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Form Title![]() |
Purpose | Last Updated |
---|---|---|
CORE Reconciliation Template |
Financial reconcilation template used for confirming final project expenditures. |
03/18/2013 |
Cost Transfer Documentation Template |
To assist departments in meeting documentation requirements for cost transfers. |
03/20/2017 |
Equipment Inventory Adjustment (EIA) Form |
Report transfer/disposal of equipment |
01/28/2013 |
Finance Service Center Incident Request |
GET HELP from the Finance Service Center - for internal customers. |
05/07/2012 |
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. |
01/30/2016 |
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. |
01/30/2016 |
Fly America Exception Form |
When a traveler uses a non-U.S. flag air carrier for travel to be charged to a federal award(s), this form documents the exception and is to be completed and approved by the Department's Travel Approver in the respective School or Department and submitted with the request for reimbursement. (Please see the "Fly America Act" Policy for more information) |
06/02/2014 |
Identity Theft Prevention Program Initial Red Flag Incident Report |
As part of the University wide Identity Theft Prevention program, this form is required for anyone seeking to report a Red Flags. The form should be used by anyone at the University in a position to identify, detect, and respond to patterns, practices, or specific activities that could indicate identity theft, including:
|
10/03/2016 |
Internal Transfer Justification Form |
For Internal Transfers that require written justification. |
06/21/2013 |
PI Quarterly Review Documentation Template |
To assist PI’s and Departments with the documentation of quarterly financial monitoring. |
03/20/2017 |
Rate Development and License Application |
Service (Recharge) center rate documentation. |
09/28/2016 |
Rate Development and License Application (Multi) |
Service (Recharge) center rate documentation.
|
09/28/2016 |
Recharge Center License Application (IDI Restricted Funds License) |
To be used for billing product/service provided to a Restricted Account |
11/18/2010 |
Subcontracting Plan Worksheet (XLS) | 07/12/2016 | |
Unrelated Business Income Questionnaire |
This checklist is the first step in order to ascertain whether your area conducts any activities that may be considered taxable. |
06/10/2014 |