The A - Z directory includes State and Federal, CU System (OPE, OUC, PSC) site links, tools, forms, and resources. Rate, DAICR, Tax information, Fund types, and more, are also accessible from this page.
A
- A-21, A-87, A-110, A-133 - replaced by OMB's Uniform Guidance - see Sponsored Projects Accounting
- Account Codes Click on the ChartField & Attributes tab and use either the Chart of Accounts (Excel) or the Quick Reference Card (pdf) to find a particular account. See also Account Code Legend
- Accounting 101 Training
- Accounting Dictionary-Ventureline Links to a commercial site
- Accounting Handbook - OUC's guide
- Accounting Standards for Higher Education issued by the State Controller
- Accounts Receivable
- Accounts Receivable Chapter 12 of The Guide
- Accounts Receivable form Use to help reconcile accounts receivable
- Accounts Receivable chapter of State Fiscal Procedures, see Chapter 8 - issued by the state controller, provides procedural guidance on recording, reporting, and collecting debts due the state
- Accruals Accounting view of how accruals work at year-end
- Acronyms for CU Boulder
- After-the-Fact Purchases (how to enter) PSC
- Agency Affiliation Agreement To establish Agency affiliation with the University
- AICPA American Institute of CPAs
- Alcohol Topics and Policies
- Annual Financial Reports for the University
- Area Accounting Unit of CCO
- Arts & Sciences Budget Procedures — A&S Budget Staff — Financial Service Center
- Audit Reports - CU – links to Office of State Auditor; search University of Colorado
- Audit requests for confidential information guidance
- Awards, Rewards, and Prizes – See Recognition and Training PSC
B
- Balance Sheet Accounts Chapter 9 of The Guide
- Benefits Rates and Information webpage
- Board of Regents, University of Colorado
- Budget Pools defined categories as used on the SRECNP Statement of Revenues, Expenses and Changes in Net Position
- Bureau of Labor Statistics link that has information about the Consumer Price Index
- Bursar's Office
C
- Campus Controller's Office (CCO)
- CAS Cost Accounting Standards - See The Guide chapter 14 on Sponsored Projects
- Cash Topics:
- Cash Control chapter of the Accounting Handbook
- Cash Control Chapter 10 of The Guide
- Cash and Fund Balance Transfer Table for CU Boulder - Excel file with three worksheets: Instructions, Table of Transfers, and Support Information
- Cash Transfers
- Office of Cash Management in the Bursar's Office
- CCHE Colorado Commission on Higher Education
- Central Collections Services (CCS) Related topics include:
- Central Information Warehouse (CIW) Access
- CFMA Colorado Fiscal Manager's Association
- CFR Code of Federal Regulations – for general lookups
- Change Funds Topics:
- Change Funds in chapter 10 of The Guide
- Change Fund/Petty Cash Request Form
- Payment Authorization form to open or change the amount of a change fund
- ChartField and Chart of Accounts Topics:
- Account Tree and Chart of Accounts Click on the ChartField & Attributes tab and use either the Chart of Accounts (Excel) or the Quick Reference Card (pdf) to find a particular account. Alternately, you can use the interactive m-Fin ACCOUNT TREE LIST lookup report available in the Cognos Reporting System Look Ups folder
- Chartfield Request forms Use the appropriate form to create, modify, or maintain a ChartField (account, org, project, SpeedType, Program, Subclass). Use the Gift Fund 34 Form to create or modify a Gift Fund 34. Fund 71 requests click here
- ChartField section of the Accounting Handbook
- Chart of Accounts Chapter 5 of The Guide
- FOPPS (SpeedType) Inactivation: Send an email request to Accounting@Colorado.EDU
- Close Calendar – illustrates and describes key events during the monthly close
- Code of Ethics Training
- COF College Opportunity Fund
- Cognos Reporting System
- Carl's m-Fin blog – Stay current on Cognos reports
- Cognos Reporting System QA login – where new/modified reports are available for testing & trials
- Colorado State offices links:
- Colorado Department of Higher Education
- Independent Ethics Commission
- State Archives Records Management Manual
- State Auditor's Office
- State Controller:
- Higher Ed Accounting Standards
- Fiscal Procedures Manual for the State of Colorado.
- State Fiscal Rules effective 7/1/09 (CU now uses its own Fiscal Procedures)
- Compensating Controls and Internal Controls section in the Accounting Handbook
- Concur Travel & Expense System learning resources
- Contact-Us page of the CCO
- Contracts and Grants (Office of)
- Controller for the Boulder campus
- Controller for the University System (all campuses)
- Cost Accounting Unit of CCO
- Cost Share Topics
- CPE (Continuing Professional Education) Program through the OUC
- Credit card merchant resources on the CU Treasurer website
- Crowdfunding Topics:
- CRS Colorado Revised Statutes
- CU Foundation:
- Transfer of Funds Form used to process exceptional transfers from the Foundation
- CU Marketplace learning resources
- CUSP - CU Shared Practices recognition program an OUC initiative
D
- DAICR – Departmental Administration Indirect Cost Recovery
- Debt and Asset Management
- Definitions - Higher education fund accounting terms from The Guide
- DEPA Disclosure of External Professional Activities – Faculty and officer annual disclosure of information relevant to potential conflicts of interest and/or commitment
- Department/Unit Award Closeout Check List
- Digital signatures – how to create one to sign Adobe Acrobat forms online
- Direct and Indirect Typical Costs
- Disclosure Statement (DS-2) for the University of Colorado Boulder
- DUNS Number for Boulder campus: 00-743-1505 (click here for other campuses)
- DUNS Numbers for other Colorado State agencies and institutions
E
- Eco Pass Auxiliary Recharge Rate find in the GAIR & Eco-Pass Recharge Rate chart
- Electronic Funds Transfers (EFTs) & International items on PSC Accounts Payable page
- Embezzlement, Fraud, Theft, Abuse, or Waste of University Resources
- Employee Services
- Encumbrances - How They Work from Employee Services
- ePER Topics (electronic Personnel Effort Reporting)
- eRA – Electronic Research Administration portal for grants administration by InfoEd
- Ethical Behavior, Principles of - Laws of the Regents, Article 1, Part D
- Ethics Commission charged with the implementation of Article 29 of Colorado's Constitution "Ethics in Government"
- EthicsLine Hotline To report violations of law or policy anonymously.
- Expenditure Control (not in effect but attributes persist in the Finance System)
- Expense Decision Flowchart Determine if an expense can be charged to a sponsored project
- Expense Purpose Codes (EPC) EPCs and their definition
- Expense Purpose Codes (EPC) Form
- Expense System (Concur) learning resources
F
-
F&A – Facilities & Administrative Costs Topics
- Cost Accounting unit of CCO - prepares the F&A rate proposal
- Indirect Cost Rate Negotiation Agreement with HHS
- Typical Direct and Indirect Costs (F&A)
- F&A Rate History
- Sponsored Projects Accounting chapter 14 of The Guide see A-21 pages 18-23
- Faculty Handbook
- Faculty/Staff Tuition Benefit Information on Bursar website (see also Tuition Assistance Benefit APS)
- FAQ – Frequently Asked Questions, a list of questions & answers CCO has developed over the years.
- FAR, Federal Acquisition Regulations
- FASB – Financial Accounting Standards Board
- FEIN (Federal Employer Identification Number) for CU: 84-6000555 (FEIN number is used for all campuses)
- Fellowships one-page resource on fellowships/stipends vs. wages
- Fellowship Appointment Letter template for graduate student fellowships
- Finance Fundamentals
- Finance System (PeopleSoft) Topics
- Access to the Finance System
- Access Forms This link goes to the UIS Security Forms page to create, change, or discontinue access to PeopleSoft FIN, HRMS, CIW, and ISIS systems
- Financial Reports Topics
- Finance Tools
- FISAP – Fiscal Operations Report & Application to Participate – Colleges and universities must report expenses for Federal Campus-Based programs (the Federal Supplemental Education Opportunity Grant FSEOG), Federal Work-Study, and the Federal Perkins Loan program) using the FISAP process
- Fiscal Topics
- CU Fiscal Certification
- Fiscal Code of Ethics Training
- Fiscal Misconduct Reporting – Links to CU Internal Audit with information and reporting options.
- Fiscal Procedures for the University of Colorado (used by the University in place of the State of Colorado Fiscal Rules)
- Fiscal Procedures Manual (State of Colorado)
- Fiscal Roles – Fiscal roles and responsibilities are outlined directly in the APS, select section II policy statement, and then open fiscal roles.
- Fiscal Training
- FishNet — legacy CIW/Excel queries built by Information Resource Management and replaced by Cognos m-Fin reports
- FOPPS – acronym that refers to the Fund, Organization, Program/Project and Subclass ChartFields within the Finance System that tells the system where to record a transaction (click ChartFields & Attributes)
- Foreign Drafts & Electronic Funds Transfers on PSC Accounts Payable page
- Forms
- Fringe Benefit Rates Scroll to Fringe Benefit Rates
- FRPA Faculty Report of Professional Activities – an annual inventory of a faculty member's professional activities
- Fund Accounting Definitions as found in The Guide
- Fund Accounting Summary as found in The Guide
- Fund Codes a complete list of fund codes and groups used in PeopleSoft (e.g., fund 10, 29, 30)
- Fundraising Events Topics
G
- GAR and GIR Rates Scroll to GAIR Rates
- GAIR – General Administrative and Infrastructure Recharge calculation explained by PBA
- GASB – Governmental Accounting Standards Board
- Gift Fund Accounting
- Glossary: A list of often difficult or specialized words with their definitions
- Accounting Glossary Link to a commercial site with general accounting terms. Scroll down and select the letter of the alphabet to go to that part of the glossary
- Administrative Policy Statement Glossary Defines terminology used in the APSs
- Bursar's Office Glossary
- Finance Glossary Extensive collection of Finance terms from Duke University
- Financial Dictionary Financial terms commonly used at CU on UCD website
- Higher education fund accounting terms from The Guide
- Higher Education Glossary on the Department of Higher Education website
- SPA-OCG Glossary Sponsored project terminology
- Unrestricted Net Asset Code definitions
- Graduate Student Appointment Manual on the Graduate School website
- Guide also known as The Departmental Financial Management Guide
H
- HCM Community - CU System Office - Employee Services
- HHS – US Department of Health and Human Services, CU's cognizant audit agency
- Higher Education Accounting Standards issued by the State Controller
- Higher Education Fiscal Guidelines Good reference on fund accounting & TABOR
- Honorarium Form
- How-To Guides for Finance System, Procurement, Reporting, etc. Also see The Guide
- Human Resources CU Boulder Campus
I
- ICR – Indirect Cost Recovery (see also F&A and DAICR)
- IN Form Interdepartmental Invoice
- Incompatible Access and Back-Up Approval Guidance for departments, VC's, and CCO
- Industry Collaboration (Office of)
- In-Kind Contributions form for Third-Party Costsharing
- Internal Audit (Department of)
- Internal Controls and Compensating Controls section of the Accounting Handbook
- Internal Sales Activity (ISA) and Internal Service Center (ISC) Accounts and Topics
- International Tax Help on Employee Services site
- Intranet - CCO - You must have permission to access this site and you must login using your identikey as an email address and your standard password. You must use IE as your browser; this link may not work in Chrome or Firefox
- Inventory chapter 11 from The Guide
- IPEDS Integrated Postsecondary Education Data System of the US Department of Education
- IRB Institutional Review Board reviews and approves research involving human subjects
- IT Security and Awareness from OIT
J
- Journal Entry Spreadsheet Templates - from the OUC
- Journal Source Code Contact List or use the Cognos m-Fin SOURCE CODE LOOKUP report
K, L
- No listings begin with the letter K or L
M
- m-Fin reports
- m-Fin reports blog – Stay current on Cognos reports
- Meal and Mileage Reimbursement for travel on official university business see Travel PSC
- Monthly Close Calendar – illustrates and describes key events during the monthly close
- Moving Expenses reimbursement – see Employee Services page on moving (relocation)
- myCUinfo portal to access Finance and HR systems, CU Marketplace, Cognos Reporting System, Concur Travel & Expense, etc.
N
- NACUBO, National Association of College and University Business Officers. You can get a login ID to their website by providing your email address in order to access articles
- National Conference on College Cost Accounting
- NCURA, National Council of University Research Administrators
- News Magazine from the Campus Controller's Office
O
- Office of Cash Management
- Office of Contracts and Grants (OCG)
- Office of Data Analytics
- Office of Industry Collaboration
- Office of the Treasurer
- Office of University Controller (OUC)
- Officers and Organizational Charts for the Boulder campus
- Official Function Form
- OMB Circulars: A-21, A-87, A-110, A-133 (superseded by CFR Title 2: Grants and Agreements, Part 200—Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards)
- One-Sixth Rule scroll to VII, Additional Remuneration for Consultative Services
- OPAS – Organizational Prior Approval System Link to OCG forms for budget deviations and other project changes filed under Awards Management section
- Org Codes — changing org code values in the general ledger
- Org Form to set up a new org or modify an existing org
- Org Tree > select the gold button on the right-hand side of the page
- OUC – Office of University Controller
- Overpayment Process for Sponsored Projects Restricted Funds
- Overview of university financial environment for new employees
P
- Passwords OIT Security Awareness
- Passwords Self-Service Change for Finance and HR System, and CIW
- Payment information for sponsored projects
- Payroll Related Topics
- Payroll and Benefits Services (PBS) is now Employee Services
- Payroll Encumbrances - How They Work from Employee Services
- Payroll Expense Transfer Calculator (to figure out how much you need to move)
-
Personnel Technology and Telecommunications Initiative webpage on OUC site. Learn how to fulfill the requirements for cell phones and PDAs used for university business
-
Flowcharts go through the required authorization and procurement processes required for wireless telecommunications
-
- Petty Cash Topics (see also Cash Topics)
- Petty Cash/Change Fund Request Form
- Subject Payment Instructions to set up a Fund 29 petty cash fund to pay study subjects in multiple Fund 30 sponsored project
- Policies & Guidance
- PPS – PSC Procedural Statement, listed in the A-Z Directory by title and topic. See them all here
- Principles of Ethical Behavior
- Procurement Service Center (PSC)
- Procurement Training and Help
- Procurement Card Topics
- Procurement Card on the PSC website
- Procurement Card Training
- Project Request Form - Fund 71 project and SpeedType requests
- Property Central - co-hosted site for property services, OCG property and CCO property
- PSLite migration to m-Fin crosswalk
Q
- Quick Reference Card (QRC) provides a list of the accounts that departmental administrators are required to use at a minimum to classify assets, liabilities, revenues, expenses, and cash transfers. The QRC also contains helpful information about the University chart of accounts and how accounts are used. The following sources provide current account codes
- Chart of Accounts from the University Controller website
- QRC Paper Copy. To get a folded card copy of the QRC, submit your order to Accounting@colorado.EDU. Include your name, the number needed, and your campus box number
R
- Recharge Rates: See GAR and GIR on the Cost Accounting page
- Recognition and Training PSC
- Recognition Reporting Form used to authorize and report awards, rewards, and prizes
- Records Retention and Management
- Reporting System (Cognos)
- Research Administration – Office of Vice Chancellor for Research
- Revenue Topics
- Revenue Definition & Recognition in the Accounting Handbook
- Revenue Decision Matrix for Distinguishing Gifts, Sponsored Projects and Auxiliary and Self-funded Revenues
- Roles (Fiscal) – A short description of the fiscal roles as assigned in the Finance System
- RTD Eco Pass Auxiliary Recharge Rate find in the GAIR & Eco-Pass Recharge Rate chart
S
- Salary Topics
- Graduate Student salaries (GA/RA/TA/GPTI) Select appropriate spreadsheet
- Sales Tax topics
- Service Center
- Scholarship Payment Form
- Scope of Work Form on PSC forms page
- SEVIS – Student and Exchange Visitor Information System is a government system to track foreign and exchange students. Universities are required to provide student information updates to the government system
- Sole Source Justification Form
- SPA = Sponsored Projects Accounting
- SpeedType: How to Close One – Send an email request to Accounting@colorado.EDU. See the requirements in the FAQ
- Sponsorships section in the Accounting Handbook
- Standing Purchase Orders
- Student Organizations and University of Colorado Relationship Statement (CSI)
- Study Subjects Payment Log template
- Sub-recipient Invoice Template
- SURDS Student Unit Record Data System
- SWIFT Code (Society for Worldwide Interbank Financial Telecommunication) aka BIC (Bank Identifier Code): Contact Office of Cash Management
- System Office for the University of Colorado System
T
- TABOR – Tax Payer Bill of Rights. See The Guide (p.15)
- Tax information, including Exemption Certificates, Exemption Letters and Sales Tax Rates
- Technical Operations: Unit of CCO
- Technology Transfer Office
- Termination Pay Program - Overview and explanation on how to process termination pay
- Tests of Propriety - part of Propriety of Expenses (APS 4015)
- Training
- Transparency Online Project – accountability site for Colorado State Government
- Travel Topics
- Travel APS and Procedural Statements are under Policies and Guidance > see both OPE and PSC
- Travel Authorization Form developed by SPA to use for departmental travel authorization and recommended for all travel paid by Fund 30/31
- Travel Information on the PSC website
- Concur Travel & Expense System Learning Resources
- Travel Card Handbook
- Tuition Benefit for University Employees Information on Bursar website
- Tuition Remission scroll to Graduate School Appointment Manual and to Tuition Remission Training
- Tuition Remission Exception Form
U
- UIS - University Information Systems (formerly UMS–University Management Systems)
- Unclaimed Revenue – contact cash.management@colorado.edu for inquiries about missing payments or for a list of unclaimed wire transfers and ACH credits
- University of Colorado frequently used links
- Unrelated Business Income Tax Questionnaire
- Unrestricted Net Position
- U.S. Government Accountability Office (GAO)
- User Alerts – Sign up to receive OUC & PCS newsletters and Employee Services Bulletin. Email help@cu.edu and ask to be added to the User Alert list
V
- Vendor Update To request that a new vendor be added to the CU Vendor File or to change information on an existing vendor
W
- W-9 forms - CU W-9 for Vendors was discontinued effective 5/1/15 due to the CU Supplier Portal. Both the link to the Supplier Portal, and the W-9 signed by CU are available on the PSC's website under Forms.
- WACUBO Western Association of College and University Business Officers
- Warrants - Stale-Dated are those not redeemed within the designated time frame of 152 days after issue date. Use the Warrant Adjustment (WA) Form to request that these or other problematic payments be cancelled and/or reissued
- Website – Contact the CCO webmaster through an online form
- Wells Fargo US Dollar Banking Restrictions
- Write-off Collection Accounts
X, Y, Z
- No listings begin with the letter X, Y or Z