ABS Web Site Search Index

Topics beginning with A

• A-21 (OMB site)

• A-21 (with links from Table of Contents)

• A-110

• A-133

• A-133 Audit report letter for use by pass-through entities (prime awardees)

• A&S Art & Sciences Budget Office

• ABS Area Accountants for General Accounting.

• ABS Grant Accountants for Sponsored Projects Accounting.

• ABS Newsletters

• ABS Staff Directory

• Abuse, Fraud, Theft, Embezzlement, or Waste of University Resources. Links to CU Internal Audit where there are a variety of reporting options.

• ACARD Topics

  • ACARD

  • ACARD Q&A's

    • ACARD Receipts

    • E-Bay Paypal Accounts

    • Edit for Cash Deficits in Gift FOPPS

    • Monthly Cutoff for Posting Allocations and Re-allocations

    • Personal Expense Paid with Card

    • Purchases from State Contracts

    • Purchasing Postage

• Access to the Financial Systems For additional information visit Finance System Topics. Finance Access Coordinator for Boulder Campus.

• Access Management Provisioning System (AMPS) provides secure access for University staff and affiliates who use the various data management applications.

• Account Tree This link goes to the University Controller's ChartField and Attributes webpage. Use either the interactive IRM Account Tree Browser or the static Chart of Accounts (Excel).

• Accountants—Area Accountants for General Accounting.

• Accountants—Grant Accountants for Sponsored Projects Accounting.

• Accounting Dictionary: Link to a commercial site where accounting terms are defined. Once there, scroll down and select the letter of the alphabet to go to that part of the glossary.

• Accounting Directives (now called Finance Procedural Statements)

• Accounting Standards issued by the State Controller.

• Accounting System Overhaul links to OUC website on this major initiative

• Account-Related Topics listed alphabetically:

  • Account Codes. This link goes to the University Controller's ChartField and Attributes webpage. Use either the interactive IRM Account Tree Browser or the static Chart of Accounts (Excel).

  • Account Code Legend Explains the abbreviations used in the account descriptions.

  • Accounts not listed on the Quick Reference Card Q&A

  • Accounts Q&A Account 699999

  • Accounts Q&A Accounts that are tax reportable on Form 1099

  • Accounts: Salary Account Structure as noted on University Controller's website

• Accounts Payable Q&A Account 699999

• Accounts Receivable Topics

  • Accounts Receivable and Allowances. Chapter 12 from The Guide.

  • Accounts Receivable Forms

  • Accounts Receivable Q&A When to write off a receivable?

  • Accounts Receivable Credit Cards Q&A Credit card chargebacks.

  • Accounts Receivable Q&A addressing Required Approvals for Write-Offs.

  • Aged Trial Balance and Certification Form for Accounts Receivable Monthly Reporting.

  • Credit Authorization Information for Accounts Receivable.

  • Credit Cards/Accounts Receivable Q&A

  • State Department of Personnel and Administration Rules on Accounts Receivable

• ACH (Automatic Clearing House) Payment and Security Policy Treasurer policy.

• Acronyms–Finance – Commonly used finance acronyms on the OUC site.

• Acronyms–University – General acronyms used throughout the campus hosted by BFA. An older list that may be a bit out of date but has some esoteric entries.

• Acronyms–University – A more recent general list hosted by University Communications.

• Administrative Policy Statements (APS) issued by the University System. Click the following link to go straight to the Fiscal APS page.

• Administrative Service Recharge APS

• Advance Payment to Vendors PPS

• After-the-Fact Purchases PPS

• After-the-Fact Purchases Q&A from the PSC

• Aged Trial Balance and Certification Form for Accounts Receivable Monthly Reporting.

• Agency Affiliation Agreement Form To establish Agency affiliation with the University.

• AICPA

• Alcohol Topics

  • Alcohol Purchase and Provision APS

    • Risk Assessment for Serving Alcoholic Beverages

  • Alcohol PPS

    • FAQ

    • Campus Designated Alcohol Approvers

  • Alcohol purchase approvers (by campus)

  • Alcohol Purchase Authorization Form

  • Alcohol and Official Functions Q&A

  • Executive Alcohol Inventory PPS

• Amendment 41 – Standards of Conduct in Government Information & guidelines on gifts to university employees. Amendment 41 was enacted as Article 29 of the Colorado Constitution. See also Independent Ethics Commission which was created by the law and issues opinions.

• American Accounting Association

• American Recovery and Reinvestment Act – University website

• AMPS - Access Management Provisioning System

• Amount Available Calculation Shows the methods used by the Finance System to calculate Amount Available by fund for Expenditure Control purposes.

• Annual Financial Reports for the University

• Annuitant's Insurance which is included within an Excel worksheet containing a variety of recharge rates.

• APS – An acronym for Administrative Policy Statement. The Fiscal APSs are listed in this Search Index by topic and title. You can click here to go to the Fiscal APSs on the OUC web.

• ARB Available Resource Basis Terminology used in Expenditure Control

• Area Accountants

• ARRA – University website (American Recovery and Reinvestment Act)

• Art & Sciences Budget Office and Financial Service Centers

• Audit – Department of Internal Audit

• Audit of Duke University by HHS for clerical expenses on sponsored projects

• Audit Reports of CU – links to Office of State Auditor; scroll to University of Colorado

• Audit requests for confidential information

• Audits—Coordination of Audits APS

• Auxiliary Fund Topics

  • Auxiliary and Self-Funded Revenues APS

  • Auxiliaries, Role of Auxiliaries, CU-Boulder Policy and Procedure

  • Auxiliary Budgeting links to PBA

  • Auxiliary Enterprises List

  • Auxiliary Enterprises, Q&A

  • Internal Service Centers

  • Prohibition on making cash transfers from TABOR Enterprises to the General Campus posted November 21, 2003.

  • Revenue Decision Matrix for Distinguishing Gifts, Sponsored Projects and Auxiliary and Self-funded Revenues. Excerpted from the Revenue APS suite.

• Available Balance How the available balance is calculated for Expenditure Control.

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Topics beginning with B

• Back-Up Approval and Incompatible Access Guidance for departments, VC's, and ABS

• Balance Sheet Accounts. Chapter 9 from The Guide.

• Bank Accounts and Investments APS

• Bank Wires (Wire Transfers)

• Benefits Rates and Information Webpage

  • Benefits Eligibility Matrix. Links to PBS – click on Eligibility Matrix in Quick Links.

  • Benefit Rates

  • Benefit Rates by Job Code

  • Fringe Benefit Negotiation Agreement with HHS

  • Termination Pay Program - Overview and explanation.

  • Termination Pay Program - How to process termination pay.

• Blackboard online training On 12/22/08, Blackboard trainings moved to SkillPort, accessible in the my.CU portal on the MY.TRAININGS tab.

• Black Box see Subsystems – Creating a New “Black Box” Upload

• Board of Regents, University of Colorado

• Boulder Campus Policies

• Boulder Campus Real Estate Administration, CU-Boulder Policy Statement

• BRS (Billing and Receivables System used for student bills). Due to be replaced by Integrated Student Information System (ISIS) in the summer of 2010.

• Budget Check Module/Edit Check Q&A

• Budget – Departmental Information – Link to PBA website for tools that departments can use: budget training, Auxiliary and R&R Fund budget development, budget planning parameters, etc.

• Budget Deficit Policy

• Budget Office Boulder Campus Office of Planning, Budget, and Analysis (PBA)

• Budget Pools defined categories as used on the SRECNA Statement of Revenues, Expenses and Changes in Net Assets

• Budget Office - Systems Systems Office of University Budgets

• Building Location Codes

• Bureau of Labor Statistics link that has information about the Consumer Price Index

• Bursar's Office

• Business Expense Reimbursement PPS

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Topics beginning with C

• Calendars – Monthly finance deadlines, training, close calendars.

• Calendar (System Availability) for Production

• Calling Card Q&A

• Capitalizing Repairs, Renovations and Remodeling Expenses ABS policy

• Cash Topics

  • Cash Advances PPS

  • Cash Control APS

  • Cash Control FPS

  • Petty Cash & Change Funds PPS   FAQ   Petty Cash/Change Fund Form

  • Cash Control Chapter 10 from The Guide.

  • Cash Deficit Policy for Funds 34, 72, 78 effective 2/18/02.

  • Cash Receipt Form. No Link from this listing. Call the Cashier at x27219 to request.

  • Cash and Fund Balance Transfer Table for CU-Boulder. Excel file with three worksheets: Instructions, a Table of Transfers, and Support Information.

  • Cash Transfers Don't do them backwards article in January 2008 newsletter

  • Cash Transfers – How-to do a cash transfer (on the PBA website)

  • Cash Transfers for CU-Boulder Q&A with link to Cash Transfer Table

  • Change Fund. links to The Guide, Chapter 10, Cash Control.

    • Form to establish or modify a change fund

  • Petty Cash Index link

  • Prohibition on making cash transfers from TABOR Enterprises to the General Campus posted November 21, 2003.

• CCHE Colorado Commission on Higher Education.

• CCS see Central Collection Services below

• Cell Phone Policy (links to Personal Technology and Telecommunications PPS)

• Cell Phones Q&A. Discusses personal calls made on university cell phones.

• Central Collections Services also known as CCS

  • CCS New Account Worksheet. Contact CCS for username and password information.

  • Collection Costs Q&A

  • The Guide, Chapter 12, Accounts Receivable

• Central Information Warehouse (CIW) Access and Training. Look under "Getting Started."

• Central Information Warehouse (CIW) Q&A What is the CIW?

• Certification Fees APS

• CFMA Colorado Fiscal Manager's Association

• CFR Code of Federal Regulations

• Change Fund. links to The Guide, Chapter 10, Cash Control.

  • Petty Cash & Change Funds PPS   FAQ   Petty Cash/Change Fund Form

  • Payment Voucher

• Changing Organization Codes in the General Ledger 

• Chart of Accounts Topics

  • Account Tree This link goes to the University Controller's ChartField and Attributes webpage. Use either the interactive IRM Account Tree Browser or the static Chart of Accounts (Excel).

  • Changing Organization Codes in the General Ledger

  • ChartField Attributes Q&A

  • Chart of Accounts This link goes to the University Controller's ChartField and Attributes webpage. Use either the interactive IRM Account Tree Browser, the static Chart of Accounts (Excel) or the Quick Reference Card.

  • Chart of Accounts, Attribute Modification. No form is needed to change a COA attribute. Send an e-mail request to Accounting@colorado.edu.

  • Chart of Accounts, Chartfield Creation and Maintenance. Forms for Chartfield Creation and Maintenance.

    • COA Lite A Boulder campus form designed for ease of use for the most common requests. Its use is optional. You may also use the form below.

    • Chart of Account Chartfield Creation and Maintenance The original chart of accounts form updated with new required fiscal role & expenditure control fields.

    • Route the Chart of Accounts Forms by email to accounting@colorado.edu, by FAX at 303-492-5553, or by Campus Mail to 579 UCB - Attn: COA

    • Gift Fund 34 Form. Use this form to create or modify a Gift Fund 34.

  • Chart of Accounts. Chapter 5 from The Guide.

  • Chart of Accounts, List of Auxiliary Enterprises:

    • When departments make a purchase from one of the departments on this list, the new ID Expense Accounts should NOT be used. Use a regular expense account as though the purchase were being made from an off-campus vendor.

    • When you arrive at this web page, click on the "Auxiliary Enterprise" link.

  • Chart of Accounts, List of Internal Service Centers:

    • When departments make a purchase from one of the departments on this list, the new ID Expense Accounts should NOT be used. Use a regular expense account as though the purchase were being made from an off-campus vendor

    • When you arrive at this web page, click on the "Internal Service Center" link.

  • FOPP Inactivation. No link. No form is needed to inactivate a FOPPS. Send an e-mail request to Accounting@colorado.edu.

  • Org Tree the current version

• Checks for Financial Aid Q&A

• Checks Issued but Never Cashed Q&A

• Checks – Prohibition on use of SSN or CC number when accepting checks

• CIW (Central Information Warehouse) Access and Training. Look under "Getting Started."

• CIW Q&A What is the CIW?

• Close Calendar – illustrates and describes key events during the monthly close

• Close – Year End

• Clothing Supplied to Employees by Department Q&A January 2006

• COA Chart of Accounts form

• Code of Ethics Training

• COF College Opportunity Fund

• COGNOS see Reporting System

• Collection of Personal Data from Students and Customers APS

• Collections Topics, see Central Collections Services

• Colorado links to laws, rules, offices, etc. see State of Colorado Links.

• Colorado Department of Higher Education

• Compensating Controls and Internal Conrols FPS

• Complimentary Tickets and Related Expenses APS

• Complimentary Tickets and Related Expenses PPS

• Computer-Based Training through ITS

• Confidential information requested by external auditors

• Conflicts of Interest and Commitment APS

• Contracting Authority APS

• Contracts and Grants, takes you to the Office of Contracts and Grants website. Also refer to Sponsored Projects Accounting.

• Controller for the Boulder campus – Steve McNally, 492-5489, steve.mcnally@colorado.edu

• Controller for the University System (all campuses) – Bob Kuehler

• Controller Function Decentralization APS

• Controls - Compensating and Internal

• Coordination of Audits APS

• Cost Accounting Unit of ABS 

• Cost Sharing Policy effective November 2000.

  • Addendum Sheet for Cost Sharing/Cost Matching CU Funds

  • Third Party Cost Sharing Contributions

• Cost Transfer Policy effective February 2005.

• Cost Transfer Journal Entry Help Page

• Council on Government Relations COGR addresses policies and technical issues involved in the administration of federally sponsored programs at universities.

• Courtesy Vehicle Program Requirements FPS Use with Operation of University Vehicles APS

• Credit Authorization Information for Accounts Receivable.

• Credit Card Merchant Policy Treasurer policy.

• Credit Cards/Accounts Receivable Q&A

• Credit Card Vendor Fees Q&A

• Crediting an Expense Q&A

• CRM Customer Relationship Management. Part of the Integrated Student Information System.

• CRS Colorado Revised Statutes

• CUConnect is CU Boulder's portal where financial statements, ePERs, Simple Speedtype Query, and pay advice channels link to the university's myCU portal.

  • How to add a channel in CUConnect Uses the ePER channel as an example.

  • How to add a tab to CUConnect Uses an ePER tab as an example.

• CUUF Policy Policy on the Use of University Facilities

• CU Foundation (also see Gift Topics)

  • Administrative Policy Statements related to Gifts and the CU Foundation:

    • CU Foundation Transfers APS

    • CU Foundation Transfer Requests FPS

    • Direct Spending from a Foundation on behalf of the University APS

    • Gift in Kind Transactions APS

    • Gift in Kind FPS

    • Gift Revenues APS

    • Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation APS

    • Supporting Foundation Reimbursement FPS

  • Development Officers select Boulder from Campus pull-down menu

  • Gift Processing How to process gift checks.

  • Gift Processing Flowchart Gift overview & check processing in flowchart format.

  • Reimbursement of Travel Expense on Behalf of CUF Q&A

  • Transfer of Funds Form used to process exceptional transfers from the Foundation.

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Topics beginning with D

• DAICR Policies and Procedures: (Departmental Administration Indirect Cost Recovery)Reimbursement of Costs Incurred by Departments and Institutes in Support of Research, issued July 12, 2001 by Carol B. Lynch.

• Deadlines & Dates Monthly deadlines & event calendar

• Deficit Policy for the General Fund

• Definitions: higher education fund accounting terms from The Guide. See also Glossary.

• DEPA Disclosure of External Professional Activities – faculty annual disclosure of information relevant to potential conflicts of interest and/or commitment.

• Department of Health & Human Services–Division of Cost Allocation

• Department of Higher Education

• Departmental Financial Management Guide, also known as The Guide

• Deposits into General Fund Q&A

• DHE Department of Higher Education

• Dictionary of accounting, budget, finance, and higher education terminology. See Glossary.

• Direct Cost Policy effective May 2003.

  • Typical Direct and Indirect Costs (F&A).

• Direct Spending from a Foundation on Behalf of the University APS

• Disclosure of Interests - Officers APS

  • Officer Disclosure Training PowerPoint (big file, give it awhile)

• Disclosure Statement, also known as the DS2, effective June 1997, Re-submitted March 1999.

• Donation Topics

  • Donations APS

  • Donations Q&A

• Dues and Memberships APS

• DUNS Number for Boulder campus: 00-743-1505 (click for other campuses)

• DUNS Numbers for other Colorado State agencies and institutions

• DUNS Number Q&A What it is and how to use it properly.

• DUNS Guide for Federal Grant and Cooperative Agreement Applicants Issued by OMB.

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Topics beginning with E

• EC – Expenditure Control

• ECR – Expenditure Control Rule Terminology used in Expenditure Control

• Education Assistance Program APS

• Effort Reporting – see ePER Topics

• Electronic Funds Transfers & Foreign Drafts Information from the PSC

• Electronic Funds Transfer EFT (Wire Transfer) Q&A

• Electronic Imaging of Documents Q&A

• Embezzlement, Fraud, Theft, Abuse, or Waste of University Resources. Links to CU Internal Audit where there are a variety of reporting options.

• Emergency Procurements Q&A

• Employee Awards or Gifts Q&A

• Employee Reimbursement Q&A

• Employee Reimbursement and the Expense System

• Encumbrances, Overview Q&A

• Encumbrances, Payroll Q&A

• Enterprise Designations Accounting Directive 99-1   Enterprise Flowchart

• EPC – see Expense Purpose Codes below

• ePER Topics (Electronic Personnel Effort Reporting)

  • ePERS Policy effective June 2008

  • epers@colorado.edu ePER email address for questions

  • ePER Instructions for Supervisors: How to view active employees' ePERs & certify terminated employees' ePERs.

  • ePER Step-by-Step Guides: How to Certify an ePER; ePER Summary Reports

  • ePER Step-by-Step Another excellent guide on how to certify an ePER written by UCD

  • ePER training (live) Classroom style and in-department options.

  • ePER training module by SkillPort in the my.CU portal on the MY.TRAININGS tab.

  • ePER email matrix Explains the automatically-generated ePER emails.

• Equipment Q&A's

  • Equipment Q&A issued September 2001.

  • Equipment, Accounting for the Sale of Equipment Q&A

  • Equipment and the Property Accounting System Q&A

  • Equipment for ISCs Q&A

  • Equipment, Sale of Q&A

• Escheat Property Accounting Directive #95-1

• Ethics Commission charged with the implementation of Article XXIX of Colorado's Constitution

• EthicsLine Hotline To report violations of law or policy anonymously.

• Event Card issued by the PSC used to facilitate the regular processing of group travel.

• Executive Alcohol Inventory PPS

• Expenditure Control FPS

• Expenditure Control Webpage

• Expense Approval Process PPS

• Expense (Business) Reimbursement PPS

• Expense Decision Flowchart Determine if an expense can be charged to a sponsored project.

• Expense, Interdepartmental (ID) Accounts. From the web page, click on the "ID Account" link.

• Expense Purpose Codes (EPC) Word document excerpted from Chapter 4 of The Guide.

• Expense Purpose Codes (EPC) Excel worksheet showing EPCs and their definition.

• Expense Reimbursement or Revenue? Q&A

• Expense System

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Topics beginning with F

• F&A (Indirect Cost) Negotiation Agreement with HHS

  • Indirect Cost Recoveries APS

  • Typical Direct and Indirect Costs (F&A)

• F&A Rates, History and Projection

• FAC, Financial Advisory Committee for Colorado Higher Ed. Institutions

• Facilities Use by Non-University Groups - Insurance Requirements APS

• Faculty Computer Purchase Program Q&A

• Faculty Handbook

• Faculty/Staff Tuition Benefit

• FAR, Federal Acquisition Regulations

• FASB – Financial Accounting Standards Board

• Fee Accounting – Accounting Directive #94-2

• Fees for Service in the Auxiliary Fund. Click on #94-2 when you arrive at the Policies and Procedures web page, and go to page 4.

• Fellowship Job Codes (Guidelines for proper use.)

• Finance System and Human Resource System Topics

  • Access Coordinator for Boulder Campus

  • Access to the Finance and Human Resource Systems This link goes to the UIS Security Forms page to create, change, or discontinue access to PeopleSoft FIN & HRMS, CIW, and SIS systems.

  • Error Message Q&A

  • Finance Security Access Q&A

  • Finance Security Access for Temporary Employees Q&A

  • Financial Reports — For financial reporting tools, see the Financial Reports Topics below.

  • Help Desks

  • HR On-Line System

  • Job Aids link to OUC website with a list of how-to's on using PeopleSoft

  • Password effective November 1, 2003.

  • Security Policy Highlights for the Financial System

  • Statements: Training to Read and Understand Monthly Statements

  • Step-by-Step Guide for the Finance System

  • System Availability for Production

  • UIS - University Information Systems (formerly UMS)

• Finance Procedural Statements (FPS)

• Financial Aid Topics

  • Financial Aid Awarded by Schools/Colleges/Departments Accounting Directive 97-1

  • Financial Aid Checks Q&A

  • Financial Aid Payments Q&A

• Financial Reports Topics

  • Financial Reports, CU Annual Reports

  • Financial Reports and Statements: All of the following require a CIW ID and Password (except Simple Speedtype query and Reporting System – require IdentiKey)

    • Access To Information Homepage to the next two entries

    • Access to Information HTML Output Reports

    • Access to Information Web Based Reports

    • FishNet Queries

    • myCU go to the My Reports tab to get the statements for your speedtypes.

    • PSLite download the program. Instructions under Reports on the left.

    • PSLite Training Includes some information about what PSLite is all about.

    • Simple Speedtype Query tool on the My Tools tab in myCU portal.

    • Reporting System logon page to the CU Reporting System. Requires IdentiKey.

    • Reporting System link to OUC website with information about the System.

    • Financial Statement FAQ – Addresses concerns about the cessation of printed reports delivered to departments.

• Finance System Step-by-Step Guides

  • Select Step-by-Step Guides for Finance , Procurement , HR, or Reporting

• FISAP –  Fiscal Operations Report & Application to Participate – Colleges and universities must report expenses for Federal Campus-Based programs (the Federal Supplemental Education Opportunity Grant (FSEOG), Federal Work-Study, and the Federal Perkins Loan program) using the FISAP process.

• Fiscal Topics

  • Policy & Procedural Statements:

    • Fiscal Certification APS

    • Fiscal Certification FPS

    • Fiscal Code of Ethics APS

    • Fiscal Code of Ethics Acknowledgement FPS

    • Fiscal Misconduct Reporting APS

    • Fiscal Roles and Responsibilities APS

  • Fiscal Certification webpage

  • Fiscal Code of Ethics Training

  • Fiscal Misconduct – Links to CU Internal Audit with further information and a variety of reporting options.

  • Fiscal Procedures Manual for the State of Colorado.

  • Fiscal Responsibility Training for All online course.

  • Fiscal Roles – A short description of the fiscal roles as assigned in the Finance System and the financial reports they receive.

  • Fiscal Roles on Sponsored Projects Q&A How they differ from programs.

  • Fiscal Roles – How to find all your roles using PSLite

  • Fiscal Rules issued by the State Controller effective July 1, 2009

  • Fiscal Rule Training. PowerPoint presentation of January 2004 training session.

  • Fiscal Year End Close 2007

  • Fiscal Year End Close 2008

  • Fiscal Year End Close 2009

• FishNet Queries

• FOPPS Inactivation. No link. No form is needed to inactivate a FOPPS. Send an e-mail request to Accounting@colorado.edu.

• FOPPS Recycling Q&A

• Foreign Drafts & Electronic Funds Transfers Information from the PSC

• Forms Links to comprehensive forms page.

• Foundation: See CU Foundation

• FPS – Finance Procedural Statements

• Fraud, Theft, Embezzlement, Abuse, or Waste of University Resources. Links to CU Internal Audit where there are a variety of reporting options.

• Fringe Benefits – see Benefit Rates and Information

• FRPA Faculty Report of Professional Activities – an annual inventory of a faculty member's professional activities.

• FTE (Full Time Equivalent) Policy effective February 2004

• Fund Accounting Definitions as found in The Guide.

• Fund Accounting Summary as found in The Guide.

• Fundraising Events

  • University-Sponsored Fundraising Events APS

  • Fundraising Events FPS

  • Fundraising Events webpage one-stop shop for fundraising events

  • Fundraising Events Q&A

  • Fundraising Event article #1 in Connections overview of how they work

  • Fundraising Event article #2 in Connections focus on revenue and recordkeeping

• FYE – Fiscal Year End

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Topics beginning with G

• GAAP – Generally Accepted Accounting Principles.

• GAR and GIR Rates on an Excel worksheet that shows current and historical rates. The following link to the Cost Accounting webpage has last five years' rates.

• GAIR, GAR, GIR – General Administrative and Infrastructure Recharge Q&A

• GASB – Governmental Accounting Standards Board

• Gasoline Reimbursement/Payment Using Petty Cash Q&A

• General Accounting Unit of ABS

• General Fees charged to all students in the General Fund, as found in University System Accounting Directive #94-2 on page 2.

• General Fund Budget Deficit Policy

• Gift Topics (also see CU Foundation)

  • Policy & Procedural Statements related to Gifts and the CU Foundation:

    • CU Foundation Transfers APS

    • CU Foundation Transfer Requests FPS

    • Direct Spending from a Foundation on behalf of the University APS

    • Gift in Kind Transactions APS

    • Gift in Kind FPS

    • Gift Revenues APS

    • Gift SpeedType Setup and Maintenance FPS

    • Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation APS

    • Supporting Foundation Reimbursement FPS

  • Amendment 41 – Standards of Conduct in Government Information & guidelines on gifts to university employees

  • Gift Accounting – Chapter 15 of The Guide

  • Gift Donation Processing How to process donations received by departments.

  • Gift Flowchart Gift processing steps in graphical format.

  • Gift Fund Setup Form used to create or modify a Gift Fund 34 speedtype.

  • Gift Initiative OUC website overview of recent gift fund changes with additional resources.

  • Gift Journal Entry Guidance on JE rules and restrictions including cash transfers.

  • Gift Purpose Codes Gift Purpose Codes, Expense Purpose Codes, and a Crosswalk between them. Set up for printing except the Crosswalk tab requires legal paper.

  • Gift Restrictions on Journal Entries Link to OUC website.

  • Gift Revenue Decision Matrix for Distinguishing Gifts, Sponsored Projects and Auxiliary and Self-funded Revenues. Excerpted from the Revenue APS suite

  • Gift Training Describes the Gift Fund Online Training with a link to the PowerPoint training presentation.

  • Gift Transfer Form used to process exceptional transfers from the Foundation.

  • Q&A Gift Funds Policy & procedure restrictions.

  • Q&A Gifts Employee Awards

  • Q&A Gifts Faculty Gifts Restricted for the Faculty's Programs

  • Q&A Gifts in Kind

• Glossary: A list of often difficult or specialized words with their definitions. (also Acronyms)

  • Accounting Glossary. Link to a commercial site with general accounting terms. Scroll down and select the letter of the alphabet to go to that part of the glossary.

  • Administrative Policy Statement Dictionary. Defines terminology used in the APSs.

  • Finance Glossary Extensive collection of Finance terms from Duke University.

  • Finance & Procurement Procedure Glossary. Terminology used in PPSs and FPSs.

  • Financial Dictionary. Financial terms commonly used at CU.

  • Higher education fund accounting terms from The Guide.

  • Higher Education Glossary on the Department of Higher Education website.

  • OCG-SPA Glossary Sponsored project terminology.

  • Procurement Glossary Definitions of terms used by the PSC.

  • Research Administration Glossary. Link to OCG website glossary for more sponsored project terminology.

  • SIS Glossary Used in the Integrated Student Information System.

  • Unrestricted Net Asset Code definitions

• Graduate School Appointment Manual scroll down to Appointment Manual

• Grant Accountants

• Grants and Contracts Accounting – See "Sponsored Projects Accounting".

• Guide also known as the The Departmental Financial Management Guide.

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Topics beginning with H

• Health-Related/Human Subject Research PPS

• Help Desks a link to ABS, PBS, PSC, UIS and University Controller Help Resources.

• HHS – US Department of Health and Human Services, CU's cognizant audit agency

• Higher Education Accounting Standards issued by the State Controller.

• Higher Education Financial Advisory Committee (FAC)

• Higher Education Fiscal Guidelines April 2009. Good reference on fund accounting & TABOR.

• Higher Education Fund Accounting Definitions as found in The Guide.

• Higher Education Fund Accounting Summary as found in The Guide.

• HIPAA Health Insurance Portability and Accountability Act fact sheet

• Holiday Parties Memo on what is allowable.

• Holiday Party Potluck Q&A

• Honoraria APS

• Honorarium Form look under Payable Services

• Honorarium vs. Payment for Services Q&A

• Hotline – CU Ethics Hotline to report violations of law or policy anonymously.

• How-To Guides for Finance System, Procurement, Reporting, HR. Also see The Guide.

• HRMS Step-by-Step Guides

• HR On-Line System. For additional information visit Finance System Topics.

• Human Subject Research/Health-Related PPS

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Topics beginning with I

• ID Accounts

• ID Revenue & Expense Accounts Usage Off-Campus Q&A

• IdentiKey

• IN Form Interdepartmental Invoice

• In-State Tuition Status for Students that are Honorably Discharged from the Military APS

• In-State Tuition Status for Students that Move to Colorado as the Result of an Economic Development Incentive APS

• Incompatible Access and Back-Up Approval Guidance for departments, VC's, and ABS

• Indirect Cost Recoveries APS

• Indirect Cost Rate Negotiation Agreement with HHS

• In-Kind Contributions form for Third-Party Costsharing

• Instructional Fees in the General Fund. Found in University System Accounting Directive #94-2 on page 2.

• Instructional Fees Q&A

• Insurance Requirements - Use of Facilities by Non-University Groups APS

• Insurance Q&A

• Interdepartmental Invoice (IN)

• Interdepartmental Sales (ID Revenue Accounts)

• Internal Audit, Department of

  • Fraud, Theft, Embezzlement, Abuse, or Waste of University Resources

• Internal Controls and Compensating Controls FPS

• Internal Service Centers (ISC)

  • ISC Rate Calculation Worksheet for FY2010

  • ISC Rate Calculation Worksheet for FY2009

  • ISC Rate Calculation Worksheet for FY2008

  • ISC Rate Calculation Worksheet for FY2007

  • ISC Rate Calculation Worksheet for FY2006

  • Internal Service Centers - chapter 13 of The Guide

  • ISC List

  • Internal Service Centers Q&A

  • Internal Service Centers Equipment Q&A

  • Review of CU Boulder's ISCs by DHHS.

• International Tax Specialists (Payroll) for UCB: Alicia Dandeneau, 303-735-0816 or Kendra Zafiratos, 303-735-5534

• International Travel APS

• Internet Expenses Off-campus (e.g. from home) internet expenses paid by the university Q&A.

• IPEDS Integrated Postsecondary Education Data System of the US Department of Education

• IRB Institutional Review Board. The Human Research Committee (HRC) is the IRB on the Boulder campus. An IRB reviews and approves research involving human subjects

• ISIS Integrated Student Information System. Replaces the pre-existing SIS.

• ISC - Internal Service Center

• Inventory. Chapter 11 from The Guide.

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Topics beginning with J

• Job Aids (Finance and Procurement Step-by-Step Guides)

  • Select "Job Aids" for Finance Processes

  • Select "Finance Step by Step Guides" for Procurement Processes.

• Job Codes Link to PBS website where you can select various Job Code tables

• Job Codes–Fellowship Guidance on use of Fellowship job codes (3200 series & 3110)

• Journal Source Code Contact List

• Journal Entry Topics

  • Incompatible Access and Back-Up Approval Guidance for departments, VC's, and ABS

  • Journal Entry Approvals Make sure you approve article in January 2008 newsletter

  • Journal Entry Flowchart with Expenditure Control

  • Journal Entry Q&A

  • Journal Entry Courtesy Policy

  • Journal Entry Reversal Q&A

  • Journal Entry on Sponsored Projects Special information and format needed

  • Standard Journal Entry How-To

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Topics beginning with K

To Top of Page

Topics beginning with L

• Legal Notices Q&A

• Library Q&A

• License and Certification Fees, Memberships, or Dues APS

• License – Sales Tax

• Location Code Request Form

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Topics beginning with M

• Mac computer tips for accessing reports in the portal & the Reporting System

• Meal "Full Cost" Calculation Q&A

• Meal Reimbursement on a Business Trip see Travel Authorization and Expense PPS

• Meeting/Event Card issued by the PSC used to facilitate the regular processing of group travel.

• Memberships to Retail Stores Q&A

• Memberships and Dues – APS

• Mileage Reimbursement Rate for travel on official university business.

• Misconduct, Fiscal – Links to CU Internal Audit with further information on financial fraud, theft, abuse, embezzlement, waste, and a variety of reporting options.

• Monthly Close Calendar – illustrates and describes key events during the monthly close.

• Monthly Statements, Training to Read and Understand Finance System Statements

• Moving Expense Reimbursement Q&A

• Moving Expenses – see PBS webpage on moving and the PBS Guide

• myCU portal is the university portal that contains financial reports, ePERs, Simple Speedtype Query, and pay advice. Log in with your CUConnect Identikey or log on to Boulder's portal CUConnect which links to myCU for these channels.

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Topics beginning with N

• NACUBO, National Association of College and University Business Officers. You can get a login ID to their website by providing your email address in order to access articles.

• National Conference on College Cost Accounting

• NCURA, National Council of University Research Administrators

• New Employee Primer for Survival and Success

• New Employee Overview of University Finance Environment

• Newsletters published by ABS

• NIH Grants Policy Statement

• NSF Grants Policy Manual

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Topics beginning with O

• OCG trainings, classes, brown-bag lunch schedule

• Office of Contracts and Grants (OCG)

• Office of the Treasurer

• Office of University Controller (OUC)

• Office Supplies reimbursement restriction Q&A

• Officer Disclosure of Interests APS

  • Officer Disclosure of Interests FPS

  • Officer Disclosure Training PowerPoint (big file, give it awhile)

• Officers – A list of Officers on all campuses select Listing of University Officers

  • Key Administrators and Organizational Charts for the Boulder campus

• Official Function Topics

  • Official Functions PPS

  • Official Function Authorization Form

  • Official Function, Account Code Q&A

  • Official Functions, Meals Q&A

  • Official Functions with Alcohol Q&A

  • Official Functions for Memorial/Condolences Q&A

• Official Service Provider Designation Q&A

• OMB Circular A-21

• OMB Circular A-110

• Online Representations and Certifications Application (ORCA). Enter UCB DUNS #007431505 to pull up the Boulder campus' Representations and Certifications.

• One-Sixth Rule scroll to 4b. Guidance on faculty additional remuneration. (from the Faculty Professional Standards document)

• One-Sixth Rule Application & Clarification from Faculty Affairs

• OPAS – Organizational Prior Approval System Link to OCG for budget deviations and other project changes.

• OPEB – Other Post-Employment Benefits. Liability required by GASB 45.

• Operation of University Vehicles APS

  • Courtesy Vehicle Program Requirements FPS

• Operator ID For additional information visit Finance System Topics.

  • Access to the Finance and Human Resource Systems This link goes to the UIS Security Forms page to create, change, or discontinue access to PeopleSoft FIN & HRMS, CIW, and SIS systems.

• Optional Check-Off Fees Found in University System Accounting Directive #94-2 page 5.

• Organization Chart for ABS 

• Org Form to set up a new org or modify an existing org (use COA form)

• Org Tree shows all University orgs. Updated 10/9/09

• OUC – Office of University Controller

• Outside Consulting Q&A

• Outside Organizations Q&A

• Overexpenditures on Contract and Grant Accounts, Policy issued on January 13, 1997 by Dean Lynch.

• Overview of university financial environment for new employees

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Topics beginning with P

• Parking – System Administration Parking APS

• Participant Support Costs Policy and Procedures

• PAS — Property Accounting System (see Property Accounting Topics)

• Passwords ITS Security Awareness

• Passwords UIS Operating Policy

• Passwords Self-Service Change for Finance and HR System, and CIW

• Payment Voucher Form Look under Payable Services

• Payment Voucher Authorization and Use PPS

• Payroll and Benefits Services, PBS, for the University System.

• Payroll Related Topics

  • Payroll–Mandatory Direct Deposit APS

  • FTE (Full Time Equivalent) Policy effective February 2004

  • Payroll Q&A

  • Payroll and Benefits Services, PBS, for the University System.

  • Payroll Encumbrances Q&A updated May 14, 2005

  • Payroll Expense Transfer Calculator (to figure out how much you need to move)

  • Payroll Expense Transfer Reversal Q&A

  • Payroll Expense Transfer Work Study Q&A

• PDA policy Personal Digital Assistant

• PeopleSoft see Finance System

• Permanent Land Fund and Auxiliary Enterprise Investment Fund APS

• Personal Technology and Telecommunications PPS

  • Personnel Technology and Telecommunications Initiative webpage on OUC site. Learn how to fulfill the requirements for cell phones and PDAs used for university business.

  • Flowcharts go through the required authorization and procurement processes required for wireless telecommunications.

• Personnel Effort Reports see ePER listing

• PET Payroll Expense Transfer. See Payroll Related Topics above

• Petty Cash Topics (see also Cash Topics)

  • Petty Cash & Change Funds PPS  FAQ

  • Petty Cash/Change Fund Form

  • Petty Cash Fund link to The Guide, Chapter 10, Cash Control

  • Petty Cash Instructions to set up a Fund 29 petty cash fund to pay study subjects in multiple Fund 30 sponsored projects.

  • Petty Cash PowerPoint presentation

  • Petty Cash Q&A - Using Petty Cash to Reimburse/Pay for Gasoline Q&A

  • Petty Cash Q&A - Where to find information

• Phone Cards for Long Distance Q&A

• PIE, Pooled Investment Earnings, Q&A

• PIE, Pooled Investment Earnings, Revised Q&A

• Planning, Budget and Analysis (PBA) Office on the Boulder Campus.

• Policies & Procedures  – ABS policies webpage with links to other applicable policies.

• Policy to Recover Costs Due to Deficit Spending effective February 2000.

• Political Expenses APS

• Pollution Remediation FPS

• Pollution Remediation Flowchart

• Pooled Investment Earnings (PIE) Q&A

• Portal – There are two portals: Boulder's CUConnect and the University's MyCU. CUConnect links to myCU for System-maintained channels. Visit our FAQ page for more on the topic.

• PPL – Personnel/Payroll Liaison. A Human Resources acronym.

• PPS – Acronym for PSC (Procurement Service Center) Procedural Statement. These are listed in this Search Index by title and topic. You can view a complete list at the PPS web.

• Primer: New Employee Primer for Survival and Success.

• Private Property Destruction Reimbursement Q&A

• Procurement Service Center, PSC for the University System.

• Procurement Step-by-Step Guides

• Procurement Card and the Expense System

• Procurement Card Q&A's

• Procurement Card Step-by-Step Guides

• Program Management and Fiscal Control Responsibility Policy (pdf file) effective Aug 1992

• Projects see Sponsored Projects

• Property Accounting Topics

  • Property Accounting webpage

  • Property Accounting Forms

  • Property Accounting Report Requires CIW access. Select

  • Property Accounting System (PAS) Manual

  • PAS Manual Excel Files for Sections C, E, I, J, K. This workbook contains 14 worksheets. Scroll through the tabs at the bottom of the workbook until locating the worksheet you need.

  • Property and Equipment Useful Life. An Excel spreadsheet.

  • Property Sales Proceeds Q&A

• Propriety of Expenses APS

• Propriety - Tests for Expenses PPS

• PSC – Procurement Service Center

• PSLite download the program from the homepage–instructions under Reports on the left.

• PSLite Q&As

• PSLite Tips, Tricks, & Troubleshooting

• PSLite Training Includes some information about what PSLite is plus how to download.

• PTA Personal Technology Authorization number used to authorize wireless communications.

• Purchase Request for users without database access. Contact PSC before using.

• PV – Payment Voucher

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Topics beginning with Q

• Q&A

• Quick Reference Card (QRC) in a pdf file or an Excel file. The QRC provides a list of the accounts departmental administrators are required to use at a minimum to classify assets, liabilities, revenues, expenses, and cash transfers. Be aware that the QRC is out-of-date. but it still has helpful information about the university chart of accounts and how accounts are used. Be sure to verify the correct account code from one of the following more current features:

  • Chart of Accounts (Excel) from the University Controller website or the IRM Account Tree Browser.

  • QRC Paper Copy. To get a paper copy of the QRC, submit your order to accounting@colorado.edu. Include your name, the number needed, and the campus box number.

  • QRC for Sponsored Projects Lists allowable costs by account code. Created by UCD.

  • Quick Reference Card, Accounts not listed, Q&A

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Topics beginning with R

• Rate of Exchange Q&A

• Real Estate: Boulder Campus Real Estate Administration CU-Boulder Policy Statement (to be revised – 7/9/07)

• Recharge: See GAR and GIR. Also Cost Accounting page.

• Recognition and Training Activities PPS

  • FAQ

  • Recognition Reporting Form Used to authorize and report awards, rewards, and prizes.

• Records Management: Arranged alphabetically except APS at top.

  • Retention of University Records APS

    • Records Retention Schedule (part of APS)

  • ABS Records Management page

  • Colorado State Archives FAQ on records management

• Recruiting Costs Q&A

• Regents University of Colorado Board of Regents

• Registrar and Bursar Fees in the General Fund. Found in University System Accounting Directive #94-2 on page 3.

• Reimbursement (Employee) and the Expense System

• Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation APS

• Reimbursement of University Costs Associated with Responding to Public Inquiries APS

• Relationship Statement University of Colorado and Student Organizations

• Renewal and Replacement Account Management Policy (.pdf file) effective January 1993.

• Renewal and Replacement FOPPS, Spending from an R/R FOPPS effective July 2001.

• Reporting Fiscal Misconduct APS

• Reporting System (Cognos) Step-by-Step Guides

• Reports – see Financial Reports

• Representations and Certifications. Enter UCB DUNS #007431505 to pull up the Boulder campus' Representations and Certifications.

• Research Administration – Office of Vice Chancellor for Research

• Retention of University Records APS

  • Records Retention Schedule part of the APS

  • ABS Records Management page

• Revenue Topics

  • Policy and Procedural Statements:

    Revenue Definition and Recognition APS

    Auxiliary and Self-Funded Revenues APS

    Gift in Kind Transactions APS

    Gift Revenues APS

    Sponsored Project Revenues APS

    • GASB 33 Impact on Recognition of Sponsored Project Revenues FPS

    • Documentation of GASB 33 Recognition of Sponsored Project Revenues FPS

    • Analysis of Sponsored Project Revenues from Private Foundation FPS

  • Revenue, Interdepartmental, ID, Accounts

  • Revenue (Self-Generated) Q&A

  • Revenue Decision Matrix for Distinguishing Gifts, Sponsored Projects and Auxiliary and Self-funded Revenues. Excerpted from the Revenue APS suite above.

• Roles (Fiscal) – A short description of the fiscal roles as assigned in the Finance System and the financial reports they receive.

• Role of Auxiliaries, CU-Boulder Policy and Procedure

• Routing Transit Number for bank wire transfers

• Royalty Income Q&A

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Topics beginning with S

• Salary Topics

  • Fellowship Job Codes (Guidelines for proper use.)

  • FTE (Full Time Equivalent) Policy effective February 2004

  • Graduate Assistants & GPTI Salary Scroll to "Graduate Student Appointment Manual" and select "Salary Tables."

  • Salary Accounts as found on the University Controller's website.

  • Salary Expense Accounting Q&A

  • Salary Overpayments Q&A

  • Total Compensation - State of Colorado

• Sales Tax Webpage (Also see Tax Topics)

  • Sales and Use Tax FPS

  • ABS Sales Tax Policy effective September 2002, updated Dec 2003 & Feb 2006.

  • Sales Tax Charged to University Purchase Q&A

  • Sales Tax Exemption of the University Q&A

  • Sales Tax License for City of Boulder

  • Sales Tax License for State of Colorado effective through December 31, 2009.

  • Sales Tax Calculator & Rate Charts effective January 1, 2008

• Satellite Phone Policy

• Scope of Work form On PSC forms website–Look under Purchasing.

• Scope of Work - Guidance for Distinguishing Independent Contractors from Employees

• Security Access Coordinator for the Boulder Campus

• Security Policy Highlights for the Financial System. For additional information visit Finance System Topics.

• Sensitive Expenditures

  • Sensitive Expenses PPS  FAQ

  • Tests of Propriety PPS

  • Sensitive Expenditures Q&A November 2003

  • Sensitive Expenditures Q&A January 2004

  • Sensitive Expenditures Q&A December 2004: Meal payments for spouse or significant other

  • Sensitive Expenditures - Q&A January 2005: Meals with colleagues.

  • Sensitive Expenditures - Q&A April 2005: Notary License

  • Sensitive Expenditures - Q&A April 2005: Recognition Gift

  • Sensitive Expenditures - Q&A May 2005: Softball Fees

• Service Centers: see Internal Service Centers

• Service Centers Q&A

• SEVIS – Student and Exchange Visitor Information System – Government system to track foreign and exchange students. Universities are required to provide student information updates to the government system.

• SIS – Student Information System. Mainframe-based system used by CU for 20 years. Primary source of student information. Oracle based Campus Solutions replaces this system in Fall 2009 and has been rebadged as ISIS or Integrated Student Information System.

• SkillPort online training

• SNA – Statement of Net Assets (see Definitions or Financial Reports)

• Social Security Card Verification APS

• Social Security Numbers SSNs – prohibition on use of payment by check

• Sole Source Justification Form

• Source Code Contact List. This link goes to the University Controller's Financial System Information & Calendars web page. Scroll down to Journal Source Code Listing and select it. This opens an Excel workbook which contains a worksheet for each campus.

• Special Events is an old term for Fundraising Events

• SpeedType Form to set up a new one or modify an existing one (use COA form)

• SpeedType Q&A Assign old speedtype in old Org to new FOPPS in new Org?

• SPINS (Sponsored Projects Information System) Guide

• Sponsored Project Topics and Resources View the SPA webpage

• SRECNA – Statement of Revenues, Expenses and Changes in Net Assets (see Definitions or Financial Reports)

• Spot Awards

• Stale-Dated Warrants Warrants that are not redeemed within the designated time frame become stale dated 152 days after issue date. Use the Warrant Adjustment (WA) form to request that these or other problematic payments be cancelled and perhaps reissued.

• Standard Journal Entry How-To

• Standing Purchase Orders Step-by-Step Guide for SPOs

• State of Colorado Links

  • Colorado Department of Higher Education

  • Colorado Revised Statutes (CRS)

  • Ethics Commission

  • State Archives Records Management Manual

  • State Audit Report

  • State Auditor's Office

  • State Controller

    • Authoritative Guidance. Comprehensive listing of State rules, regulations, and procedures that pertain to finances.

    • Higher Ed Accounting Standards

    • Fiscal Procedures Manual for the State of Colorado.

    • State Fiscal Rules effective July 1, 2009

    • Fiscal Rule Training. PowerPoint presentation of January 2004 training session.

  • State Fiscal Rules effective July 1, 2009

  • State Fiscal Rule Training. PowerPoint presentation of January 2004 training.

  • Statewide Single Audit Reports

• State Travel Card PPS

• Statements (Financial) – see Financial Reports

• Step-by-Step Guides How to perform tasks & procedures in a variety of CU systems.

  • Office of University Controller (OUC) Step-by-Steps

    • General

      • Adding a Trusted Site

      • Clearing Cache

      • Creating Email Rules in Outlook

      • Creating Screenshots

      • Disabling Internet Password-Save

      • Disabling Pop-up Blockers

      • Logging in to the Portal

    • ePERs

      Certifying Electronic Personnel Effort Reports (ePERs) Certifying ePERs for Terminated Employees ePER Summary by Org ePER Summary by PI Report Uncertified ePERs by Org or Campus

    • Expenditure Control

      Expenditure Control Overview Calculating Amount Available Expenditure Control Attribute Change Resource Inquiry Reviewing Resource Check Failure SpeedType Inquiry

    • Expense System

      • General

      • Employee Reimbursement

      • Travel Authorizations

      • Procurement Card

      • Miscellaneous

    • Finance System (PeopleSoft)

      • Overview

      • Chart of Accounts

      • Journal Entries

    • Fiscal Certification and Responsibility

      Fiscal Certification for Officers Assigning Delegates Fiscal Assessment

    • Reporting System (Cognos)

      • Overview

      • Basic Financial Reports

      • Other Financial Reports

    • SPINS (Sponsored Projects Information System)

      • Getting Started

      • Principal Instructions

      • Reorg Table Update

  • Procurement Service Center (PSC) Step-by-Steps

    • Finance System Procurement Applications

      Purchasing Defaults Department Purchase Orders (DPOs) PO Requisitions Receiving SPO Requisitions & SPOs SPO Vouchers

    • Procurement Card (ACARD) System

      General Information Reallocations Inquiries Reports

    • How to Buy Specific Commodities

      Methods of procurement for the covered item Purchasing agent contact information; and, Miscellaneous related policy guidelines, procedures, etc.

  • Human Resources Management System HRMS (PBS) Step-by-Steps

    • Workforce Administration

    • Enterprise Learning

    • Organizational Development

    • Recruit Workforce - Review History

    • Time Collection

    • Reports

    • Worklist

    • Contract Pay

    • Miscellaneous

  • The Departmental Financial Management Guide (ABS) "The Guide"

• Student Fees, Institutional Plan for Student Fees

• Student Group Relationship Statement

• Student Organizations Q&A

• Student Organizations and University of Colorado Relationship Statement

• Student Payments PPS

• Student Retirement Plan APS

• Study Subjects Q&A what account code to use

• Study Subject Payment Log template

• Study Subject Petty Cash Instructions to set up a Fund 29 petty cash fund to pay study subjects for multiple Fund 30 projects.

• Sub-classification Q&A

• Subrecipient Invoice Template

• Subrecipient Monitoring Guide

• Subsystems – Creating a New “Black Box” Upload

• Summer Appointments: This link goes to the College of Arts and Sciences Budget Office web page which includes information on the 3/9ths Rule, Summer Research Funding, Data Change Request, Summer Chair Stipend, and Summer Salary Limitations. When arriving at this page, scroll to "Summer Appointments for Faculty."

• Summer Session Faculty and Student Faculty Appointments: Memo from the Director of the Summer Session.

• Supporting Foundation Reimbursement FPS

• SURDS Student Unit Record Data System

• System Availability for Finance System and HRMS Production. For additional information visit Finance System Topics.

• System (University) Controller for the University of Colorado System.

• System Office for the University of Colorado System.

• System Operations for the University of Colorado System.

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Topics beginning with T

• TABOR – Tax Payer Bill of Rights: See The Guide (p.15) & Higher Education Fiscal Guidelines

• Tax Topics

  • Sales Tax Topics

  • Tax Exempt Certificate for Boulder campus for Colorado State Sales/Use tax

  • Tax Exempt Certificates for all campuses

  • Tax Exempt Determination Letter issued by the IRS. Contact your area accountant.

  • Tax Exempt Information for Vendors and Donors Q&A

  • Tax Exempt Status Letter suitable for printing and taking to retailers

  • Tax Exempt Status of the University of Colorado - Federal

  • Tax Exempt Status of the University of Colorado - Denver

  • Tax Numbers Q&A

  • Tax Numbers (and others)

    • University Identification and Tax Numbers

      • Federal Employer Identification Number (FEIN): 84-6000555 (click for FEIN numbers for all campuses)

      • Federal Excise Tax Exemption Register Number: 84-730123K

    • Boulder Campus Numbers

      • Certificate of Exemption for Colorado State Sales/Use Tax Only Number: 98-02915-0000

      • City of Boulder Tax Exempt Number: 0-03282

      • DUNS Number: 00-743-1505 (click for DUNS for other campuses)

      • Swift Code: WFBIUS6S

      • Cage Code: 4B475

      • State and County Sales Tax License Number: 10-12726-0000

      • City of Boulder Sales & Use Tax License Number: 0-03282-1

      • The University's tax exempt status applies only to those purchases made for the exclusive use of the university and made with a university purchase order or university purchasing card.

  • Tax Reportable Account Codes (on Form 1099)

  • Tax Specialists–International (Payroll) for UCB: Alicia Dandeneau, 303-735-0816 or Kendra Zafiratos, 303-735-5534

  • Tax Treatment on Complimentary Tickets and Related Expenses APS effective June 1, 2006.

  • Unrelated Business Income Tax, UBIT, Policy issued 1993.

  • W-9 for the University

  • W-9 PPS (PSC Procedural Statement)

• Technology Transfer Office

• Telephones Q&A addressing reimbursement to the University for personal calls made on university cell phones.

• Temporary Employment Services Q&A

• Termination Pay Program - Overview and explanation.

• Termination Pay Program - How to process termination pay.

• Tests of Propriety PPS

• Theft, Fraud, Embezzlement, Abuse, or Waste of University Resources. Links to CU Internal Audit where there are a variety of reporting options.

• The Guide also known as the Departmental Financial Management Guide.

• Ticket Sales Q&A

• Tickets–Complimentary Tickets and Related Expenses APS

• Tickets–Complimentary Tickets and Related Expenses PPS

• Training and Recognition PPS

  • FAQ

  • Recognition Reporting Form Used to authorize and report awards, rewards, and prizes.

• Training using Step by Step Guides

• Training Workshops and Classes offered by ABS

• Transfer Topics (see also Cash Topics)

  • Transfer of Costs to Sponsored Project FOPPS: Policy for CU-Boulder effective May 2003.

  • Prohibition on making cash transfers from TABOR Enterprises to the General Campus posted November 21, 2003.

  • Transfers of General Funds to Plant Fund Renewal and Replacement Accounts

  • Transfer Table for CU-Boulder, effective December 2003, which is an Excel file containing three worksheets: Instructions, Transfer Table, Support Information.

• Travel Topics

  • Administrative and Procedural Policy Statements (APS & PPS):

    • International Travel APS

    • State Travel Card PPS

    • Travel Authorization and Expense PPS

  • A Complete Travel How-To on the PSC website

  • Deposits to General Fund Q&A

  • Expense Reimbursements to General Fund Q&A

  • General Fund Limitations Q&A

  • In-State or Out-of-State Designation for Non-Employee Q&A

  • International Travel Approvers a list of Approvers

  • Meal Reimbursement on a Business Trip see Travel Authorization and Expense PPS

  • Mileage Reimbursement Rate Q&A

  • Travel Advance Q&A

  • Travel Authorization and the Expense System

  • Travel Authorization Program

  • Travel Management Program - State of Colorado

  • Travel on Behalf of CUF Q&A

  • Travel Voucher form Look under Payable Services

• Treasurer's Office for the University of Colorado

• Tuition—In-State Tuition Status for Students Honorably Discharged from the Militar APS

• Tuition—In-State Tuition Status for Students that Move to Colorado as the Result of an Economic Development Incentive APS

• Tuition Benefit for University Employees

  • Education Assistance Program APS

  • Tuition Assistance Program FPS

  • Webpage for Faculty/Staff Tuition Benefit on Bursar website

• Tuition Remission Basics Brief article on what it is and how it works.

• Tuition Remission Detailed information—scroll to Graduate School Appointment Manual

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Topics beginning with U

• UBIT – Unrelated Business Income Tax (see entries below)

• UIS - University Information Systems (formerly UMS–University Management Systems)

• UIS Access and Security Policies. For additional information visit Finance System Topics.

• UMS – University Management Systems is now call UIS University Information Systems

• Unavailable Documentation Form Applies to Procurement Card. Look under Purchasing.

• Unclaimed Revenue Contact the Bursar at cash.management@colorado.edu for inquiries about missing payments or for a list of unclaimed wire transfers and ACH credits.

• Undocumented Reimbursement Form Look under Payable Services

• Undocumented Reimbursement PPS

• Unemployment Compensation an Excel worksheet containing a variety of recharge rates.

• Uniform Allowance Q&A from September 2002.

• Uniform Allowance Q&A from December 2002.

• University of Colorado Links

  • University Controller (OUC) university-wide controller (all campuses)

  • University Information Systems (UIS)

  • University of Colorado - Denver, Finance Office

  • University of Colorado - Health Sciences Center, Administration and Finance Office

  • University of Colorado - System Office

  • University Risk Management

  • University Treasurer

• University-Sponsored Fundraising Events APS see Fundraising Events for a complete listing

• Unrelated Business Income Tax (UBIT) Policy issued 1993.

• Unrelated Business Income Tax Questionnaire

• U.S. General Accounting Office

• Use of University Accounts CU-Boulder policy effective October 1991.

• User Alert emails sent from the Office of University Controller

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Topics beginning with V

• Vehicles - Operation of University Vehicles APS

  • Courtesy Vehicle Program Requirements FPS

• Vendor Update To request that a new vendor be added to the CU Vendor File or to change information on an existing vendor.

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Topics beginning with W

• W-9 & Vendor Authorization PPS

• W-9 forms

• W-9 Q&A Explains the two kinds of W-9 forms.

• WACUBO Western Association of College and University Business Officers

• Warrant Adjustment Request

• Warrants - Express Warrants PPS

• Warrants - Hand Drawn Express Warrant Pick-Up by a Delegated Person Q&A

• Warrants - Stale-Dated

• Waste, Fraud, Theft, Embezzlement, or Abuse of University Resources. Links to CU Internal Audit where there are a variety of reporting options.

• What are Gifts, Contracts & Grants

• Wire Transfer Policy Treasurer policy

• Wire Transfer Q&A How to do a wire transfer

• Wireless Telecommunications Policy

• Worker's Compensation, found on an Excel worksheet that contains a variety of recharge rates.

• Workers' Compensation Q&A

• Work Study Payroll Expense Transfer Q&A

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Topics beginning with X

• No listings begin with the letter X.

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Topics beginning with Y

• Year End Close 2009

• Year End Close 2008

• Year End Close 2007

• Year End Close 2006

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Topics beginning with Z

• No listings begin with the letter Z.

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Topics beginning with a Number

• 1/6th Rule scroll to 4b. Guidance on faculty additional remuneration (from the Faculty Professional Standards document).

• 1/6 Rule Application & Clarification from Faculty Affairs

• 1099 Tax Reportable Account Codes Q&A

• 41 (Amendment) – Standards of Conduct in Government Information & guidelines on gifts to university employees. Amendment 41 was enacted as Article 29 of the Colorado Constitution. See also Independent Ethics Commission which was created by the law and issues opinions.

• 94-2 Fee Accounting Policy (CU Accounting Directive)

• 95-1 Escheat Property Accounting Policy (CU Accounting Directive)

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