Business Office Forms
Kuali Build Forms
| NAME | DESCRIPTION |
|---|---|
| LEE TFSF Reallocate Funds | Use to reallocate funds for Tuition and Fee Special Funds. |
| LEE – CCRF Transfer Funds |
Use to request to transfer funds for Community College Revolving Funds.
|
UH-Leeward CC Forms
| NAME | DESCRIPTION |
|---|---|
| Asset/Equipment Transfer – Form 74 | To transfer asset/equipment |
| Asset Retirement/Disposal Application – Form 76 | To retire and dispose asset/equipment |
| Membership in Professional or Trade Organization – Form 73 | To request approval to purchase Institutional membership with a Designated representative |
Procurement Forms:
| NAME | DESCRIPTION |
|---|---|
| FSO-30 IDO-Interdepartmental Order |
To order goods/services from a University provider. The requesting department completes the form and transmits the order to the providing department. The providing department charges the requesting department based on the accounting line information. |
| OPM Form 56-Purchase of Meals and Refreshments | Purchase of Meals and Refreshments |
| OPM Form 63-University of Hawaii 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. |
| OPM Form 65-Request for Sole Source | Required when obtaining goods, services, or construction > or = $5,000 and is available from ONLY ONE SOURCE. |
| OPM Form 95-Determination of Cost or Price Reasonableness | Required for all purchases > or = $5,000; 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. |
| OPM Form 136-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. |
| OPM Form 144-Sole Brand Justification | Required for purchases > or = $5,000 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. |
| OPM Form 152-Request for Emergency Procurement | Request for Emergency Procurement |
| OPM Form 154-Request for Advance Payment and/or Deposit | 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 |
Disbursing Forms:
| NAME | DESCRIPTION |
|---|---|
| DISB 4-University of Hawaii – Travel Form |
Used for RCUH employees, State Employees (non-UH), students, and student employees.
|
| DISB 33-Personal Automobile Mileage Voucher |
Used to claim reimbursement for the use of personal automobiles while conducting official University business.
|
| DISB ACH-Electronic Funds Transfer Authorization |
Used for vendors to receive payments electronically. UH Employees set up non-payroll payments through ePayment.
|
| DISB NE-INV-Non-Employee Invoice | Used to request payments for services & reimbursements provided by Non-UH Employees. |
| DISB WH-1-Statement of Citizenship and Federal Tax Status |
Required for individuals receiving payments from the University.
|
| FORM W-9-Request for Taxpayer Identification Number and Certification |
Used to obtain a vendor’s Tax Identification Number (TIN).
|
Other Forms:
| NAME | DESCRIPTION |
|---|---|
| UH Foundation – UHF Check Request Form |
Processed through UH Foundation’s Concur Invoice Platform. Used to request the disbursement of funds from accounts managed by UH Foundation.
|
| UH Foundation – UHF Requisition for Purchase Order |
Used to initiate the purchase of goods or services that will be paid for using UH Foundation Funds.
|
Contact Us
Business Office
AD 113
Hours
Fiscal: Monday – Friday: 7:45am – 4:30pm
Cashier: Monday – Friday: 8:00am – 3:30pm
Phone
Fiscal: Main (808) 455-0324
Cashier: Main (808) 455-0308
Fax: (808) 455-0229
Fiscal Administrator:
Myrna M. Patterson
(808) 455-0325
mpatters@hawaii.edu
Purchasing/PCard/
Payments/
Jenine Isawa
(808) 455-0304
isawa@hawaii.edu
Purchasing/PCard:
Brynn (Hana) Manuel
(808) 455-0648
brynne@hawaii.edu
Payments/
Vacant
(808) 455-0324
Payroll/Travel:
Kellie Ballina
(808) 455-0653
ballina@hawaii.edu
Contracts and Grants:
Kellie Ballina
(808) 455-0653
ballina@hawaii.edu
Jamie Hernandez (part-time casual)
(808) 455-0322
jmh@hawaii.edu
Banner/Student Accounts:
Patty Umetsu
(808) 455-0328
pumetsu4@hawaii.edu
Cashier/Student Accounts:
Tracy Higa
(808) 455-0656
tracyhig@hawaii.edu