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All Forms and Exhibits

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Current Count: 123 record(s).
Exhibit Name: Exhibit Link: Policy Name:
Exhibit A-Request for Petty Cash/Change Fund/Expense Advance http://www.ucdhsc.edu/admin/policies/fiscal/fp3-05a.doc
Exhibit B-Statement of Responsibility and Instructions http://www.ucdhsc.edu/admin/policies/fiscal/fp3-05b.doc
Exhibit C-Petty Cash/Change Fund Audit Count Sheet http://www.ucdhsc.edu/admin/policies/fiscal/fp3-05c.doc
Patios, Balconies, Decks and Roofs Policy Addendu http://www.ucdhsc.edu/admin/policies/admin/PatiosPoliicyAdendum.xls Access and use of Building Patios, Balconies, Decks and Roofs
Exhibit A-Document Retention Responsibility Guide http://www.ucdhsc.edu/admin/policies/admin/fp5-04a.xls Accounting and Financial Records Retention and Access
Exhibit A-University of Colorado Foundation Checklist for Gift Acceptance http://www.ucdhsc.edu/admin/policies/G&C/fp4-14a.xls Accounting for and Deposit of Gifts Through CU Foundation, 4-14
Exhibit A-Credit Authorization Information http://www.ucdhsc.edu/admin/policies/documents/fp2-01a.doc Accounts Receivable
Exhibit B-Sample Accounts Receivable Aged Balance (XLS) http://www.ucdhsc.edu/admin/policies/fiscal/fp2-01b.xls Accounts Receivable
Exhibit C-Blank Accounts Receivable Aged Balance (XLS) http://www.ucdhsc.edu/admin/policies/documents/fp2-01c.xls Accounts Receivable
Exhibit D-New Account Worksheet (XLS) http://www.ucdhsc.edu/admin/policies/documents/fp2-01d.xls Accounts Receivable
Campus Designated Alcohol Approvers https://www.cusys.edu/psc/policies/alcohol_approvers.html Alcohol
Frequently Asked Questions under revision Alcohol Purchase and Provision
Flow Chart under revision Alcohol Purchase and Provision
Gift Clearing FOPPS https://www.cu.edu/policies/Fiscal/AlcoholPurchase-Provision-Gift-Clearing.pdf Alcohol Purchase and Provision
Exhibit A-Approval of Application for Grant or Contract (Routing Form) http://www.ucdhsc.edu/admin/policies/G&C/fp4-05a.doc Application/Proposal Approval Process for Sponsored Projects, 4-05
Exhibit B-Instructions for Completion of Approval of Application for Grant or Contract http://www.ucdhsc.edu/admin/policies/G&C/fp4-05b.doc Application/Proposal Approval Process for Sponsored Projects, 4-05
Exhibit C-Consideration of Non-monetary Research Agreements Form http://www.ucdhsc.edu/admin/policies/G&C/fp4-05c.doc Application/Proposal Approval Process for Sponsored Projects, 4-05
Exhibit A- Statement of Intent to Establish a Consortium Agreement http://www.ucdhsc.edu/admin/policies/G&C/fp4-19a.doc Awards or Subscontracts with State of Colorado Agencies, 4-19
Exhibit A-Request for Funds Balance Carry Forward or Plant Fund Transfer http://www.ucdhsc.edu/admin/policies/fiscal/fp1-01a.doc Budgeting
Exhibit A-Cash Receipts Forms and Instructions (XLS) https://www.cu.edu/forms/forms_download/fin/Cash_Receipt.xls Cash Receipts and Deposits
Exhibit A-Taxability Questionnaire http://www.ucdhsc.edu/admin/policies/G&C/fp4-01a.doc Clinical Trials, 4-01
Exhibit B-Request for Intellectual Property Variance http://www.ucdhsc.edu/admin/policies/G&C/fp4-01b.doc Clinical Trials, 4-01
Exhibit C-Hospital/Patient Care Charges/Codes http://www.ucdhsc.edu/admin/policies/G&C/fp4-01c.doc Clinical Trials, 4-01
Exhibit D-Clinical Trials Required Form, Effort Commitment and Certification http://www.ucdhsc.edu/admin/policies/G&C/fp4-01d.doc Clinical Trials, 4-01
Exhibit E-Clinical Trials Records Retention Schedule for Principal Investigators http://www.ucdhsc.edu/admin/policies/G&C/fp4-01e.xls Clinical Trials, 4-01
Exhibit A-Downtown Denver Campus Process and Procedures http://www.ucdhsc.edu/admin/policies/fiscal/fp2-08c.doc Closeout of Sponsored Projects, 4-6
Exhibit B-Health Sciences Center Campus Process and Procedures http://www.ucdhsc.edu/admin/policies/G&C/fp4-06b.doc Closeout of Sponsored Projects, 4-6
Quick Reference Guide for In-Range Movements and Discretionary Pay Differentials http://www.ucdhsc.edu/admin/policies/hr/QuickRef-PayDiffs.pdf Compensation for Classified Staff
Exhibit A-Request for Transfer of funds to the University of Colorado http://www.ucdhsc.edu/admin/policies/G&C/fp4-03a.pdf Contract Guidelines for Contracts with Other State of Colorado Agencies , 4-15
Exhibit A-Accounting and Business Decision Diagram http://www.ucdhsc.edu/admin/policies/fiscal/fp2-11a.doc Core Laboratory or Service Operations
Exhibit B-Matrix of Operating Models for Core Laboratories or Service Operations http://www.ucdhsc.edu/admin/policies/fiscal/fp2-11b.doc Core Laboratory or Service Operations
Exhibit A- Downtown Denver Campus Process http://www.ucdhsc.edu/admin/policies/G&C/fp4-08a.doc Cost Sharing, 4-8
Exhibit A- Downtown Denver Cost Sharing Form (XLS) http://www.ucdhsc.edu/admin/policies/G&C/fp4-08a1.xls Cost Sharing, 4-8
Exhibit B- Health Sciences Center Process http://www.ucdhsc.edu/admin/policies/G&C/fp4-08b.doc Cost Sharing, 4-8
Exhibit B-1-HSC Cost Sharing Documentation and Project Request Form http://www.ucdhsc.edu/admin/policies/G&C/fp4-08b1.doc Cost Sharing, 4-8
Sponsored Project Cost Transfer Authorization Form http://www.ucdhsc.edu/admin/policies/G&C/fp4-12a.doc Cost Transfers on Sponsored Projects, 4-12
Procedure for CU Foundation Transfer Funds Form https://www.cu.edu/policies/Fiscal/Cntrl-Trnsfr-Funds_ProcedureCUFTransfer.pdf CU Foundation Transfers
Exhibit A-Downtown Denver Process for Direct charging Administrative Expenses http://www.ucdhsc.edu/admin/policies/G&C/fp4-07a.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit B-Procedures for Healt Sciences Center http://www.ucdhsc.edu/admin/policies/G&C/fp4-07b.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit B-1-Instructions for A-21 Checklist for Direct charging of Admistration Costs to Federal Projects http://www.ucdhsc.edu/admin/policies/G&C/fp4-07b1.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit B-2-Checklist for Direct Charging of Administration Costs to Federal Projects http://www.ucdhsc.edu/admin/policies/G&C/fp4-07b2.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit C-Direct Charging Administrative Costs that are Normally Condered F&A http://www.ucdhsc.edu/admin/policies/G&C/fp4-07c.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit D-Faculty and Other Salary Expenses http://www.ucdhsc.edu/admin/policies/G&C/fp4-07d.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit D-1-Downtown Denver Effort Instructions and Form http://www.ucdhsc.edu/admin/policies/G&C/fp4-07d1.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit D-2-Health Sciences Center Effort Instructions and Form http://www.ucdhsc.edu/admin/policies/G&C/fp4-07d2.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit E-Quick Refernce for Sponsored Projects Expenditures on Federal Awards http://www.ucdhsc.edu/admin/policies/G&C/fp4-07e.doc Direct Charges to Federally Sponsored Projects, 4-7
Exhibit A-Fringe Benefit Rates for the Current Fiscal Year - Downtown Campus http://www.ucdhsc.edu/admin/policies/hr/FringeRate08-09DC.doc Employee Fringe
Exhibit B-Fringe Benefit Rates for the Current Fiscal year - Anschutz Medical Campus http://www.ucdhsc.edu/admin/policies/hr/FringeRate08-09AMC.doc Employee Fringe
Exhibit C-Fringe Benefit Rates Cross Reference http://www.ucdhsc.edu/admin/policies/hr/fp5-06c.xls Employee Fringe
List of Acceptable Documents - Form I-9 http://www.ucdhsc.edu/admin/policies/hr/I-9Docs.pdf Employment Eligibility Verification (Form I9)
Exhibit A-UCHSC Tag Confirmation http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02a.doc Equipment
Exhibit B-UCHSC Equipment Home Usage http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02b.doc Equipment
Exhibit C-Department Transfer of Capital Equipment http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02c.doc Equipment
Exhibit D-Medical/Scientific Equipment Disposal Request http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02d.doc Equipment
Exhibit E-Computer, Peripheral, and Other Office Related Items Disposal Request http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02e.doc Equipment
Exhibit F-Furniture Disposal Request http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02f.doc Equipment
Exhibit G-Receipt for Loan of Capital Equipment http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02g.doc Equipment
Exhibit H-Equipment Trade-In Form http://www.ucdhsc.edu/admin/policies/fiscal/fp1-02h.doc Equipment
Exhibit A-Request for PreAward Program/Project Authorization http://www.ucdhsc.edu/admin/policies/G&C/fp4-10a.doc Establishing a Sponsored Project Without an Award Document, 4-10
Exhibit B-PreAward Program/Project Authorization http://www.ucdhsc.edu/admin/policies/G&C/fp4-10b.doc Establishing a Sponsored Project Without an Award Document, 4-10
Exhibit C-UCHSC Request for Deposit of Check http://www.ucdhsc.edu/admin/policies/G&C/fp4-10c.doc Establishing a Sponsored Project Without an Award Document, 4-10
Exhibit A-Examples of Financial Activity by Fund Group http://www.ucdhsc.edu/admin/policies/fiscal/fp1-09a.doc Establishing New Programs/Projects in the Appropriate General Ledger Fund Group
Exhibit A-Contract Review and Approval http://www.ucdhsc.edu/admin/finance/documents/Contract_Matrix_06_26_06.pdf Expenditure Contracts and/or Subagreements Under Sponsored Awards, 4-02
Exhibit B-Request for Subcontract Agreement http://www.ucdhsc.edu/admin/policies/G&C/fp4-02b.doc Expenditure Contracts and/or Subagreements Under Sponsored Awards, 4-02
Exhibit A1-F&A Costs http://www.ucdhsc.edu/admin/policies/G&C/fp4-04a1.doc Facilities and Administrative Costs, 4-04
Exhibit A2-Negotiated Agreement for F&A Costs Recovery http://www.ucdhsc.edu/admin/policies/G&C/fp4-04a2.pdf Facilities and Administrative Costs, 4-04
Exhibit B1-Facilities and Administrative Cost Variance Request http://www.ucdhsc.edu/admin/policies/G&C/fp4-04b1.doc Facilities and Administrative Costs, 4-04
Exhibit B2-F&A Cost Variance Waiver Process http://www.ucdhsc.edu/admin/policies/G&C/fp4-04b2.doc Facilities and Administrative Costs, 4-04
Exhibit C-F&A Cost Recovery Distribution Table http://www.ucdhsc.edu/admin/policies/G&C/fp4-04c.doc Facilities and Administrative Costs, 4-04
Exhibit D-Listing of On and Off-Campus Buildings http://www.ucdhsc.edu/admin/policies/G&C/fp4-04d.xls Facilities and Administrative Costs, 4-04
Exhibit A-Process for Promoting and Hiring Faculty http://www.ucdhsc.edu/admin/policies/hr/fp5-01a.doc Faculty Compensation - AMC
Exhibit B-Annual Faculty Salary http://www.ucdhsc.edu/admin/policies/hr/fp5-01b.doc Faculty Compensation - AMC
Exhibit C-Form for Submission of Faculty Personnel Actions to Chancellor's Office http://www.ucdhsc.edu/admin/policies/hr/fp5-01c.xls Faculty Compensation - AMC
Exhibit D-Delegation of Personnel Authority Table http://www.ucdhsc.edu/admin/policies/hr/fp5-01d.doc Faculty Compensation - AMC
Exhibit A-Dossier Checklist http://www.ucdhsc.edu/admin/policies/hr/FacHiresTenureDossCklst.doc Faculty Hires with Tenure - DC
Exhibit B-Format of Letter to External Reviewer http://www.ucdhsc.edu/admin/policies/hr/FacHiresTenureExtRevLtr.doc Faculty Hires with Tenure - DC
Attachment A - Fiscal Certification Statement Form https://www.cu.edu/policies/Fiscal/Fiscal-Cert_Attach_A.doc Fiscal Certification
Training Information http://www.ucdhsc.edu/admin/finance/FCP.html Fiscal Certification
Fiscal Code of Ethics Training Access https://www.cu.edu/policies/Fiscal/Fiscal-Code-of-Ethics_Training.pdf Fiscal Code of Ethics
Exhibit A- Tuition Remission Payment Form http://www.ucdhsc.edu/admin/policies/admin/fp5-10a.xls Graduate Student Assistantships and Tuition Remission
Exhibit A-Moving Expense Reimbursement Form http://www.ucdhsc.edu/admin/policies/fiscal/fp3-10a.doc Moving and Relocation Expense Reimbursement
Training Information http://www.ucdhsc.edu/admin/finance/FCP.html Officer Disclosure of Interests
Exhibit A-Request for Shipment Sample Form http://www.ucdhsc.edu/admin/policies/fiscal/fp3-04a.doc Outgoing Shipments from UCDHSC
Exhibit A-Unused Leave Calculation Sheet for State Classified http://www.ucdhsc.edu/admin/policies/hr/fp5-07a.doc Payments of Unused Sick and Vacation Leave for Separating Employees
Exhibit B-Unused Leave Calculation Sheet for Officers, Exempt Professionals, and Faculty http://www.ucdhsc.edu/admin/policies/hr/fp5-07b.doc Payments of Unused Sick and Vacation Leave for Separating Employees
Exhibit C1-Unused Leave Separation Pay Form for Downtown Campus Employees - Org 3* only http://www.ucdhsc.edu/admin/policies/hr/fp5-07c1.xls Payments of Unused Sick and Vacation Leave for Separating Employees
Exhibit C2-Unused Leave Separation Pay Form for Anschutz Medical Campus Employees - Org 2* or 6* only http://www.ucdhsc.edu/admin/policies/hr/fp5-07c2.xls Payments of Unused Sick and Vacation Leave for Separating Employees
Exhibit A-Real Estate Terminology Commonly Found in Leases and Contracts http://www.ucdhsc.edu/admin/policies/fiscal/fp3-12a.doc Real Estate Management-Space Acquisition and Use
Exhibit B-Space Request Form (SRF) http://www.ucdhsc.edu/admin/policies/fiscal/fp3-12b.xls Real Estate Management-Space Acquisition and Use
Exhibit C-Project Request Form (PRF) http://www.ucdhsc.edu/admin/policies/fiscal/fp3-12c.doc Real Estate Management-Space Acquisition and Use
Frequently Asked Questions https://www.cusys.edu/psc/policies/downloads/FAQs-Recognition_Training.pdf Recognition and Training
Attachment A: Procedure and Flow Chart https://www.cu.edu/policies/Fiscal/Reimbursement-Foundation_A.pdf Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation
Attachment B: Memorandum of Agreement for Supporting Foundation Expense Reimbursement https://www.cu.edu/policies/Fiscal/Reimbursement-Foundation_B.pdf Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation
Attachment C: Invoice Template https://www.cu.edu/policies/Fiscal/Reimbursement-Foundation_C.xls Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation
Attachment A: Procedure and Flow Chart https://www.cu.edu/policies/Fiscal/Reimbursement-Foundation_A.pdf Reimbursement of University Cost Associated with Responding to Public Inquiries
Attachment B: Memorandum of Agreement for Supporting Foundation Expense Reimbursement https://www.cu.edu/policies/Fiscal/Reimbursement-Foundation_B.pdf Reimbursement of University Cost Associated with Responding to Public Inquiries
Attachment C: Invoice Template https://www.cu.edu/policies/Fiscal/Reimbursement-Foundation_C.xls Reimbursement of University Cost Associated with Responding to Public Inquiries
Exhibit A- Record Retention Schedule https://www.cu.edu/policies/General/Record-Retention-Sch.pdf Retention of University Records
Exhibit A-Sabbatical Assignment Application and Plan http://www.ucdhsc.edu/admin/policies/OAA/Sabb-app-plan.doc Sabbatical Assignment Approval and Monitoring
Exhibit A-Summary of Policies Applicable to Service Centers http://www.ucdhsc.edu/admin/policies/fiscal/fp2-08a.doc Service Centers
Exhibit B-How To Do A Cost Study http://www.ucdhsc.edu/admin/policies/fiscal/fp2-08b.doc Service Centers
Exhibit C-Cost Study Example http://www.ucdenver.edu/admin/policies/fiscal/CostStudyExample-Method3-Template_Instructions.xls Service Centers
Contract Signature Matrix http://www.ucdhsc.edu/admin/finance/documents/Contract_Matrix.pdf Signature Authority
Contract Signature Matrix http://www.ucdhsc.edu/admin/finance/documents/Contract_Matrix.pdf Signature Authority
Auxiliary and Self-Funded Revenues https://www.cu.edu/policies/Fiscal/Rev_Aux-Self-Funded-Revenues.pdf Sponsored Project Revenues
Gift in Kind Transactions https://www.cu.edu/policies/Fiscal/Rev_Gift-In-Kind-Trans.pdf Sponsored Project Revenues
Gift Revenues https://www.cu.edu/policies/Fiscal/Rev_Gift-Revenues.pdf Sponsored Project Revenues
Sponsored Project Revenues https://www.cu.edu/policies/Fiscal/Rev_Sponsored-Project-Revenue.pdf Sponsored Project Revenues
Exhibit A- Student Organization Affiliation Registration http://www.ucdhsc.edu/admin/policies/fiscal/fp3-14a.doc Student Organizations
Student Organization Agreement http://www.ucdhsc.edu/admin/policies/fiscal/fp3-14b.doc Student Organizations
Syllabus Template http://www.ucdhsc.edu/admin/policies/OAA/syllabus-template.pdf Syllabus
Exhibit A-Personal Billing Number Request Form (XLS) http://www.ucdhsc.edu/admin/policies/fiscal/fp3-08a.doc Telephones
Exhibit B-MCI Telephone Calling Card Request http://www.ucdhsc.edu/admin/policies/fiscal/fp3-08b.doc Telephones
Exhibit C-Departmental Cellular Agreement http://www.ucdhsc.edu/admin/policies/fiscal/fp3-08c.xls Telephones
Exhibit A-Transfer of Assets To Another Organization http://www.ucdhsc.edu/admin/policies/fiscal/fp3-13a.doc Transfer of Assets To or From Other Organizations
Exhibit B-Transfer of Assets From Another Organization http://www.ucdhsc.edu/admin/policies/fiscal/fp3-13b.doc Transfer of Assets To or From Other Organizations
Exhibit A-Request for Approval to Transfer Sponsored Project Financial Commitments Not Involving Assets to Other Organizations http://www.ucdhsc.edu/admin/policies/G&C/fp4-16a.doc Transfer of Sponsored Project Financial Commitments Not Involving Assets to Other Organizations, 4-1
Exhibit A-Plant Fund Transfer Request Form http://www.ucdhsc.edu/admin/policies/fiscal/fp1-05a.doc Transfers
Exhibit A-Activity Questionnaire for UBTI Determination http://www.ucdhsc.edu/admin/policies/fiscal/fp2-09a.doc Unrelated Business Income
Availability of HSC Facilities and Services by External Entities Matrices http://www.ucdhsc.edu/admin/EE.htm Use of Campus Facilities Space and Services by External Entities
Exhibit A-Space Request Form http://www.ucdhsc.edu/admin/policies/fiscal/fp2-04a.doc Use of Facilities and Equipment by Outside Parties or for Private Gain
Exhibit B- Indemnification and Hold Harmless Agreement http://www.ucdhsc.edu/admin/policies/fiscal/fp2-04b.doc Use of Facilities and Equipment by Outside Parties or for Private Gain
Exhibit C-Rental Rates for Use of UCHSC Facilities by Non-University Organizations http://www.ucdhsc.edu/admin/policies/fiscal/fp2-04c.doc Use of Facilities and Equipment by Outside Parties or for Private Gain