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
- Purchasing Card Department Agreement
- Purchasing Card User Agreement
- Replacement Check
- Vendor Document Request
- Vendor Maintenance
- Vendor PaymentBe sure to login at OSCAR to see the interactive task.
- 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 Remibursement Entry System) Access through online services
Cashiers Office
- Direct Deposit
- PCI Assessment
- 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)
- 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
- Detail Code Request Form
- Direct Deposit for Refunds
- FERPA Release (2009/2010)
- Perkins Automatic Repayment Debit
- Perkins Deferment - General
- Perkins Employment Cancellation
- Perkins Employment Deferment
- Perkins Hardship Unemployment Request
- Perkins Teacher Cancellation
- Perkins Teacher Deferment
- Scholarship Payment Request Form
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
- Travel Policies and Procedures Manual
- OUS Fiscal Policy Manual - The travel policies are embedded in the "T" section of the manual.
Cashier's Office
- eCommerce Policy
- eCommerce Annual Assessment Form
- 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
- 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
- Travel (TRA) 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
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.
Training Materials by Department
Click one of the links below to go directly to your units trraining materials or scroll down to view all available training materials.
- Accounts Payable and Travel
- Financial Accounting and Analysis
- Office of Post Award Administration
- Payroll
- Training Outside of Business Affairs
Find more training at the Professional Development Website
Training Offered by Accounts Payable and Travel
- BC Training Intro Day 1
- BC Training Check Run
- BC Training Vendor Maintenance
- BC Training Auto Pay
- BC Training Account Codes 1
- BC Training Wrap Up
- BC Training Intro Day 2
- BC Training Procurement Card
- BC Training Travel Part 1
- BC Training Travel Part 2
- Payment Request Form Instruction
- Vendor Search Instruction
- Demystifying Account Codes
- Payables/Travel Quarterly workshop June 2007
- NOLIJ Image Computer Settings Movie Instructions
- NOLIJ Scanning and Indexing Introduction
- Banner Self Service Preparation
- AP Invoice Approval in Banner Self Serve
- PCard Module Training
- TRES 2006 Manual
- TRES Web Training
Training Offered by Financial Accounting and Analysis
- BC Training JV Introduction
- BC Training JV Rule Codes
- BC Training JV View and Approve
- BC Training JV Approval
- Overview of F&A Proposal Process
- Faculty & Staff Training Materials
- O & M Information
- Lobbying/Fundraising
- Space Inventory Reference Manual
- A Primer on Indirect Costs
Training Offered by Office of Post Award Administration
FIS Grants Classes Led by OPAA Assistant Manager Mark Bierly and OPAA Fiscal Coordinator Kathy Courtright
This 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.
October 29, 2009 (register)
9:00 - 11:00 a.m.
Barnard Classroom - Valley Library
Room 5420
BC Training
Trainers: Amanda Watts, Kathy Courtright, Lisa Silbernagel, Mark Bierly, Kim Calvery
Six Training Modules - Estimated Completion Time: 40 Hours
Bring a Notebook to class for handouts.
Register for classes by contacting OPAA Fiscal Coordinator Amanda Watts
Dates and locations of classes:
Module 1- Monday, October 5, 9:30 AM - 11:30 AM, Valley Library - Willamette East
Module 2 - Monday, October 19, 9:30 AM - 10:30 AM, Valley Library - Willamette East
Module 3 - Monday, November 2, 9:30 AM - 10:30 AM, Valley Library - Willamette West (PLEASE NOTE LOCATION CHANGE)
Module 4 - Monday, November 16, 9:30 AM - 10:30 AM, Valley Library - Willamette East
Module 5 - Monday, December 7, 1:00 - 5:00 PM, Valley Library - Barnard Classroom
Module 6 - Final Exam will be sent to participants upon completion of modules 1-5
Training Offered by Payroll
- Non-Resident Alien Taxation (powerpoint)
- 2009 Tax Treaties for Non-Resident Aliens
- How Late Pay is Processed
- How Payroll Calculates Leave-Without-Pay
- Paying Extra Hours for Classified Part-Time Employees
- Earn Code Tables
- BDCA-Benefit/Deduction Codes
- Preventing Overpayments
- Understanding Positions and Suffixes
- How to Employ Students During the Summer
- Giving an Employee a Cash Award
- Giving an Employee a Non-Cash Award
- Monthly Salaried Student Employees
- Non-Wage Cash Payments to Employees
- Choosing a Work Study Index
- FLSA Overtime Calculations on Premium Pay
Training Outside of Business Affairs
OSU Offers ongoing training and professional development for staff covering a variety of topics and skill areas. Click the links below for more informatin about available training in any of the following areas.
- Computer, Banner, & Data Warehouse Trainings from Information Services
- Human Resources & Professional Development Training
- Leadership Training
- Technology Across the Curriculum
- FERPA Tutorial
- Cooperative Learning Groups
- 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
