All Forms, Policies & Procedures
- Accounting Forms, Policies & Resources
- Computer Support Forms & Policies
- Facilities Forms & Policies
- Grant Submission, Forms, Policies & Resources
- Human Resources
- Misc
- Payroll Forms, Policies & Resources
- Professional Development
- Purchasing Goods & Services
- Research Forms, Policies & Resources
- SAS Forms & Policies
- SPA: Helpful Links
- Teaching & Education Resources
- Travel Forms, Policies & Resources
- Web Support & Resources
NOTES:
Starting Jan. 1, 2012, all U of MN staff and faculty must register in advance for international travel related to University business. There is no travel approval process associated with this change — departments, units or colleges will still manage approval requirements.
- Register for International Travel
- Learn more
- FAQs
- 2012 Business Milage rates stay at $0.555 per mile.
- Restricted Commodities and Allowable Expenses
Special consideration MUST be given when departments purchase certain items. For more information on Restricted Commodities/Special Services and Allowable Expenses, choose the appropriate link below.
- Allowable Expenses
- Restricted Commodities/Special Expenses - Travel Discounts Available when Booking Through DELTA.COM
To receive the contracted rates, go through the U’s Travel Services website and click on FAST TRACK. Any changes to tickets purchased through Delta.com must be made directly with Delta. - All forms that can be interactively completed online MUST be done so. If handwritten forms are received, they’ll be returned to be redone.
- Submit ALL software purchasing forms to Virginia Bordeaux for processing. OIT will accept purchase requests ONLY from Virginia
Accounting Forms, Policies & Resources
- Anonymous Tip Hotline
- Business Meal Expense Policy
- CPS Professional Services Info Sheet
– Must include:
Statement of Work Form
CV/Resume for Individuals-Sole Proprietors
Nonresident Alien Data Collection Form for all foreign individuals
– More information about CPS
CPS Policy and explanation - Employee Expense Report
– Note: New form - Employee/Independent Contractor Determination Checklist
- Epi Order Form (xls)
- Epi Order Form (pdf)
- EpiCH Administrative Org Chart
- Examples of Unallowable Expenses
- Expense Justification Requirement Memo from Dr. Harlow
- Guiding Principles
- Hospitality & Special Events – Policy
- JE Request Form
- Management of Subject Payments
- Non-Employee Reimbursement (xls)
- Check Request Form (UM 1659)
Must accompany the EpiCH document - Register for International Travel
– FAQs - Travel Authorization Worksheet
- OMB Circular A-21
- Procurement Card Application Form
- Procurement Card Procedure
- Purchasing Goods & Services – Policy
- Purchase Professional Services – Policy
- Request for Domestic Lodging Exception
- Single Payment Voucher (Check Request)
- Statement in Lieu of Receipt form
- Statement of Work
– Must be included with the CPS Professional Services Info Sheet - Subject Advance Request (Note updated to policy)
- Sub Award/Contract Checklist
- Transaction Documentation & Justification Policy
- U Card Usage
- Use of University Equipment and Services
- Using University Vehicles – Policy & Procedure
- Vendor Authorization/ Change
- U of MN Instructions
- Vendor Authorization Form
– W9 Form - must include a New Vendor
– Independent Contractor Form - W9 Form (IRS pdf)
– Must be included with a New Vendor Authorization Form
Computer Support Forms & Policies
- Software Purchasing Procedures
- Personal (non-UMN) Computer Use at EpiCH
- SAS License Renewal & Ordering Procedures
Facilities Forms & Policies
- Access Card for WBOB
– Submit form to Ginger Hughes - Key Request Form
– Submit form to Ginger Hughes - Parking Budget Card Request Form
- Rental/ Leasing of Non-University Space Policies
Questions: Bev Carpenter, moecarp@umn.edu, 6-7797
– Use and Lease of Non-University Real Estate
– Procedures for Facility Use Agreements – Events Off-Campus
– OGC Use Agreement - VIP Parking Stamp Request Form
- WBOB Emergency Manual
Grant Submission Forms, Policies & Resources
- Internal Review Form
- 2010 Deadline grid for NIH Grants.gov submissions
- EpiCH Grants.gov Procedures/Checklist
- Key Person Profile Form
- Graduate Compensation Level Limitation
- Performance Site Information
- PHS398 Instructions/Forms Link to NIH
- Subcontract Instructions
- NIH Salary Cap Limitation
- Institutional T32 Funding Guidelines
- Travel (Hotel and Meals) Per Diems per the GSA website
- University Fringe Benefits Rates
- University Indirect Cost Rates
- NCC Cost Estimates
– Contact Mary Stevens or Nancy Van Heel
Human Resources
- Address / Personal Information Changes
- Academic Vacation Report form
- EpiCH Staff Award Nomination
- Faculty-Admin Assistants List
- Primary Faculty List
- Staff Award Nomination
- 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
- Staff Review Form
- SPH Staff Association
- Unit 6 AFSCME Clerical & Office – Information
- Unit 7 AFSCME Technical – Information
P & A Forms and Policies
Faculty Forms & Policies
- 3-Year Support Projection- Faculty
- Appointment, Promotion and Tenure Policies (SPH)
- Faculty Career Programming
- Faculty Sabbatical Policy
- REPA Form
- SPH Policy Council Information
Misc
Payroll Forms, Policies & Resources
- Absence Cards
- Dependent Care Reimbursement
- Description/ Change W-4
- Health Care Reimbursement Account
- Minnesota State Retirement System
- Time Cards
- University information about MSRS
Purchasing Goods/ Services Policies
- Examples of Unallowable Expenses
- Hospitality & Special Expenses – Policy
- Procurement Card Usage and Application
- Purchasing Goods & Services – Policy
- Purchase Professional Services – Policy
Research Forms, Policies & Resources
- University Guide to Research Compliance
- Fostering Integrity in Research, Scholarship, and Teaching
- Health Disparities Work Group
- Protecting Your Research Data
- SPH Research Services
- Bio-Medical Library
SAS Forms & Policies
SPA: Helpful Links
- Sponsored Projects Administration
- Policies, Procedures & Guidelines
- Grants Management Tools
- Frequently Requested SPA Information
- SPA Forms & Rates
- Funding Opportunities (SPA)
Professional Development
- University Technology Training Center
- EpiCH Regents Scholarship Form
- Regents Scholarship Form
- University HR Training & Development
Teaching & Education Resources
- EpiCH Faculty Advising Handbook – 10/11
- EpiCH Faculty Guidebook 09/10
- EpiCH Faculty Guidebook 08/09
- EpiCH Faculty Guidebook 07/08
- Center for Teaching and Learning Services (CTLS)
- Copyright Issues
- Digital Media Center
- How To Get Permission Numbers
- Mental Health Resources for Students
- New Undergraduate Course Proposal Form
- Office of Classroom Management
- One-Stop – Faculty
- Reviewing your Advisee’s Transcript
- SPH Classroom Assignments
- SPH Classroom Technical Support
- SPH Faculty Resources
Travel Information
EpiCH requires the Travel Authorization Worksheet to be done prior to travel.
Travel Alert!
Review the numerous changes to the U’s Travel Policy
- Business Meal Expense Policy
- Register for International Travel
– FAQs - Travel Authorization Worksheet
- Hospitality & Special Expenses – Policy
- Travel Services
- University Travel Policy, Per Diem and Mileage Rates
- Using the U Corporate Travel Card – Policy
- Using University Vehicles – Policy & Procedure
- Travel Requirement Memo from Dr. Harlow