The forms in this index are associated with administrative policies found in the Business Policies and Procedures Manual, Safety Policies and Procedures Manual, and Executive Policy Manual. Most of these forms are available from Policies, Records, and Forms (PRF). The location of forms that are available from other administrative departments are identified under Formats Available.
|Title / Primary Purpose||Formats Available|
|85.33||Administrative Information Systems Access Request |
(View Only) (WSU1350) 1-22
To authorize, remove, or change an employee’s view only access to AIS application(s).
|95.05||Guarantee for Advance of Funds to Nonemployee Student (WSU1499) New 1-21|
To request an exception to the travel advance policy to advance funds to a nonemployee student.
|60.21||Accommodation Request for Disability or Serious Medical Condition (WSU1453) Rev. 4-09|
To request reasonable accommodation for an employee or individual with disabilities or a serious medical condition.
|60.44||Annual Report of Outside Compensation for Faculty (WSU1329) Rev. 01-22|
Used to report faculty outside professional activity.
|60.55||Annual Review: Administrative Professional Employees (WSU1389) Rev. 7-16|
Documents current administrative professional employee performance.
|Applicant Self-Identification (WSU1296) Rev. 11-96|
To indicate minority status of job applicants.
|Online Position Description and Recruitment System (OPDRS) website|
|60.38||Area Evaluation/Release (WSU1449) Rev. 4-06|
To certify that an area has been decontaminated, that hazardous materials have been removed, and that the area is ready for release to Facilities Services, Operations or new occupants.
|30.70||Auction Bid Gift Transmittal (WSU1444) Rev. 1-21|
Accompanies multiple gifts received by WSU units at auction fundraising events and routed to WSU Foundation—Gift Accounting.
|30.70||Auction Item Gift Transmittal (WSU1445) Rev. 1-21|
Accompanies multiple noncash gifts received by WSU units at auction fundraising events and routed to WSU Foundation—Gift Accounting.
|45.75||Authorized User Questionnaire (WSU1490) Rev. 12-13|
Required to screen applicants requesting authorized user access to controlled substances.
|30.65||Bank Account Request (WSU1291) Rev. 6-09|
To request authorization to establish a commercial bank account.
|85.48||Business Objects Data Warehouse Access Request (WSU1476) Rev. 01-21|
To obtain approval for specified departmental personnel to access the business objects student and financial data warehouses.
|95.45||Certification of Exception to Fly America Act (WSU1501) Rev. 1-21|
To request approval for an exception to the Fly America Act.
|5.66||Chemical Collection Request|
For proper disposal or recycling of chemical substances.
|WSU Environmental Health and Safety website|
|45.75||Controlled Substance Inventory Record (WSU1491) Rev. 12-13|
Used to document the inventory of controlled substances on hand at a registered location.
|80.05||Copy Center Work Order (WSU1091)|
Also called the Fast Copy Order. Request for service when a blanket IRI is on file.
|Paper: University Publications & Printing|
|70.40||Cost/Benefit Analysis (WSU1483) Rev. 7-19|
Used to compare the cost of purchasing a vehicle versus long-term lease of a vehicle through the Motor Pool.
|30.70||Gift Records Cover Sheet (WSU1500) New 1-21|
Accompanies each envelope containing gift deposits from WSU units, which are dropped off at any of the University courier service locations to be delivered to WSU Foundation—Gift Accounting.
|30.55||Credit Card Refund Voucher (WSU1381) Rev. 10-99|
To refund purchases paid by credit card.
|60.30||Cyclic Year Memorandum (WSU1320) Rev. 12-20|
To notify employees of cyclic year.
|30.59||Daily Reconciliation Sheet (WSU1398) Rev. 4-16|
To compare and balance the register receipts and adjustments against the money on hand at the end of the day.
|60.74||Departure Checklist (WSU1464) Rev. 12-20|
To document the completion of required personnel, payroll, computing, financial, facility, property, safety, and research-related procedures when an individual resigns, retires, or is separated from the University.
|60.38||Departure Notice (WSU1448) Rev. 1-21|
To notify the Radiation Safety Office and Environmental Health Services of an impending departure of a user of hazardous chemicals or materials.
|Distribution Log for Payments of Cash, Gift Cards and Other Cash Equivalents, and Tangible Property (WSU1496) Rev. 8-20|
To maintain a log of incentive payments made to research participants.
|30.70||Drop-Off Receipts (WSU1465) Rev. 5-10|
To provide WSU unit representatives with documentation of receipt of gift deposit envelopes by courier service drop-off site representatives.
|90.50||E-Signature Use Exception Request (WSU1504) New 10-19|
To request exceptions to University e-signature use restrictions.
|60.55||Employee Performance Evaluation (WSU1451) Rev. 7-06|
Documents current civil service employee performance.
|Human Resource Services website
|60.04||Employment Eligibility Verification USCIS Form, I-9 |
Employee identifies them self and establishes eligibility for U.S. employment.
|Human Resource Services website|
|60.19||Employment Record Request (WSU1238) Rev. 8-05|
To request employment records from former state employees.
|90.15||Essential Records Schedule (WSU1457) Rev. 10-05|
Used to maintain a list of departmental essential records and applicable protection instructions.
|30.75||Establishment of Fund |
To establish a gift account fund.
|Paper: College development officer|
|30.25||Expenditure Transfer Request (WSU1048) Rev. 12-06|
To transfer identifiable direct charges between funding sources.
|Paper: US Item #49882
|80.10||Faculty Textbook Order Sheet |
Used by faculty to order student textbooks and supplies.
|3.34||Fall Protection Work Plan Rev. 10-92|
To document actions taken to prevent falls. Required when working ten feet or more above the level below.
|20.78||Federal Excess Property Request (WSU1303) Rev. 2-08|
To request federal excess property.
|10.26||Federal Lobbying Activity Quarterly Report (WSU1366) Rev. 8-06|
To report federal lobbying efforts.
|Government Relations website|
|95.37||Fuel Card Application (WSU1480) Rev. 1-21|
To request approval for a University fuel credit card used to purchase fuel, emergency roadside assistance, and routine maintenance services (if approved) for University-owned vehicles and equipment.
|95.37||Fuel Card Change Request (WSU1486) Rev. 1-21|
To request changes to fuel credit card accounts.
|95.37||Fuel Card Custodian Agreement (WSU1479) Rev. 1-21|
To document employee agreement to the terms of the WSU Fuel Card program and acknowledgment of fuel card custodian responsibilities.
|30.70||Gift Accounting Log Sheet (WSU1467) Rev. 7-13|
To document drop-off of gift deposit envelopes at courier service sites.
|30.70||Gift Electronic Funds Transfer Authorization (WSU1450) Rev. 1-21|
To authorize an electronic funds transfer directly from a donor's bank to WSU Foundation.
|30.72||Gift In Place Review Sheet (WSU1493) Rev. 12-13|
To authorize acceptance of a gift of a completed facility, designed and constructed by a donor for the University.
|30.70||Gift Payroll Deduction (WSU1447) Rev. 1-21|
To authorize a one-time or ongoing gift deduction to WSU Foundation—Gift Accounting.
|30.70||Gift Transmittal and Acknowledgment (WSU1218) Rev. 12-21|
Accompanies gifts routed from WSU units to Advancement Services.
|30.70||Golf Tournament Gift Transmittal (WSU1443) Rev. 1-21|
Accompanies multiple gifts received by WSU units at golf tournament fundraising events and routed to WSU Foundation— Gift Accounting.
|2.52||Hazard Notification (WSU1247) Rev. 1-09|
To report safety hazards or unsafe practices.
|60.21||Health Care Provider Statement for Reasonable Accommodation Requests (WSU1455) Rev. 4-09|
To request written documentation from a health care provider of evaluation and recommendations for an individual requesting reasonable accommodation.
|2.24||Incident Report (WSU1131) Rev. 1-08|
To report accidental injury or work-related illness involving WSU employee or third party; may also be used for property damage.
|Human Resource Services website|
|85.34||Information Technology Computing Invoice and Usage Report |
Notifies computer users of costs, allocations, and usage of each service.
|Paper: Information Technology|
|70.05||Interdepartmental Requisition and Invoice (IRI) (WSU1017) Rev. 1-21|
To requisition goods and services from WSU supplier departments. To set up blanket requisitions with WSU supplier departments.
|20.50||Inventory Control Report (WSU1033) Rev. 11-22|
To report changes in the department's equipment inventory.
|20.77||Item Evaluation (WSU1439) Rev. 12-07|
To submit laboratory, medical, or shop/ industrial items to Surplus Stores.
|85.42||ITS Online Customer Billing Statement|
Summarizes telecommunications charges to a budget/project, grouped by type of service.
|Information Technology Services website|
|85.42||ITS Online Customer Call Detail Report|
Itemizes telephone tolls and telecommunications services charged to an account.
|Information Technology Services website|
|50.25||Key Assignment Record (WSU1210) Rev. 8-08|
Record of all keys assigned to a single individual.
|50.25||Key Roster (WSU1264) Rev. 5-95|
Record of all key holders in department who have been issued a specific key.
|60.21||Medical Release Statement for Reasonable Accommodation Requests (WSU1454) Rev. 4-09|
To request permission from an individual requesting reasonable accommodation to obtain written documentation from a health care provider.
|30.57||Merchandise Credit Memorandum (WSU1311) Rev. 8-91|
To credit a non-University customer's account.
|Paper: Bursar's Office|
|60.81||Minor Volunteer Consent and Release (WSU1417) Rev. 10-04|
To authorize an individual who is under 18 years of age to perform volunteer work for the University.
|70.08||Missing Document Affidavit (Procurement Card Transactions) (WSU1471) Rev. 1-21|
To provide documentation of a procurement card transaction in lieu of a lost purchase receipt.
|85.45||Cellular Device Authorization and Agreement (WSU1474) Rev. 7-21|
To justify, describe, and authorize University allowances for cellular device equipment and services.
|85.37||Network Services Account Request (WSU1383) Rev. 1-22|
To request, change, or terminate user IDs for network, e-mail, and view only AIS applications.
|30.70||Noncash Gift Transmittal and Acknowledgement (WSU1442) Rev. 1-21|
Accompanies noncash gifts routed from WSU units to WSU Foundation—Gift Accounting
|30.70||Noncash Multiple Gift Transmittal (WSU1446) Rev. 1-21|
Accompanies multiple noncash gifts routed from WSU units to WSU Foundation—Gift Accounting.
|30.30||Nonservice Pay Authorization (WSU1314) Rev. 11-21|
To authorize pay to WSU fellows, trainees, interns or other nonservice positions.
|85.48||OBIEE Data Warehouse Access Request (WSU1497) Rev. 1-21|
To obtain approval for specified departmental personnel to access the OBIEE data warehouse.
|60.02||Organization Chart (WSU1458) Rev. 7-06|
To indicate a position's relationship to other positions in a department for classification or reclassification purposes.
|20.53||Physical Inventory Notification (WSU1386) Rev. 11-99|
To notify Controller's Office of an upcoming physical inventory count of a merchandise or consumable inventory.
|20.53||Physical Inventory Value (WSU1387) Rev. 11-99|
Used to report the value of the physical inventory count of a merchandise or consumable inventory.
|60.02||Position Description (WSU 1360) Rev. 7-06|
Used to describe the job functions of a civil service or administrative professional position for classification or reclassification purposes.
|Online Position Description and Recruitment System (OPDRS) website
|60.02||Position Questionnaire (WSU1440) Rev. 7-06|
Used to describe the job functions of an incumbent seeking position reclassification.
|90.05||Public Records Request (WSU1232) Rev. 3-16|
To request approval to view and/or copy WSU records.
|2.46||Public-Access Defibrillator Use Agreement (WSU1477) Rev. 12-09|
To request approval to install and use an automated external defibrillator (AED) in a University location.
|70.08||Procurement Card Change Request (WSU1441) Rev. 1-21|
To request changes regarding a departmental procurement card.
|70.08||Procurement Card Check-Out Log Sheet (WSU1470) Rev. 1-21|
To log the checkout and return of a procurement card temporarily checked out to a designated departmental employee.
|70.08||Procurement Card Temporary Delegation (WSU1469) Rev. 1-21|
Used by a cardholder to temporarily authorize another departmental employee to use a procurement card.
|70.08||Procurement Card Use Exception Request - Contract (WSU1508) New 1-21|
To request an exception to make a contract payment with a procurement card.
|70.08||Procurement Card Use Exception Request - Entertainment (WSU1509) New 1-21|
To request an exception to pay entertainment expenses with a procurement card.
|70.08||Procurement Card Use Exception Request - Gift Cards (WSU1510) New 1-21|
To request an exception to buy gift cards with a procurement card.
|70.08||Procurement Card Use Exception Request - Group Travel or Activity Expense (WSU1511) New 1-21|
To request an exception to pay for group travel or activity expenses with a procurement card.
|70.08||Procurement Card Use Exception Request - Restricted (WSU1512) New 1-21|
To request an exception to use a procurement card for miscellaneous prohibited purchases or payments.
|70.08||Restricted Purchase Template (WSU1513) New 1-21|
Used to document a prohibited purchase that was made prior with a procurement card.
|95.20||Receipt Affidavit (WSU1342) Rev. 1-21|
To submit to the Controller in lieu of a lost, missing, misplaced, or inadequate travel receipt.
|30.52||Receipt Log Sheet |
(WSU1364) Rev. 1-21
To record checks and bankcard transactions in lieu of completing a WSU receipt for each transaction.
|Paper: Bursar's Office|
|Record of Distribution and Request for Taxpayer Number and Certification (WSU1495) Rev. 1-21|
To record research participant's personal identification information.
|90.01||Records Retention Schedule (WSU1301) Rev. 8-94|
Establishes retention periods for University records.
|Paper: Procedures, Records, & Forms|
|55.62||Relocation Compensation Request (WSU1424) Rev. 7-21|
To request a lump sum relocation compensation payment to recruit a new WSU employee.
|60.10||Request for Appointing Authority Delegation (WSU1405) Rev. 2-13|
To request appointing authority delegation for faculty, administrative professional, civil service, or collective bargaining unit appointments.
|40.02||Request for Approval of Application for Extramural Support |
To request approval to submit a proposal to an off-campus funding source.
|Paper: Office of Research Support and Operations (ORSO),
Automated versions from ORSO
|50.11||Request for Certificate of Insurance (WSU1400) Rev. 10-18|
To request evidence of insurance coverage for submittal to third parties.
|90.75||Request for Change of Legal Sex Designation (WSU1503) New 8-19|
To request a change of legal sex designation in University records
|90.75||Request for Change of Name (WSU1200) Rev. 8-19|
To request a name change in University records.
|10.15||Request for Individual Defense by the Attorney General |
To initiate a request for legal defense by the Attorney General's Office.
|Paper: WSU Attorney General's Office|
|80.24||Request for Mailing (WSU1208) Rev. 4-95|
To request that mail be sent by specified special services.
|Paper: Mailing Services|
|80.15||Request for Shipment of Merchandise (WSU1212) Rev. 1-21|
To ship merchandise off campus.
|WSU E-Forms System|
|60.58||Request to Donate Shared Leave (WSU1331) Rev. 7-09|
To authorize donation of annual leave, sick leave, or personal holiday hours to another employee as allowed by the shared leave program.
|70.31||Request to Serve Food (WSU1353) Rev. 1-21|
To request permission to pay for food served at a University training session or meeting.
|EP45||Compensated Outside Scholarship Activities Disclosure and Pre-Approval Request (WSU1515) New 12-22|
To request approval prior to engaging in compensated outside activities related to scholarship.
|3.24||Respirator Authorization/ Respirator Fit-Testing and Training Record Rev. 2-00|
To authorize the use of a respirator and provide a record of respirator selection, fit-testing, and training.
|Paper: Environmental Health and Safety|
|90.01||Retention Schedule Review Rev. 7-96|
To certify that departmental records retention schedule has been reviewed, or to request changes to a departmental records retention schedule.
|5.10||Safety Data Sheet (SDS) Request (WSU1391) Rev. 9-17|
To request an SDS for each hazardous chemical in the workplace.
|2.50||Safety Inspection Checklist (WSU1250) Rev. 10-07|
To conduct self-inspection of department/ work area and document findings and corrective actions.
|2.16||Safety Orientation Checklist (WSU1249) Rev. 7-22|
To document review of safety procedures.
|2.12||Safety, Health, and Security Committee Meeting Agenda and Minutes (WSU1248) Rev. 01-19|
To document Level 3 and Level 4 safety committee meetings.
|50.35||Security Camera System Access Request (WSU1507) New 11-20|
To request access to security camera system recorded information.
|30.15||Service Center Application (WSU1272) Rev. 1-21|
To request approval to charge for goods, services and/or use of equipment.
|30.15||Service Center Calculation Worksheet (WSU1459) Rev. 1-21|
To identify, calculate, and document the components of requested service rates.
|30.95||Special Course Fee Request (WSU1224) Rev. 1-21|
To request, amend, or delete a special course fee.
|10.25||State Lobbying Activity Quarterly Report (WSU1334) Rev. 8-06|
To report state lobbying efforts.
|30.45||State of Washington Invoice Voucher (WSU1273) Rev. 2-21|
To seek reimbursement from University accounts.
|95.35||Student Driver Authorization (WSU1188) Rev. 5-01|
To authorize a student driver to drive a state vehicle.
|60.73||Summer Educational Benefit Request (WSU1365) Rev. 4-16|
To authorize WSU employees to take WSU summer session classes.
|2.26||Supervisor's Accident Investigation Report (WSU1246) Rev. 8-97|
To document accident investigation. Used when an accident results in an injury, which involves lost time from work or medical treatment.
|20.76||Surplus Disposal Request Rev. 7-12|
To document the transfer of surplus items to Surplus Stores.
|60.34||Telework Agreement (WSU1420) Rev. 6-21|
Used to establish a formal agreement for a telework arrangement between the University and an employee.
|60.27||Temporary Employee Orientation Checklist (WSU1279) Rev. 12-20|
To orient temporary employees.
|95.21||Funds Transfer Authorization (WSU1433) Rev. 06-22|
To request funds transfers of Payment Services expense reimbursements.
|95.03||Travel Charge Card Application (WSU1422) Rev. 1-21|
Used to request a University travel charge card.
|60.70||Tuition Waiver Request (WSU1082) Rev. 10-22|
To authorize Washington State employees to take WSU classes.
|50.17||Tunnel Entry Hazard Acknowledgment (WSU1487) Rev. 10-12|
To confirm that all affected employees have been informed of potential steam tunnel hazards.
|95.35||Vehicle Request-Justification (WSU1278) Rev. 5-21|
To request a long-term vehicle rental from the motor pool.
|60.81||Volunteer Monthly Report (WSU1418) Rev. 2-21|
To report total volunteer hours at end of month for workers' compensation coverage assessment.
|Witness/Injured Person Statement (WSU1315) Rev. 9-13|
Used to provide a written account of an accident involving University personnel.
|50.31||Workplace Bullying Incident Report (WSU1494) Rev. 9-15|
To report workplace bullying incidents.
|50.30||Workplace Violence Incident Report (WSU1460) Rev. 2-08|
To report workplace violence incidents.
|30.57||WSU Invoice (WSU1310) Rev. 5-15|
To record charge sales to non-University clients.
|Paper: Bursar's Office|
|30.52||WSU Receipt (WSU1054) Rev. 1-21|
To record all external cash sales and all cash collections.
|Paper: Bursar's Office|
|30.52||WSU Receipt Authorization (WSU1370) Rev. 5-09|
To authorize University personnel to obtain WSU Receipts and Receipt Log Sheets from the Bursar's Office.
|30.52||WSU Receipt Inventory Control Sheet |
To provide a record of activity of the WSU Receipts issued to a department.
|30.52||WSU Receipt Request (WSU1371) Rev. 1-21|
To request receipting forms from the Controller's Office.
|80.56||Facilities Services Equipment Review (WSU1514) |
To identify utility requirements associated with new equipment.
|20.76||WSU Vancouver Surplus Report Rev. 10-11|
For WSU Vancouver (WSUV) departments to document the transfer of surplus items to WSUV Facilities Operations Surplus.
|WSUV Facilities Operations website|