The University of Texas-Pan American
 
Division of Business Affairs
November 23, 2014

Administrative Processes Forms

DEPARTMENT MENU :

FORM TYPES:  OmniForm Omniform, PDF PDF, Word Word, Excel Excel, PowerPointPowerPoint, and WebsiteWebsite

INSTRUCTIONS: Follow these procedures on how to download files.

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QUESTIONS: Please email any questions or suggestions to the DBA Office.


 

Academic Affairs

RECOMMENDATION FORMS      
Full-Time Lecturer and Clinical Faculty Review Recommendation   PDF  
Tenure-Track/Tenure/Promotion/Post Tenure Recommendation OmniForm PDF  
       
ROUTING FORMS      
Criteria/Performance Standards Routing OmniForm PDF  
Full-Time Lecturer and Clinical Faculty Review Routing Form   PDF  
Post Tenure Routing Form   PDF  
Tenure-Track/Tenure/Promotion Routing Form OmniForm PDF  
       
FACULTY REQUIREMENTS FORMS      
Faculty Development Leave Form OmniForm PDF  
Format For Faculty Review Dossier   PDF  
Request for Leave of Absence-Faculty OmniForm PDF  
Faculty Teaching Workload Equivalency (FORM A)      Website
Report On Work Accomplished With Adjusted Workload (FORM C)      Website
Faculty Workload Web Application Manual   PDF  
       
FACULTY RECRUITMENT FORMS      
Criminal Background Check Form - Faculty   PDF  
Faculty Application Pool Record OmniForm PDF  
Faculty Search Committee Identification Form   PDF  
Faculty Teaching Assignment Validation Form   PDF  
Part-Time or Rehire (Non-Tenure) Faculty Checklist OmniForm PDF  
Required Documents for Faculty Folders Full Time   PDF  
       
       
OTHER FORMS      

Administrator Evaluation Questionnaire: Department Chair

OmniForm PDF  
Administrators/Staff Leave Request OmniForm PDF  

Accounts Control 

Financials Responsibility Request Manual   PDF  
Tracking your Financials Responsibility Request Form   PDF  

Oracle Finance Roles and Responsibilities (Available online through Oracle Employee Self Service)

Project Key Member Update   PDF  
Request for Non-Sponsored Oracle Project   PDF  
       
ACCOUNT RECONCILIATIONS      
UTPA Monitoring Plan for Segregation of Duties and Reconciliation of Accounts    PDF Word
      Inspection      
Account Reconciliation Template     Excel
Accounting for Your Project in Oracle- Reconciliation Guide     Word
Keys Members Presentation   PDF  
Reconciliation Training   PDF   
Reconciliation Training Material   PDF  
Oracle Chart of Accounts- Accounting KeyFlexfield     word
       
JOURNAL ENTRY TEMPLATES
     
PROD R12 GL Journal Entry Template - for Revenue - Transfers     Excel
PROD R12 GMS Journal Entry Template - Expenditures     Excel

 

 

         

Accounts Payabletop of page

Approval for Travel to Foreign Countries     Website 
Bank Wiring Instructions - U.S. OmniForm PDF  
Bank Wiring Instructions - International OmniForm PDF  
Business Expense Reimbursement Form     Website
Direct Deposit Authorization Form - Reimbursement   PDF  
Guest Lecturer Authorization Request     Website
Hotel Tax Exemption Certificate   PDF  
Report to State Agency Travel to Washington D.C.     Website
Request for Membership     Website 
Substantiation Documentation   PDF  
Travel Voucher (Mileage at .56)   EFFECTIVE JANUARY 1, 2014 OmniForm PDF  
Travel Voucher (Mileage at .565) EFFECTIVE JANUARY 1, 2013 OmniForm PDF  
Travel Voucher (Mileage at .555) OmniForm PDF  
W9   PDF  

 

         

Admissions and New Student Servicestop of page

Administrators/Staff Leave Request OmniForm PDF  
Mileage Report  (Mileage at .565) OmniForm PDF  

         

Analysis & Informationtop of page

Bank Wiring Instructions - U.S. OmniForm PDF  
Bank Wiring Instructions - International OmniForm PDF  

         

Auxiliary Servicestop of page

Application for Joint Sponsorship OmniForm PDF  
Application for Use of Alcoholic Beverages   PDF  
Drinking Water & Cooler Rental Order Form   PDF  
Facility Reservation Request Form OmniForm PDF  
Profit Loss Statement - Joint Sponsorship OmniForm PDF  
Profit Loss Statement - Non University Requests OmniForm PDF  
UTPA Hold Harmless Agreement OmniForm PDF  

 

         

Bookstoretop of page

Department Order Form OmniForm PDF  
Software Reservation Form OmniForm PDF  
Textbook Adoption Form OmniForm PDF  

        

 Budget Officetop of page

Fee Change Request Form OmniForm PDF  
New Fee Request Form OmniForm PDF  

 

        

 Business Affairs Officetop of page

Application for Staff / Faculty Organization OmniForm PDF  

        

 Computer Center top of page

The Computer Center forms are now listed under  Information Technology

 

 Dean of Students Officetop of page

Authorization for Student Travel Form   PDF  
Checklist for Student Death OmniForm PDF  
Critical Incident Summary Sheet OmniForm PDF  
Domestic Release & Indemnification   PDF  
Foreign Release & Indemnification   PDF  
Interpreter Request Form   PDF  

 

 Environmental Health & Safetytop of page

Application for Non-Sports Camp   PDF  
Application for Sports Camp   PDF  
First Report Injury OmniForm PDF  
Vehicle Information Sheet   PDF  

        

 Graduate Studiestop of page

Application for Dissertation Committee OmniForm PDF  
Application for Graduate Faculty Status OmniForm PDF  
Application for Thesis Committee OmniForm PDF  
Certification of Completion of Thesis or Dissertation OmniForm PDF  
Course Inventory Update/User Guide Website PDF  
Course Substitution OmniForm PDF  
Change of Thesis/Dissertation Committee OmniForm PDF  

 

 Grants and Contractstop of page

Expenditure Correction Request Form   PDF  
Cost Allowability Form  OmniForm PDF  

 

        

 Human Resourcestop of page

EMPLOYMENT FORMS & MANUALS
Portal to report outside employment, board service, and other interests
 Website
       
Staff and Faculty Positions:
     
Applicant EEO Data Form - Faculty Only   PDF  
Application for Employment - Faculty   PDF  
****Personnel Action Form ( PAF )****    NEW FORM   PDF  
       
Criminal Background Check Authorization Form   PDF  
Equal Employment Opportunity Report - Faculty OmniForm PDF  
       
Separation of Employee Process Guidelines   PDF  
Separation of Employee Clearance Checklist OmniForm PDF  
       
       
UTPA ID Card Authorization   PDF  
       
Temporary Positions:
     
Application for Employment with Background Check Authorization - Temporary   PDF  
Memo of Employment-Direct Wage      Website
Separation of Employment Notice - Direct Wage
     Website
       
* Contact Financial Aid for Work-Study Employment and Separation Forms      

 

EMPLOYEE FORMS
Online Direct Deposit Website PDF  
Request for Family and Medical Leave OmniForm PDF  
Sick Leave Pool Application OmniForm PDF  
Staff Employee Award Nomination OmniForm PDF  
Staff Leave Without Pay (LWOP) OmniForm PDF  
       
REQUEST FORMS
Application for Class Attendance During Work Time OmniForm PDF  
Emergency Paycheck Request OmniForm PDF  
Request for Leave of Absence - Faculty OmniForm PDF  
Request for Overtime Authorization OmniForm PDF  
Request for Overtime Payment OmniForm PDF  
Request for University Course Credit as Work Time OmniForm PDF  
Requisition for Personnel Faculty OmniForm PDF  
Online Requisition for Staff Website  
Online Requisition for Staff Training Manual    PDF  
       

INTERVIEW & SELECTION FORMS

     
Candidate Evaluation Form OmniForm PDF  
Candidate Reference Check Form OmniForm PDF  
Employing Department Check List OmniForm PDF  
List of Standard Interview Questions OmniForm PDF  
Selection Matrix Chart OmniForm PDF  
Staff Vacancy Interview and Selection Guidelines   PDF  
Staff Vacancy Recruitment Summary Form OmniForm PDF  

 

        

OTHER FORMS
Request to Cancel SAVINGS BOND Direct Deposit Authorization OmniForm PDF  
SAVINGS BOND Authorization Agreement for Automatic Deposit OmniForm PDF  
SEPAP Form   PDF  
SEPAP Guidelines   PDF  
Volunteer Agreement   PDF  
CELL PHONES FORMS
Justification for Exception to Wireless Communication Device Policy OmniForm PDF  
Termination of Wireless Communication Plan Allowance OmniForm PDF  
Wireless Communication Plan Allowance and/or
Equipment Reimbursement Request
OmniForm PDF  

COMPENSATION FORMS                

Memo: Processing times of JDQ's and Job Audit Requests 

  PDF  
Job Description Questionnaire (Submission Dates:  Sept. - Oct   &   Jan - Mar)   PDF  
Online Job Description Questionnaire (JDQ) and Executive Approver Manual   PDF  
Staff Internal Promotion/Transfer Form   PDF  
Staff Salary Equity Adjustment Request   PDF  
Supervisor Guide for UTPA Job Audit and Classification Procedures   PDF  
UTPA Job Audit Request (Submission Dates: Mar - Apr  &  Oct - Nov)    PDF  

 

         

Information Technologytop of page

Access Administration Request for Access Form        Website
Audio Visual Request Form      Website
Banner (SIS) Access Request      Website
DVD Order Form   PDF  
fsaATLAS System Access Request OmniForm  PDF  
Leave Approval Request Guidelines   PDF  
Leave Approval Request Form (Testing Phase)   PDF  
Oracle Account Request Form – HRMS      Website
Oracle Responsibility Request Form OmniForm PDF  
Request for Individual Computer/Internet Access (UIC)  (Proposed for Automation) OmniForm  PDF  
Request for Safeboot Installation OmniForm PDF  
Safeboot Exception Form OmniForm PDF  
Server Mgmt Policy Compliance Checklist - HOP 8.9.4 OmniForm PDF  
Telephone Services      Website
TracDat System Access Request        Website
Vendor Technical Survey      Website
Video Conference Request Form      Website
Video Production Request Form      Website
Web Document Distribution Authorization OmniForm PDF  
Web Services Request Form     PDF   

 

        

 Materials Managementtop of page

CONTRACT FORMS      
Purchase Contract Request for less than $5,000     Website
Purchase Contract Request for more than $5,000     Website
Consulting Services Request     Website
       
ESHIP GLOBAL FORMS      

EShipGlobal Access/Modifications Request Form 

    Website
       
PURCHASING FORMS      
Sole Source/Best Value/Emergency Request     Website
SPO Authorization Agreement OmniForm PDF  
Texas Sales and Use Tax Exemption Certification OmniForm PDF  
       
TRAVEL FORMS      
Travel Request     Website
Travel to Foreign Countries Request     Website

 

        

 Office of Institutional Research & Effectivenesstop of page

OIRE Data Request Form OmniForm PDF  

        

 Office of the Presidenttop of page

Contact with Federal Officials Reporting Form     Website
Contact with Federal Officials Help Document   PDF  
EIR Accessibility Exception Request   PDF  

        

 

     

 

 Payments and Collectionstop of page

Departmental Deposit OmniForm PDF  
Tips for Making Deposits     PowerPoint

        

 Physical Planttop of page

Annual Facilities Inventory   PDF  
Application for Copy of Driver Record OmniForm PDF  
Missing or Stolen Property Report   PDF  
Non-Routine Work Order OmniForm PDF  
Project Request Form   PDF  
Request for Facilities Reservation OmniForm PDF  
Vehicle Reservation OmniForm PDF  

 

 

 Police Departmenttop of page

Request for Services OmniForm PDF  

 

 Print Shoptop of page

Print Services Request Form   PDF  
Business Card and Stationary Request Form   PDF  

 

 Records and Information Management (RIM) Program

Departmental Destruction Form OmniForm PDF  
Records Management Handbook   PDF  
Records Management Signature Authorization Form OmniForm PDF  
Records Inventory Worksheet OmniForm PDF  
Record Storage Label OmniForm PDF  
Record Storage Log OmniForm PDF  
Security Container Agreement OmniForm PDF  
       
Records Retention Schedule      
2014 Certified Records Retention Schedule DEPARTMENTAL Code Sequence 
  PDF  
       
       

 

        

 Registrar's Officetop of page

Banner Self Service Request Form OmniForm PDF  
Data Request Form PDF  

        

 Research and Sponsored Projectstop of page

Proposal/Award Cost Sharing/Matching Funds Recap OmniForm PDF  
Request for Waiver of Indirect Cost Recover OmniForm PDF  

 

        

        

 Student Financial Servicestop of page

Scholarship Recipient Form   Website  
Work-Study Evaluation Form OmniForm PDF  
       

        

 Tax Compliance Officetop of page

Tax Assessment Form for Foreign Independent Contractors - TESTING OmniForm PDF  

 

        

 Undergraduate Educationtop of page

Changes to Current Programs OmniForm PDF  
Course Inventory Update/User Guide Website PDF  
Course Substitution OmniForm PDF  
Course Waiver OmniForm PDF  
Guidelines for Submissions of Materials   PDF  
Impact of Course Revision on Degree Program OmniForm PDF  
New Program Request Form for Bachelor's & Master's Degree OmniForm PDF Word

        

 University Advancementtop of page

Deferred Gift Form OmniForm PDF  
Establish a Scholarship OmniForm PDF  
Gift-In-Kind Reporting OmniForm PDF  
Gift or Sponsored Project   PDF  
Leave Approval Request OmniForm PDF  
Prospect Research Request Form OmniForm PDF  
Request for Endorsement to Cultivate Solicit Funds OmniForm PDF  
Request for Raiser’s Edge/Financial Edge Account OmniForm PDF  
University-wide Advertising Promotional Request Form OmniForm PDF Word
Angel Investor Payroll Deduction Form   PDF  
President's Circle payroll deduction form   PDF  
President's Circle pledge card   PDF  

        

 Wellness and Recreational Sportstop of page

Facility Request Form OmniForm PDF  

 

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