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All Forms & Policies

• Accounting Forms & Policies
• Computer Support
• Facilities
• Grant Submission
• Human Resources
• Payroll
• Professional Development
• Research Resources
• SAS Forms & Information
• Teaching Resources
• Travel Information
• Web & WebVista

For all University Forms and Policies, visit: http://www.fpd.finop.umn.edu    or    OneStop




Accounting Forms, Policies & Resources


  Allowable & Unallowable Expenses:

  • Examples of Unallowable Expenses
  • Expense Allowability Chart
   Anonymous Tip Hotline
   Change of Effort Form (xls) 
   CPS Data Collection Worksheet (doc)
   CPS Information Sheet (doc)
   EFS Non-Sponsored Conversion Chart (xls)
   EFS Sponsored Conversion Chart (xls)
   Employee Expense Report (xls)
   Employee/Independent Contractor Determination Checklist (pdf)
   Epi Order Form (xls)
   Expense Justification Requirement Memo from Dr. Harlow
   Guiding Principles
   Hospitality & Special Expenses - Policy
   Management of Subject Payments (pdf)
   Non-Employee Expense Form (xls)
   Travel Worksheet (pre-authorization) (xls)
   Procurement Card Application
   Procurement Card Usage (pdf)
   Purchasing Goods & Services - Policy
   Purchase Professional Services - Policy
   Receipt Statement (PDF)
   Single Payment Voucher (Check Request) (xls)
   Sponsored Chart of Accounts (xls)
   Subject Advance Request
   Transaction Documentation & Justification Policy
   Use of University Equipment and Services
   Using University Vehicles - Policy & Procedure
   Update Address for Reimbursment
   Vendor Authorization Form and Substitute W-9 (pdf)

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Computer Support, Policies & Forms

   Account Creation/Modification
   AV / Laptop Check out
   Color Copiers & Scanning
   Computer Viruses
   E-mail Questions
   EpiHelp Hours
   PDA/Palm Information
   Poster Printing
   Purchasing or Installing Hardware /Software
   Troubleshooting, Tips, Tricks
   Virus and Spyware Information

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Facilities

   Access Card for WBOB (PDF) (Submit form to Ginger Hughes)
   Key Request Form (doc) (Submit form to Ginger Hughes)
   Parking Budget Card Request Form (doc)
   VIP Parking Stamp Request Form (doc)
   WBOB Emergency Manual (PDF)

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Grant Submission

 Internal Review Form (doc)
   2008 Deadline grid for NIH Grants.gov submissions (pdf)
   EpiCH Grants.gov Procedures/Checklist (doc)
   Key Person Profile Form (doc)
   Graduate Compensation Level Limitation
   Health Survey Research Center (HSRC) Cost Estimates (formerly DCSS)
   Contact Hannah Colon or Susan Rose 
   Performance Site Information (doc)
   PHS398 Instructions/Forms Link to NIH
   Subcontract Instructions (doc)
   NIH Salary Cap Limitation
   Institutional T32 Funding Guidelines
   Travel (Hotel and Meals) Per Diems per the GSA website
   University of Minnesota Fringe Benefits Rates
   University of Minnesota Indirect Cost Rates
   Nutrition Coordinating Center (NCC) cost estimates
    Contact Mary Stevens or Nancy Van Heel

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Human Resources

 Address / Personal Information Changes
 EpiCH Faculty-Admin Assistants list (doc)
   Enter/Update Jobs & Seminars
   Staff Award Nomination(doc)
   SPH Committees
   SPH Leadership, Governance and Administrative Structure
   Worker's Compensation Policy
   Workplace Rules and Guidelines
CS/BU Forms and Policies
   Civil Service Committee
   Civil Service Rules
   SPH Annual Performance/Planning Form (doc)
   SPH Staff Association
   Unit 6 AFSCME Clerical & Office - Information
   Unit 7 AFSCME Technical - Information
   Vacation donation program
P & A Forms and Policies
   Council of Academic Professionals & Administrators (CAPA)  
   EpiCH P&A Council (EPAC)  
   P & A Manual
   Report on External Professional Activities (REPA) Form
Faculty Forms & Policies
   3-Year Support Projection- Faculty (PDF)
 2007-08 Committees (SPH)
   Appointment, Promotion and Tenure Policies (SPH)
   Faculty Career Programming
   Faculty Sabbatical (PDF)
   Report on External Professional Activities (REPA)
   SPH Policy Council Information

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Payroll

   Abscence Cards
  Calenders:   - Time Sheet and AbsenceCard Cut-Off table (pdf)
                     - Holiday table (pdf)

   Dependent Care Reimbursement (pdf)
   Description/ Change W-4
   Description of W-2
   Health Care Reimbursement Account (pdf)
   Minnesota State Retirement System
   Setup/ Change Direct Deposit
   Time Cards
   University information about MSRS

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Research Resources

   Everything You Wanted to Know About NIH Grants

   University of Minnesota Guide to Research Compliance
   Fostering Integrity in Research, Scholarship, and Teaching
   Health Disparities Work Group
   Protecting Your Research Data (PDF)
   SPH Research Services
   Bio-Medical Library
   Centers throughout SPH

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SAS Forms

   SAS Licence Information
   SAS Order/Reorder Form (xls)
   SAS License Application (doc)

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SPA: Helpful Links

   Sponsored Projects Administration (SPA)
   Policies, Procedures & Guidelines
   Grants Management Tools
   Frequently Requested SPA Information
   SPA Forms and Rates
   Funding Opportunities (SPA)

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Professional Development

   ADCS/University Technology Training Center
   EpiCH Attachment to Regents Scholarship
   Regents Scholarship (PDF)
   University HR Training & Development programs

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Teaching and Education Resources

   One-Stop - Faculty
  EpiCH Faculty Resources
   EpiCH Faculty Guidebook 08/09 (pdf)
   EpiCH Faculty Guidebook 07/08 (pdf)
   Instructions for Obtaining Permission Numbers (pdf)
   Mental Health Resources for Students (pdf) 
   SPH Faculty Resources
   Reviewing your Advisee's Transcripts(pdf)
  University Faculty Resources
   Academic and Distributed Computing Services
   Center for Teaching and Learning Services (CTLS)
   Copyright Issues
   Digital Media Center
   Office of Classroom Management
   SPH Classroom Assignments
   SPH Classroom Technical Support
   SPH Educational Policies  

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Travel Information

   EpiCH Travel Worksheet (pre-authorization) (xls)
 EpiCH Travel Policy (doc)
   Hospitality & Special Expenses - Policy
   Top Ten Tips for Travel
   Travel Services
   Per Diem and Mileage Rates
   University Travel Policy
   Using the U Corporate Travel Card - Policy
   Using University Vehicles - Policy & Procedure
   Travel Requirement Memo from Dr. Harlow

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Web and WebCT

   Basic HTML Commands
   EpiCH WebCT Vista Start-up Guide (PDF)
   EpiCH WebVista Semester Start/End Checklist (pdf)
   EpiCH WebCT Vista Start-Up Guide (pdf)
   On-line WebVista Training Modules
   Quick guide to copyright permissions and the web (pdf)
   Tips & Tricks in WebCT Vista (pdf)
   Univeristy Copyright Information
   University WebVista site
  • E-mail: webvista@umn.edu
   Updating Faculty Web Pages (PDF)

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 The University of Minnesota is an equal opportunity educator and employer.              Last modified: Tuesday August 12 2008