Links

CU System forms site:

Finance

Procurement

System Security & Access

Human Resources

Federal

Boulder Finance Forms

Accounts Receivable

Cash

Chart of Accounts (COA)

Finance System Access

Foundation & Gift Forms

Interdepartmental Invoice

Property Accounting 

Records Disposition

Sponsored Projects

PSC Forms

General

Payables

Purchasing

Forms

Finance Forms

• Accounts Receivable

  Aged Trial Balance and Certification Use this form to prepare monthly Accounts Receivable reports for the Boulder campus. Word file.

  Annual Reporting Form Excel file.

  Credit Authorization Information Word file.

  New Account Worksheet for Central Collection Services Links to the Forms and Reports page of the CCS website. Select New Account Worksheet and enter your client code that CCS assigned to you for both Username and Password. This code begins with "GFB." The New Account Worksheet is used to refer past due accounts receivable to CCS.

   

• Cash-Related Forms

  Cash Receipt Form There is no link to this form. Call the Cashier at 2-7219 to request Cash Receipt forms or pick them up in person in Regent Hall.

  Petty Cash and Change Funds Form Use to set up or modify a petty cash fund or change fund.

  Payment Voucher Use to fund Change or Petty Cash Funds. Write "Petty Cash Custodian" or "Change Fund Custodian" after your name in the Payee field.

   

• Chart of Accounts (COA) Forms

  Chart of Accounts Form The original style chart of accounts form updated. Send completed form to accounting@colorado.edu.

  COA-Lite This is a Boulder campus form for most of the common Chart of Accounts requests, designed for ease of use. You can use this or Original COA.

   

• Finance System Access and Security Forms

  Finance System Access and Security Forms Links to the University Information Systems (UIS) Access & Security – Financial or HR System webpage.

   

• Foundation and Gift Forms

  Fundraising Authorization Used to create a Fund 34 used for fundraising

  Gift Fund Form (GF) Use to create or modify a Gift Fund 34.

  Gift in Kind Acceptance Use to accept non-monetary gifts of $5,000 or more

  Quasi Endowment Liquidation Form

  Transfer Funds Form Use for non-routine gift funds transfers

   

• Interdepartmental Invoice (IN) Form

  This multi-part form is used to record the sale of goods or services between departments. Forms can be obtained from ABS. Call 2-3166, leave your name, your department, your campus box, and the number of forms (100 forms per package). Specify whether you want the long IN or the short IN. The INs will be delivered to you through campus mail.

   

• Property Accounting Forms

  Agreement Form for Off Campus Use of University Equipment

  Agreement Form for Transfer of Equipment Between Departments

  Departmental Property Donation Form

  Disposal Authorization Form

  Equipment and Furniture Disposal Request

  Equipment Disposal, Resale Certification Form (EH&S)

  Moving & Hauling Service Request

  PAS Delete Entry Form

  PAS Entry Form

  PAS Entry Input

  Receipt for Loan of Property

   

• Records Disposition Form

  Records Disposition Log use when departments dispose of University Records. For more information, see the Records Management page.

   

• Sponsored Projects Forms

  Addendum Sheet for Cost Sharing/Cost Matching CU Funds

  Third Party In-Kind Costshare Contribution form

  Link to OCG Forms page

Procurement Service Center (PSC) Forms  

NOTE: Please obtain these forms directly from the PSC Forms page for the most current form and for handy links to helpful information and applicable policies.

• General Get PSC forms

  Alcohol Purchase Authorization For alcohol purchases for official functions or conferences.

  Campus Location Creates/updates campus Ship To/Location codes.

  Direct Deposit Modification for deposit of non-payroll payments

  Official Function Use when OF exceeds $100 in total qualified cost

  Recognition Reporting To authorize and report recognition awards, rewards, or prizes.

  Tax Exempt Certificates To give to vendors

  Vendor Request To request a new or change an existing vendor.

  W-8 For completion by vendors who are foreign nationals or foreign entities

  W-9 for vendors (blank) For completion by vendors

  W-9 signed by CU To furnish to entities that need a W-9 from CU

   

• Payable Services Get PSC forms

  Honorarium Used for honorariums greater than $75.

  Payment Voucher To authorize invoice payment when PO or other commitment voucher is not applicable, and reimbursements to individuals (not travel related).

  TAP Travel Authorization Program.

  Travel Voucher Authorizes travel reimbursement to individuals.

  Undocumented Reimbursement Used when an itemized receipt is unavailable.

  Travel Card Application

  Warrant Adjustment To cancel and/or request a reissue of a warrant

     

• Purchasing Get PSC forms

  Advance Payment to Vendors Used to request full or partial payment to vendor prior to receiving goods or services.

  Approving Official Application for Procurement Card transaction approval.

  Cardholder Application for Procurement Card.

  Conflict of Interest Evaluation for purchase of goods or services.

  Delegation of Tasks by Approving Official for Procurement Card.

  Department Liaison Designation for Procurement Card.

  Personal Technology Responsibility Certification form required to obtain wireless telecommunications (cell phone, PDA).

  Procurement Card Change Used to update information (not to cancel)

  Procurement Card Close Used to cancel a card.

  Reallocator Application Used to request new or different ACARD access.

  Rental Copier Order Used to rent a copier under state price agreements.

  RFP Information Used to assist in the drafting of a Request for Proposal (RFP).

  Scope of Work Use to hire an individual as a consultant or independent contractor.

  Sole Source Justification Documents need for specific brand and/or supplier.

  Unavailable Documentation When no receipt on Procurement Card transaction.

  Vendor Show Approval Requires prior approval from the Director of Purchasing.

  Violation Notification Used to document Procurement Card violations.

   

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