- All Departments
- Accounts Payable
- ARC / Systems
- Capital Asset Accounting
- Cash Management
- Controller / GL
- Insurance & Risk Management
- Global Support
- Management & Budget
- Payroll / PAC
- Procurement Services
- Research Policy / Indirect Costs
- Sponsored Projects Finance
- Vendor Management
Forms Library Key
- Link to Form
- Service Now
- HTML Form
|Form Title||Purpose||Last Updated|
|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.
|CORE Reconciliation Template||
Financial reconcilation template used for confirming final project expenditures.
|Cost Transfer Documentation Template||
To assist departments in meeting documentation requirements for cost transfers.
|DEVICE INSPECTION FORM||
CU Merchants are required to inpect their devices used for credit card processing on a regular basis. Use this form to log device inspections on a monthly basis.
|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.
|Direct Deposit Form Employee||
Authorization agreement for direct deposits for Payroll ONLY. (For AP Direct Deposit requests, use the Vendor Request/Modification Form.)
|Duplicate Vehicle Insurance ID Card Request||
Complete this form to request a lost or damaged proof of insurance for a motor vehicle, boat, or trailer
|EDM Upload Form (Procurement Documentation Application)||
Use this web application for submitting Procurement documentation online for Purchasing, AP, and Vendor Management transactions.
|ELAVON NEW MERCHANT REQUEST||
Complete this form to open a new In Person (card-present) or Mail Order/Telephone Order (card-not-present) Merchant Account.
|Equipment Inventory Adjustment (EIA) Form||
Report transfer/disposal of equipment
|Exceptions to the University’s Office Furniture Standards||
The following provides guidance on roles and responsibilities relating to instances where a request has been submitted by a department to refrain from using the University’s standard lines of office furniture and fixtures that are specified in the Steelcase "Columbia Line" Furniture contract.
|Executive Recruiter Agreement (Executive Search Firm - Contingent)||
For use when engaging an Executive Search Firm - Contingent.
|Executive Recruiter Agreement (Executive Search Firm - Retained)||
For use when engaging an Executive Search Firm - Retained.
|Fabricated Project Code (FPC) Form||
Use this form to request a Fabricated Project Code.
|Facilities Request for Resource Form||
Used by Facilities employees seeking to source a supplier for a specific trade or to propose the review of a supplier to work for the University.
|Facilities Vendor Questionnaire||
Vendor information questionnaire.
|Finance Service Center Incident Request||
GET HELP from the Finance Service Center - for internal customers.
|Finance Service Center Request (for Vendors or Non Columbia Individuals w/o UNI)||
Check status on an vendor set-ups, payment resolutions, tax issues for outside vendors or non-CU individuals or entities
|Finance Systems Security Application||
To request access to Accounting and Reporting at Columbia (ARC), Financial Data Store (FDS) reporting and ARC reporting as well as other related Columbia financial systems including FFE modules.
|Financial Inquiry Application||
The FIA is a shorter alternative to the Financial Systems Security Application (FSSA) and offers users a faster and easier way to apply for inquiry only access or to change ChartField reporting access. An ideal form for Faculty or PIs requiring only limited review of their financial data. Note: Users do not need to fill out both an FSSA and an FIA - all reporting inquiry roles can be applied for on the FSSA.