Forms | Procurement Services

Frequently Used Forms

Form Name	Form Use
Procurement Contract Manager Support Request Form	Procurement Contract Manager Support Request Form in the UW Connect Finance Portal. Use to obtain a contract or document review/signature, or to initiate a solicitation.
Sole Source Justification Form	The Sole Source Justification form allows the user to fill out and print a PDF to attach to their requisition in Workday. Sole Source Justification Form on the Procurement Services website.
Purchase Order - Change or Close	Use the form to change, close or cancel an existing purchase order. The form is located in the UW Connect Finance Portal.
Cancel Supplier Invoice Form	Use this form to request to cancel a previously submitted supplier invoice. The form is located in the UW Connect Finance Portal.
Check Cancellation Request Form	Use this form to submit check cancellations. The form is located in the UW Connect Finance Portal.
Credit Card Services Form	Use this form to apply for new ProCards and CTA cards, request limit increases, and request merchant category code restrictions lifts. The form is located in the UW Connect Finance Portal.
Department Match Exceptions Form	For supplier invoices. Use this form to submit secure department match exception types of: approval of "Other Charges" over $100, approval of freight over $1,000, and invoice line mismatches. The form is located in the UW Connect Finance Portal.
Order and Load US Bank Visa Rewards Card Form	Use to request one-time payment card for Human-subject research for UW Academy. The form is located in the UW Connect Finance Portal.
Supplier Request Form	Use to request new supplier set up and update of existing suppliers. The form is located in the UW Connect Finance Portal.
Use Tax Correction - Assessment/Reversal	Use to submit a request to correct use tax to assess or reverse on a supplier invoice. The form is located in the UW Connect Finance Portal.
Food Approval	Food Approval Guidance UW Form 1798 Food and Beverages for Meetings, Training Sessions and Recognition Awards
Employee vs Independent Contractor Checklist Form	Independent Contractor vs Employee Determination Form (1632): Used to assist the University in determining whether an individual performing services will be classified as an employee of the University or as an independent contractor for federal, state and FICA tax purposes. It is completed by the department and submitted with the payment documents. The form is found on the Tax Office website.
Small Business Subcontracting	Small Business Subcontracting Plan Worksheet Small Business Subcontracting Plan Instructions
Credit Application Request from a Supplier	Credit Application Request from a Vendor Information to be used when asked by a supplier to complete a credit application. Departments should not complete and sign credit or direct billing applications. Note: The University generally does not permit the use of supplier or third party financing in connection with acquiring goods or services.