Tax Levy & Non-Tax Levy

FAQs, Guides and Checklists

• Expenditure Guide by Funding Source
• FAQs: Catering and Other Business Meals
• FAQs: Tuition Payment Procedures under CUNYfirst
• FAQs: Internal and External Hiring
• Cash Accountability Policy, Exceptions and Alternative Procedures
• Travel and Expense Report Checklist
• Newmark J-School P-Card, T-Card and Net-Card: Procedures
• Procurement: Honoraria, Stipends,  Consultants and Foreign Vendors

Forms and Templates

Forms:

• Cash Receipt Deposit Form
• Catering Request Form
• Cardholder Agreement (SOJ): P-Card, T-Card, Net-Card
• CUNY Non-Employee (Student) Reimbursement

• CUNYfirst P-Card, T-Card & NET Card User Access Request Form

• CUNYfirst Travel Pre-Approval – Travel Authorization
• Finance Check Deposit Form
• Independent Contractor Agreement with Claim for Payment Form
• Missing/Illegible Receipt Memorandum
• NYS Claim for Travel Reimbursement By a Non-Employee
• NYS Credit Card Acknowledgment Form
• Payment Request Form
• Per Diem Justification Form
• Procurement User Access Form
• Purchasing Request Form
• Service Claim Form (CUNY)
• Stipend Form (CUNY)
• Student Travel Waiver 
• Substitute W-9 Form
• Time and Activity Report – Employee
• Time and Activity Report – Vendor
• Travel & Expenses User Access Form

Job Aids:

• Create Requisition
• Create Travel Authorization, pg. 4
• Create Travel and Expense Report, pgs. 12-13
• CUNY Concur Self Registration

Templates:

• General Justification Letter/Business Purpose Template
• Single/Sole Source Justification Template

Internal Controls, Ethics and Vendor Responsibility

• Internal Controls, Ethics and Vendor Responsibility

How to Pay People

• How to Pay People

Procurement Guidelines, Receiving and Inventory

• Procurement Guidelines – How to Procure Goods and Services from Businesses
• Additional Guidelines for Certain Purchases
• Forms:
  • Purchasing Request Form
  • CUNY Substitute W-9
• Guidelines for Shipping, Receiving and Inventory   

Honoraria, Stipends, Consultants and Foreign Vendors

• Honoraria, Stipends, Consultants and Foreign Vendors

Software Purchase/Free

• Software Purchase/Free

Credit Card Procedures

• P-Card, T-Card and Net Card Procedures

Travel and Expense Reimbursement

All employees must obtain authorization to travel from their supervisor. Once the trip is approved, they must create a travel authorization in CUNYfirst. Travelers are responsible for entering their travel details, including event registration, flight/train ticket, and lodging.  They must complete a travel and expense reimbursement report in CUNYfirst upon return from the trip.

• Travel and Expense Checklist & FAQs (COMING SOON)
• Creating a Travel Authorization in CUNYfirst
• GSA Per Diem Rates for hotel and lodging (within Continental United States)
• NYS Meal Per Diem Breakdown
• International Travel Meal and Lodging Rate
• Travel Forms:
  • Missing/Illegible Receipt Memorandum
  • NYS Claim for Travel Reimbursement By a Non-Employee
  • Per Diem Justification Form

Tuition and Fees (Revenue Management)

• Tuition and Fees Rates
• Tuition and Fees FAQs

Cash Accountability Policy, Exceptions and Alternative Procedures

• Cash Accountability Policy, Exceptions and Alternative Procedures

CUNY Resources

• CUNY Procurement Policies
• CUNY Procurement FAQs
• CUNY All Funds Expense Matrix
• CUNY Guidelines for On-Site Business Meals
• CUNY PCI DSS Guidelines
• CUNY –  Use of College Facilities
• CUNY Record Retention Schedule
• CUNY Banking Policies
• CUNY Cash Management Policies
  • Cash Accountability Policy
  • Cash Accountability Acknowledgment
• CUNY Capital Asset Policies    
• CUNY Investment Policies 
• CUNY Ethics Policy
• CUNY Research Compliance
• CUNY Guidelines for CUNY Foundations
• CUNY Travel Policy
• CUNY’s Property Management Manual

Vendor Payment

• Vendor Payment

Notice to Vendors

• Notice to Vendors