Forms Library

Form Title Purpose Last Updatedsort descending
Unclaimed Property Funds Transfer Request

Unclaimed Property Office (UPO) is able to return funds that no longer represent outstanding liabilities to the originating department.

01/31/2017
Request to Update Existing Elavon Account

Use this Form to make updates to Elavon Merchant Accounts.

02/01/2017
Request to Update Existing Global Payments Account

Use this form to make updates to existing Global Payments Merchant Accounts.

02/01/2017
Location Setup Request

ServiceNow form to change or update the Bill-To or Ship-To locations in ARC

03/13/2017
Cost Transfer Documentation Template

To assist departments in meeting documentation requirements for cost transfers.

03/20/2017
PI Quarterly Review Documentation Template

To assist PI’s and Departments with the documentation of quarterly financial monitoring.

03/20/2017
Executive Recruiter Agreement (Executive Search Firm - Retained)

For use when engaging an Executive Search Firm - Retained.

04/18/2017
Vendor Application Status Search

Search by Vendor Request ID or ARC Vendor ID to determine status of a vendor request (new or modification).

04/26/2017
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.

05/18/2017
MONTHLY PCI DSS CHECKLIST

Complete this checklist each month as part of your Departmental Process and Procedures. Keep completed checklists on file for a minimum of two years to assist with meeting your PCI Compliance Requirements.

06/02/2017
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
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 Template

Form to be used in conjunction with a formal RFP process.

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

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