NOTE: When using these forms, please be sure to use your EID email address so you can find your form later. An example EID address would be: abc123@eid.utexas.edu
Be advised: many links to Powerforms below were updated on 6/5/25 to SmartSheet links.
Cash Advance Forms
Research and participant study cash advance request
This form should be used to request funds to pay participants for surveys and studies. CBS units: use CBS Cash Advance Survey.
For information on processing research and participant study cash advance, please see HBP 9.1.7
Travel cash advance request
This form should be used to request funds to pay for employees travel. Please include an itemized list of expenses, VE5, OOEF, and/or any other supporting documentation regarding travel. CBS units: use CBS Cash Advance Survey.
For information on processing travel cash advance, please see HBP 11.4
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Co-sponsorship approval form
This form is to request approval for a co-sponsorship payment. Please attach all backup documentation using the attach icon in DocuSign. Backup documentation should include the voucher document ID and a description of the event. When the form is signed and returned, please include this in the document notes and route the voucher forward. CBS units: use the CBS CO-Sponsorship form.
See the co-sponsorship wiki and HBP 9.1.10 for more info.
Costing Allocation Form
Costing allocation - Smartsheet
The Costing Allocation assignment process is used to indicate which accounts will be used when paying a worker’s compensation. Costing allocation segments identify the source (account and distribution percent) paid from that source for a given period, per job. If you experience any issues with the smartsheet form, the PDF version is available: costing allocation - PDF (send to la-finance@austin.utexas.edu).
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For purchasing exception requests (also called noncompliant purchase) over $15k. This is a powerform with the signature routing built-in.
Purchasing exception request (for purchases equal to or under $15k)
For purchasing exception requests (also called noncompliant purchase) equal to or under under $15k.
Exclusive Acquisition Justification (EAJ)
For non-competitive purchasing requests over $15K with a sole source.
For non-competitive purchasing requests over $15K.
Additional forms, such as the the Prepayment/progress payment form and Emergency non-competitive purchase form,
For limited instances when payment is required before goods/services are delivered.
Additional forms are available here: PPS Forms, References, and Tools. Many of purchasing’s forms can now be final approved at the college-level if the cost is under $15k. Use this guidanceto route forms to COLA Finance Frontline in DocuSign, if needed.
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Travel authorization exception request for rental car use
This form should only be used to request an exception to use a rental car agency outside of the 5 allowable companies.
This form should be used to request a travel exception such as late submission of reimbursement request or using a non-contracted rental car company.
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