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.

Use this link to access the Conflict of Interest superform.
Use this form to initiate a Services Agreement for over $5000. Please refer to this announcement for details regarding implementation of the Contract Entry Form OR view the Services Agreement Checklist (below) for detailed instructions. As of 7/3/17, please note the addition of several questions regarding certain types of information or data, human subject research, and animal subject research.
Use this form to document the reason for recommending a supplier that was not selected through competitive bidding or was not the lowest bid.
Use this form to request 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 $5,000 or less. This Schedule is incorporated by reference in the Services Agreement (Short Form) template.
This includes the instructions and the form for submitting a foreign currency wire request.
Use this form to acquire information about University payments to foreign nationals providing independent personal services or who are receiving an award or stipend.
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. In this case, please use the new streamlined "Speaker/Participation Content Recording Agreement" available from the Office of the Provost website.

If you need to pay an honorarium recipient, honorarium payments for visitors are now processed through PRISM iExpense. See the original announcement for details and instructions.
Use this form to to ensure all Conference & Event Agreement materials are in order.
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.
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.
Use this form to request a P-card
Complete this form to confirm your acceptance of P-card responsibilites, policies, and procedures.
Use this template to track your P-card use.
Use this form to request changes to your P-card such as the account number and limit, or to close/cancel the card.
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 $5000 or less, it may be signed and executed by the supplier and an authorized individual in the department. Agreements valued at greater than $5000 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 Export Control Services 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.
Professional Services Agreements (PSAs)
PSA templates are no longer available. Please refer to this announcement for a full explanation; OR view 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 updated "Services Agreement" Checklist below.
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.

The Requisition Form (paper) is available through University Business Forms (UBF).

  1. Click here to access UBF

  2. If you have access to UBF, select the "sign in to UBF on MY Pitt" tab then sign into your www.my.pitt.edu page. Then, click the "My Resources" tab at the top of the page > select "University Business Forms" from the drop-down > select "Forms Library" from the left menu > select "Disbursement" from the Forms Library

  3. If you do not have access to UBF, follow the registration instructions shown on the main UBF page.
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).
Use this resource for tips to consider when writing a Scope of Services.
Use this checklist to ensure all Services Agreement materials are in order.
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.

Please note the requirement in the fourth paragraph in the "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.
Use this form to verify supplier demographic. To update a supplier's fax number submit an inquiry.
Use this instruction sheet (with specific checklists) as a guide for the supplier verification process.
Use this document to review the Unversity's Standard Terms & Conditions.
Use this form to request for advance business travel funds
Use this form to submit expenses incurred during travel and/or other University business
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.
Use this certificate to verify the University's tax exempt status (in Pennsylvania) as a Nonprofit Educational Institution.
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.
Use this certificate to confirm the University’s Tax Identification Number (TIN).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Copyright © | Financial Information Systems | Revised: 03-Jul-2017