skip navigation

Florida Gulf Coast University

Finance and Accounting

Office of the Controller

Finance & Accounting

Procurement Services

General Information

Student Financial Services

Office of The Controller
Edwards Hall
10501 FGCU Blvd. South
Ft. Myers, FL 33965-6565

Procedures and Forms

This section is currently under construction. For procedures or forms that are unavailable please refer to the originals located on the intranet. If you have any questions or concerns please contact ngallo@fgcu.edu

Procedure Manual

Note:
Some documents are restricted. Utilize your webmail login for access.
Click the column header to sort by that column.

Section #	Section Title	Responsible Business Unit	Last Updated
1	Accounting Records & Reports	Finance & Accounting	07/05/2012
2	New FOAPAL Establishment Overview	Finance & Accounting	07/16/2012
3	Procurement Services - Accounts Payable	Procurement Services	05/06/2011
4	Procurement Services - Purchasing	Procurement Services	05/06/2011
5	Year End Process	Finance & Accounting	07/16/2012
6	Records Retention	Finance & Accounting	07/16/2012
7	Cash Collection, Accounts Receivable, Refunds, Third Party Billing and Student Tax Forms	Bursar	03/29/2013
8	Property	Finance & Accounting	03/20/2013
9	Construction Accounting	Finance & Accounting	05/06/2011
10	Travel	Procurement Services	05/06/2011
11	Purchasing Card Program	Procurement Services	05/06/2011
12	Banner Security	Finance & Accounting	03/06/2013
13	E-Commerce Activity	Finance & Accounting	(in development)
14	Payroll	Finance & Accounting	(in development)

Form Inventory

To prevent errors please complete as much of a form as possible prior to printing.

Note:
Some documents are restricted. Utilize your webmail login for access.
Click the column header to sort by that column.

Form #	Section #	Form Title	Responsible Business Unit	Last Updated
50	50	50	50	50
2.IV.B1	2	Request for New FOAPAL	Finance & Accounting	04/19/2012
2.IV.B2	2	Line Item Budget Request	Finance & Accounting	04/19/2012
2.IV.B4	2	Auxiliary Enterprise Certification	Finance & Accounting	04/19/2012
3.II	3	Payee Invoice	Procurement Services
3.III.A1	3	Vendor Information Form	Procurement Services
3.III.A2	3	Vendor Application Form	Procurement Services
3.III.A3	3	ACH Enrollment Form	Procurement Services
3.III.H	3	Journal Voucher	Procurement Services
4.IV.1	4	Purchase Requisition	Procurement Services	04/01/2013
4.IV.2	4	Approval Queue Profile	Procurement Services	04/01/2013
4.IV.3	4	Sole Source Certification Form	Procurement Services	04/01/2013
4.IV.4	4	Emergency Purchase Certification	Procurement Services	04/01/2013
4.IV.5	4	Change Order Form	Procurement Services	04/01/2013

4.V.3	4	Open Records Statement	Procurement Services	04/01/2013
4.VI	4	Independent Contractor / Professional Services Worksheet	Procurement Services	04/01/2013
4.VI.F	4	Foreign National Information Form	Procurement Services	04/01/2013
7.III.C	7	Accountable Officer Delegation	Bursar	06/27/2012
7.IV.B1	7	Cash Collection Procedures	Bursar	04/12/2012
7.IV.B2	7	Cash Custodian Authorization	Bursar	04/12/2012
7.V.D	7	Check Log	Bursar	06/19/2012
7.V.E	7	Change Fund Request	Bursar	04/13/2012
7.VIII.D	7	Late Payment Waiver	Bursar	06/27/2012
7.VIII.E	7	Eagle Dollar Refund Request	Bursar	06/27/2012
7.VIII.F	7	Deposit Refund Request	Bursar	06/27/2012
7.VIII.G1	7	Application for Deferment	Bursar	06/27/2012
7.VIII.G2	7	Credit Card Payment Form	Bursar	06/27/2012
7.VIII.G3	7	Non Usage Florida Prepaid	Bursar	06/27/2012
7.VIII.G4	7	FPP Summer Housing Authorization	Bursar	06/27/2012
7.X.1	7	Emergency Loan Application	Bursar	06/27/2012
7.X.2	7	Emergency Loan Promissory Note	Bursar	06/27/2012
7.XI	7	Check Stop Payment Request	Bursar	06/27/2012
8.V.B1	8	Donated Property Disposition Agreement Form	Finance & Accounting	10/18/2012
8.V.B2	8	Application for Donation of Property Form	Finance & Accounting	10/18/2012
8.VI.B	8	Property Verification Form	Finance & Accounting	10/18/2012
8.VII.A	8	Property Transfer Form	Finance & Accounting	10/18/2012
8.VII.B1	8	Property Check Out Form	Finance & Accounting	10/18/2012
8.VII.B2	8	Short Term Check Out Log	Finance & Accounting	10/18/2012
8.IX.B	8	Relief From Property Accountability Form	Finance & Accounting	10/18/2012
8.X.E	8	Property Identification Tag Replacement	Finance & Accounting	10/18/2012
8.XI.1	8	Attractive Property Training Acknowledgement	Finance & Accounting	10/18/2012
8.XI.2	8	Attractive Property Check Out Form	Finance & Accounting	10/18/2012
8.XI.3	8	Attractive Property Transfer Form	Finance & Accounting	10/18/2012
8.XI.4	8	Attractive Property Relief Form	Finance & Accounting	10/18/2012
10.II.A	10	Travel Authorization Request Form	Procurement Services	04/01/2013
10.II.B	10	Travel Reimbursement Request Form	Procurement Services	04/01/2013
10.VII	10	Vehicle Mileage Log	Procurement Services	04/01/2013
10.VII.B1	10	Car Allowance Acknowledgement Form	Procurement Services	04/01/2013
10.VII.B2	10	Annual Car Allowance Certification	Procurement Services	04/01/2013
10.VII.C1	10	Complimentary Vehicle Use Acknowledgement Form	Procurement Services	04/01/2013
10.VII.C2	10	Annual Certification of Business Use of Complimentary Vehicles	Procurement Services	04/01/2013
10.VII.C3	10	Complimentary Vehicle Business Mileage Reimbursement Form	Procurement Services	04/01/2013
10.IX.1	10	Application for Advance on Travel Expense	Procurement Services	04/01/2013
10.IX.G1	10	Application for Advance on Group Travel Expense	Procurement Services	04/01/2013
10.IX.G2	10	Group Travel Reconciliation Form	Procurement Services	04/01/2013
11.II.A	11	New Cardholder Set-Up	Procurement Services
11.II.B3	11	Cardholder Agreement	Procurement Services
11.III.C1	11	Missing Receipt Affidavit / Receipt Complement Form	Procurement Services
11.III.C2	11	P-Card Statement of No Activity	Procurement Services
11	11	P-Card Audit Checklist	Procurement Services
11.II.C1	11	Temporary Limit Increase Request	Procurement Services
11.II.C2	11	Permanent Limit Increase Request	Procurement Services
12.IV.A	12	Finance System Security Request Form	Finance & Accounting	04/01/2013
13.III	13	E-Commerce Activity Request	Finance & Accounting	06/19/2012
14	14	Direct Deposit Authorization	Finance & Accounting
14	14	IAT (International ACH Transaction) Compliance Form	Finance & Accounting
14	14	IAT (International ACH Transaction) Compliance FAQ	Finance & Accounting
14	14	On Call Log	Finance & Accounting
14	14	Support Personnel Timesheet	Finance & Accounting
14	14	Twelve Month Pay Option - Authorization	Finance & Accounting
14	14	Twelve Month Pay Option - FAQ	Finance & Accounting
14	14	Twelve Month Pay Option - Plan Termination	Finance & Accounting
DR-14	N/A	Tax Exemption Certificate	Procurement Services	10/05/2008