Auxiliary Enterprises/Service Unit Forms
Monthly Reserve Summary Form (XLS)
Schedule of Charges (XLS)
Supplemental Budget Guidelines (DOC)
UBIT Questionnaire Step 1 and 2 (DOC)
UBIT Financial Information Step 3 (XLS)
UBIT Financial Information (XLS)
UBIT Depreciation Schedule (XLS)
Budget Office Forms
Budget Office Web Site - Forms offered
by the University of Oklahoma Budget Office on their web site.
(XLS)
Financial Support Services
Department Signature Authorization Form (OU-276A) - Establish
department sponsor for a new department, or to change account sponsor for an existing
department. (DOC)
Agency-Sponsored Designated Lodging Notice - University
departments may designate lodging for an activity. (DOC)
Application for New Department Number (OU-230-C) - To set up a new department number, or change an existing one. (XLS)
Authorization for Petty Cash Fund - Must be completed
to establish a departmental petty cash fund. (DOC)
Authorization for Change Fund - Must be completed
to establish a departmental change fund. (DOC)
Authorization for Scholarship & Fellowship Payments (XLS)
Scholarship & Fellowship Procedures (DOC)
Chart of Account Forms (XLS)
Employee Moving Expense Certification - Request
reimbursement of employee incurred moving expenses and payment of moving expenses
directly to third parties. (XLS)
Food & Beverage Expense Certification Form -
Must accompany all invoices for meals, receptions, banquets, or coffee which
are to be charged to a University Department. (DOC)
Loan Authorization Form - Request for loans to Auxiliary Enterprises or Services Units. (DOC)
Management Control Self Review - Departmental questionnaire
dealing with general topics, Cash Receipts, Purchases / Disbursements, Personnel/Payroll, Petty Cash,
Change Funds, Travel, and Equipment Inventory. (DOC)
Monthly Reconciliation of Postage Stamps on Hand
- Record of stamps issued, used, and on hand. (DOC)
Multiple Disbursement Order - Request form
for multiple disbursements. (XLS)
Request for Postage - Request for the purchase of
postage for a postage meter or the purchase of postage stamps. (DOC)
Sample Agreement — "Reimbursing an OU Foundation Cash Advance" - Agreement for all approved requests (involving grants) between the University and the OU Foundation. (XLS)
|
Financial Support
Services Forms (con't.)
Short-Term Pooled Investment Fund - Request to participate
in short-term investment pool. (XLS)
Temporary Deficit Request - Request for a deficit must
be in writing, verbal authorization will not be accepted. (DOC)
Transfer Authorization Form - Request for transfers between
Auxiliary Enterprises and Services Units. (DOC)
Transfer Form - For transferring revenues or expenses, except payroll, between departments. (XLS)
Travel Claim - Travel Expense Reimbursement form.
(XLS)
Office of Human Resources Forms
Forms and Documents Search Page
(OHR webpage)
Payroll Encumbrance (DOC)
Payroll Benefits Encumbrance (DOC)
Type 1-B Encumbrance (DOC)
Purchasing Department Forms
Small Dollar Purchasing Guide (DOC)
Purchasing FORMS Index
Norman Campus Purchasing Forms Index
Norman Campus Wireless Telphones and Pagers Policy
(PDF)
Records Retention
Notice of Intent To Destory Records (XLS)
Risk Management Forms
Risk Management—
Workers' Compensation:
Employee's Guide to Workers' Compensation (PDF)
Employee Report (DOC)
Referral Slip (PDF)
Supervisor's Instructions (DOC)
Supervisor's Report (DOC)
WC Fax Coversheet (PDF)
WC Form 2 (DOC)
WC Needlestick Form (DOC)
Risk Management—
Insurance —
Property, Liability, Vehicle:
Reporting Instructions (PDF)
Scope of Employment (PDF)
Standard Liability Incident Report (PDF)
Risk Management—
Fire Safety:
OU Norman Campus Holiday Decorations Policy (PDF)
|
