Forms Library

Form Title Purpose Last Updatedsort ascending
MERCHANT CONNECT USER SETUP FORM

Use this form to request access to online statements and transaction activity for ELAVON Merchant Accounts only,  Attach completed forms to your ServiceNow request.  With the Merchant Connect online tool, you can download statements, view transactions, fees and more.

11/15/2017
Purchasing Checklist and Competitive Sourcing Form - Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the transaction value is >$150,000.

11/02/2017
SECURITY REVIEW FORM
All CU Merchant environments must be reviewed and approved by the CUIT-PCI Security group. This review
form must be completed and accompany all requests for new CU Merchant accounts. It must also be completed
and submitted for approval by the CUIT-PCI Secuirty group prior to implementing any changes to an existing
Merchant environment. Whether new or existing, ALL Merchants must have a completed Security Review
Form on file with the Office of the Treasurer.
11/01/2017
Petty Cash Checklist 10/23/2017
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
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
TEST 10/18/2017
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
New Global Payments MID Request Form

This form is required to open a new Global Payments Merchant Account and to use the CyberSource Payment Gateway.

10/10/2017
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
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
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

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