Budget Forms and Resources

Meet the SDES Finance Business Center Team

COVID-19 Related Resources

• HEERF Funding FAQ
• HEERF USDOE FAQ
• HEERF Reimbursement Request Form

General Financial Forms and Resources

• All F&A Forms
• Blanket PO Tracking
• Join Financials Focus Group
• UCF ChartFields Reference Sheet
• UCF DAL Access Codes and Descriptions
• UCF Funds Use Guidelines
• UCF Phone Bill Management
• UCF Postal Services
• UCF Surplus Property
• University Budget Process Flowchart
• W-9 Form
• W-9 Instructions

Budget/SBL

• Budget Journal Corrections Template
• SBL Account Code Tree
• SBL Quarterly Variances Financial Analysis Checklist

Foundation

• Foundation Payment Request Form *Download form prior to completing.
• Foundation Payment Request Quick Reference
• Foundation Scholarship Form
• Foundation Reimbursement Checklist
• Foundation Reimbursement Deadline
• UCF Foundation Policy

Procurement Services

• Contracts
• Contracts-Agreements Review Sheet
• Moving Expenses
• UCF Tax Exempt Form

SDES Forms and Resources

• SDES Concession Form
• SDES Contracts — Agreements Review Sheet

Trainings

• Directors Meeting Budget Presentation 7-24-18
• Budget Entities Definition
• F&A Addy Notes
• Budget Ledger Training 2-12-15
• SDES SBL 101 Presentation
• SDES SBL 102 Presentation
• UCF DAL Financials Access & Training Matrix
• UCF Financials
• UCF Financials Glossary
• Adaptive Planning Budget Input Demo