Forms

Cash Receipt

• Cash Receipt: Form and Procedures

Used to deposit cash (paper/coin currency, checks, traveler's checks, money orders, credit/debit card receipts, wire transfers) received by an organizational unit into an appropriate speed type.

Official Functions

• Official Function: Form and Procedures

Use this form when: 1. alcoholic beverages are being purchased for an official function/conference; or 2. for an official function when the total cost of food/beverage exceeds $500; or 3. for an official function when the per-person cost exceeds $85.

• Events with Alcohol: Policies

For information regarding serving alcohol at events and alcohol-related policies, please click on the Events with Alcohol link.

Scholarship or Award

• Scholarship and Award Form

Used to submit a scholarship or award for a student. This can be to cover a student's tuition, their fees, or an award irrespective of their bill (i.e. earned by academic merit or through financial need). This form is NOT used to process stipends for a student.

Gift Card and Petty Cash

• Gift Card Authorization Request: Form and Procedures

Used to request the establishment or modification of a gift card program. Gift cards are cash-like instruments used in lieu of cash or check. Since gift cards are cash equivalents, it is important that organizational units handle and account for them appropriately.

• Petty Cash & Change Funds: Form and Procedures

Used to request the establishment or modification of a petty cash fund or change fund.

Interdepartmental Invoice

• Interdepartmental Invoice (IN)

Used to purchase goods or services from another CU organizational unit.

Scope of Work, Independent Contractor Payments

• Scope of Work: Form and Procedures

Used to describe the proposed services and compensation of an independent contractor.

Procurement and Travel Cardholder Updates

• Cardholder Updates: Form and Procedures

Used to update information associated with a current Travel and / or Procurement Card, such as the cardholder's name, billing address, or to cancel / inactivate a card.

• Approving Official Application / Update: Form and Procedures

Used to identify a new Approving Official or change information for a current Approving Official.

Non-Employee Reimbursement - International

• Non-Employee Reimbursement: Form and Procedures

Used to reimburse a non-employee for travel or other expenses related to official university business when the payments are (1) to non-U.S. persons, or (2) to non-U.S. addresses.

Use the Non-Employee Reimbursement report in Concur to reimburse non-employees who are U.S. persons with a U.S. address.