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Business Office Forms
| Title | Description | Download |
|---|---|---|
| Reallocation - Memorandum to request reallocation of funds | Memorandum to request reallocation of funds | Download |
| 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. | Download |
| 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. | Download |
| Purchasing - OPRPM Form 56 - Purchase of Meals and Refreshments | Purchase of Meals and Refreshments | Download |
| Purchasing - Interdepartmental Order | Interdepartmental Order, Form: FSO-30Provide 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. | Download |
| Membership in Professional or Trade Organization Form 73 | Used to receive Account Supervisor or P.I. approval and to document all Institutional Membership purchases. | Download |
| General - Personal Automobile Mileage Voucher | Disbursing Form 33, Mileage reimbursement. Updated: 8/4/2023Mileage rate: $0.625 / mile | Download |
| General - Mileage Guidelines | General guidelines of mileage policy. | Download |
| Asset Retirement-Disposal Form 76 | Capital Asset - Form 76 - Asset Retirement/Disposal | Download |
| Asset-Equipment Transfer Form 74 | Capital Asset - Form 74 - Asset/Equipment Transfer | Download |
Additional Forms
| NAME | DESCRIPTION |
|---|---|
| KFS Security Form – FSO-40 | Required to obtain access to use, initiate and approve documents in the KFS Portal System. |
| Purchasing – OPRPM Form 63 – UH Services Contract (Requires UH Login) |
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 (Requires UH Login) |
Request for Sole SourceRequired when obtaining goods, services, or construction > $2,500 and is available from ONLY ONE SOURCE. |
| 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 – UH FORM NE-INV – Non-Employee Invoice | Non-Employee Invoice |
| Purchasing – W-9 – Request for U.S. Taxpayer Identification Number(link is external) (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 |
| 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 |
| Travel – Employee Travel Form – DISB-4 | Employee Travel Form (manual for non-employees) |
| UH Foundation – UHF Check Request Form | UHF website |
| UH Foundation – UHF Requisition for Purchase Order | UHF website |
| Wire Transfer Form | Used for providing bank information for a foreign wire transfer payment. |
Contact Us
Business Office
AD 113
Hours
Fiscal: Monday – Friday: 7:45am – 4:30pm
Cashier: Monday – Friday: 8:00am – 4:30pm
Phone
Fiscal: Main (808) 455-0324
Cashier: Main (808) 455-0308
Fax: (808) 455-0229
Fiscal Manager:
Myrna M. Patterson
(808) 455-0325
mpatters@hawaii.edu
Assistant Fiscal Manager:
Joy Morisawa-Au Hoy
(808) 455-0304
jmorisaw@hawaii.edu
Staff (Fiscal):
Purchasing/PCard:
Brynn (Hana) Manuel
(808) 455-0648
brynne@hawaii.edu
Payroll/Travel:
Kellie Ballina
(808) 455-0653
ballina@hawaii.edu
Payments/Reimbursements:
Chana Tamura
(808) 455-0324
chanat@hawaii.edu
Contracts and Grants:
Jamie Hernandez (part-time casual)
(808) 455-0322
jmh@hawaii.edu
Cashier/Banner:
Banner/Student Accounts:
Patty Umetsu
(808) 455-0328
pumetsu4@hawaii.edu
Cashier – Vacant:
(808) 455-0656