UTPA :: Division of Business Affairs

UTPA Helpdesk

November 21, 2009

Administrative Processes Forms

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Academic Affairs
RECOMMENDATION FORMS
Faculty Recommendation Memorandum
Lecturer Review Recommendation
Post Tenure Recommendation
Promotion Recommendation
Tenure Recommendation
Tenure/Tenure Track Recommendation

ROUTING FORMS
Criteria/Performance Standards Routing
Lecturer Review Routing Form
Post Tenure Routing Form
Promotion Routing Form
Tenure Routing Form
Tenure/Tenure Track Routing Form

FACULTY REQUIREMENTS FORMS
Faculty Development Leave Form
Format For Faculty Review Dossier
Request for Leave of Absence-Faculty
Faculty Teaching Workload Equivalency (FORM A)
Faculty Teaching Workload Adjustment Summary (FORM B)
Report On Work Accomplished With Adjusted Workload (FORM C)

FACULTY RECRUITMENT FORMS
Applicant EEO Data Form - Faculty
Application for Employment - Faculty
Assistantship Checklist
Criminal Background Check Form - Faculty
Faculty Application Pool Record
Faculty Search Committee Identification Form
Faculty Teaching Assignment Validation Form
Part-Time or Rehire (Non-Tenure) Faculty Checklist
Required Documents for Faculty Folders Full Time
Requisition for Personnel Faculty

OTHER FORMS
Administrator Evaluation Questionnaire: Department Chair
Administrators/Staff Leave Request

Accounts Control
Financials Responsibility Request Manual
Oracle Finance Roles and Responsibilities (Available online through Oracle Employee Self Service)

Project Management Authorization
Request for Non-Sponsored Oracle Project
Quarterly Results
ACCOUNT RECONCILIATIONS
UTPA Monitoring Plan for Segregation of Duties and Reconciliation of Accounts
Audit Inspection Results
Monthly Certification Letter
Quarterly Results
Account Reconciliation Template
Accounting for Your Project in Oracle- Reconciliation Guide
Keys Members Presentation
Reconciliation Reconciliation Training
Reconciliation Training Material
Oracle Chart of Accounts- Accounting KeyFlexfield

Accounts Payable
Approval for Travel to Foreign Countries
Bank Wiring Instructions - U.S.
Bank Wiring Instructions - International
Direct Deposit Authorization Form - Reimbursement
Guest Lecturer Authorization Request
Hotel Tax Exemption Certificate
Reimbursement of Business Entertainment Expense
Report of State Agency Travel to Washington D.C.
Request for Membership
Substantiation Documentation
Travel Voucher (Mileage at .55) EFFECTIVE JAN 1, 2009
Travel Voucher (Mileage at .58.5) - EFFECTIVE JULY 1

Admisisons and New Student Services
Administrators/Staff Leave Request
Mileage Report (Mileage at .50.5)
Mileage Report (Mileage at .58.5)

Analysis & Information
Bank Wiring Instructions - U.S.
Bank Wiring Instructions - International

Auxiliary Services
Application for Joint Sponsorship
Faculty Reservation Request Form
Profit Loss Statement - Joint Sponsorship
Profit Loss Statement - Non University Requests
UTPA Hold Harmless Agreement

Bookstore
Department Order Form
Software Reservation Form
Textbook Adoption Form

Budget Office
Acuerdo for Enhancement
Critical Budget Adjustment Form
Designated Accounts
Fee Change Request
Merit & Equity Form - Faculty
New Fee Request
Salary Adjustment Form - Staff
Student Fee Consultation

Business Affairs Office
Application for Staff Organization

Computer Center
The Computer Center forms are now listed under Information Technology.

Environmental Health & Safety
Application for Non-Sports Camp
Application for Sports Camp
First Report Injury
Vehicle Information Sheet

Graduate Studies
Application for Dissertation Committee
Application for Graduate Faculty Status
Application for Thesis Committee
Course Inventory Update
Course Substitution
Petition for Changes in Thesis
Receipt for Thesis or Dissertation

Grants & Contacts
Workload Distribution Report

Human Resources
EMPLOYMENT FORMS
Applicant EEO Data Form - Faculty
Application for Employment - Direct Wage
Application for Employment - Faculty
Application for Employment - Staff
Change of Memorandum of Employment
Criminal Background Check Form
Equal Employment Opportunity Report - Faculty
Equal Employment Opportunity Report - Staff
Job Vacancy Request Form
Memo of Employment
Memo of Employment-Direct Wage
Report of Outside Employment; Secondary University Appointment; Outside Board Activity; and Non-Elected Positions of Honor, Trust, or Profit with the State of Texas or the United States

EMPLOYEE FORMS
Authorization for Direct Deposit
Exempt State Comp Time Log Sheet
Request to Cancel Direct Deposit
Request for Family and Medical Leave
Sick Leave Pool Application
Staff Employee Award Nomination
Staff Leave Without Pay (LWOP)
Vacation Release
REQUEST FORMS
Application for Class Attendance During Work Time
Request for Leave of Absence - Faculty
Request for University Course Credit as Work Time
Requisition for Personnel Faculty
Requisition for Personnel Staff

INTERVIEW & SELECTION FORMS (DO NOT USE FORMS ARE BEING TESTED)
Candidate Evaluation Form
Candidate Reference Check Form
List of Standard Interview Questions
Selection Matrix Chart
Staff Vacancy Interveiw and Selection Guidelines
Staff Vacancy Recruitment Summary Form

OTHER FORMS
Search Guidelines
SEPAP Form
SEPAP Guidelines
Termination Notice - Direct Wage
Termination Notice - Faculty/Staff
Volunteer Agreement
CELL PHONES FORMS
Justification for Exception to Wireless Communication Device Policy
Termination of Wireless Communication Plan Allowance
Wireless Communication Plan Allowance and/or Equipment Reimbursement Request
COMPENSATION FORMS
Job Description Questionnaire
Staff Internal Promotion/Transfer Form
Staff Salary Equity Adjustment Request
Supervisor Guide for UTPA Job Audit and Classification Procedures
UTPA Job Audit Request

Information Technology
Banner (SIS) Access Request
CLM Access Request Form
CS Gold Access Request Form
Data Owner Signature Authorization Form for Oracle E-Business System
Data Owner Signature Authorization Form for Banner (SIS) System
E-Business Internal Access Request for Information Technology
fsaATLAS System Access Request
IA Operator ID Form - SIS Access Only
Information System Data Owner Signature Authorization (ISO)
Oracle Account Request Form – HRMS
Oracle Responsibility Request Form
Request for Individual Computer/Internet Access (UIC)
Request for Safeboot Installation
Request for Special Server Access
Safeboot Exception Form
SAMS Access Request Form
Server Mgmt Policy Compliance Checklist - HOP 8.9.4
SCLIntra Enterprise System
Telephone Services
TracDat System Access Request
Web Document Distribution Authorization

Materials Management
Approval for Travel to Foreign Countries
Contracts Routing Form
EShipGlobal Access Request Form
Emergency Justification
New Cable Services Request Form
Reimbursement Purchase Requisition (RPR)
Request for Consultant Services
Request for New staples Online Account
Request for Staples Access Modifications
Sole Source Justification Form
SPO Authorization Agreement
Texas Sales and Use Tax Exemption Certification

The following forms are Being Tested, Do Not Use
PROCARD DISPUTE FORM
Procard Reconciliation Log
Procurement Card Application
Procurement Card Missing Receipts Form
Procurement Card Transaction Log

Office of Student Life and Transition Services
Interpreter Request Form
Application for Use of Alcoholic Beverages

Office of Institutional Research & Effectiveness
OIRE Data Request Form

Payments and Collections
Departmental Deposit

Physical Plant
Annual Facilities Inventory
Application for Copy of Driver Record
Missing or Stolen Property Report
Non-Routine Work Order
Project Renovation
Property Transfer
Remove State Property
Request for Facilities Reservation
Vehicle Reservation

Police Department
Request for Services

President's Office
Appointment and Service Record
Photo Form
Summary of Hours and Experience

Print Shop
Print Services Request

Records and Information Management (RIM) Program
Departmental Disposition Form
Records Management Handbook
Records Management Signature Authorization Form
Records Inventory Worksheet
Records Management Retention Schedule
Record Storage Label
Records Storage Log

Registrar's Office
Banner Self Service Request Form

Research and Sponsored Projects
Proposal/Award Authorization
Proposal/Award Cost Sharing/Matching Funds Recap
Request for Waiver of Indirect Cost Recover

Student Financial Services
Scholarship Recipient Form
Work-Study Evaluation Form
Work-Study Termination Notice

Undergraduate Studies
Changes to Current Programs
Course Inventory Update Form
Course Substitution
Course Waiver
Guidelines for Submissions of Materials
Impact of Course Revision on Degree Program
Nonsubstantive Administrative Change Request
Substantive Administrative Change Request
New Program Request Form for Bachelor's & Master's Degree

University Advancement
Deferred Gift Form
Establish a Scholarship
Gift-In-Kind Reporting
Gift or Sponsored Project
Leave Approval Request
Prospect Research Request Form
Request for Endorsement to Cultivate Solicit Funds
University-wide Advertising Promotional Request Form

Wellness and Recreational Sports
Facility Request Form

1201 W. University Drive Edinburg, TX 78539-2999

956/381-UTPA 1-866-441-UTPA

Division of Business Affairs | Internet Services | Policies

Administrative Processes Forms

Academic Affairs

Accounts Control

Accounts Payable

Admisisons and New Student Services

Analysis & Information

Auxiliary Services

Bookstore

Budget Office

Business Affairs Office

Computer Center

Environmental Health & Safety

Graduate Studies

Grants & Contacts

Human Resources

Information Technology

Materials Management

Office of Student Life and Transition Services

Office of Institutional Research & Effectiveness

Payments and Collections

Physical Plant

Police Department

President's Office

Print Shop

Records and Information Management (RIM) Program

Registrar's Office

Research and Sponsored Projects

Student Financial Services

Undergraduate Studies

University Advancement

Wellness and Recreational Sports