Forms Library

Form Title Purpose Last Updatedsort descending
CORE Reconciliation Template

Financial reconcilation template used for confirming final project expenditures.

03/18/2013
Scope of Work (SOW)

Attachment I to Consultant Requisition

08/13/2013
Petty Cash Receipts Summary Form

A receipts log required to process petty cash reimbursement and replenishment

05/09/2014
Rush Request

Request form for approval of an Accounts Payable rush voucher payment.

05/26/2015
Check Pick-Up Special Handling Request Form

To be used to request to pick-up Accounts Payable checks (instead of them being sent in mail). Note: Only certain Senior Business Officers are able to approve this request form. For more information, view Check Pick-Up Policy and Procedures.

03/16/2016
Subcontracting Plan Worksheet (XLS) 07/12/2016
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:

  • All employees who work with personally identifying information and have access to “covered accounts”
  • Student Enrollment staff
  • CUMC Privacy Officer and staff
  • Human Resources staff
  • Staff with covered accounts related to Real Estate or Facilities
  • Staff with oversight of Service Providers
  • Deans, Department Chairs, Directors of Institutes, Centers, and other University units
  • Departmental Administrators and other Departmental staff
  • Office of the General Counsel staff
  • Office of Executive Vice President For Finance Organization
10/03/2016
IT Service Provider Agreement (IT consulting, Software, Network Turnkey)

For use across a number of Service Provider/Consultant categories; including but limited to Software Development/Licensing (Customization of Commercial Package); Software Development (Database Design), Software Development (Code Writing) and IT Network development (Turnkey and Upgrade Services) when CGL and PL insurance is required.

01/06/2017
Service Provider Marketing Agreement

For use when using the following ARC Category Codes Advertising/Marketing, Marketing/Promotional Firm or Public Relations/Communications.

01/06/2017
Executive Recruiter Agreement (Executive Search Firm - Retained)

For use when engaging an Executive Search Firm - Retained.

04/18/2017
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
Travel Advance forms

Paper form no longer being used. For submitting a travel advance form, please use the Check Request form to enter your information.

11/20/2017
Wire Request

For requesting a Wire Request form.  (Same form as Check Request.)

11/20/2017
Check / Wire / Travel Request

For creating a Check/Wire/Travel Request form.

11/20/2017
Travel & Business Report Form (TBER) / Workbook (2018)

Use this TBER form for 2018 reimbursement travel related business expenses or misc. business expenses.

01/09/2018
Bank Account Request Form

Complete this form to request a bank account.

06/04/2018
International Bank Account Funding Request Form

Form required when Schools/Departments submit requests for funding wires to international operations.

06/04/2018
Travel & Business Report Form (TBER) and Workbook (2019)

Use this TBER form for 2019 reimbursement travel related business expenses or misc. business expenses.

01/08/2019
Supplemental Approval Form for Travel & Business

A manual form to use for Supplemental Approval.

05/01/2019
Supplemental Approval Form for Travel & Business (prior to May 2019)

A manual form to use for Supplemental Approval (for travel and business expenses prior to May 1, 2019.)

05/01/2019

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