Forms & Policies

Auditing

College Cash Handling Procedures
What the Dean's Office Audits
Reconciliation procedure
Separation of Duties

Authorization for Individual Services

Airfare Travel Reimbursement Policy
Authorization for Individual Services Form – PBS (UT EID Required)
Authorization of Professional Services Form – APS
Independent Contractor Checklist Form
Payee Information Form (PDF)
PBS Information and Instructions
Spending Limits on Lodging and Meals in Austin Policy

Tip: If you are contracting with an individual to perform a service and a fee or honorarium is being paid, you must complete an AIS form. If you are only reimbursing for travel expenses, you would not complete an AIS form. Do a VE5.

College Budget

Merit Recommendation Spreadsheet (XLS)
Request for Additional Instructional Funding Form (PDF)
Summer Budget Form (XLS)

Entertainment

College Entertainment Reimbursement Policy – VPE
Official Occasion Form (PDF)
Official Occasion Expense Form Policies for College-related offices
UT's Entertainment and Official Occasion Expenses Policy

Facilities Services

Room Sign Template (Word Document)
Service Request Form – SR10 (PDF)
Work Order Request Form (UT EID Required)

Inventory

College Off-Campus Equipment Policy
Equipment Insurance Request Form (PDF)
Inventory Notes, Tips and Codes
Inventory Services Website
Inventory Transfer Form – CCART (UT EID Required)
Potential Claim Incident Report Form (PDF)
Removal of Equipment from Inventory Form (PDF)
Removal of Inventory from Campus Form (PDF)
Self-Tagging Spreadsheet Template (XLS)
UT Inventory Policies and Procedures

Purchasing

Download instructions for Mac Users

Safari – Right-click (or Control key + mouse click) on the link to get the download prompt for the file. Save the file to your local disk as prompted.

Firefox – Left-click on the link to get the download prompt for the file. Save the file to your local disk as prompted.

College Authorized Signatures Policy
Office Depot Transaction Log (XLS)
Office Depot Transmittal Form (PDF)
Place an order with Office Depot – Click on e-Commerce in the left-hand navigation menu, then click Office Depot.
ProCard Checkout Log (XLS)
ProCard Holders List
ProCard Smart Data Log in Site
ProCard Transaction Log (XLS)
ProCard Transmittal Form (PDF)
Sales Tax Exemption Form and Information
SmartData Instructions (PDF)
UT Office Depot Policy
UT ProCard site