Policies & Forms
Access Procurement Services policies, forms, and resources to support purchasing and payment activities at Penn.
Procurement Services provides access to the policies, forms, and resources used throughout the University’s purchasing and payment processes. Use the links below to find the information you need.
For assistance with purchasing forms or documents, contact Procurement Services. For payment-related questions, contact Accounts Payable.
Policies
Visit BEN Helps to access Procurement Services policies, or select one of the policy topics below.
Purchasing Forms
Procurement Services has provided links to forms, documents, and online request websites used in the purchasing and payment process at Penn. If you need help with the various forms and documents, direct your purchasing related questions to Procurement Services and payment related questions to Accounts Payable.
- How to Resend an Approved Purchase Order to a Supplier
- You may resend the PO from the Penn Marketplace following these instructions.
The request form option is no longer available.
- You may resend the PO from the Penn Marketplace following these instructions.
- Request to Add a New BEN Buys Ship-to Location
- A form to request a new campus ship-to location in the BEN Buys Purchasing System.
- Request to Add a Temporary Vacation Rule/Alternate Assignment to Delegate Purchase Orders and/or Requisition Notifications
- A form to request a Temporary Vacation Rule in Ben Buys to Delegate Purchase Orders and/or Requisition Notifications During an Absence.
Additional Forms
- Surplus Property Agreement of Sale
- A standard agreement of sale form for the disposal of surplus property.
- University Credit Reference Letter Request Form (opens in BEN Helps Portal)
- The University’s credit reference letter for new suppliers
- University Credit Reference Letter for Hotels Request Form (opens in BEN Helps Portal)
- The University’s credit reference letter for hotels.
Cardholder Policies & Forms
Card Holder Forms
Cardholder Policies
Access the BEN Helps Support Portal Article Regarding Card Usage Guidelines
Travel & Entertainment Policies & Forms
Training Information
Cardholder
New cardholder and refresher training is provided by the Financial Training Department.
Card Application Approver
Transaction Approver
Related Links
- Individual Service Providers
- Classifying individual service providers.
- Office of the Comptroller Document & Forms Library
- The Office of the Comptroller’s central repository for Payables, BEN Deposits, BEN Financials, Corporate Tax, General Accounting and Budget Office, Payroll, Clinical Practices, Purchasing Card, Property Management, and Travel related forms and documents