See latest COVID-19 impacts related to Purchasing, Payments & Travel


The listing below includes regularly used checklists, forms, agreements, certificates, and worksheets important to Purchasing and Payment functions. If you are looking for a Purchasing or Payment related document and cannot find it here, please contact Customer Service. Note the following:

  • You must have Adobe Reader to view the forms in PDF format. Download the latest free version of Adobe Reader.
  • Some forms and checklists are interactive and include show/hide functionality. These forms work best when downloaded and opened in a desktop reader app. Users may experience compatibility issues or errors if opening these within their internet browser or on mobile devices.
  • To submit fillable forms, please do not save completed forms from your browser as it may result in the application deleting your entered content. To save and submit forms please use one of the following methods. (1) Download form and save to your desktop or local drive, open from your downloaded location, fill out the form, save, and submit. (2) Fill out the form in your browser and use the print functionality to print to PDF. You must change the printer from your default printer to the “save as PDF” option from the print dropdown.
To submit a Services Agreement amendment, please use the Contract Entry Form and check “Renewal/Amendment,” fill in the provider’s name, and answer only question 11 (page 2).

Contracted Services Agreements (CSA) are now processed as Services Agreements from Purchasing Services and amended through the Services Agreements Specialty Form in PantherExpress System. For information about the process, please review this announcement.
Use this form to ensure all Conference & Event Agreement materials are in order. Visit the Conferences and Events page to learn more.
(formerly known as Conflict of Interest Certification superform/PDF)

Use this link to access information about submitting a conflict of interest disclosure through MyDisclosures. This is required in order to gain access to the following payment methods: PantherExpress System and P-card. Visit this page for more information about obtaining access to these payment methods.

Use this form to initiate a Services Agreement for over $10,000 or to make an amendment to an existing contract.

For new contracts, please fill out this form, the Schedule A – Scope of Services, and all other applicable attachments through the Services Agreement Specialty Form in the PantherExpress System. A Services Agreement will be generated for you based on the information that you have entered on the Contract Entry Form. Please refer to the Services Agreement Checklist for detailed instructions.

For Services Agreements valued at $10,000 or less with standard terms, please use the Services Agreement (Short Form – Domestic).
DEA Licenses and Controlled Substances Visit this page for information about DEA licenses and Controlled Substances and review the guide for ordering DEA Controlled Substances.
Use this form to document the reason for recommending a supplier that was not selected through competitive bidding or was not the lowest bid.
This page has information about requesting payment for services that can not be paid on a P-card or obtained through a Purchase Order.
This Schedule contains required FAR/DFAR flowdown clauses applicable to service agreements of $10,000 or less. This Schedule is incorporated by reference in the Services Agreement (Short Form) template.
Use this form to acquire information about University payments to foreign nationals providing independent personal services or who are receiving an award or stipend. Visit this page to learn more.
If you desire to record speakers or retain rights to the content presented, you must document the speaker’s grant of permission and transfer of rights in writing using the "Speaker/Participation Content Recording Agreement".

If you need to pay an honorarium recipient, honorarium payments for visitors are now processed through Concur. Review this page for more information.
Use this form when suppliers are loaning equipment to the University on a short-term (not greater than six months), trial basis for evaluative purposes.
Only use this form to request a 32-digit account number with a reference code. Requests will be reviewed manually. The new reference code requested will not be generated automatically.
PantherExpress System User Profile Form
View this page for further information on the use of this form.
PantherExpress System Departmental Approval Form
View this page for further information on the use of this form.
Use this form to request a P-card when initiated by the applicant/cardholder.
P-card Application initiated by the Supervisor Use this form to request a P-card when initiated by the supervisor.
Complete this form to confirm your acceptance of P-card responsibilities, policies, and procedures.
Use this template to track your P-card use.
P-card Change Request - Cardholder Initiated Use this form to request changes to a P-card such as the account number and limit, or to close/cancel the card.
P-card Change Request - Supervisor Initiated
This form (and the Certification below) must be completed by individuals who have a University P-card issued to them and desire to purchase computer software licenses using their P-card.
This certification (and the Authorization form above) must be completed by individuals who have a University P-card issued to them and desire to purchase computer software licenses using their P-card.
Use this agreement when contracting with a photographer or videographer. If the value of the agreement is $10,000 or less, it may be signed and executed by the supplier and an authorized individual in the department. Agreements valued at greater than $10,000 must be executed by Purchasing Services. Regardless of dollar value, all photographer and videographer agreements must be submitted through the Services Agreement Specialty Form in the PantherExpress System.
The Office of Trade Compliance has created a Product Classification form, which you can provide to the supplier, to help you obtain the Export Controls classification. Certain departments must include Export Controls classification information and other required supporting documentation with a requisition to the Purchasing Services department for purchase order creation. Learn more here.
Professional Services Agreements (PSAs)
PSA templates are no longer available and have been replaced by the Services Agreement. Please review the Services Agreement Checklist (below) for detailed instructions.
Professional Services Agreement Checklist
The Professional Services Agreement (PSA) Checklist is no longer available. Please refer to the Services Agreement Checklist below.
Provider Covenant to Comply with COVID-19 Policies and Procedures This form is required to be signed by any supplier that will be on campus, agreeing to comply with the University's COVID-19 policies. Click here for more information.
Request for Quote (RFQ) Template

Use this Request for Quotation template when soliciting quotes for goods or services valued at $50,000 or less. Contact your assigned procurement specialist with any questions.

Use this checklist to ensure all Requisition materials are in order.
Requisition Checklist - Federal Grants Use this version of the Requisition Checklist when making purchases using Federal grant funding. Checklist includes both Federal Uniform Guidance and University purchasing requirements.
Requisition Form (paper)

Some areas of the University still use this form. The Requisition Form (paper) is available through University Business Forms (UBF).

  1. Visit, search for and select UBF
  2. Select Forms Library from the left-hand navigation
  3. Select the Reimbursement form, then follow the submission instructions on the form.

Use the Scope of Services template for the Contract Entry Form or if you need a separate attachment for the Services Agreement (Short-Form Domestic). 

Review these tips for writing a Scope of Services.

Use this checklist to ensure all Services Agreement materials are in order.
Services Agreement Checklist - Federal Grants Use this version of the Services Agreement Checklist when making purchases using Federal grant funding. Checklist includes both Federal Uniform Guidance and University purchasing requirements.
The Services Agreement (Short Form – Domestic) is for use at the departmental level and is intended to be reasonable and appropriate for smaller value services needs. Note the requirement under Instructions and Guidelines for Use to contact your assigned procurement specialist in certain situations.
Use this checklist to ensure that the software review procedure is expedited and administered uniformly throughout the University.
Supplier Verification Form 
This form is used to verify supplier demographic. Visit this page for more information about the supplier verification process and utilizing the DocuSign template, including how to add/change supplier information.
Use this document to review the University's Standard Terms & Conditions.
University Travel Card Application If you have departmental approval to obtain a Travel Card, please fill out this DocuSign form to submit an application. You will need your responsibility center number to complete the form. Learn more about obtaining a travel card.

University Travel Card Acceptance Form

A DocuSign link to the Travel Card acceptance form will be available to you after successful completion of the the online Travel Card training module. Completion of the acceptance form is mandatory and requires the same signatures that your Travel Card application required. You will not receive a Travel Card until you have completed a Travel Card acceptance form. Learn more about obtaining a Travel Card.
University Travel Card Change Request Form To request a change to your Travel Card, complete this request form through DocuSign. This form requires the same signatures that your application and acceptance form required. Once the Travel Card change request form has been completed and signed, a representative from the Payment Processing department will then review your request and will send you a status update. Learn more about the Travel Card.
Instructions to request an advance for business travel funds and to access to the form are available on this page. Please note, the preferred payment method for travel expenses is the University Travel Card.

This page provides instructions for submitting expenses incurred during travel and/or other University business. Note, the hard-copy Travel & Business Expense Form is only for use by Regional Campuses.

Use this worksheet to calculate foreign currency exchange gains and losses.
The University of Pittsburgh is classified as tax-exempt under the Internal Revenue Code section 501 (c)(3). This determination letter confirms the University's federal tax-exempt status.
University's PA REV-1832 Use this certificate if a vendor requests a PA REV-1832.
Use this certificate to verify the University's tax exempt status (in Pennsylvania) as a Nonprofit Educational Institution. Visit this page for more information about tax exemption.
Use this list to identify states other than Pennsylvania that also grant tax exempt status to the University of Pittsburgh for goods and services purchased while in their state.
Use this certificate to confirm the University’s Tax Identification Number (TIN).
Vendor Security Risk Assessment Any unit that wishes to engage with a vendor must initiate a vendor security risk assessment when contracting with non-University-wide Contracted Suppliers. Please initiate the risk assessment early to avoid delaying engagement with the vendor.
Wire Transfers & Foreign Currency Transactions This includes the instructions and the form for submitting a foreign currency wire request.