Forms Library

Form Title Purpose Last Updatedsort ascending
Identity Theft Attestation Form

Use when required to document supplier will comply with CU ID Theft policy

08/26/2019
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.

08/26/2019
Columbia University Credit Reference

For use by authorized individuals as required.

06/20/2019
Supplemental Approval Form for Travel & Business

A manual form to use for Supplemental Approval.

05/01/2019
Supplemental Approval Form for Travel & Business (prior to May 2019)

A manual form to use for Supplemental Approval (for travel and business expenses prior to May 1, 2019.)

05/01/2019
Travel & Business Report Form (TBER) and Workbook (2019)

Use this TBER form for 2019 reimbursement travel related business expenses or misc. business expenses.

01/08/2019
Bid Prep Form

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

10/08/2018
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.

10/08/2018
Bid Prep Form Example

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

10/08/2018
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.

10/08/2018
Purchase Order Terms and Conditions

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

08/23/2018
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
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
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
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
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
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

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