Forms Library

Form Title Purpose Last Updatedsort descending
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
Petty Cash Checklist 10/23/2017

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