Golden Trees Modification Forms

Effective FY22, Golden Tree Modifications have been migrated from eForms to Service Now.  Please click on the red hyperlink above to access our new Service Now form.  You will be able to request Golden Tree Modifications there.  Please ensure that your CFAO has added you as a requestor (or appropriate role) in EACS for the Budget Office Forms.  Note that single item requests will be a fillable form through the Service Now website; however, multiple requests will still require an excel form.  The Service Now form has a sample multi-request submission for your review.  These excel files will be added as an attachment on the Service Now submission. 

Once the budget office receives your request, the transaction will be initiated.  However, please note that the time in which FP&A approves your request and the time in which UCPath enters that change into payroll may vary.  Your patience is greatly appreciated.

Sales & Services Application Forms

As stated in University policy, “generally, sales to a non-University customer should be considered a grant or contract, unless the sale is based on established unit prices, and like services or products are sold to other non-University customers or University department based on the same unit prices (allowing for the indirect cost differential charged to non-University customers).”

Per APM-020, “regulation 4 deals with services to individuals and organizations outside the University…Such service may be justified if it does not interfere with University commitments and if 1) it gives the individual experience and knowledge of value to his teaching or research; 2) it is suitable research through which the individual may make worthy contributions to knowledge; or 3) it is appropriate public service.”  Additionally, Regulation 4 states that “University laboratories, bureaus and facilities are not to be used for tests, studies, or investigations of a purely commercial character, such as mineral assays, determination of properties of materials, the performance of efficiencies of machines, analysis of soils, water, insecticides, fertilizers, feeds, fuels, and other material, statistical calculations, etc., except when it is shown conclusively that satisfactory facilities for such services do not exist elsewhere.”

Therefore, if there are to be sales to non-university customers, by completing [an] application you are certifying that this is not grant or contract activity, and that these goods or services are not available in the private sector.

Applications for establishing a Sales & Service Fund can be submitted via Service Now through the red hyperlink above. 

  • Policies regarding the establishment and maintenance of Sales & Service Funds can be found HERE.
  • Questions should be directed to FP&A.