Carnegie Mellon University
Finance Division  ›  Finance News  ›  Fiscal Year 2025  ›  Forms Update
March 06, 2025

Forms Update

Over the last year, the Finance Division has migrated all forms to standard PDF format to improve user experience, eliminated several forms that were no longer used/necessary, and transitioned a few items from the Finance Forms page to more appropriate locations. These efforts improved form usage and processing efficiencies, while positioning the division to assess possible systematization of critical, remaining forms in the future.

For reference, the following forms can now be found at the locations indicated below:

Visit the Human Resources Compensation Documents page for:

Visit the Procurement Services Buyers Tools and Resources page for: 

  • The Billing Inquiry Form [.pdf]:  Complete this form for incorrect, missing, or fraudulent PCard charges or credits.
  • The Buyers Action Matrix and Guide [.pdf]:  This document describes buyer actions based on the type of funding, supplier, and dollar amount.
  • The Purchasing Checklist and Bid Summary Form [.xlsx]:  Completion of this form is required for all Purchasing Card and Purchase Order (PO) transactions between $5,001 and $149,999 USD with a non-preferred supplier. All purchases $150,000 USD and above regardless of the source of funds or type of supplier utilized, require completion of this form.

To ensure you are accessing the most current versions of Finance Forms, download them from the Finance forms webpage for each use rather than saving locally on your machine.