 (Request for) Access Form |
Last Revised: 12/2007 |
| This form is used to request access to UCAR's production accounts and GANDA systems. |
| Advance Notice of Field Project Facility Deployment and Safety/Security Review |
Last Revised: 4/2008 |
| To be used in conjunction with Field Project Safety and Security Risk Assessment |
| Affidavit of Common Law Marriage or Domestic Partnership |
Added: 10/2007 |
| Used to certify an employee is in a relationship or partnership other than marriage recognized by the State of Colorado. |
| (Request to Serve) Alcohol Form |
Last Revised: 2/2005 |
| Form needed if alcoholic beverages will be served at a UCAR event, either on-site or off-site. |
| Applicant Affirmative Action Information Form |
Last Revised: 7/2007 |
| This form should be provided to interviewees during the interview process. |
|
Approval Form for Cooperative
Thesis Publication |
Last Revised:
6/2004 |
| Provides authorization
of Technical Notes to be published. |
| Authorization, Waiver and Acknowledgement of Driving on UCAR Business Policy |
Added: 6/2008 |
| Authorized Drivers at UCAR must provide UCAR with authorization to obtain motor vehicle driving records to determine suitability to drive UCAR vehicles. |
|
[UCAR] Award Change
Request Form |
Added:
4/2002 |
| This form is used to
provide requests for additional funds, extensions and other changes of existing
awards to the UCAR Sponsored Agreements Office for review and submission to the
funding source. |
| [UCAR] Beneficiary Change Form |
Added: 7/2005 |
| The UCAR Beneficiary Change Form is used to make any changes that affect an employee's beneficiary designations for Life Insurance, Travel AD&D, Basic AD&D, and Optional AD&D. Instructions are included to change TIAA-CREF beneficiaries online. |
|
[UCAR] Benefit Change Form |
Last
Revised: 12/2004 |
| The UCAR Benefit Change
Form is used to make any changes that affect an employee's health insurance coverage,
beneficiary designation(s) and/or changes in flexible spending contributions. |
|
Bi-Tech Chart of Accounts
- Account Key Set Up Form |
Last
Revised: 11/2005 |
| The Account Key Set
Up Form is the mechanism for establishing an account key in the Bi-Tech system
chart of accounts. The new account key may be added to an existing contract or
may represent the addition of a new contract. The form may also be used for changing
information on an existing account key. |
| Business Card Request Form |
Last Updated: 3/2008 |
| To order business cards. |
|
Card Access Form |
Last
Revised: 1/2004 |
| This is the signed authorization
for an employee/visitor's UCAR access control card. |
| Casual Request Form |
Added: 1/2005 |
| Used to request a Casual Pool Administrative Assistant from the Casual Pool Coordinator. |
|
Check, Foreign Draft,
or Wire Request Form |
Last
Revised: 5/97 |
| This form is to request
checks, foreign drafts, or wires of funds. |
|
CIGNA Authorization for Use and
Disclosure of Private Health Information Form |
Last Revised: 4/2003
|
| Used by an employee
requesting assistance from Human Resources on specific claims. |
| CIGNA Choice Fund Health Savings Account – Automatic Claim Forwarding Election/Change Form |
Added: 11/2006 |
| Enrollment in or termination of the automatic claims forwarding program |
| CIGNA Choice Fund Health Savings Account – JP Morgan Chase Bank Enrollment Form |
Updated: 11/2006 |
| Employee authorizes JP Morgan Chase Bank to set up a savings account for depositing pre-tax contributions toward a CIGNA Choice Fund Health Savings Account (HSA) |
| CIGNA Choice Fund Health Savings Account – [UCAR] Payroll Authorization |
Updated: 11/2006 |
| Employee authorizes UCAR to deduct the designated pre-tax contributions toward a CIGNA Choice Fund Health Savings Account (HSA) |
|
CIGNA Dental Claim Form |
Last Revised: 6/2003 |
| Used to report expenses
incurred during a dental visit. |
|
CIGNA Medical Claim Form |
Added: 12/2001 |
| Used to report expenses
incurred during a medical visit. |
|
CIGNA Prescription Claim Form |
Added: 5/2004 |
| Used to report Prescription
Expenses for those employees with CIGNA PPO insurance plan |
|
CIGNA Tel-Drug Mail Order Form |
Added: 12/2001 |
| To order a 90-day supply
of a maintenance prescription. |
| (Request to) Close Purchase Orders and Travel Vouchers Form |
Last Revised: 8/2006 |
| This form is used to request the closure of Purchase Orders or Travel Vouchers. Any PO or Travel Voucher which has been fully paid, expired, or placed in error, should be disencumbered. |
| Conflict of Interest Form |
Added: 3/2008 |
| The Conflict of Interest form is completed upon hire and updated annually by all employees. |
| [UCAR/NCAR] Copy Job Request Form |
Added: 3/2008 |
| To order copies (B&W and color), letterhead and/or envelopes. |
| Cost Sharing Approval Form |
Added: 2/2004 |
| This form is to be used by divisions/programs to request authorization to cost share on a project. |
| (Request to Process) Credit Card Form |
Added: 11/2002 |
| This form is used to process credit cards that have been received for payment for any type of registration fees or event. VISA/MasterCard Only. |
| (Authorization to) Deposit Payroll and Accounts Payable Checks |
Last Revised: 3/2006 |
| This form is used to request payroll and/or accounts payable or travel checks be deposited to one to three accounts. (This one form takes the place of two previous forms: Authorization to Deposit Payroll Checks and Authorization to Deposit Accounts Payable and Travel Reimbursement Checks) |
|
Disclosure
of Significant Financial Interests Form |
Added: 8/2003 |
| To assure that there
are no conflicts of interest. |
|
Discretionary Funds |
Last Revised: 6/2000 |
| This form is used to
receive reimbursement for funds used for discretionary purposes. |
| Donation Acknowledgement Letter |
Added: 6/2007 |
| This form is used by division/programs to acknowledge donations received as required by the Fundraising Procedure. |
| Donation of Hours Form |
Added: 1/2004 |
| The Donation of Hours Form is used to voluntarily donate accrued PTO or traditional vacation hours to fellow employees who may deplete their own PTO or traditional vacation leave due to unusual medical circumstances. |
| Donation Request Form |
Added: 1/2004 |
| The Donation Request Form is used by employees requesting donated leave hours. |
|
Educational Assistance Program Application
Form |
Last
Revised: 4/2005 |
| The employee completes
the Educational Assistance Program application to seek the approval for a degree
program or individual courses. |
|
Employee Application for Job
Opening |
Last
Revised: 1/2000 |
| The employee completes
the Employee Application For Job Opening application to apply for internal positions.
The completed form is forwarded to the Human Resources department. |
|
Employee Evaluation of Supervision |
Added: 3/2001
|
| This optional form is
a tool which may be used for several purposes. See Form Details page. |
|
Employment Application |
Last Revised:
4/2005 |
| Mandatory form for all
candidates who are being interviewed for UCAR/NCAR/UOP job openings. |
|
[UCAR] Equipment Loan Agreement |
Last
Revised: 2/2004 |
| To authorize and document
loans of UCAR-accountable equipment to non-UCAR entities. |
|
Equipment Loan Form for Employees |
Last
Revised: 4/2005 |
| This form tracks property
that is in the temporary custody of a UCAR employee |
|
Exit Interview |
Added: 7/2002 |
| To solicit information
from terminating employees on their experience with UCAR. |
| Fact Sheet Requirements Justification |
Last Revised: 6/2004 |
| This form is used for acquisitions that require approval by NSF. |
| [UCAR] Field Inventory List |
Added: 4/2006 |
| To list UCAR-accountable equipment (both assets and non-assets) being removed from UCAR Boulder sites for field efforts. |
|
Five Year Career Planning |
Added: 3/2001 |
| Two forms are listed
here: Five Year Career Personal Development form and My Five Year Career
Personal Development Plan form. See details page for more information on
using these two forms. |
| Fixed Asset Capitalization Form |
Last Revised: 3/2007 |
| This form documents whether the cost of a new purchase, which replaces an existing component, should be capitalized and included in the cost of an existing Fixed Asset. |
| Flexible Spending Accounts Claim
Form |
Added: 1/2007 |
| Allows reimbursements
from Flexible Spending Account. |
|
Flexible Spending Direct Deposit Authorization |
Added: 1/2007 |
| Allows direct deposit
of reimbursements into the employee's designated account. |
| Fundraising Request Form |
Added: 6/2007 |
| This form is used by division/programs to request authorization to fund raise as required by the Fundraising Procedure. |
|
Funds Request Budget
Transfer Form |
Last
Revised: 5/97 |
| This form is to be used
for allocation of new funds or reprogramming of existing funds. |
|
HIPAA
Privacy Rights Forms |
Added: 4/2003 |
| This series of forms
allows employees to make certain requests pertaining to their Health Insurance
Portability and Accountability Act of 1996 (HIPAA) privacy rights. |
|
Hiring Process Checklist |
Last Revised: 5/2007
|
| Provides a checklist
of steps a hiring supervisor follows when using the search and selection process. |
|
Hiring Process Documentation
Form |
Last
Revised: 11/2006 |
| The hiring supervisor
completes the Applicant Evaluation Form upon completion of the interview process. |
|
Intellectual
Property Form |
Last Revised:
11/2003 |
| Used to satisfy the
requirements of the UCAR Cooperative Agreement with the National Science Foundation. |
| International Travel Hazards Review
| Added: 6/2004
|
| To be used in conjunction with Field Project Safety and Security Risk Assessment
|
|
Invention
Disclosure Form
| Last
Revised: 1/2007
|
| This form is used to submit
a new invention to the Office of General Counsel
|
|
Invoice Request Form |
Last
Revised: 6/2003 |
| This form should be
used by anyone who needs to bill for receivables. |
| Joint Appointment Memorandum of Understanding (MOU) Form |
Last Revised: 3/2006 |
| This MOU is completed when an employee's time is allocated to two or more entities... |
| UCAR Motor Vehicle Accident Claim Reporting Form |
Added: 6/2008 |
| This form is used to document and report all vehicle accidents while on official UCAR Business. |
| Multimedia Services Conference Equipment Reservation Form
| Added: 8/2008
|
| This form is meant to provide detailed information about the video conference including technical information provided by service providers at the other sites.
|
| NBPO Blanket Account Key Authorization Form |
Added: 10/2005 |
| This for is used to request Account Key Authorization for a NBPO (Non-encumbered Blanket Purchase Order). |
| NBPO Checklist Form |
Added: 10/2005 |
| This form is a checklist to determine if you need to establish a new NBPO (Non-encumbered Blanket Purchase Order). |
|
New Employee Orientation Checklist |
Last Revised: 8/2001
|
| Hiring supervisor should
review this checklist with a new employee. |
| UCAR
Nondisclosure Agreement Form
|
Last
Revised: 7/2005
|
| This form must be executed and signed by the Office of General Counsel before the exchange of confidential information
|
|
Nonresident Alien Statement
of Reduced Withholding Form |
Last
Revised: 2/2000 |
| This form must be completed
by anyone on J or F visa who is eligible to claim tax exemption. |
|
Packing Slip for
Materials Return Form |
Last Revised:
5/2000 |
| This form is used to
process a return authorization (RMA) for credit card orders. |
| Payroll Encumbrance and Timecard Account Key Allocation Form |
Added: 10/2005 |
| This form is used to make any changes that affect an employee's account keys and percent allocations. |
|
Performance Appraisal Form |
Last
Revised: 11/2007 |
| Formal performance appraisals
occur annually according to a prescribe schedule of review dates. Each supervisor
annually prepares a written evaluation of the performance of each employee reporting
to him or her. Evaluations should include a discussion of the strengths and weaknesses
of the employee's performance and steps by which the employee's performance can
be improved. |
|
Performance
Appraisal Form / Scientists |
Added: 2/2002 |
| Annual performance appraisals
for scientific staff. |
|
Personnel Profile
Change Form |
Last
Revised: 3/2006 |
| The Personnel Profile
Change Form is used to make any changes that affect an employee's position, program
allocations, or profile information. |
|
Position Description (PD) |
Last
Revised: 8/2007 |
| The PD is completed
by the supervisor and asks for the signed concurrence of the employee. Instructions
for completing the PD are attached to the questionnaire. The duties section is
particularly important for reclassification requests. If should describe current
job duties. A "Y" should be placed in the last column if the duty is
new to the job since the last job description of record. |
|
PO/PR Number Changes/Corrections
Request Form |
Last
Revised: 8/95 |
| This form is used to
change a PO or PR number. |
|
Prespending and Overspending
Questionnaire |
Last
Revised: 12/2007 |
| To authorize advance
or overspending for program costs to accomplish the program mission prior to the
receipt of funding. |
| [Information Technology] Project Acceptance & Sign Off Form |
Last Revised: 9/2007 |
| This form is the mechanism for IT to attain customer acceptance and sign off on major and minor projects that have been completed. |
| [Information Technology] Project Request Form |
Added: 11/2004 |
| This form is used to request a project through the Information Technology department. This is an online form. |
| UCAR Property Claim Reporting Form |
Added: 6/2008 |
| This form is used to document and report all UCAR property loss. |
|
[UCAR Housing Services] Property
Listing Form |
Last
Revised: 7/98 |
| This form is for UCAR
and non-UCAR persons to submit property listings to the UCAR Housing Services. |
| [Electronic] Purchase Requisition Form |
Last Revised: 2/2003 |
| E-mail or print completed purchase requisition form. |
| Ratification of Unauthorized Procurement Action |
Added: 10/2005 |
| This form is used by an employee who identifies that an unauthorized procurement has occurred and seeks ratification from the President's Council. |
|
Reclassification Action Form |
Last
Revised: 4/95 |
| The Reclassification
Form, completed by the supervisor, requests information about the employee's current
job classification, rationale for change, and appropriate Division/Program approvals.
Please note that reclassification requests cannot be reviewed without the Division/Program
Director's approval. |
|
Recovery of Corporate Property Form |
Last
Revised: 7/2008 |
| The Recovery of Corporate
Property Form, completed by the employee (or the supervisor under some circumstances),
is used to identify and return all equipment, property and/or monies or other
UCAR items assigned to employees or visitors. |
|
(Request to) Reopen
PO Form |
Last
Revised: 4/96 |
| This form is used to
reopen a closed purchase order. |
|
Request for Staff Form |
Last
Revised: 10/2006 |
| To begin the search
and selection process, the hiring supervisor must complete the Request for Staff
form (including all appropriate signatures) and submit it to Human Resources.
The form contains information about an open position within the Division/Program.
The hiring supervisor provides information such as job title, appointment code,
pay FTE, relocation options, work schedule, length of term, etc. |
|
Résumé Review Form |
Last Revised:
10/2001 |
| This form provides the
rationale behind the decision concerning which applicants will be interviewed
for a position. |
| Return of Mistaken Distribution from Health Savings Account |
Added: 9/2007 |
| To return funds to the Health Savings Account that were removed in error. |
|
Return Order Form |
Added: 5/2000 |
| This form is used to
process a return authorization (RMA) for credit card orders. |
|
Separation Notice Form |
Last
Revised: 4/98 |
| Required document to
notify UCAR Human Resources of an employee's departure. |
| (Request for) Shipping Information |
Added: 9/2001 |
| This form is to be used by any employee wishing to send a package through our Shipping department. |
| Signature Authority Administrator Approval Form |
Last Revised: 12/2005 |
| To identify and authorize persons to serve as Signature Authority Administrators |
| [2007] Smart Choices Open Enrollment Form |
Last Revised: 11/2006 |
| Enrollment form for annual Open Enrollment for those UCAR employees without Connect access. |
|
Sole
Source Form (aka Justification for Noncompetitive Procurement Form) |
Last Revised: 2/2007 |
| This form is used for
all procurements in excess of $10K and can be submitted electronically to the
Contract Administrator. |
| SRSH Export Template |
Updated: 3/2008 |
| Used by staff responsible for processing salary increases through the Connect Salary Plan application. |
|
STORM
Fund Approval Form |
Added:
8/2002 |
| UCAR has established
a Science and Technology Opportunity/Risk Mitigation Fund (STORM) for the dual
purpose of providing funds for NCAR and UOP (and the divisions and programs within
these entities) to mitigate the risks associated with prespending and overspending
and to provide funding for new scientific/technical initiatives or opportunities. |
|
Telephone Reference Check Form |
Added:
4/2003 |
| This form is to serve
as a guide for checking, via telephone, an applicant's references before making
a job offer. |
| TIAA/CREF Beneficiary Change Form |
Added: 8/2005 |
| The TIAA/CREF Beneficiary Change Form is used to change the employee's beneficiary(ies) listed on their TIAA/CREF Retirement plan. |
|
TIAA/CREF Election Change Form |
Last Revised:
2/2008 |
| The TIAA-CREF Election
Change Form is used to increase or decrease the amount of additional contribution
to the employee's TIAA-CREF Retirement plan. |
|
Transfer Expenditures
Request Form (Non-Payroll) |
Last
Revised: 3/2006 |
| This form is used to
transfer non-payroll expenditures. |
|
Transfer Expenditures Request
Template (Non-Payroll) |
Last Revised: 3/97
|
| This template is for
electronically submitting non-payroll transfer expenditure requests following
the JE upload procedures. |
|
Transfer Payroll Expenditures
Request Form |
Last
Revised: 12/97 |
| This form is used to
transfer payroll expenditures. |
| Transportation Claim for Reimbursement Form – FOR USE BY NON-COLORADO EMPLOYEES ONLY |
Added: 12/2206 |
| Allows reimbursement from the Transportation Benefit Program |
| Transportation Enrollment Form -- FOR USE BY NON-COLORADO EMPLOYEES ONLY |
Added: 6/2007 |
| Allows enrollment in the Transportation Benefit Program |
|
Travel Authorization/Voucher
Workbook |
Last
Revised: 7/2008 |
| This workbook is used
to request authorization for travel, to request a travel advance, and then to
file for reimbursement of or recording of expenses related to that trip. |
| UPC - Application / Changes Form |
Added: 1/2008 |
| This form is used for all new UPC cardholders and Approving Officials. |
| UPC - Creating a Query for Specific Cardholders |
Added: 3/2007 |
| This form shows Approving Officials how to filter only those Cardholders in which they approve via PaymentNet. |
| UPC - Instructions for Downloading Your Statement Electronically |
Added: 3/2007 |
| This form is used to retrieve a Statement of Account (SOA) electronically in order to perform monthly reconciliation. |
| UPC - Sample Purchasing Card Log |
Added: 3/2007 |
| This form is used to provide a template example of what detailed transaction information should be tracked by Cardholder. |
|
Visa Information: H-1B Visa |
Last
Revised: 4/2008 |
| The Temporary Worker
(H-1B) visa is usually granted for an initial period of up to three years, may
be extended to up to a total of six years, and may be changed to a different type
of visa at any time. Recipients are not subject to a requirement of foreign residency
before applying for another type of visa to this country. This visa may take several
months to obtain. |
|
Visa Information: J-1 Visa |
Last
Revised: 4/2008 |
| The Exchange Visitor
(J-1) visa may be granted for up to three years. Exchange Visitors are subject
to a two-year residence requirement in their country of nationality or last foreign
residence before applying for another type of U.S. visa, unless the requirement
is waived by the Immigration and Naturalization Service. Normally, the J-1 visa
may be obtained in a few days, but it may take considerably longer in certain
countries. |
|
Visitor Form |
Last Revised: 4/2008 |
| The appropriate form must be completed for all new appointees, and revisions or extensions of current appointees. |
|
W-4 Form |
Last Revised: 1/2008 |
| This form is required
so that UCAR can withhold the correct Federal income tax from your pay. |
|
You're a Star Form |
Added:
4/2003 |
| This form is given by
one F&A employee to another F&A employee in recognition of activity above
and beyond their normal job function. |
