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10/22/21
Managing People
7/25/22
Managing Human Resources For My Unit
8/11/22
College Work-Study
12/19/22
Organizational Development
9/13/22
Wellness and Work-Life Balance
Managing Facilities
COVID-19 Prevention: Campus Facilities
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6/29/21
About University Facilities
3/31/22
Work Order Request
Managing Procurement
Getting Started in Managing Procurement
UB Procurement Guidelines and Policies
Find Commonly Purchased Goods and Services
Using University Space and Facilities
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Card Programs
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ShopBlue e-Procurement System
Special Purchasing Needs
Receive and Pay for Goods and Services
Asset Management
Find a Procurement Expert
Procurement FAQs
Managing Procurement Index
Related Links
1/4/23
Information for Suppliers
1/9/23
Traveling for Business
10/17/22
Travel and Expense System (Concur)
8/19/21
SIRI
Managing Money
Getting Started in Money Management
Key Budget, Financial and Analysis Information
State Funds
Research Foundation (RF) Funds
UB Foundation (UBF) Funds
Resource Planning
Find a Financial Expert
UB Financial Guidelines and Policies
Glossary of Financial Terms
Common Fee Assessments
Managing Money FAQs
Managing Money Index
Related Links
1/9/23
Traveling for Business
10/17/22
Travel and Expense System (Concur)
8/19/21
SIRI
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Forms Catalog
Forms Catalog
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A - Z
Exclusively State
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Forms By Category
Campus Mail
5/10/22
Campus Mail Service
4/8/22
Mail Pick Up and Delivery Request
5/13/22
Order Campus Mail Supplies
Facilities, Environment, Health, Safety
4/24/18
Authorization
4/24/18
Construction
4/24/18
Laboratory
4/24/18
Report
4/24/18
Requesting Service
4/24/18
Space Management
Authorization
5/30/18
Authorization For Use of RF or UBF Funds
2/28/18
Floor Plan Access Request
10/27/22
Food Event On Campus
11/17/22
Nonresearch Animals on Campus Request
2/13/18
Outdoor Project Authorization Request
2/13/18
Tent Space Request
Construction
2/13/18
Temporary Construction Enclosure Permit Request
2/13/18
Tent Space Request
2/13/18
Hot Work Permit Request
Laboratory
7/19/19
Biological Field Research Safety Plan
2/11/19
Biological Organism Use Questionnaire
4/1/21
Bloodborne Pathogen Training Request
11/19/20
Departing Lab Student Checklist
5/10/21
Environmental Health & Safety Assistant (EHSA) Access Request
2/13/18
Hazardous Waste Disposal Request
2/13/18
Lab Door Sign Request
2/13/18
Lab Procedure Risk Assessment
4/1/21
Lab Safety Training Request
4/17/18
Lab Standard Operating Procedure
2/20/18
Label Request (GHS, RCRA, Hazardous Waste)
12/16/20
Laboratory Equipment Release Certification Form
2/13/18
Laboratory Equipment Release Checklist
2/13/18
Laboratory Facility Release Certification Form
2/13/18
Laboratory Facility Release Checklist
11/30/21
Laboratory Registration
6/7/18
Laser Registration
2/13/18
Radiation Generating Equipment Authorization (for PI)
2/13/18
Radioactive Materials Authorization Request (for PI)
2/13/18
Radioactive Materials Laboratory Survey Report (RPS-5)
2/13/18
Radioactive Materials or Radiation-Producing Equipment Authorization (for Associate Investigator)
2/13/18
Radioactive Waste Disposal Request (RW-50)
4/7/20
Voluntary Respirator Use Notification
2/13/18
Wash Bottle Request
Report
9/7/17
Accident or Injury Report
6/21/18
Small Claims Incident Report
Requesting Service
8/15/22
Disposal Request
2/13/18
Ergonomic Evaluation Request
5/24/18
Event Signage
5/18/18
Indoor Environmental Quality Evaluation Request
2/13/18
Lock or Key Service Request
8/24/22
Moving Services Request
2/13/18
Service Notices
2/13/18
Work Order Request
Space Management
Access to the following forms are restricted to authorized individuals, such as FPMOs:
2/28/18
Floor Plan Access Request
1/19/21
Space Request (for FPMOs Only)
1/19/21
Renovation Request (for FPMOs Only)
Financial
6/7/22
Academic Fellowship Appointment for Research Foundation (RF)
10/15/19
Access Termination Request for Research Foundation (RF)
8/11/15
Advance Approval for Independent Contractor Services
2/23/22
Agency Account Request
2/13/18
Alien Information Request for UBF
6/3/15
Campus Bank Account Request/Change Form
6/1/15
Cash Deposits into Multiple Accounts
5/22/20
Cash Handling Procedures
9/23/15
Cash Receipt Books Order Form
1/26/23
Commerce Manager (ePay) Application Request
8/11/15
Contract Course Approval
11/27/19
Corporate Sponsorship Request
7/12/21
Create, Change or Close State Account Request Form
10/9/18
Credit Card Merchant Request Form
5/22/20
Credit Card Procedures
10/20/22
Departmental Event Fee Approval
4/4/22
Deposit and Transmittal Form for Research Foundation (RF Check Receipt Log)
2/13/18
Deposit Transmittal Form for UBF
1/3/22
Disbursement Request for UBF
11/16/16
Faculty and Staff Hiring Form
5/29/19
Financial Data Access and Cost Approver Form
1/2/20
General Operating Account Request Form
1/24/23
GL Code Request
6/3/15
Graduate Tuition Remission-Scholarship Verification Form
6/2/15
Graduate Tuition Remission-Scholarship Verification Request to Amend Form
2/13/18
Independent Contractor Questionnaire for UBF
9/25/15
Institutional Loan Fund — Change of Address
5/28/15
Inter-Agency Journal Request Form
10/6/22
Interdepartmental Invoice (IDI) Form
10/31/14
IRS Individual Taxpayer Identification Number Application (W-7)
11/5/15
Labor Distribution Form for Research Foundation (RF)
11/28/22
Non-credit Bearing Professional Development Program Fee Approval
7/16/18
Non-Employee Personal Reimbursement Request
9/30/15
Other Than Personal Service (OTPS) Inquiry
6/18/20
Payment Card Procedures
11/5/15
Payment for Independent Contractor For Research Foundation (RF)
12/15/15
Personal or Temporary Service Transfer Request
1/27/23
Policy Exception Request
8/6/21
Purchase Order Disencumbrance Request
1/2/20
Raffle Proposal Request
3/8/19
Relocation Expense Authorization and Payment for Research Foundation (RF)
8/11/15
Report Center Access Request Form for Research Foundation
10/22/21
Reserve Analysis
10/21/21
Revenue Transfer Request
9/19/19
Safeguarding Cash and Checks Self-Assessment Survey
10/20/22
Service Center Fee Approval Form
7/17/18
SIRI Custom Report Request
8/12/15
SUNY IFR- Cost Sharing — Appointment Change Form
1/24/23
UB Marketplace General Store Setup for State Funds
1/24/23
UB Marketplace Requests (State)
11/15/21
UB Marketplace Setup Form for UBF Cash Receipts
9/11/20
UBF Account Access Request Form
2/1/19
UBF Gifts of Personal Property Form
10/20/22
University Fee Approval Form
2/13/18
Wire Transfer Request for UBF
Human Resources
Benefits
9/7/17
Accident or Injury Report
8/7/15
COBRA Coverage Request for State Employee's Dependents
11/5/15
Delta Dental Claim Form for Research Foundation (RF)
12/17/15
Employee Assistance Consultation Request
11/5/15
Employee Benefits Enrollment For Research Foundation (RF)
5/9/22
Flexible Spending Account (FSA) for UBF
8/7/15
FMLA Fitness-for-Duty Certification
8/7/15
FMLA Request for Leave
11/5/15
Graduate Student and Fellowship Benefits Enrollment for Research Foundation (RF)
8/17/15
Graduate Student Employee (GSEU) Health Insurance Enrollment and Change (PS-404G)
11/5/15
HIPAA Authorization for Health Care and Insurance for Research Foundation (RF)
12/30/19
Lactation Support Request
8/7/15
Leave Request for State Classified Employees
8/3/15
Long Term Disability Waiver of Waiting Period
8/17/15
Mediation Request
8/3/15
NYSHIP Application for Enrolling Domestic Partners (PS-425.1)
8/27/15
NYSHIP Health Benefits Opt-Out Election (PS 409)
8/3/15
NYSHIP Health Coverage Request — Under the Young Adult Option
11/8/16
NYSHIP Health Insurance Enrollment or Change Form (PS-404)
8/7/15
NYSHIP Sick Leave Credit Election for Retirement (PS-405)
8/3/15
NYSHIP Termination of Domestic Partnership (PS-425.4)
12/13/17
Paid Family Leave Waiver for Research Foundation (RF) Employees
2/6/20
Paid Family Leave Waiver for State Employees
8/17/15
Support Group Creation Suggestion
8/11/15
Tuition Assistance for SUNY Employees (B-140W)
8/11/15
Tuition Free Registration for UUP Employees
7/29/15
Vacation Leave Donation Request
12/4/19
Work-Life Balance Service Request
Data and Systems
9/1/21
Access Request for Employee Data
2/14/17
Infosource Access to Employee Data Request
4/29/20
Position Recruitment Request
8/31/15
UB Jobs System Access Request
Employment
6/7/22
Academic Fellowship Appointment for Research Foundation (RF)
6/22/21
Acknowledgment of Workplace Health and Safety Provisions for Employees
3/8/19
Address — New or Changed (RF)
1/31/22
Biographical Data for Employees (UBF)
2/2/22
Biographical Update for Employees
3/8/19
Disabled and Vietnam Era Veterans Self-Identification for Research Foundation (RF)
11/5/15
Disabled Individuals Self-Identification for Research Foundation (RF)
8/3/15
Dual Appointment and Extra Service Approval
11/5/15
Employee Change for Research Foundation (RF)
7/1/19
Employee Emergency Contact Notification for Research Foundation (RF)
6/6/22
Employee Statement in Lieu of Oath for State
5/5/22
Employment Application for Research Foundation (RF)
3/8/19
Employment Eligibility Verification (I-9)
11/5/15
Employment Termination for Research Foundation (RF)
8/8/15
Extra Service Approval Request for Management Confidential (M/C) Employees
9/21/17
Extra Service Compensation Approval for Research Foundation Employees
8/7/15
Extra Service Compensation Approval for State Employees
8/7/15
Extra Service Compensation Approval for Supported Students (GA and TA)
8/7/15
Extra Service Compensation Approval for UUP Employees (UP-8)
11/16/16
Faculty and Staff Hiring Form
3/8/19
Handbook Acknowledgement for Research Foundation (RF) Employees
10/7/16
Honoraria Request for State
3/3/16
Job Description or Title Change Request for Research Foundation (RF)
11/5/15
Labor Distribution for Research Foundation (RF)
8/26/15
Performance Evaluation For Probationary Period For State CSEA Employees
3/22/16
Performance Evaluation For Research Foundation (RF) Exempt Employees
11/6/15
Performance Evaluation For Research Foundation (RF) Nonexempt Employees
8/26/15
Performance Evaluation For State CSEA Employees
8/26/15
Performance Evaluation For State M/C Classified Employees
8/26/15
Performance Evaluation For State M/C Professional Employees
3/23/16
Performance Evaluation For State NYSCOPBA Employees
8/26/15
Performance Evaluation for State PEF Employees
8/26/15
Performance Evaluation For State UUP Employees
8/26/15
Performance Evaluation Worksheet For State PEF Employees
11/6/15
Performance Program For Research Foundation (RF) Exempt Employees
11/6/15
Performance Program For Research Foundation (RF) Nonexempt Employees
8/26/15
Performance Program For State CSEA Employees
8/26/15
Performance Program for State M/C Classified Employees
8/26/15
Performance Program For State M/C Professional Employees
8/26/15
Performance Program For State PEF Employees
8/26/15
Performance Program For State UUP Employees
3/3/16
Prior Service Credit Request for State Professional Employee
11/18/22
Relocation Services Request for Employees
6/3/20
Research Foundation Assignment Form
2/13/18
Residence Status Determination for Federal Tax Withholding for UB Foundation (UBF)
3/1/17
Secretarial Position Questionaire
4/15/22
Special Waiver of Pay for Holiday Work — Security or Police Units
3/23/16
Summer Appointment Certification for Academic Year Faculty
5/11/17
Summer Calculator for Research Foundation (RF)
3/16/22
Supervisor Change Request
12/6/21
UB Jobs Posting Meeting Request
4/15/22
Waiver of Additional Money for Holiday Work for State Classified Employees
5/20/21
Waiver of Holiday Pay for State UUP Employees
Paycheck
2/13/18
Approval of Extra Service Compensation Request for UBF
4/4/22
Check Receipt Authorization for State
11/6/15
Direct Deposit Enrollment Request for Research Foundation (RF)
10/13/22
Direct Deposit Enrollment Request For State Employees
2/13/18
Direct Deposit Request for UBF
8/27/15
Extra Service Payroll Voucher for State Employees
1/26/23
Pay Option Change Consent Form
2/10/16
Pay Rate Notice — Exempt Workers — UBF
2/10/16
Pay Rate Notice — Hourly Rate Workers — UBF
2/10/16
Pay Rate Notice — Piece Rate or Other Nonhourly Pay Workers — UBF
2/10/16
Pay Rate Notice — Workers Paid Weekly Rate or On Salary for Fixed Hours — UBF
8/7/15
Social Security Refund U.S. Citizen
4/15/22
Special Waiver of Pay for Holiday Work — Security or Police Units
Recruitment
2/16/16
Employee Application for Change in Title or Salary (CC-2E)
4/29/20
Position Recruitment Request
8/31/15
UB Jobs System Access Request
Retirement
7/13/17
Election for State Retirees To Be Employed Pursuant to Section 212
4/7/16
Eligibility of Retired Employee for Survivor's Benefits (RS 6355)
4/29/19
Employee's Retirement System (ERS) Membership Registration (RS 5420)
5/26/20
New York State and Local Retirement (NYSLRS) Request for Pension Estimate (RS 6030)
5/26/20
New York State and Local Retirement System (NYSLRS) Application for Service Retirement (RS 6037)
5/26/20
New York State and Local Retirement System (NYSLRS) Application to Reinstate a Former Member (RS 5506)
5/26/20
New York State and Local Retirement System (NYSLRS) Designation of Beneficiary (RS 5127-T)
5/26/20
New York State and Local Retirement System (NYSLRS) Membership Withdrawal Application (RS 5014)
5/26/20
New York State and Local Retirement System (NYSLRS) Request to Purchase Service Credit (including Military Service) (RS5042)
11/5/15
Optional Retirement Plan for Tax-Deferred Benefits for Research Foundation (RF)
5/21/20
Retirement Contribution for UBF
10/13/15
Retirement Notice Template For State Employees
7/5/17
Retirement Planning Registration for State Employees on UB EDGE
11/5/15
Retirement Service Credit for Prior Non-SUNY Employment for Research Foundation (RF)
10/30/20
Sick Leave Credit Estimator for NYS Employees
9/15/15
Teachers' Retirement System (TRS) Designation of Beneficiary (NET-11.4)
9/15/15
Teachers' Retirement System (TRS) Direct Transfer of Membership (TRF-3)
9/15/15
Teachers' Retirement System (TRS) Election To Reinstate (RIS-1)
9/15/15
Teachers' Retirement System (TRS) Member Name or Address Change (GRF-50)
9/15/15
Teachers' Retirement System (TRS) Request for Estimate of Pension
9/6/15
Teachers' Retirement System (TRS) Service Retirement Application (RET-54)
9/15/15
Teachers' Retirement System (TRS) Withdrawal from Membership (REF-7A)
Student Employment
8/17/15
College Work-Study Student Address Change
3/3/16
College Work-Study Student Transfer or Change Request
11/5/15
Graduate Student and Fellowship Benefits Enrollment for Research Foundation (RF)
8/17/15
Graduate Student Employee (GSEU) Health Insurance Enrollment and Change (PS-404G)
8/30/16
Social Security Letter Request
9/16/15
Time Sheet (Biweekly) For State Student Assistants
8/17/15
Time Sheet (Monthly) For State Graduate and Teaching Assistants (GSEU)
8/17/15
Time Sheet (Semiannual) For State Graduate Student Employees
Time and Attendance
8/27/15
Extra Service Payroll Voucher for State Employees
8/16/15
Time Sheet (Biweekly) For Classified Full-Time Employees
8/16/15
Time Sheet (Biweekly) For Classified Part-Time State Employees
12/18/15
Time Sheet (Biweekly) for Nonexempt Employees (UBF)
11/6/15
Time Sheet (Biweekly) for Nonexempt Research Foundation (RF) Employees
9/10/15
Time Sheet (Biweekly) for Overtime, Holiday or Intermittent Inconvenience for State Classified Employees
9/14/15
Time Sheet (Biweekly) For State Hourly-Paid Employees
9/16/15
Time Sheet (Biweekly) For State Student Assistants
2/12/16
Time Sheet (Monthly) For Adjunct Faculty Members
11/6/15
Time Sheet (Monthly) For Exempt Research Foundation (RF) Staff
8/16/15
Time Sheet (Monthly) For Faculty and Professional Nonexempt Employees
8/16/15
Time Sheet (Monthly) For M/C Professional Nonexempt Employees
8/17/15
Time Sheet (Monthly) For State Graduate and Teaching Assistants (GSEU)
8/16/15
Time Sheet (Overtime) For Hourly Nonexempt Research Foundation (RF) Employees
2/12/16
Time Sheet (Semiannual) For Adjunct Faculty Members
8/16/15
Time Sheet (Semiannual) For Classified Full-Time Employees
8/16/15
Time Sheet (Semiannual) For Classified Part-time Employees
8/17/15
Time Sheet (Semiannual) For Faculty and Professional Exempt Employees
8/16/15
Time Sheet (Semiannual) For Faculty and Professional Nonexempt Employees
8/16/15
Time Sheet (Semiannual) For M/C Professional Nonexempt Employees
8/17/15
Time Sheet (Semiannual) For State Graduate Student Employees
3/10/16
Voucher (Biweekly) For Overtime For UUP Nonexempt Professional Employees
4/15/22
Waiver of Additional Money for Holiday Work for State Classified Employees
5/20/21
Waiver of Holiday Pay for State UUP Employees
Procurement
8/16/22
Advance Approval Form for Independent Contractor
1/3/22
Approver Authorization Request for Research Foundation (RF)
7/3/17
Copier Needs Questionnaire
5/3/21
Dell Business Purpose Verification Form
1/3/22
Disbursement Request for UBF
1/23/19
Disposal of Equipment Form
8/15/22
Disposal Request
7/15/19
Exception for Confirming Received Requests
12/10/18
Fabricated Asset Questionnaire
8/16/22
Independent Contractor Agreement
2/13/18
Independent Contractor Questionnaire for UBF
5/13/15
Inventory Data Change Form
9/20/17
Mobile Communication Device Agreement
5/21/15
Moving Expense Reimbursement Request and Authorization Form
7/16/18
Non-Employee Personal Reimbursement Request
5/14/15
Online Ordering Account (eProcurement) Application
8/16/22
Payment Approval Form for Independent Contractor
5/8/20
Personal Protective Equipment (PPE) Development Request
4/19/22
Prepaid Debit Card Human Subject Payment Application For Research Foundation
11/5/15
Procurement Card (PCard) Application for Research Foundation (RF)
8/12/15
Procurement Card (PCard) Application for State
2/13/18
Procurement Card (PCard) Application for UBF Activities
11/9/22
Procurement Card (PCard) Credit Pending Form for State
8/12/15
Procurement Card (PCard) Maintenance Form for State
11/5/15
Procurement Card (PCard) Maintenance Request for Research Foundation (RF)
11/5/15
Procurement Card (PCard) Monthly Summary for Research Foundation (RF)
8/12/15
Procurement Card (PCard) Monthly Summary Log for State
8/12/15
Procurement Card (PCard) Order Form for State
1/10/23
Procurement Training Request
2/17/15
Project Sunlight Reporting Form
5/21/15
Property Removal Form
8/6/21
Purchase Order Disencumbrance Request
10/3/18
Sole or Single Source Justification
9/14/17
Statement of Work Template for Departments
2/1/19
UBF Gifts of Personal Property Form
3/15/18
Vendor Questionnaire for IT Purchases
8/9/18
Voluntary Product Accessibility Template for IT Purchases
8/5/22
W-8 Tax Form for Foreign Vendors (UB Version for UBF Funds)
1/27/20
W-8 Tax Form for Foreign Vendors (UB Version)
8/5/22
W-9 Tax Form for U.S. Vendors (UB Version for UBF Funds)
1/27/20
W-9 Tax Form for U.S. Vendors (UB Version)
8/15/22
Web-based Services and Software Over $50,000 Pre-Purchase Form
8/15/22
Web-based Services and Software Under $50,000 Pre-Purchase Form
8/16/22
Working Relationship Form for Independent Contractor
Tax
5/3/21
Dell Business Purpose Verification Form
3/8/19
Federal Tax Form (W-4)
12/18/15
Foreign National Information Worksheet
8/3/15
Individual Taxpayer Identification Number (W-7) Application
10/31/14
IRS Individual Taxpayer Identification Number Application (W-7)
3/8/19
IT-2104 New York State Withholding Allowance Certificate
11/13/19
IT-2104.1 Nonresidence of New York State, City of New York or City of Yonkers Certificate
3/8/19
IT-2104E New York State Exemption From Withholding
2/22/16
Look Up International Tax Prep Access Code
8/3/15
Nonresident Alien Scholarship or Fellowship Tax Treaty Exemption (W-8BEN)
2/2/22
Nonresident Alien Scholarship or Fellowship Voucher Request for State and UBF
8/3/15
Nonresident Alien Tax Treaty Exemption (8233)
2/13/18
Residence Status Determination for Federal Tax Withholding for UB Foundation (UBF)
8/7/15
Social Security Refund for Nonresident Alien (8316)
3/16/18
Tax Exempt Certificate for New York State (AC946)
1/9/19
Tax Exempt Purchase Certificate For Research Foundation
12/7/15
Tax Exempt Purchase Certificate For UBF Activities (ST-119.1)
6/23/22
Tax-Exempt Forms for New York State and Other States
9/20/17
Tax-Exempt Government Entity Letter for State
8/3/15
Taxpayer Identification Number (W-9) Request
8/5/22
W-8 Tax Form for Foreign Vendors (UB Version for UBF Funds)
1/27/20
W-8 Tax Form for Foreign Vendors (UB Version)
8/5/22
W-9 Tax Form for U.S. Vendors (UB Version for UBF Funds)
1/27/20
W-9 Tax Form for U.S. Vendors (UB Version)
2/1/16
W2 Request (State)
Training
2/11/19
Biological Organism Use Questionnaire
4/1/21
Bloodborne Pathogen Training Request
8/7/15
Collaborative Performance Management (CPM) Interest
12/17/15
Employee Assistance Consultation Request
8/5/15
Employee Assistance Training Request
8/26/15
Faculty and Staff Training and Development Request
1/10/23
Financial Training Request
4/1/21
Lab Safety Training Request
1/10/23
Procurement Training Request
1/10/23
Travel Training Request
Travel
1/3/22
Approver Authorization Request for Research Foundation (RF)
1/3/22
Automobile Travel Expense Report for Research Foundation (RF)
1/3/22
Automobile Travel Mileage Statement for State
1/3/22
Business Travel Account Application for Research Foundation (RF)
1/3/22
Disbursement Request for UBF
2/24/22
Non-Employee Travel Voucher for Research Foundation (RF)
2/24/22
Non-Employee Travel Voucher for State
1/27/23
Policy Exception Request
1/3/22
Travel NET Card Application for State
8/30/22
Travel Preapproval for Non-Employees
1/3/22
Travel Receipt Envelopes Request
1/10/23
Travel Training Request
