Forms / Policies / Job Aids

Financial Policies

The following policies can be found at the UWide Policy
Library.

• Approvals and Routing
• Human Subjects and Maintaining Confidentiality & 1099 Reporting, Paying
  • Paying Human Subjects Directly
  • Making Payments to a Third Party
• Paying for Non-Payroll Expenses
  • Requesting a New Vendor or Changing an Existing Vendor
• Record Retention, Managing University
  • Disposing of University Records

Job Aids

• Departmental Monthly Procurement Card Reconciliation (pdf)
• Departmental Scanning/ImageNow/WebNow
• Disbursement Services: PeopleSoft Transition Job Aid (pdf)
• Invoice Standards (pdf)
• Non-PO Related Payments
• Paying Expenses for Professional Service Providers (pdf)
• Paying Individuals (pdf)
• Paying Speakers/Performers on Site at Conclusion of Performance (pdf) (revised 12-31-08)
• Payment to a Foreign Vendor (8-08) (pdf)

Forms

The following forms can be found at the UWide Forms
Library.

• Authorization to Travel (doc)
• Check Handling (pdf)
• Check Request Form (xls)
• Employee Expense Worksheet
  • PDF
  • Excel
• Employee/Independent Contractor Determination Checklist (pdf)
• Single Payment Vendor Request (pdf)
• Statement in Lieu of Receipt (pdf)
• Vendor Authorization Form (pdf)