Policies, Forms and Instructions

All CUNYFirst 9.2 training materials can be accessed at the following link: CUNYFirst 9.2

Expenditures

• How to Run Budget Expenditure Detail Reports (updated May 2023)
• CUNY Cash Accountability Policy
• Baruch-Issued Credit Card Usage Policy
• Expenditure Policy
• Expenditure Guidelines (updated March 2022)
• Honoraria Payment Guidelines

CUNYfirst Access

The following forms can be found on CUNYfirst (PeopleSoft) Security, scrolling down to the ‘Financials’ section:

• NY State Credit Card User Access Form (P-Card, T-Card & NET-Card)
• Travel and Expenses User Access Request Form

All CUNYfirst 9.2 training materials can be found at this link: CUNYFirst 9.2 Training. Login using CUNYFirst username and password.

New Hire and Payroll

• New Hire Paperwork
• New Hire Pay Rate
• Non-Tax Levy Payroll Schedule

Non-Tax Levy

• Payment Request Form
• Authorization to Create a new Non-Tax-Levy (BAR55) Account

Tax Forms

• • Tax/Non-Tax Levy Tax Exemption Certificate
  • Tax/Non-Tax Levy W-9

• Reimbursing Employee Relocation/Moving Costs Guidelines and Procedures
• Summary for Employee Relocation/Moving Reimbursement
• Job Aid for Reimbursing Employee Relocation/Moving Costs

• Payment Request Voucher
• Deposit Transmittal Form – Affiliated Entities

• Deposit Transmittal Form
• Cash Deposit Transmittal Form