (SOW)

Attachment I to Consultant Requisition

08/13/2013
SECURITY REVIEW FORM
All CU Merchant environments must be reviewed and approved by the CUIT-PCI Security group. This review
form must be completed and accompany all requests for new CU Merchant accounts. It must also be completed
and submitted for approval by the CUIT-PCI Secuirty group prior to implementing any changes to an existing
Merchant environment. Whether new or existing, ALL Merchants must have a completed Security Review
Form on file with the Office of the Treasurer.
11/01/2017
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
Service Provider Agreement (Consultants) with no insurance

Agreement for services - used when no specific insurance is required per RM policy

Service Provider Agreement 1MGL 3MPL

Service Provider Agreement with $3M PL insurance - for locum tanans

Service Provider Agreement 1MGL 5MPL

Service Provider Agreement with $5M PL insurance - for use on Employee Benefits services

Service Provider Agreement 1MGL 5MPL

Service Provider Agreement with $5M PL insurance - for use on Employee Benefits services

Service provider Agreement with $5M PL and $5M Crime insurance

Service provider agreement with enhanced PL and Crimie insurance provisions - for use with suppliers handling money (e.g., fundraisers)

Service Provider Amendment

Contract Amendment Template

Service Provider Marketing Agreement

For use when using the following ARC Category Codes Advertising/Marketing, Marketing/Promotional Firm or Public Relations/Communications.

01/06/2017
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
Sole / Single Source Form

Form for completing a Sole or Single Source justification for a requisition that is flagged with the Sole / Single Source flag. 

07/12/2012
Staples Request Form

To request access to the Staples Advantage system for ordering office supplies. 

01/30/2016
Supplemental Approver Report 10/31/2013
Vendor Payee/Request Web Form

Use this form to request a new vendor or modify/validate an existing Procurement vendor. Vendors should also use this form to modify their own information. Employees can use this form to request or modify reimbursement direct deposit information.

07/11/2012

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