Foundation Financial Services
Forms, Guides & Policies
Forms and policies are available as Microsoft Words or in Adobe Acrobat file format. To download Adobe Acrobat Reader, click here.
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Forms
- Account Application
- Additional Employment Agreement
- NOTE: THIS MUST BE COMPLETED ELECTRONICALLY using the form at the page linked above.
- (Previously Payroll Agreement or Overload Agreement)
- Certificate of Insurance: Property/Equipment Lease or Event Agreements
- If you require a Certificate of Insurance, please contact Keith Kompsi (Director of Foundation Financial Services).
- Change Employee Personal Information Form
- Community Relations Authorization
- Cost Share Project Contribution Report (Excel)
- Cost Shared Effort Work Activity Exempt Employees & Faculty (Excel)
- Cost Shared Effort Work Activity Hourly & Non-exempt Employees (Excel)
- Customer Invoice and Billing Request
- DirectPay Activation Form
- Effort Reporting Forms
- If your sponsored program requires effort reporting, hourly employees will certify through the payroll process and salaried employees will be contacted by your Post Award Analyst to certify once per semester.
- Effort Certification System Educational Guide
- Federal Equipment Relocation (Excel)
- Hourly Time and Effort Report (Available on Auxiliary HR Employee Resources Page)
- Independent Contractors Approval Form, Contract, and Addendum
- JDE System Inquiry Application (Available under Auxiliary IT Forms)
- Journal Entry (Cost Transfer) Form
- Payment Authorization
- Payment Authorization for Student Support
- Student Support Spreadsheet (Excel)
- Private Vehicle Use Authorization(Available on Auxiliary HR Employee Resources Page)
- Purchase Order (Word)
- Released Reimbursement Time Computation Agreement
- Transaction Form (Available on Auxiliary HR Employee Resources Page)
- Travel Approval Form
- Travel Expense Claim Form
- Vendor Data Form
Guides
- Effort Certification System Educational Guide
- Post Award Principal Investigator Handbook
- Process for Student Support Costs