PantherExpress

Forms


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 PantherExpress Customer Service.


Note: You must have Adobe Reader to view the forms in PDF format. Download the latest free version of Adobe Reader.

Conflict of Interest Disclosure Use this link to access the Conflict of Interest superform.
Directed or Sole Source Justification Use this form to document the reason for recommending a supplier that was not selected through competitive bidding or other was not the lowest bid.
Disbursement Request Use this form to request payment for services that can not be paid on a P-Card or obtained through a Purchase Order.
Foreign National Information Form Use this form to acquire information about University payments to foreign nationals providing independent personal services or who are receiving an award or stipend.
Guest Speaker Agreement: Limited Rights Use this agreement when the University has limited rights to record and use lecture provided by the guest speaker.
Guest Speaker Agreement: No Rights Use this agreement when the University has no rights to record and use lecture provided by the guest speaker.
Guest Speaker Agreement: Unlimited Rights Use this agreement when the University has unlimited rights to record and use lecture provided by the guest speaker.
Hotel & Event Agreement Checklist Use this form to to ensure all Hotel & Event Agreement materials are in order.
Loan for Use Agreement 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.
New Account Number Request (with Reference Code) 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.
PantherExpress System:
Conflict of Interest Certification
View this page for further information on the use of this form.
PantherExpress System:
Conflict of Interest Superform
View this page for further information on the use of this form.
P-Card Application Use this form to request a P-Card
P-Card Acceptance Complete this form to confirm your acceptance of P-Card responsibilites, policies, and procedures.
P-Card Activity Log Use this template to track your P-Card use.
P-Card Change Request Use this form to request changes to your P-Card such as the account number and limit, or to close/cancel the card.
Photographer/Videographer Agreement Use this agreement when contracting with a photographer or videographer
Professional Services Agreement Checklist Use this checklist to ensure all Professional Services Agreement (PSA) materials are in order.
Professional Services Agreement (NonFederal) Use this Professional Services Agreement when federal funds will not be used to pay for the service.
Professional Services Agreement (Federal Dollars) Use this Professional Services Agreement when Federal funds will be used to pay for the service.
Professional Services Agreement-Minors (NonFederal) Use this Professional Services Agreement when the service provider will interact with or be in close proximity to minors (persons under 18) and when Federal funds will not be used to pay for the service.
Professional Services Agreement-Minors (Federal Dollars) Use this Professional Services Agreement when the service provider will interact with or be in close proximity to minors (persons under 18) and when Federal funds will be used to pay for the service.
Requisition Checklist Use this checklist to ensure all Requisition materials are in order.
Requisition Form (paper) Use this form only for ATCC or specific nonstandard purchases when you are specifically instructed to use it.
Scope of Services Use the Scope of Services (SOS) template to record milestones and deliverables in Exhibit A of the Professional Services Agreement (PSA).
Scope Of Services Writing Tips Use this resource for tips to consider when writing a Scope of Services.
Software Licensing Agreement Checklist Use this checklist to ensure that the software review procedure is expedited and administered uniformly throughout the University.
Supplier Verification Form Use this form to verify supplier demographic. To update a supplier's fax number submit an inquiry.
Supplier Verification Form Instructions Use this instruction sheet (with specific checklists) as a guide for the supplier verification process.
Terms & Conditions Use this document to review the Unversity's Standard Terms & Conditions.
Travel Advance Use this form to request for advance business travel funds
Travel & Business Expenses Use this form to submit expenses incurred during travel and/or other University business
University's Federal IRS Tax Exempt Status 501(c)(3) Determination Letter 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 Pennsylvania Sales Tax Exemption Certification Use this certificate to verify the University's tax exempt status (in Pennsylvania) as a Nonprofit Educational Institution.
University's Sales Tax Exemptions in Other States Use this list to identify states other than Pennsylvania that also grant tax exempt status to the University of Pittsuburgh for goods and services purchased while in their state.
University's W-9 Use this certificate to confirm the University’s Tax Identification Number (TIN).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Copyright © | Financial Information Systems | Revised: 22-Sep-2014