- 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|
|Columbia University Credit Reference||
For use by authorized individuals as required.
|Competitive Sourcing Matrix||10/08/2018|
|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.
|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.
|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