Forms Library

Form Title Purpose Last Updatedsort descending
MONTHLY PCI DSS CHECKLIST

Complete this checklist each month as part of your Departmental Process and Procedures. Keep completed checklists on file for a minimum of two years to assist with meeting your PCI Compliance Requirements.

06/02/2017
DEVICE INVENTORY LOG
This document helps satisfy PCI DSS requirements 9.9 (a) and 9.9.1 (a) by creating and maintaining a list of all equipment that has direct access to
cardholder data within a Merchant environment. Such devices include: terminals where cards are swiped and/or dipped, swipe only devices, and
PIN pad devices. Review & Update this log as necessary quarterly.
07/21/2017
Stipend Authorization Form

To be completed by schools or departments to authorize payment of fellowships / scholarships / traineeships

07/24/2017
Service Provider Agreement (Consultants) with 1M CGL insurance

For use across a number of Service Provider/Consultant categories; including but limited to Management and Business Professionals and Administrative Services; Database Analysis; General Research and Medical/Dental Services (Research Support only).

08/17/2017
RFP Template

Form to be used in conjunction with a formal RFP process.

09/13/2017
Bid Award Letter Template

Document provided to supplier that has been engaged through a formal RFP process.

09/13/2017
Bid Non-Award Letter Template

Document provided to supplier that has not been engaged through a formal RFP process.

09/13/2017
Competitive Sourcing Price Summary – Non-Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the non-sponsored transaction value is >$10,000.

09/13/2017
RFP Timeline

This form is used in the RFQ or RFP process to inform timing for each step in the bid process.

09/14/2017
RFP Evaluation Matrix #2

Form to be completed in conjunction with a formal RFP process to outline evaluation criteria to award the bid.

09/15/2017
RFP Evaluation Matrix #1

Form to be completed in conjunction with a formal RFP process to outline evaluation criteria to award the bid.

09/15/2017
Competitive Sourcing Price Summary – Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the sponsored transaction value is >$3,500.

09/15/2017
Business Associate Addendum

Used when accessing, and/or creating Protected Health Information on behalf of CU. (Protected Health information is info that is subject to Federal privacy and security regulations pursuant to the Health Insurance Portability Act - HIPPA.)  Note: To be used every time patient information is disclosed to a supplier.

 

10/13/2017
Bid Prep Form

Completion of this form is required by department prior to the issuance of a formal RFP by Purchasing.

10/13/2017
TEST 10/18/2017
Petty Cash Admin Form – Close a PC Fund

To close an active petty cash fund. (CUMC departments require CUMC Controller’s office approval)

10/20/2017
Petty Cash Admin Form – Custodian Change

To change the custodian from an active petty cash fund. (CUMC departments require CUMC Controller’s office approval)

10/20/2017
Petty Cash Admin Form – Project Change

To change the project of an active petty cash fund. (CUMC departments require CUMC Controller’s office approval)

10/20/2017
Petty Cash Admin Form – Establish a new PC Fund

To establish a new petty cash fund.  (CUMC departments require CUMC Controller’s office approval)

10/20/2017
Petty Cash Admin Form – Decrease or Increase a PC Fund

To Increase (or Decrease) an active petty cash fund.  (CUMC departments require CUMC Controller’s office approval)

10/20/2017

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