Financial Services and Operations
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Purchasing Forms

Credit Application

  • Used to request credit from vendors
  • Fill out vendor information prior to printing

Finance Self-service Purchase Requisition Access

Independent Contractor Agreement | Procedure

  • Contract agreement between the University and a non-Michigan Tech employee which details the service

Independent Contractor Questionnaire

  • Human Resources questionnaire for assistance in determining Independent Contractor status

Packing Slip

  • For item(s) being returned

Purchasing Card Application/Agreement

  • To request a Purchasing Card for an employee
  • To request a new card for employees who change/transfer to a different department
    • If the employee had a card in their previous department, it will be closed

Purchasing Card Log

  • Optional log to assist you in keeping track of purchasing card transactions

Purchasing Card Reallocations Access Request Form

  • Used to gain access to the Access OnLine website, which is used to easily do credit card reallocations

Purchase Requisition

  • Advertising
  • Animals
  • Calling cards, business cards, & envelopes
  • Charter buses, plane, or boat
  • Chemicals
  • Controlled substances
  • Cylinder gases and liquid nitrogen
  • Equipment/furniture
  • Leases & rentals
  • Maintenance agreements
  • On-campus repair and services
  • Professional/Classified services and related expenses
  • Renovations or remodeling
  • Reserving rooms for meetings in advance for local events
  • Services from non-employees that have been invoiced
  • Almost anything else, including:
    • Most items on the prohibited list for the Purchasing Card and petty cash
    • Items that exceed Purchasing Card and petty cash limits

Reallocation of Expenditures key PDF | Excel |

  • Use when you miss the deadline to reallocate purchasing card charges in  Access Online.

Sole/Single Source Justification

 

State Sales and Use Tax

Vendor Direct Deposit

The key symbol indicates that it is necessary to log in with your user id and ISO password. The key symbol indicates the information is only accessible from on-campus.