Crosswalk - Formatta to Bengal Buy

FORMATTA

 

 

BENGAL BUY

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PDF templates available on SPO Website

Direct Payment Voucher

Special Request Form

(invoice or receipt / goods or services have been received)

Purchase Requisition

(with an open encumbrance, ex: contractor with multiple payments)

Standing Order Form

(encumbrance for lump sum / extended period of time / partial payments)

Purchase Requisition

(itemized order with multiple line items)

Punchout (where available) or Non-Catalog Item

(itemized orders ie supplies / closed once goods are received)

Independent Contractors Form

Standing Order Form – encumber / multiple payments

(email invoices to RF-Purchasing@buffalostate.edu)

Special Request Form – one time payment

Both require completed and signed Working Relationship Form and W9 as well as completed Independent Contractor PDF (template)

Participant Stipend Form

Special Request Form

Attach completed Participant Stipend PDF (template) and signed W9

Subrecipient Procurement Form

Standing Order Form

Attach Subrecipient PDF (template) and signed W9

Please enter the Business Purpose on the Comment / Business Purpose Tab

Travel – continue to use the Travel Reimbursement Form (excel) or iExpense

W-9 Form and Instructions

Required for all new or updated vendors, participant stipends, independent contractors, and subrecipients

W-9 Form

W-9 Instructions

Participant Stipends

Participant Stipend Form 

Used to pay an individual for participation in non-academic training of a project that they did not lead or facilitate. This form cannot be utilized to pay any Buffalo State employee (State or RF).

Independent Contractor Services

Independent Contractor Form 

Used to pay a non-campus and non-Research Foundation individual or a company for independent contracting work.

Working Relationship Form 

(Download this PDF file and open it in Adobe Reader. Do not open the file within Google Chrome, as a known software bug in the Chrome PDF Plugin causes incorrect calculations.) This form serves to document the correct classification of the individual as either an employee or an independent contractor per IRS guidelines.

Subrecipient Procurement Form 

Used in certain instances to procure services from a contractor through a subaward; contact the RF Purchasing Services Office for details when using this form.

Purchasing Change Form

Complete when requesting changes to an unpaid purchase order.

Cost Transfer Form

Complete when requesting the transfer of a non-salary related payment from one account/category to another.

Single/Sole Source Justification Form

When a purchase made with federal funds exceeds $10,000 or $50,000 with non-federal funds and a sole source or single source vendor is utilized, the Principal Investigator must complete this form to certify the conditions by which the procurement meets the criteria to forgo the bidding process.

RF Tax Exemption Certificates

New York State Tax Exempt Form

The Research Foundation for SUNY is also tax exempt in the following states: Florida, Kentucky, Massachusetts, New Jersey, Pennsylvania, Tennessee, and Texas.  Contact AP/PO for a copy.