Business Office Forms

(Note: Disbursing forms moved to FMO website

Name Description
Document Processing & Check Distribution Request - FMIS-37

Used for special handling of a check to be returned back to Leeward Business Office. Leeward Business Office prefers not to use the Enclosure section.

General - Mileage Guidelines

General guidelines of mileage policy.

General - Personal Automobile Mileage Voucher

Disbursing Form 33, Mileage reimbursement. Updated: 1/21/2020
Mileage rate: $0.575 / mile

Instructions for Document Processing & Check Distribution - FMIS-37in

Instructions to fill out the FMIS-37 form. Leeward Business Office prefers not to use the Enclosure section.

KFS Security Form - FSO-40

Required to obtain access to use, initiate and approve documents in the KFS Portal System.

Purchasing - Form 95 - Determination of Cost or Price Reasonableness

Determination of Cost or Price Reasonableness

Required for all purchases> $2,500; where only ONE quote received or if more than one quote is received and lowest quote was not selected. All sole source purchases need this form.

Purchasing - Interdepartmental Order

Interdepartmental Order, Form: FSO-30
Provide an original form plus at least 1 copy for the Business Office.
If you would like to have a copy for your office, then provide 2 copies.

Purchasing - OPRPM Form 136 - Purchase of Meals, Refreshments, and Protocol Items

Purchase of Meals, Refreshments, and Protocol Items with Special, Revolving, and/or Endowment Funds.

Required when purchasing food, drinks, and protocol items. Protocol items may include but shall not be limited to: printed/embroidered shirts for various programs, promotional banners, promotional items such as imprinted binders, pens/pencils, visors, bottles, leis, etc.

Purchasing - OPRPM Form 144 - Sole Brand Justification

Sole Brand Justification

Required for purchases > $2,500 and specifying a SPECIFIC BRAND/MODEL and no other substitutions can be made. If you are using Superquote to obtain a competitive price, please be aware if you don't have a blurb such as "specified brand/model or approved equivalent" this form will need to be utilized.

Purchasing - OPRPM Form 56 - Purchase of Meals and Refreshments

Purchase of Meals and Refreshments

Purchasing - OPRPM Form 63 - UH Services Contract

UH Services Contract

Departments requiring specialized skills, knowledge, resources and experience which cannot be provided by existing personnel may obtain such services from vendors on a contractual basis. A service contract should not be used to circumvent employment procedures. When using the services contract be sure to state in the scope of work what is to be done in detail so both parties understand what is expected.

Purchasing - OPRPM Form 65 - Request for Sole Source

Request for Sole SourceRequired when obtaining goods, services, or construction > $2,500 and is available from ONLY ONE SOURCE.

Purchasing - UH FORM NE-INV - Non-Employee Invoice

Non-Employee Invoice

Purchasing - W-9 - Request for U.S. Taxpayer Identification Number (SSN, FEIN, ITIN)

Request for U.S. Taxpayer Identification Number (SSN, FEIN, ITIN)
The 1982 Tax Equity and Fiscal Responsibility Act and the 1983 Backup Withholding Regulations require us to report to the Internal Revenue Service (IRS) payments made to vendors, identified by a Taxpayer Identification Number (TIN). A TIN is either a Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), or a Federal Employer Identification Number (FEIN).

Purchasing - WH-1 - Statement of Citizenship and Federal Tax Status

Statement of Citizenship and Federal Tax Status (UH version).
Updated 12/21/2017

Reallocation - Memorandum to request reallocation of funds

Memorandum to request reallocation of funds

Request for Advance Payment and/or Deposit - OPRPM Form 154

Used to receive Chancellor approval to pay or make a deposit to a vendor in advance of receiving goods or services not covered under exceptions listed in APM A8.275.4.h.2.c

Student Fellowship / Traineeship / Stipend Initial Payment Request - DISB-36

To be used to provide financial assistance to students for participating in programs that are educational in nature.

Travel - Employee Travel Form - DISB-4

Employee Travel Form (manual for non-employees)

UH Foundation - UHF Check Request Form

UHF Check Request Form - (XLS). requires Microsoft® Excel
updated: 4/19/12

UH Foundation - UHF Requisition for Purchase Order

UHF Requisition for Purchase Order - (XLS). requires Microsoft® Excel

Uniform Maintenance Allowances - UH Form 13

Used for employees reimbursement of uniform purchase mandated by Union Contract.

Wire Transfer Form

Used for providing bank information for a foreign wire transfer payment.