Financial Unit Delegated Approver Request Form Link

Form and instructions for adding, deleting, and updating delegating approvers for Oracle, Wire Transfer Requests, and Concur.

Chart of Account (COA) Segment Change Form Link

Requests for COA segment changes (new or existing) can be made by completing a CoA Segment Request Form

OP Cost Transfer Form-Standard Link

Most cost transfers are submitted as a Standard Cost Transfer.

OP Cost Transfer Form-POETAF Link

Departments using the Oracle Project Portfolio Management (PPM) module use the Cost Transfer Form (POETAF) which requires additional chart of account information to complete the transaction.

OP Cost Transfer Form-Contracts & Grants Link

Federal Contract and Grants transactions must be submitted on the Cost Transfer Form (Contracts and Grants Only) which requires additional information and approvals.

OP Cost Transfer-Journal Template Form Link

Journals are used by some departments for balance sheet and revenue entries not related to projects, as well as for end-of-fiscal-year accruals and deferrals.

Interlocation Transfer of Funds (ITF) Form Link

Interlocation Transfer of Funds (ITF) are used to move temporary (one-time) budgetary appropriations from one campus location to another. These requests are submitted on an ITF form.