Forms and Resources

Note: All forms below should be sent to Financial Services for processing.

Budget Clearance Forms:

A Budget Clearance Form is required before processing most personnel actions on the Dearborn campus.  Please see this link for guidance on when Units are required to process a Budget Clearance Form.

NOTE: Effective July 1, 2022 the Budget Clearance Forms (Excel and PDF versions) were replaced with a Unit specific Budget Clearance Approval Google worksheet.  Each Unit's worksheet includes directions on data entry, form definitions, and approval routing. You should contact your Unit's budget lead FIRST for assistance with accessing and completing your Unit's Budget Clearance Approval worksheet, as your Unit may have specific data entry and approval procedures to follow.  If your Unit budget lead is unable to answer your question, then feel free to contact us here in Financial Services for assistance.

Updating Your Unit's Base Budget via the Reporting Budget Ledger:
Reporting Budget Ledger Template 
  Use this template to process a base budget change
  Send your completed RBL entry to Robin Wagner ([email protected]) with copy to Dawn Roult ([email protected])

Reporting Budget Ledger Instructions 
  Directions to prepare a base budget change
  Send your completed RBL entry to Robin Wagner ([email protected]) with copy to Dawn Roult ([email protected])

Budget Planning - FY24 and beyond
Financial Services will be launching a new web page with Dearborn campus specific budget policies and procedures in mid-FY23. The new web page will include information on the new RCM (Responsibility Centered Management) budget process. Please watch for an email announcement when this new web page is live!

Budget Planning - FY22 & FY23
Campus has implemented the new RCM (Responsibility Centered Management) budget model.  Details of the RCM launch are included as part of the campus wide Strategic Planning process.  Please contact Financial Services if you have any additional questions regarding the new RCM campus budget model.  

Budget Planning - FY21
FY21 Annual Budget Planning memo from Vice Chancellor Jeff Evans
FY21 Budget & Capital Planning Instructions
FY21 Budget & Capital Project Planning Training Presentation (to be provided)
University of Michigan Statement on Stewardship
FAQ on Zero Based Budgeting

Budget Planning - FY20
FY20 Annual Budget Planning memo from Vice Chancellor Jeff Evans
FY20 Budget & Capital Planning Instructions
FY20-21 Budget & Capital Project Planning Training Presentation
Dearborn Campus Budget Model Update
University of Michigan Statement on Stewardship

Budget Planning - FY19
FY19 Budget Model and Adjustments Memo from Chancellor Dan Little
FY19 Annual Budget Planning memo from Vice Chancellor Jeff Evans
FY19 Budget & Capital Planning Instructions
FY19-20 Budget & Capital Project Planning Training Presentation
Dearborn Campus Budget Model Update
University of Michigan Statement on Stewardship

Budget Planning - FY18
FY18 Budget & Capital Planning Goals Memo
FY18 Budget & Capital Planning Instructions
FY18-19 Budget & Capital Project Planning Presentation 
Budget Model Narrative 
Statement on Stewardship 

Budget Planning - FY17
FY17 Budget & Capital Planning Goals Memo
FY17 Budget & Capital Planning Instructions
FY17-18 Budget & Capital Project Planning Presentation 
Budget Model Narrative 
Statement on Stewardship 

Project Grant Form
Shortcode Form

Authorization by Signature
Financial Oversight Timeline
Key Reports for Financial Business Purposes
New Department Manager Checklist
Segregation of Duties Matrix

Account Code/Category Values
Transfer Account Information
Transfers Matrix
Valid Account
Vendor ID (Supplier Record) Look-Up

Business Objects Data Dictionary
Month-End Close Dates
OARS (On-Line Access Request System)
Predefined M-Reports
Scheduling in Business Objects
Service Unit Billing Information
Unit Liaison Resources

Request Upload JE Number by email: [email protected]
Upload Instructions
Upload Form

Buying at U-M A Quick-Start Guide
Procurement Process & Policies
Strategic Suppliers
M-Marketsite
Procurement Active Category Codes
Submit a Supplier Maintenance Form

Software Procurement and Licensing Compliance
 

Purchasing Card (PCard)

• Application Form & Training Resources
• Change Request & Card Cancellation Form

Additional forms can be located on Procurement Services website:

• Declaration of Surplus​
• Removal and Use of University Equipment
• Sole Source Justification

File an insurance/vehicle claim
Submit a report online using the Risk Management Services Incident Reports form

Risk Management Service Team

Bill Sams
734-763-0929
[email protected]

Jim Karjalainen
734-936-2215
[email protected]

Chip Hartke
734-763-3006
[email protected]

Karmen Hatcher
734-763-1579
[email protected]

Substitute W-9 (Vendor)

The Supplier Request Form along with other forms, can be found on the Forms website.

The following forms can be located on the Tax website:

• IRS Determination Letter
• Michigan Sales Tax Exemption
• Michigan Sales Tax License
• Other States' Exemption Certificates
• W-9

Travel and Expense Reporting Policies (with Hosting Guidelines)
Concur Resources and Best Practices
Currency Converter
Guest & Student Travel Expense and Reimbursement
Concur Training

Student Payment Form
Educational Assistance
Scholarship & Award Request Form

Gifts, Prizes & Awards to Employees Procedures
Surplus Equipment (Unwanted Equipment/Property)
Non-Employee Payment Request Form