Forms, Related Information & Resources
The Office of the Vice President for Finance/Chief Operating Officer oversees the financial and operational priorities of the University. Below are forms, resources and related information that pertain to our division.
Committees reporting under the VPFO/COO must complete an annual review and submit this memo the Office of the VPFO/COO by October 1.
Category A Request Form
These charges are related to cost of attendance, including tuition, differential tuition, housing, board contracts, changes to SBHE pre-approved course fees that have been excluded from tuition/differential tuition, and any new course fees not pre-authorized by the SBHE. Submit a completed form to the Office of Resource Planning and Allocation. All applications for this category must be submitted no later than October 1 of the current academic year for charges effective the following academic year.
Category B Request Forms
These charges are for any monetary amount that may be charged or collected from UND faculty, staff, or outside entity, and student charges not included in Cost of Attendance. Submit a completed Category B request form to the Office of Resource Planning and Allocation. Requests for premium services must be submitted using the Category B request form and a premium service agreement. Category B requests made by service units must be submitted no later than September 15 of the current fiscal year. Category B requests made by primary units must be submitted no later than February 15 of the current fiscal year to coincide with spring budget meetings.
Category C Finance Template
These charges are for events or trips. Submit a budget (example available) that documents the cost charged per participant, number of anticipated participants, and itemized anticipated expenses of the trip/event to the appropriate VP, dean, or director as designated.
To ensure proper review and approval, lease documents and the lease agreement memo/checklist must be submitted to the Office of the Vice President for Finance & Operations/Chief Operating Officer at least three weeks prior to agreement deadline or purchase date.
All agreements must be reviewed by legal counsel and by/with the appropriate dean or vice president prior to submitting the document to the VPFO.
Point of emphasis: Additional review/approval by the North Dakota University System (NDUS) Chancellor is required when:
- Another entity leases or rents real property* from UND for more than one year.
- UND leases real property from another entity for five years or more.
- UND leases equipment, personal property* or real property from another entity and total payments paid by UND (including lease, or rental, interest and all other payments over the lease/rental term) equal $750,000 or more.
Additionally, the chancellor may, at his discretion, submit the lease to the SBHE for consideration and approval in lieu of his approval, which may considerably delay the review and subsequent approval of the lease.
*Real property is defined in State Board of Higher Education policy 909 as land and buildings or other structures attached or affixed to the land, including attached and integrated equipment, anything growing on the land, including crops, and mineral interests.
*Personal property is non-real property that is movable and is not affixed to or associated with the land and/or buildings.
A travel authorization form must be completed by VPFO direct reports and approved by the vice president prior to travel (e.g., purchasing registration or transportation). This form is not yet required for use by all F&O division staff; however, departments may choose to implement the use of the form if so desired.
Following approved travel, VPFO direct reports must complete and submit a travel summary form to the vice president. Information herein may be used to complete/submit reimbursement request via T&E. This form is not yet required for use by all F&O division staff; however, departments may choose to implement the use of the form if so desired.
APPA transforms individual facilities professionals into higher performing managers
and leaders, which helps transform member institutions into more inviting and supportive
learning environments, which elevates the recognition and value of educational facilities
and their direct impact on the recruitment and retention of students, faculty and
Since 1920, the American College Health Association (ACHA) has served as the voice for student health and wellness. Through advocacy, research and education, ACHA stands at the forefront of issues that impact the health and wellness of our college students. ACHA represents over 700 institutions of higher education and the collective health and wellness needs of 20 million college students. ACHA serves over 8,500 individual college health and wellness professionals and leaders of all disciplines united together to advance the health and wellness of college students. Membership in ACHA is your key to unlocking tremendous vision and knowledge that can enrich your campuses’ health and wellness services, your professional development, and efforts toward creating a culture of wellness on your campus.
ACAP is the leading comprehensive student affairs association that advances student affairs and engages students for a lifetime of learning and discovery.
We are ACUHO-I – the leading organization of choice for campus housing and residence
life professionals and home to more than 17,000 professionals representing 3.2 million
on-campus students from around the globe.
ACUI is the professional home to thousands of campus community builders around the world. Primarily focused on the work of those within the college unions and student activities field, the Association strives to provide an inclusive, welcoming community for all those who choose to belong. ACUI was formerly known as the Association of College Unions International.
ACUPA is the only professional association that focuses on the needs of policy administrators at institutions of higher education. ACUPA brings this unique and diverse group of individuals together to network, share and acquire knowledge, and advance the discipline. It provides thought leadership and definition to a field that is evolving and varied across institutions, geographical regions, and professional titles and backgrounds. Contact UND's Policy Office to access this resource.
The professional membership association for individuals committed to equity for persons
with disabilities in higher education.
AHEPPP: Family Engagement in Higher Education was established in 2008 as the premier national association for higher education professionals who work with the parents and family members of college students. AHEPPP is dedicated to facilitating meaningful and lasting support of campus-based personnel who interact with the families of college students in any capacity.
A global society advancing human well-being through sustainable technology for the
built environment. The Society and its members focus on building systems, energy efficiency,
indoor air quality, refrigeration and sustainability within the industry. Through
research, standards writing, publishing and continuing education, ASHRAE shapes tomorrow’s
built environment today.
Provides professional development opportunities and leadership training for all levels
of staff in business and financial management.
The Chamber is a problem-solving organization that gives full consideration to all
areas of the community-wide concern. We are a leadership organization that is proactive
The Chamber Website
The Council for Opportunity in Education (COE) is a nonprofit organization, established in 1981, dedicated to furthering the expansion of college opportunities for low-income, first-generation students, and students with disabilities in all 50 states, Washington, D.C., the Pacific Islands, and Puerto Rico. Its membership includes more than 1,000 colleges and agencies. Through its numerous membership services, the Council works in conjunction with colleges, universities, and agencies to help low-income students enter college and graduate. Over a million low-income students and students with disabilities each year receive college access and retention services through our member colleges and agencies.
Collective voice of the higher education human resource community and strive to ensure
that our membership includes all institutions, individuals and organizations with
a vested interest in the higher education human resource profession.
Through best practice research, data analytics, technology, and consulting services,
EAB's 650+ researchers, consultants, engineers, and data scientists work with members
to make higher education smarter, and help colleges and universities solve their biggest
Delivers a robust and proven solicitation program that connects members with best-in-class
competitively awarded contracts, electronic procurement platforms and expert consulting
services to help them optimize their supply chain, reduce costs, and drive operational
HEUG’s mission is to educate and advocate by facilitating the sharing of ideas, information
and experiences among its members, and to provide a unified and effective voice to
Oracle on all issues involving the use of Oracle application software in the Higher
Advances public safety for educational institutions by providing educational resources,
advocacy, and professional development services.
The purpose of the Midwestern Higher Education Compact is to provide greater higher education opportunities and services in the Midwestern region, with the aim of furthering regional access to, research in and choice of higher education for the citizens residing in the several states which are parties to the compact.
Access to our network of loan receivable and accounts receivable professionals from
public and private colleges and universities regionally and throughout the United
NACA empowers members to amplify the campus experience through inclusive learning,
meaningful connections, and engaging entertainment that transforms college communities.
A professional trade association that supports the non-academic segment of higher
education responsible for generating business through a diverse array of campus services
that students need and value – such as food services, bookstores, housing, and transportation.
Provides a professional association for Clery Compliance Officers and Professionals
to collaborate with each other, share resources and best practices, and participate
in professional development opportunities to support colleges and universities in
their efforts to comply with the Clery Act.
Offers members infinite advantages in networking, developing partnerships, leveraging
technology, problem solving, insight sharing, and professional development.
Specifically represents chief business and financial officers through advocacy efforts,
community service, and professional development activities. The association's mission
is to advance the economic viability and business practices of higher education institutions
in fulfillment of their academic missions.
Provides the programs and resources needed to excel in today’s dynamic dining environment. From benchmarking and best practices to educational programming and professional networking, NACUFS is the association to help bring excellence in collegiate dining to campus.
NAEP is a Member-focused Association providing progressive knowledge management in
strategic sourcing, supply chain, materials and logistics for procurement professionals.
NASPA is the professional home for the field of student affairs. It is dedicated to
cultivating student success in collaboration with the missions of our institutional
members, a network of colleges and universities representing every sector of higher
education. As the leading voice of student affairs, NASPA drives innovation and evidence-based,
student-centered practice throughout higher education, nationally and globally.
NASPO is a non-profit association dedicated to advancing public procurement through leadership, excellence, and integrity. It is made up of the directors of the central purchasing offices in each of the 50 states, the District of Columbia and the territories of the United States.
The North Dakota Solid Waste and Recycling Association is a non-profit organization
dedicated to keeping you up-to-date on the latest news in solid waste management and
recycling in North Dakota. Our mission is to educate, train, and promote environmentally
sound waste management practices. If you have any questions (comments are welcome
NIRSA comprises and supports leaders in collegiate recreation. As college and university
students develop into future leaders, NIRSA members support their learning and growth
by fostering lifelong habits of well-being.
Integrated planning is a sustainable approach to planning that builds relationships,
aligns the organization, and emphasizes preparedness for change. Contact UND's Office of the Vice President for Finance & Operations to access this
UMR-ACUHO supports the need for professional development opportunities for housing and food service personnel, the desire to facilitate more effective use of the resources in the region through the sharing of ideas and information about common concerns, and the wish to improve communication with and receive support from the national ACUHO organization.