Request to Establish or Extend Account (Grant or Contract)
This form requests the establishment of a sponsored activity account in advance of a fully executed award or the continuation of an award that has expired or has a low balance and an amendment is pending. Revised 3/30/2016.
Request to Establish Account (UEI University Support Program)
This form requests the establishment of a University Support Program account. Revised 9/28/2015.
This form is for budget revision requests that do not require sponsor approval. Revised 5/20/2016.
This form is for the deposit of cash or checks to an eligible University Support Program account or for the return of funds to an expense line item. Revised 8/16/2016.
Credit Card Transmittal
This form is for the deposit of credit card transactions to an eligible University Support Program account or for the return of funds to an expense line item. Revised 8/22/2016.
Certification of Time Effort for Cost Sharing
This form is for the certification of project personnel whose time spent on the project is not paid directly from a sponsored activity account but designated as cost share to the sponsored activity. Revised 5/23/2016.
Inkind Contributions for Cost Share
This form documents and certifies project expenses not paid directly from a sponsored activity account but designated as cost share to the sponsored activity. Revised 7/19/2016.
OneSolution User Request Form
This form requests the establishment of a OneSolution User ID for access to UEI account financial information. Revised 1/11/2017.
This form is for the certification of compliance with UEI Payment Card Industry compliance procedures by individuals who handle hard-copy credit card information. Revised 4/30/2015.
Request to Transfer (budget or expense)
This form is used to request the transfer of income, budget, expenditures, or payroll postings to an allowable account or line item. Revised 10/4/2016.
Direct Deposit Request
Employee authorization for the direct deposit of payroll earnings to a personal checking and/or savings account. Revised 7/31/2011.
Employee Action Authorization (EAA)
This form is used to perform personnel transactions such as new hire authorizations, rate changes, address changes, etc.
UEI hiring document for faculty and chair employees of Sacramento State who receive additional employment through UEI. Revised 5/20/2016.
Faculty Release Time Request
This form is used for the release of faculty from their regular teaching/work assignments to work on grants or contracts or other accounts with UEI.
MPP/Exempt Staff Agreement
UEI hiring document for MPP and exempt staff employees of Sacramento State who receive additional employment through UEI. Revised 7/19/2016.
Staff Release Time Request
This form is used for the release of Sacramento State staff from their regular work assignments to work on grants or contracts or other accounts with UEI.
Separation from Employment
This form is for the separation of employees from UEI employment due to resignations, terminations, etc.
Timesheets are used for the reporting of daily work hours by UEI employees and for wage processing at the end of each pay period. All time is entered via the online time and attendance system – TimeOnline.
UEI Payroll Calendar
Listing of UEI pay periods, timesheet due dates, and paydays.
Link to forms required for the use of privately-owned vehicle for business purposes.
Volunteer Service Form
This form is for the documentation and authorization of a volunteer on a UEI project including sponsored activities. Revised 4/30/2012.
IRS form for employees to determine proper federal income tax withholding from pay.
Link to forms required for the reporting of a workplace injury.
This form is used to request reimbursement of expenses or payment of invoices. Revised 9/27/2016.
Consultant Agreements must be reviewed and approved by UEI prior to services commencing. Please contact Sponsored Programs Administration before initiating form at (916) 278-7565. An assessment must be performed to determine worker classification as either an employee or consultant.
- Independent Contractor/Consultant Agreement
This form is used to enter into services with an independent contractor or consultant. Revised 5/20/2016.
- Consultant Sole Source Justification
This form is for the justification of independent contractor/consultant services exceeding $50,000 for which three bids were not obtained. Revised 5/9/2016.
- Consultant Invoice
This form is used to request payment for independent contractor/consultant services. Revised 8/12/2016.
Agreement and Payment Request for Performers (previously Speaker Services)
This form is used for the services and payment of a speaker, entertainer, or performer at a campus or project-related event. Revised 10/8/2015.
Purchase Order Request
This form is for the acquisition of supplies from a vendor or services from a provider other than an independent contractor/consultant. Revised 12/22/2016.
Purchase Order Sole Source Justification
This form is for the justification of supplies or services through a purchase order exceeding $10,000 for which three bids were not obtained. Revised 5/9/2016.
For employees of Academic Affairs Colleges, Division & Programs, only the following form is required: Domestic Travel Expense Justification/Request. More information is available here.
Student Travel Memo and Release Form (revised 4/30/2014)
For travel that occurred on or before 12/31/16:
- Travel Request and Claim
These forms are used in advance of travel to request approval of the trip and subsequent documentation and reimbursement for travel. Revised 7/19/2016.
- Travel Claim Only
This form is used to document and request reimbursement for travel. Revised 7/20/2016.
For travel that occurred on or after 1/1/17:
- Travel Request and Claim
These forms are used in advance of travel to request approval of the trip and subsequent documentation and reimbursement for travel. Revised 12/22/2016.
- Travel Claim Only
This form is used to document and request reimbursement for travel. Revised 12/22/2016.
Additional compliance and approvals are required prior to travel.
- International Travel Request and Expense Justification (ITEJ) (Sacramento State)
Faculty and staff under the purview of Academic Affairs including all colleges and administrative units must complete this form prior to travel.
- Foreign Travel Insurance Program (FTIP) – Report and Request
This form requests FTIP insurance coverage via University Risk Management for international travel.
- Faculty Foreign Travel Guidelines
Guidelines from Academic Affairs for Faculty foreign travel. Dated 8/7/2014.
- Foreign Travel Procedure
Link to UEI Foreign Travel Procedures for non-Sacramento State faculty, staff or students