Policies, Procedures, and Forms

Following is a list of frequently used forms, policies, and procedure documents relating to activities conducted in the Office of the Controller:

Accounts Payable

Voucher Payment Form

Invoice Approval Procedures

Payments to Individuals Procedures

Payments to Individuals At-a-Glance Overview

Payments to Individuals Flowchart

Payments to Individuals Flowchart Explanation

Contract Template for Independent Contractor

Independent Contractor Questionnaire

Payments to Non-U.S. Individuals and Vendors: Glacier Process and Instructions to Campus

Non-Resident Alien Attestation Form

Purchasing Policy

IRS W-9 Form with Instructions

Gift Cards Purchase and Oversight SOP

WPU W-9 Form

Banner Finance System

Banner Finance: User Access Form

Banner Finance: Requisition Approver Access Form

Banner Finance: New FOAP (or change) Request Form

Chart of Accounts (List of Current Fund and Org combos)

 

Grants Administration

Effort Certification Policy

Effort Certification Procedure

How to Access a Grant Expenditure Report (Inception-to-Date)

How to Access a Grant Expenditure Report (Budget Query)

Indirect Cost Rate Policy

Indirect Recovery and Distribution Policy

P-Card Expenditures for Sponsored Programs Policy

 

Travel and Food Service

Travel Expense Voucher

Travel Policy

Travel Procedures

Travel-Research Policy

Food Service Approval and Encumbrance Form

Food Service Order Form

 

Tax Topics

Taxability of Tuition Benefits – Flowchart

Graduate Assistants: Taxability of Tuition & Fee Waivers

Payments to Non-U.S. Individuals and Vendors: Glacier Process and Instructions to Campus

Non-Resident Alien Attestation Form

IRS W-9 Form with Instructions

Risk Management

Liability Claims against WPUNJ: Tort Claim Form with Instructions