Forms for UConn Employees
Depending on the type of purchase or procurement activity, you may be asked to complete one or more forms. Some forms are PDFs that must be provided to the Procurement contacts you are working with or attached to requisitions in HuskyBuy, while others are online forms completed directly through a web link. These forms help ensure requests are reviewed, approved, and processed accurately and in compliance with applicable requirements. Use the information below to identify the correct form for your situation.
Hiring of a Consultant Form
Hiring of Consultant (HOC) | HOC Process
This form is used to document and obtain approval for hiring a consultant, capturing key details such as the scope of work, pricing, selection method, and funding source. It supports procurement review, sourcing requirements, and contract execution when submitted with a HuskyBuy Purchase Requisition.
Sole Source Justification
This form is used by departments to document and justify why a required good or service can only be obtained from a single supplier and why competitive sourcing is not practicable. The completed form must be attached to the Purchase Requisition in HuskyBuy, along with any supporting documentation (such as technical specifications, compatibility requirements, or prior purchase history), to support procurement review and approval
Personal Service Agreement
A Basic Personal Service Agreement (a “Basic PSA”) is a PSA entered into using the form of PSA available through the PSA Tool.
Informal Bid Process Request Form
Informal Bid Process Request Form | Informal Bid Process Guidelines
When to Issue a Request for Informal Bid:
- State or University Funded Purchase: up to $100,000
- Federal / Sponsored Funded Purchase: up to $350,000
- Multiple suppliers exist that can perform the service or supply the product
Other Procurement Forms
HuskyBuy Forms
These forms can be found on the HuskyBuy homepage. These include Non-Catalog goods and services forms for requisitioning as well as other request forms: the hotel and event services form, catering form, gift card forms, etc.
To request access to obtain another HuskyBuy role visit the Enterprise Financials System Access Request Form. Learn more about HuskyBuy access and roles.
Kuali Build Forms
Procurement of software and cloud services via the PCard can be done via exception by submitting the form via Kuali Build.
Forms for Suppliers
ttps://portal.ct.gov/OPM/Fin-PSA/Forms/Ethics-Forms
These forms may be required for suppliers looking to contract or do business with the University, dependent on the dollar value and type of transaction.
OPM Ethics Forms
These forms are required for certain University of Connecticut procurement and contracts to document ethics certifications and disclosures mandated by the State of Connecticut, including campaign contribution and compliance representations. UConn Procurement is responsible for collecting these forms from suppliers and contractors, as applicable, to ensure compliance with state ethics statutes and contracting requirements.
- Ethics Forms 1, 5, 6 and 7 (if applicable) must be signed by the same person who executes the Contract, Amendment or Letter Agreement.
- All Ethics Forms must be signed and dated the same date as the Contract, Amendment or Letter Agreement.
- Ethics Forms 1 and 5 must be notarized by a notary public.
$0-100K Quote Template
This form is a quote template for contractors to fill out when using the on-call $0-$100K contract, showing the details of the project and their estimated cost.
4.3.26 | Helium Shortage – Airgas Implements Force Majeure
Airgas, has declared a force majeure on helium shipments due to production suspensions resulting from the Iran war. Healthcare and other industries will be prioritized. Procurement is meeting w/Airgas this coming week to understand the allocations we will face under the force majeure. All helium orders will be reviewed by Airgas before processing to ensure our allocation will meet the demand. Reach out to Procurement’s Research Team for more information (https://draft.procurement.uconn.edu/people/).
2.11.26 | New Campus-wide Print Solution
The University is implementing a campus-wide print solution to improve the simplicity and security of print release functionality.
As part of this initiative, UConn is working toward a standardized fleet of print equipment. This will allow for more consistent and efficient support and help reduce long-term costs for departments by centralizing purchasing and maintenance.
Submit a printer purchase request: s.uconn.edu/newprinterrequest
For more information about UConn’s UPrint program: kb.uconn.edu/space/IKB/26928676873/UPrint
1.26.26 | Approval Authority for Financial Transactions Policy – Concur
In alignment with the recently revised Approval Authority for Financial Transactions Policy which was effective 7/1/25, changes have been implemented to ensure consistency and accountability in financial approvals.
Effective February 1, 2026, employees will no longer be permitted to delegate approval authority within the travel system (Concur).
Assistants and Travel Arrangers may continue to prepare Concur Requests and Expense Reports, and approvers may assign individuals to review submissions using the Previewer Delegate role. However, final approval authority must remain with the designated approver. For more information please refer to the Approval Authority guide.
For questions and assistance please contact travel@uconn.edu.
12.5.25 | Important Update: Revised University Travel Policy and Procedures
Dear Colleagues,
We are pleased to announce that the University has finalized a revised Travel Policy that will become effective on 2/1/26.
This revision includes several important and impactful changes that all employees should review carefully.
All University employees who travel on behalf of the University are expected to review and comply with the revised policy and procedures.
The updated policy and procedures, along with a summary of changes, are available here: Revised University Travel Policies and Procedures
To ensure clarity, understanding and help with compliance, we are in the process of arranging virtual meetings to communicate the changes to our travel policies and procedures, as well as to address any questions you may have regarding these updates. Please check www.travel.uconn.edu for future updates. In the meantime, if you have any questions or need assistance understanding the revisions, please contact the travel office at travel@uconn.edu.
- Identify academic, research, and operational needs early
- Explore existing contracts, preferred suppliers, and campus resources
- Ensure compliance with university, state, and sponsor requirements
- Ensure that existing contractual relationships are managed effectively and efficiently
- Understand University and Supplier compliance obligations
- Benefit from suppliers familiar with campus processes and expectations
- Manage travel booking and expenses
- Understand negotiated rates, protections, and reporting tools
- Know how and when to use travel cards and procurement cards