Staff Resources and Forms
The following resources are for use by CSD staff members. If you have questions, please contact the business or customer service staff at 545-3600.
General Business Forms
Business Expense –Employee Reimbursement
(link to Financial Forms on Controller Office web site)
Submit with purchase request when paying for food/entertainment expenses, or with original receipts for employee reimbursement. Requires supervisor’s signature. Return to your account specialist.
Budget Transfer Worksheet (MS Word)
For moving funds from one deptid or budget category to another. Do not use to pay for goods or services; use Purchase Request or recharge. Return to Business Office.
Student Affairs Travel Form (MS Word)
Use this form to record any expenses charged to the Corporate Card in regards to travel (mileage, lodging, registration fees). Return form to Mary Norton, Dean of Students Business Office, along with original receipts.
Click here for additional corporate card information.
Surplus Equipment Disposal & Transfer Form
(link to form on Procurment web site)
Use this form to move equipment from one location to another or to request disposal. Return to Krista Wilson.
Payroll Information
Undergraduate Payroll Request (MS Word)
Use to hire an undergraduate student employee; see instructions below. Return to Timekeeper or Customer Service.
Undergraduate Payroll Instructions (MS Word)
For Staff or Graduate Assistant Payroll - Please contact Colette Nadeau.
Purchasing
Agreement for Services (MS Excel)
Use this for event-related costs and service requests from campus sources. Return to those listed on the form as appropriate.
Purchase Request - Contract for Services (MS Word)
Use this form for hiring performers or services from outside vendors. Return to Johanne Menard.
Purchase Request (general) (MS Excel)
Use for all other non-Procard purchase requests.
Return to your Account Specialist (if emailing the forms, please use the following naming convention: PR-(Group Name) - (Vendor Name).
See Procurement web site for information on availability of vendor contracts (contracts should be used whenever available, and are required for purchases over $5,000 unless a separate bid is issued).
(W-9) Request for Taxpayer Identification Number and Certification
(link to Vendor Forms on Accounts Payable web site)
Required to pay a vendor not already registered with the University. Return (or have vendor return) to your Account Specialist.
Vendor Add/Update
(link to Vendor Forms on Accounts Payable web site)
Also required to register a new vendor with the University. Return (or have vendor return) to your Account Specialist.
Vendor Number Reference List (MS Excel)
Procard
(link to information on Procurement web site)
See web site for information on uses and restrictions.
Other commonly-used Procard forms including Missing Itemized Receipt and Affidavit Explanation/ Justification forms are available on the Procurement web site. Return to Kamran Vahdat.
Recharges
Submit a Purchase Request form to the account specialist if you would like them to complete the appropriate form, or staff may submit forms directly to the campus vendor if they are authorized to approve purchases for an area.
Internal Authorization Form
(link to Financial Forms on Controller Office web site)
Use this form for the UStore (use Agreement for Services for event-related expenses with the Campus Center).
Parking, Field Trip Services
Use a Purchase Request form, or contact department to get their form (not currently available online).
Print Services (multi-part NCR Form)
Contact department to place order; CSD will not be able to complete their form.
Office Services
Key/Recore Request (MS Excel)
Use this form to request office keys or to have a lock recored in case of lost or stolen keys or moving to a new office. Return to Customer Service.
Telephone Equipment and Service Request (MS Excel)
Use this form to request anything to do with your telephone service including new service, moving service, voice mails and problems with your service. Return to Customer Service.
Long Distance Authorization Code Request (MS Word)
Use this form to request a long distance calling code. Return to Customer Service.
UPS Shipping Request (MS Word)
Use this form to order UPS delivery service of a package. Return to Customer Service.
OIT Account Request (Password Reset or New Email Request) (MS Word)
Use this form to request a website, reset a password or change information on the web account. Return to Customer Service.
Network Access Request
CSD Network Access (MS Excel)
Use this form to request access to the central office network. Email request to Allen Brainerd or Steve Fundakowski.
Peoplesoft Access
(link to A&F Administrative Systems web site)
Select the Access Request Form for Finance or Human Resources. Return to Allen Brainerd.
