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Forms

Student Study Session on the Lawn
getacro.gif (1090 bytes) Important: Many of the following forms are in Adobe portable document format (PDF).

BAO Form Template

Note:

All BAO forms include a last revised date.  All changes are announced on BAONEWS and using other media as appropriate.  Please use the latest version of BAO forms.

Forms
BANNER Forms
pdf.gif (207 bytes)BANNER Access Form >  Instructions
pdf.gif (207 bytes)FIS/HRIS User Profile
pdf.gif (207 bytes)BANNER Data Warehouse Access Form

All BANNER HRIS Forms

All BANNER FIS Forms

 
Cashiering Forms
pdf.gif (207 bytes)UO Sample Pre-Numbered Receipt Form (See Cashiers for receipt books)
pdf.gif (207 bytes)UO Report of Gift
pdf.gif (207 bytes)UO Request for Petty Cash Advance
pdf.gif (207 bytes)UO Disbursement Request
   UO Suggested Petty Cash Reconciliation
pdf.gif (207 bytes)Data Capture Deposit Transmittal
pdf.gif (207 bytes)Wire Transfer Information
pdf.gif (207 bytes)International Wire Transfer Information
pdf.gif (207 bytes)Check Endorsement Stamp
pdf.gif (207 bytes)Cash Disbursement Exception Request

 

 
Document Imaging Forms
pdf.gif (207 bytes)Singularity Access Form
pdf.gif (207 bytes)Imaging System User Profile
 
 
eCommerce Forms
pdf.gif (207 bytes)New Credit Card Activity Request
pdf.gif (207 bytes)OST Third Party Payment Processor Pre-Qualification

pdf.gif (207 bytes)Millrace Access Form

pdf.gif (207 bytes)QuikPAY Access Form

pdf.gif (207 bytes)Virtual Merchant Access Form

 
Employee Forms
pdf.gif (207 bytes)I-9  (Instructions on form)
pdf.gif (207 bytes)W-4 (Instructions on form)
pdf.gif (207 bytes)SEF Student Employment Form  Instructions
pdf.gif (207 bytes)Direct Deposit Authorization (attach void check)
pdf.gif (207 bytes)Request for Duplicate W-2 / 1042S
pdf.gif (207 bytes)Request to Change Mailing Address
pdf.gif (207 bytes)Request to U.S. Mail Payroll Checks
pdf.gif (207 bytes)Legal Name Change Form
pdf.gif (207 bytes)Notification of Preferred First Name
pdf.gif (207 bytes)UO ID Number Request Form
pdf.gif (207 bytes)Work-Study Time Sheet Signature Authorization Form  (Off-Campus Work-Study Only)
 

International Employees:

pdf.gif (207 bytes)W-4 (International Version)  
   
pdf.gif (207 bytes)CO-NRA Alien Info Request: pdf.gif (207 bytes)Academic example
  pdf.gif (207 bytes)Student example
   
pdf.gif (207 bytes)IRS 8233 (Employee Tax Treaty Exemption) pdf.gif (207 bytes)Instructions 
          IRS 8233 Attachment Letters  
   
 
Financial Management Forms
pdf.gif (207 bytes)Source of Funds
pdf.gif (207 bytes)Inter-Institutional Journal Voucher
   Service Center Annual Survey Compliance Calculation Worksheet      pdf.gif (207 bytes)Instructions 
pdf.gif (207 bytes)Service Center Annual Survey
pdf.gif (207 bytes)Building Reserve Fund Transfer Request

 

 
Gift Forms
pdf.gif (207 bytes)UO Report of Gift     Instructions
 
International Visitors Forms
pdf.gif (207 bytes)International Visitors Declaration Form
pdf.gif (207 bytes)IRS W-7 Application for IRS Individual Taxpayer Identification Number (ITIN)
pdf.gif (207 bytes)IRS 8233 (Independent Contractor)     Instructions
pdf.gif (207 bytes)Income Tax Treaties for Independent Contractors

 

 
Invoice Payments Forms
pdf.gif (207 bytes)Foreign Bank Draft
pdf.gif (207 bytes)Invoice Voucher Form
pdf.gif (207 bytes)Lost Check Statement
pdf.gif (207 bytes)Request for Copy of UO Check
pdf.gif (207 bytes)Outgoing Wire Transfer
pdf.gif (207 bytes)UO Disbursement Request
pdf.gif (207 bytes)UO Check Request List
pdf.gif (207 bytes)UO Request for Petty Cash Advance
pdf.gif (207 bytes)Direct Deposit Authorization (attach void check)
pdf.gif (207 bytes)Accounts Payable Activation Request

 

 
Procurement/Contracting Forms


Professional Service Contracts:

PSC Short Form

pdf.gif (207 bytes)PSC (Short Form $5000 or less)   Instructions (NEW 7/10/07)
pdf.gif (207 bytes)University of Oregon Terms of Payment for Personal/Professional Services $5,000 and under
pdf.gif (207 bytes)Photography Attachment - Short Contract (with hourly rate) 
pdf.gif (207 bytes)Photography Attachment - Short Contract (with rate sheet) 


PSC Long Form (UPDATED AS OF 01/08)

pdf.gif (207 bytes)     Contract Intake Sheet  Instructions  New Effective 04/14/08
pdf.gif (207 bytes)PSC Long Form (fillable contract and attachments)   Instructions
pdf.gif (207 bytes)Invoice Voucher Form (Required)
pdf.gif (207 bytes)Attachment A: Statement of Work
pdf.gif (207 bytes)Attachment B: Compensation 
pdf.gif (207 bytes)Attachment C: Standard Contract Provisions
pdf.gif (207 bytes)Attachment D: Insurance Requirements      Instructions / Samples
pdf.gif (207 bytes)Attachment E: Independent Contractor Certification Statement
pdf.gif (207 bytes)Attachment F: Reimbursement Expenses Rates (Revised 04/07/08)
pdf.gif (207 bytes)Professional Services Contract Selection and Justification Form (Rev. 04/07/08)
pdf.gif (207 bytes)Office of Minority, Women & Emerging Small Business Form - Contracts Exceeding 5k
pdf.gif (207 bytes)Attachment G: Photography Services Long Contract (with Hourly Rate)
pdf.gif (207 bytes)Attachment H: Photography Services Long Contract (with Rate Sheet)
pdf.gif (207 bytes)Amendment to Professional Services Contract
pdf.gif (207 bytes)U of O Certificate of Compliance with Oregon Tax Laws     Instructions


Other Related Documents


PSC Most Commonly Overlooked Items

Paying International Visitors

pdf.gif (207 bytes)IRS 8233 (Independent Contractor)     Instructions

Purchase Orders

 Paper PO (pre-numbered and available in Oregon Hall)

 FIS PO Overview and Instructions (BANNER Guide)

pdf.gif (207 bytes)Purchase Order Standard Terms and Conditions (Revised 2/8/07)

   Quote Sheet

pdf.gif (207 bytes)FIS PO 'Bill To' 'Ship To' Code Set Up Form

Authorizations

pdf.gif (207 bytes)UO Departmental Approval Authorization (Revised 7/20/07)

pdf.gif (207 bytes)Departmental Purchasing Profile Form  Completed example

Procurement Card:

pdf.gif (207 bytes)UO Procurement Card Signature Authorization/Agreement
pdf.gif (207 bytes)US Bank Visa Card Info Sheet
pdf.gif (207 bytes)US Bank Visa Card Update Form
pdf.gif (207 bytes)Visa Procurement Card Activity Log
pdf.gif (207 bytes)US Bank Dispute Form

Other Procurement

pdf.gif (207 bytes)UO Check Request List
pdf.gif (207 bytes)UO Disbursement Request
pdf.gif (207 bytes)University of Oregon Photocopier Acquisition Form

        Photocopier Purchase/Lease Procedures
pdf.gif (207 bytes)Certificate of Compliance with Oregon Tax Laws

Buyers List Submission Form

Contract Administration:

  pdf.gif (207 bytes) Contract Intake Sheet  pdf.gif (207 bytes) Instructions
pdf.gif (207 bytes)Lease Space Request 
pdf.gif (207 bytes)ITB Attachment    ITB Template
pdf.gif (207 bytes)RFP Attachment   RFP Template
pdf.gif (207 bytes)ITB or RFP Sample Evaluation Sheet

Sample ITB or RFP Letters:

pdf.gif (207 bytes)Conflict of Interest Statement
    Disqualification
    Amendment
    Unsuccessful Bidder
    Rejection
    Successful Bidder
    Transmittal
  Amendment Once Received

 
Property Control Forms

Property Control Form Instructions

pdf.gif (207 bytes)Asset Maintenance Form
pdf.gif (207 bytes)Equipment Loan Agreement (UO Equipment loaned to others outside UO)
pdf.gif (207 bytes)Vehicle Loan Agreement
pdf.gif (207 bytes)UO Property Disposition Request
pdf.gif (207 bytes)Property Receipt Form (UO Equipment loaned to UO Employees)
   Standard Office Property List
   Organized Departmental Storeroom Template
pdf.gif (207 bytes)UO Report of Gift Received by Department
 

 
Quality Assurance Forms
pdf.gif (207 bytes)Employee Checklist

    Conflict of Interest

 

 
Student Services Forms
pdf.gif (207 bytes)Perkins Education Related Deferment Request
pdf.gif (207 bytes)Perkins Economic Hardship Deferment Application
pdf.gif (207 bytes)Perkins Unemployment Deferment Request
pdf.gif (207 bytes)Perkins General Forbearance Request (must do a Student Loan Financial Statement)
pdf.gif (207 bytes)
Perkins Loan Debt Burden Forbearance Request(must do a Student Loan Financial Statement)
pdf.gif (207 bytes)Student Loan Financial Statement/Proposal 
pdf.gif (207 bytes)Student Loan Automatic Payment Authorization Form
pdf.gif (207 bytes)Direct Deposit Authorization (attach void check)
pdf.gif (207 bytes)Resource Aid Requisition
pdf.gif (207 bytes)Student Account Petition

 

 
Resource Aid Forms

pdf.gif (207 bytes)Resource Aid Requisition

 
Risk Management/Insurance Forms

pdf.gif (207 bytes)Insurance Claim Form
pdf.gif (207 bytes)Liability and Volunteer Injury Coverage Form (use this form if you elect to provide volunteer insurance coverage for your volunteer)
pdf.gif (207 bytes)Liability Coverage Only Form (use this form if you elect to provide no injury coverage for your volunteer)
pdf.gif (207 bytes)Activity Waiver Form
pdf.gif (207 bytes)Supervisors Vehicle Incident Report
pdf.gif (207 bytes)Request to Use Personal Vehicle and/or Transport Passengers

 
Tax Administration Forms

International Employees:

International Employee Information

pdf.gif (207 bytes)OUSCO-NRA Alien Info Request   
pdf.gif (207 bytes)Student example pdf.gif (207 bytes)Academic example
Tax Treaty Maximum Presence and Earnings:  
pdf.gif (207 bytes)Professors, Teachers & Researchers pdf.gif (207 bytes)Students
pdf.gif (207 bytes)IRS 8233 (Employee Tax Treaty Exemption) pdf.gif (207 bytes)InstructionsIRS 8233 Attachment Letters
 

 
Travel Forms

pdf.gif (207 bytes)UO Contract Travel Agency Airfare Authorization Form
pdf.gif (207 bytes)Supervisor's Vehicle Accident Report 
pdf.gif (207 bytes)Request to Use Personal Vehicle and/or Transport Passengers
pdf.gif (207 bytes)Direct Deposit Authorization (attach void check)
pdf.gif (207 bytes)Disbursement Request
pdf.gif (207 bytes)Motor Pool Checkout Card Application
pdf.gif (207 bytes)Corporate Card Application
pdf.gif (207 bytes)Travel Certification Form

 

 
Surplus Property
pdf.gif (207 bytes)Bill of Sale for University Property
UO Property Disposition Request
pdf.gif (207 bytes)UO Property Donation Form

 

 

 

Updated May 07, 2008