Category: Finance
Finance pages
All EOFin Forms
Consultation
Form Title | Description |
---|---|
EOFin Consultation | Submit a general consultation request to the EO Finance team |
Contracts
Form Title | Description |
---|---|
Contract Extension | Submit a request to consult with the EO Finance team to extend an existing contract |
Initiate New Contract | Submit a request to consult with the EO Finance team to initiate a contract |
Purchase
Form Title | Description |
---|---|
Purchase, Invoice, Reimbursement | Submit a request to purchase goods or services, pay a vendor invoice, or process a non-travel reimbursement |
Travel
Form Title | Description |
---|---|
Travel Approval Upload | Submit a completed EO Fin Travel Approval form to the EO Finance Team |
Travel Reimbursement | Submit a travel reimbursement request |
Travel Approval – Upload Form
Contract Initiation – Request Form
Contract Extension – Request Form
Travel Approval Upload
The purpose of the Travel Approval Upload form is to submit a completed EOFin Travel Approval Request Form [PDF] to the Executive Office Finance team (EOFin). Submitting the form will create an RT ticket with the EOFin team. Please include all documents related to the request. Additional information or approval may be requested/required based on the request. Please fill out the form to the best of your knowledge.
Documentation
Prior to filling out the form, please have your completed, signed, and approved Travel Approval Request Form [PDF] ready for upload.
Contract Extension
The purpose of the Contract Extension form is to request a consultation with the Executive Office Finance team (EOFin) to extend an existing contract. Submission of the request will create an RT ticket sent to the EOFin team. Please include all documents related to the request. Additional information or approval may be requested/required based on the request. Please fill out the form to the best of your knowledge.
Documentation
Prior to filling out this form, please have the following documents that are applicable to your request ready and prepared for upload (not all documents are applicable/required for every individual).
- Data Processing Agreement (DPA)
- New contract
- Sole source justification
- Scope of work and requirements
Contract Initiation
The purpose of the Contract Initiation form is to request a consultation with the Executive Office Finance team (EOFin) to initiate a new contract. Submission of the request will create an RT ticket sent to the EOFin team. Please include all documents related to the request. Additional information or approval may be requested/required based on the request. Please fill out the form to the best of your knowledge.
Documentation
Prior to filling out this form, please have the following documents that are applicable to your request ready and prepared for upload (not all documents are applicable/required for every individual).
- Data Processing Agreement (DPA)
- New contract
- Sole source justification
- Scope of work and requirements
Purchase, Invoice, and Reimbursement – Request Form
Purchase, Invoice, and Non-Travel Reimbursement
The purpose of the Purchase, Invoice, and Non-Travel Reimbursement form is to request the purchase of goods or services, the payment of a vendor invoice, and the processing of a non-travel reimbursement to be processed by the Executive Office Finance team (EOFin).
Submission of the request will create an RT ticket sent to the EOFin team. Please include all documents related to the request. Additional information or approval may be requested/required based on the request. Please fill out the form to the best of your knowledge.
Documentation
Prior to filling out this form, please have the following documents that are applicable to your request ready and prepared for upload (not all documents are applicable/required for every individual).
- Itemized receipts
- Itemized documentation
- UW Food Form (owned by UW Finance, Planning and Budgeting) (signed)
- Vendor invoice