Forms | Page 3 | Cornell University Division of Financial Services

Title

Purpose

Document your unit's PCI compliance quarterly.

Request a new lockbox account for processing a large volume of payments.

Provide a written justification and reasonableness of price when vendor competition may not be feasible due to the single source/sole source nature of a commodity or a particular specification

Exception Ordering for Computers

Dell is Cornell's preferred supplier of Windows-based desktop and laptop computers and the primary source for four basic configuration options, which are available at the discounted prices only through e-SHOP.

If one of Dell's four available configurations does not meet your needs, contact your IT Service Group (ITSG) representative who will assist with a custom configuration. The form is no longer necessary.

If you have any questions regarding this process, please contact Jay Porter at jjp92@cornell.edu or (607) 255-9460.

When to Request an Exception

The following table outlines circumstances under which you might request an exception and the actions required under these circumstances:

Exception Requested	Supplier	Exception Ordering Requested?	Action Required
Upgraded configuration	Dell	Yes	Place order with Dell through e-SHOP by selecting the Systems tab from the Dell home page. Note: The Custom Configuration Systems tab may only be accessed by IT Service Group (ITSG) representatives or their designees.
Different brand	Red Barn, Lenovo, Other	Yes	Purchase order
Different brand	Hewlett Packard	Yes	Order through e-SHOP with special order quote
Different brand	Apple	No	Order through e-SHOP with special order quote

Executive Search Firm Agreement Template

Use this agreement template when engaging an executive search firm and attach the firm's statement of work. Submit the completed agreement with the requisition. These services are exempt from bid and do not require a single-/sole-source justification form unless contract, grant, or federal funds are used to pay for the service.

Note: All final search firm agreements must be approved by Human Resources and Procurement. The authorizing party must retain a copy of this contract. In addition, forward a copy of this agreement, completed and signed by the contractor and university representatives, along with all relevant attachments, to both of the following individuals:

Sonja Baylor, Manager of Talent and Recruitment, Division of Human Resources, 337 Pine Tree Road, Ithaca, NY 14850
Debra Benson, Procurement Manager, Procurement Services, 377 Pine Tree Road, Ithaca, NY 14850

Caterer Contract

Use this contract to address tax, liability, and contract terms and conditions.

Amendment to Professional Services Agreement

Use this form to amend the original Professional Services Agreement (e.g., extend dates, revise scope of work).

IT Professional Services Agreement

Use this contract for entities providing IT-related services to address tax, liability, and contract terms and conditions.

Professional Services Agreement

Use this contract for entities to address tax, liability, and contract terms and conditions.

Service Provider Evaluation Worksheet

Assists in completing the evaluation of behavioral control, financial control, and nature of the relationship with a contractor.

Service Provider Questionnaire

Complete to evaluate a vendor's independent contractor status based on IRS guidelines.

Bid Solicitation

Request a bid solicitation from Procuremnt Services.

Supplier Registration

Suppliers must register with the universith and/or provide the appropriate IRS W-9 or W-8 form. Procurement and Payment Services will email new suppliers with either a link to our automated supplier registration tool or paper forms to be completed and returned. See Supplier Registration for more informaiton. (Vendors only)

SBA Annual Certification Form

Complete annual certification of the Small Business Administration status of a vendor. (Vendors only)

International Check Collection Form

Submit an international draft for deposit. See Accepting International Drafts for more information.

Extended Stay Justification

Provide justification for an extended stay on a business trip.

If you have questions about this form, please contact your local financial transaction or business service center.

Foreign Flag Carrier Approval Exemption Certification Form

Certify the necessity of using a foreign flag carrier for foreign travel.

Concur

Submit your expense report for a business-related trip or business meal.

Participant Fee Advance