Accounting Forms, Policies & Resources |
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Allowable & Unallowable Expenses:

• Examples of Unallowable Expenses
• Expense Allowability Chart |
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Anonymous Tip Hotline |
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Authorized Designee Form (xls) |
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Business Meal Expense Policy (doc) |
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Change of Effort Form (xls) |
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CPS Professional Services Information Sheet (doc) (Must include Statement of Work Form) |
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EFS Non-Sponsored Conversion Chart (xls) |
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EFS Sponsored Conversion Chart (xls) |
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Employee Expense Report (xls) |
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Employee/Independent Contractor Determination Checklist (pdf) |
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Epi Order Form (xls) / Epi Order Form (pdf) |
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EpiCH Administrative Org Chart (doc) |
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Expense Justification Requirement Memo from Dr. Harlow |
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Guiding Principles |
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Hospitality & Special Expenses - Policy |
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Independent Contractor Authorization Form (pdf)
Must be included with Vendor Authorization if new vendor is Sole Proprietor or Individual) |
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JE Request Form (pdf) |
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Management of Subject Payments (pdf) |
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Non-Employee Reimbursement (xls) |
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Travel Pre-Authorization Worksheet (xls) |
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OMB Circular A-21 |
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Procurement Card Application |
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Purchasing Goods & Services - Policy |
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Purchase Professional Services - Policy |
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RA-NRSA Policy (doc) |
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Request for Domestic Lodging Exception (doc) |
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Single Payment Voucher (Check Request) (xls) |
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Sponsored Chart of Accounts (xls) |
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Statement in Lieu of Receipt form (PDF) |
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Statement of Work (doc) (Must be included with the CPS Professional Services Info Sheet ) |
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Subject Advance Request |
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Transaction Documentation & Justification Policy |
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U Card Usage (pdf) |
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Use of University Equipment and Services |
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Using University Vehicles - Policy & Procedure |
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Update Address for Reimbursment |
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Vendor Authorization Form and Substitute W-9 (pdf)
(New vendors must include a W9 and/or an Independent Contractors Authorization if Sole
Propritor or Individual) |
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W9 Form (IRS pdf) (Must be included with a New Vendor Authorization Form) |
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Computer Support, Policies & Forms |
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Account Creation/Modification |
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AV / Laptop Check out |
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Color Copiers & Scanning |
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Computer Purchasing Procedures |
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Computer Viruses |
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E-mail Questions |
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EpiHelp Hours |
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Installing Hardware /Software |
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PDA/Palm Information |
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Personal (non-UMN) Computer Use at EpiCH |
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Poster Printing |
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Software Purchasing Procedures |
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SAS License Renewal and Ordering Procedures |
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Troubleshooting, Tips, Tricks |
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Virus and Spyware Information |
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Facilities |
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Access Card for WBOB (PDF) (Submit form to Ginger Hughes) |
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Key Request Form (doc) (Submit form to Ginger Hughes) |
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Parking Budget Card Request Form (doc) |
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VIP Parking Stamp Request Form (doc) |
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WBOB Emergency Manual (PDF) |
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Grant Submission |
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Internal Review Form (doc) |
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2008 Deadline grid for NIH Grants.gov submissions (pdf) |
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EpiCH Grants.gov Procedures/Checklist (doc) |
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Key Person Profile Form (doc) |
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Graduate Compensation Level Limitation |
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Health Survey Research Center (HSRC)
Cost Estimates (formerly DCSS)
Contact Hannah Colon or Susan Rose |
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Performance Site Information (doc) |
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PHS398 Instructions/Forms Link to NIH |
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Subcontract Instructions (doc) |
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NIH Salary Cap Limitation |
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Institutional T32 Funding Guidelines |
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Travel (Hotel and Meals) Per Diems per the GSA website |
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University of Minnesota Fringe Benefits Rates |
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University of Minnesota Indirect Cost Rates |
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Nutrition Coordinating Center (NCC) cost estimates
Contact Mary Stevens or Nancy Van Heel |
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Human Resources |
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Address / Personal Information Changes |
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Academic Vacation Report form |
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EpiCH Faculty-Admin Assistants list (doc) |
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Enter/Update Jobs & Seminars |
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Primary Faculty List (pdf) |
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Staff Award Nomination(doc) |
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SPH Committees |
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SPH Leadership, Governance and Administrative Structure |
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Worker's Compensation Policy |
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Workplace Rules and Guidelines |
| CS/BU Forms and Policies |
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Civil Service Committee |
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Civil Service Rules |
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SPH Annual Performance/Planning Form (doc) |
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SPH Staff Association |
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Unit 6 AFSCME Clerical & Office - Information |
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Unit 7 AFSCME Technical - Information |
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Vacation donation program |
| P & A Forms and Policies |
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Council of Academic Professionals & Administrators (CAPA) |
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EpiCH P&A Council (EPAC) |
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P & A Manual |
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Report on External Professional Activities (REPA) Form |
| Faculty Forms & Policies |
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3-Year Support Projection- Faculty (PDF) |
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2007-08 Committees (SPH) |
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Appointment, Promotion and Tenure Policies (SPH) |
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Faculty Career Programming |
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Faculty Sabbatical (PDF) |
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Report on External Professional Activities (REPA) |
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SPH Policy Council Information |
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Misc |
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Speaker Release Form (doc) |
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Photo Release Form (pdf) |
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Student Work Release Form (doc) |
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Personal (non-UMN) Computer Use at EpiCH |
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Payroll |
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Abscence Cards |
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Calenders: - Time Sheet and AbsenceCard Cut-Off table (pdf)
- Holiday table (pdf) |
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Dependent Care Reimbursement (pdf) |
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Description/ Change W-4 |
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Description of W-2 |
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Health Care Reimbursement Account (pdf) |
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Minnesota State Retirement System |
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Setup/ Change Direct Deposit |
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Time Cards |
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University information about MSRS |
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Research Resources |
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Everything You Wanted to Know About NIH Grants |
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University of Minnesota Guide to Research Compliance |
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Fostering Integrity in Research, Scholarship, and Teaching |
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Health Disparities Work Group |
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Protecting Your Research Data (PDF) |
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SPH Research Services |
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Bio-Medical Library |
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Centers throughout SPH |
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SAS Forms |
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Note: OIT will only accept purchase requests for SAS from Tom Schmitz.
All purchase requests MUST be made through him. |
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SAS Order/Reorder Procedures |
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SPA: Helpful Links |
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Sponsored Projects Administration (SPA) |
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Policies, Procedures & Guidelines |
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Grants Management Tools |
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Frequently Requested SPA Information |
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SPA Forms and Rates |
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Funding Opportunities (SPA) |
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Professional Development |
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ADCS/University Technology Training Center |
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EpiCH Attachment to Regents Scholarship (doc) |
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Regents Scholarship (PDF) |
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University HR Training & Development programs |
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Teaching and Education Resources |
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One-Stop - Faculty |
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EpiCH Faculty Resources
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EpiCH Faculty Guidebook 08/09 (pdf) |
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EpiCH Faculty Guidebook 07/08 (pdf) |
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Instructions for Obtaining
Permission Numbers (pdf) |
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Mental Health Resources for Students (pdf) |
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SPH Faculty Resources |
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Reviewing your Advisee's Transcripts(pdf) |
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University Faculty Resources
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OIT - Office of Information Technology
(formerly Academic and Distributed Computing Services (ADCS)
Note: All software available for purchase through OIT must be processed through Tom Schmitz - this includes all SAS licenses, Adobe (through June 2009) and all other sofware OIT makes available directly. OIT will only accept purchase requests received from Tom Schmitz. |
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Center for Teaching and Learning Services (CTLS) |
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Copyright Issues |
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Digital Media Center |
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Office of Classroom Management |
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SPH Classroom Assignments |
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SPH Classroom Technical Support |
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SPH Educational Policies |
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Travel Information |
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Business Meal Expense Policy (doc) |
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Travel Pre-Authorization Worksheet (xls) |
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EpiCH Travel Policy (doc) |
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Hospitality & Special Expenses - Policy |
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Top Ten Tips for Travel |
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Travel Services |
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Per Diem and Mileage Rates |
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University Travel Policy |
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Using the U Corporate Travel Card - Policy |
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Using University Vehicles - Policy & Procedure |
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Travel Requirement Memo from Dr. Harlow |
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Web and WebCT |
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Basic HTML Commands |
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EpiCH WebCT Vista Start-up Guide (PDF) |
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EpiCH WebVista Semester Start/End Checklist (pdf) |
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EpiCH WebCT Vista Start-Up Guide (pdf) |
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On-line WebVista Training Modules |
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Quick guide to copyright permissions and the web (pdf) |
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Tips & Tricks in WebCT Vista (pdf) |
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Univeristy Copyright Information |
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University WebVista site
• E-mail: webvista@umn.edu |
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Updating Faculty Web Pages (PDF) |