Business Center Resources
Forms by Department
Click one of the links below to go directly to your units forms or scroll down to view all available forms.
Oregon State Central Administrative Resource (OSCAR)
Accounts Payable and Travel
- Cash Out
- Departmental Advance
- Direct Deposit (ACH) Authorization
- Inter-Institutional JV
- Notice of Invoice Change
- Personal Reimbursement
- Purchasing Card Activity Log
- Purchasing Card Application (For Departmental and Student Group Travel Cards)
- Purchasing Card Department Agreement
- Purchasing Card User Agreement
- Reimbursement Request
- Replacement Check Request
- Vendor Document Request
- Vendor Payment Be sure to login at OSCAR to see the interactive task.
- Activation & Maintenance Request for Reimbursement Payments (Staff, Students, Volunteers, Participants, and Candidates) 08/05/2010
- W-8 (Foreign Vendor Maintenance) 12/20/2010
- W-9 (Vendor Maintenance) 12/17/2010
- Wire Transfer - Non Recurring
- Corporate Travel Card Agreement
- Corporate Travel Card Application
- Relocation Agreement
- Relocation Expense Worksheet
- Travel Advance
- Travel Reimbursement Request From January 1, 2006
- TRES (Travel Reimbursement Entry System) Access through online services
Cashiers Office
- Direct Deposit
- PCI Self Assessment Questionnaire
- Petty Cash Transfer Form
- Revolving Charge Agreement/Non-Student
- Wire Transfer (Outgoing) Request
Office of Post Award Administration
- Cost Share from Outside Sources
- Grants & Contracts Closeout Checkoff Sheet
- Personal Activity Report (PAR)
- Prior Approval Request Form (OPAS form)
- OPAS - Pre-Award/Pending Index
- Fellowship Stipend Checklist
- Fellowship Direct Deposit
- Fly America Act
- Foreign Travel Authorization
- Request for Establishment of a Restricted Fund
- SF298
Payroll
- Classified/Unclassified LWOP Notice
- CO-NRA
- Labor Distribution
- Overpayment Notice
- Pay Delivery Authorization
- Payroll Emergency Draw Request
- W-4
- Workstudy Certificate
Student Finance
Policies and Procedures by Department
Click one of the links below to go directly to your units policies or scroll down to view all available policies.
- Fiscal Operations Manual
- Accounts Payable and Travel
- Cashier's Office
- Financial Accounting and Analysis
- Office of Post Award Administration
- Payroll
- Student Finance
Fiscal Operations Manuals
(Return to top of page)Accounts Payable and Travel
- OSU Fiscal Operations Policy & Procedures Manual - Travel
- OUS Fiscal Policy Manual - The travel policies are embedded in the "T" section of the manual.
Cashier's Office
- eCommerce Policy
- PCI Self-Assessment Questionnaire Site
- eSignature Policy
- Financial Aid Refund Policy
- Cash Handling Policy
- Cash Handling Training (.pdf)
- Cash Handling on Behalf of a Third Party
- Personal Checks
- Petty Cash Policy
- Completing a Cash Receipt Record
- Signing up for Direct Deposit
Financial Accounting and Analysis
- A-21 Circular
- Current OSU F&A Rate Agreement
- OSU Inventory Control Information - Space Inventory Reference Manual
- Office of Sponsored Programs and Research Compliance Proposal Preparation
- Information/Facilities & Administrative Costs Rates
- University Fee Book
- Adminstrative Policies and Procedures Manual
- DS-2 Statement
- Communication Allowance
- Year End
Office of Post Award Administration
- Grant, Contract, & Gift Accounting (GCG) Manual
- For pre-award policies, procedures, and information, please follow this link to the web site for the Oregon State University Office of Sponsored Programs
Payroll
(Return to top of page)Student Finance
- Tuition Reduction Policy
- Financial Aid Refund Policy
- Direct Deposit Procedure
- Holds on Service Policy
- Release of Student Account Information Policy
- Replacement Check Procedure
- Perkins Loan Policies
The OSU Policy Analyst maintains the administrative manuals on this web page. The administrative manuals are currently being revised to conform to the requirements of the Policy & Procedure Manual Management (PPMM) Program. The online manuals replace the earlier paper editions, which are no longer produced. In accordance with Oregon public records laws and requirements, printouts of the manuals' online text serves as the official record and are available for inspection at University Archives. To access earlier versions of a manual, please send an email request to University Archives at archives@oregonstate.edu stating the manual name, policy number (or policy name if not numbered), and posting date(s) desired.
The Policy Analyst provides consultation for the development and maintenance of department/unit manuals and internal manuals such as desktop manuals. The Policy Analyst is located at 122 Kerr Administration Building, Corvallis, OR 97331-2132 and may be contacted by phone at 541-737-9238, or email manuals@oregonstate.edu.
Please use the latest versions of Firefox or Internet Explorer when viewing the online manuals. Some manuals still use a PDF format for some files. In order to view or print a PDF document, you need a copy of Adobe Acrobat Reader, which is available at no charge on the Adobe Web site. (Return to top of page)
Training Materials by Department
Click one of the links below to go directly to your units training materials or scroll down to view all available training materials.
- Cashier's Office
- Financial Accounting and Analysis (includes Accounts Payable and Travel)
- Office of Post Award Administration
- Payroll
- Student Finance
- Nolij
- Other Training
- Training Outside of Business Affairs
Find more training at the Professional Development Website
Training Offered by Cashier's Office
Training Offered by Financial Accounting and Analysis
Accounting
- BC Training Account Codes 1
- Accounting for $500 Please
- BC Training Auto Pay
- Demystifying Account Codes - Updated December 2010
Advances
Invoices
- Payment Request Form Instructions
- Banner FIS Invoices (Register through Professional Development)
- Banner FIS Invoice Approval
Journal Vouchers
- BC Training JV Introduction (Video)
- BC Training JV Rule Codes (Video)
- BC Training JV View and Approve (Video)
- BC Training JV Approval (Video)
- BC Training JV Slides
- BC Training JV Rule Matrix
- BC Training JV Account Code Special Rules
- BC Training JV Approvals
- BC Training JV - Copy or Reverse a JV
- Banner FIS Journal Vouchers (Register through Professional Development)
PCard
Purchase Orders and Encumbrance
- Purchase Order and Encumbrance Monitoring - May 2011 (Video)
- How to create an Invoice from a PO
- How to recall an Appworx job
- Banner FIS Purchase Orders (Register through Professional Development)
Travel
Vendor
Other Trainings
- Overview of F&A Proposal Process
- Faculty & Staff Training Materials
- Fixed Assets - Got Inventory
- O & M Information
- Lobbying/Fundraising
- Space Inventory Reference Manual
- A Primer on Indirect Costs
- Year End Close
- Quality Assurance Program
System Training/Resources
- Banner Basics (Register through Professional Development)
- Banner Financial Information Systems (Register through Professional Development)
- Banner Self Service Preparation
- Common Banner Forms PDF Excel
- Data Warehouse FIS I & II (Register through Professional Development)
- NOLIJ Image Computer Settings Movie Instructions
- NOLIJ Scanning and Indexing Introduction
- Transaction and Document Lookup Documentation
Training Offered by Office of Post Award Administration
FIS Grants Classes led by OPAA Assistant Manager Mark Bierly and OPAA Fiscal Coordinator Lisa Silbernagel are incorporated into Module 5 training for Business Center personnel - see below for scheduled courses. Fis Grants is a workshop for staff responsible for supporting OSU Grants. Topics to be presented are: navigation in grant forms, how to run reports, a demo of grant related queries in data warehouse, and a power point presentation on basic grant fundamentals.
Note: You must have taken the FIS Banner workshop and received FIS Banner General Query access to attend FIS grants.
BC Training
Trainers: Amanda Watts, Lisa Silbernagel, Mark Bierly, Kim Calvery
Six Training Modules - Estimated Completion Time: 40 Hours
Modules 1-4 are self-study coursework. Module 5 is a mandatory in-class session taught with both lecture and hands-on portions, as well as a general question and answer session covering the self-study modules. Business Center personnel should register for the module 5 session with Amanda Watts.
Module 6 is a final exam which is required to be completed satisfactorily prior to receiving final approver access.
Self study coursework and Module 5 coursework is provided below:
Module 1
Module 2
Module 3
Module 4
Module 5
Dates and locations of module 5 classes:
Thursday, November 10, 2011 - 1:30 - 4:30 PM, Valley Library Barnard Classroom
Note : Module 6 - Final exams will be sent to participants upon completion of modules 1-5
Register for classes by contacting OPAA Fiscal Coordinator Amanda Watts
Nolij Query Only Access Training
Training Offered by Payroll
Setting Up Employees
- BDCA-Benefit/Deduction Codes
- NBAJOBS review (video)
- NBAJOBS review (powerpoint)
- Position and Suffix Basics
Paying Employees
- Calculate Leave Without Pay
- Banner Dates
- Classified Part-Time: Paying Extra Hours
- Summer Session
- Earn Code Tables
- FLSA Overtime Calculations on Premium Pay
- Late Pay Processing
- Overpayment Prevention
- Redistributions
Paying Student Employees
Additional Pay
Non-Resident Alien
System Training
- Banner Human Resources Information System (Register through Professional Development)
- Banner Human Resources Time Entry (Register through Professional Development)
- Data Warehouse HRIS (Register through Professional Development)
Training Offered by Student Finance
- FERPA Tutorial (Offered by the Registrar's Office)
- Student Support - Video Tutorials
- Banner Student Information System (Register through Professional Development)
Nolij Training
Other Training
Training Outside of Business Affairs
- Computer, Banner, & Data Warehouse Trainings from Information Services
- Human Resources & Professional Development Training Leadership Training
- Technology Across the Curriculum
- Environmental Health & Safety Training
- Training Days
- Extension Service Trainings
- Office of Sponsored Programs & Research Compliance - Education and Outeach
- Media Services Training
- State of Oregon Training
OSU Offers ongoing training and professional development for staff covering a variety of topics and skill areas. Click the links below for more information about available training in any of the following areas.
