Forms Library

Form Title Purpose Last Updatedsort descending
International Bank Account Funding Request Form

Form required when Schools/Departments submit requests for funding wires to international operations.

06/04/2018
New Elavon Merchant Account Form

Complete Sections 1,4 & 7 of this form to open a new In Person (card-present) or Mail Order/Telephone Order (card-not-present) Merchant Account.

07/30/2018
NEW MERCHANT QUESTIONNAIRE & CHECKLIST

Prior to beginning a Service Request via https://columbia.service-now.com/, we recommend using this Questionnaire & Checklist to ensure you have met all requirements and have completed any outside forms that you may be required to attach to your Service Request. Please refer to the online content found on the Finance Gateway for additional information.

08/01/2018
Purchase Order Terms and Conditions

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

08/23/2018
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
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 Matrix 10/08/2018
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
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
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
Columbia University Credit Reference

For use by authorized individuals as required.

06/20/2019
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

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