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General Consultation Form

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.

Travel Approval Upload Form

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 Extension form

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

Contract Initiation form

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).

Purchase, Invoice, and Non-Travel Reimbursement form