Text Size:
Print This Page

Finance & Accounting

Quickly jump to:
Procurement Card
Travel Payables
Vendor Payables


  • For training courses please visit UCF Financials Training
  • Find the latest notes and tips for UCF Financials at Addy Notes
  • Departmental Authorization List (DAL)
    • Security is limited within PeopleSoft; therefore, certain staff members may not be able to purchase items on all accounts. You can view the DAL in PeopleSoft by logging into:
      • UCF Financials>> Click Department Authorization List>> Select DAL by Departmen>> Enter the Business unit of UCF01 >> Enter the department/project number >> Search
    • Review the list for the following:
      • AXA - Auxiliary Authorized - able to purchase from on-campus vendors (except bookstore). They also have the ability to give written permission for anyone to purchase from on-campus vendors.
      • PRC - Purchasing Requisition Creator - Create ePRO requisitions
      • PRA - Purchasing Requisition Approver - Approve an ePRO requisition
      • PCA - Purchasing Card Approver - Approve Pcard charges
  • E&G (Education & General)
    • Operations (18xx-0001)
    • OPS (18xx-0074)
    • Carry Forward (18xx-0710)
  • Budget Transfer
    • There are two different methods of transferring funds that the university offers to colleges and departments.
      1. First, there is a budget transfer. This process moves budget from one E&G department to another E&G department. A budget transfer with this method is done by COHPA's budget coordinator. Please send an email to Jacquelyn Daigneault, copying Kerry Gajewski, with your transfer request that identifies which department numbers to use, the amount to be transferred, and a brief description.
      2. The second method is an Off-Line Journal Entry (ID Transfer). This method moves specific expenditures which can make budget available in another account. Please visit the Journal Resources page for any questions regarding this type of transfer.
      • When reimbursing (or moving charges) you will need to use the same account codes used in the original purchase/charge. Account code can be verified by searching for the expenditure in Datamart. Also, here is a list of common account codes.


The UCF Foundation, Inc. is a not-for-profit organization that enhances the mission and vision of the University of Central Florida through its many fundraising activities.

Through the foundation, private support has helped UCF establish itself as a major metropolitan university. Our donors have assisted in the growth of many university facilities and innovative research programs that accommodate UCF's diverse student body.

The COHPA Budget Office will send out monthly Foundation Reports to Department Coordinators. Please contact Kerry Gajewski with any questions.

COHPA Foundation Contact- Sheri Stripling

Who can be paid out of Foundation?--Authorized Payment Types

Processing Foundation paperwork:

Quick Guide to Event Sponsorship

Confidentiality of Fundraising Activities

Procurement Card

The University of Central Florida procurement card program is designed to provide a more efficient means of making routine small and large dollar purchases, which allows more control at the department level, defrays travel expenses, and streamlines the procurement cycle. Cardholders can use the UCF purchasing card to purchase allowable goods and services as long as departments follow all the required state and university regulations and guidelines.

Policy Change Regarding Sales Tax Paid in Error

UCF is exempt from sales tax in the state of Florida. Before making a PCard purchase, we recommend that the cardholder provide the merchant/vendor with a copy of UCF's tax exemption card or advise the merchant/vendor of UCF's exemption status and refer them to the university's tax ID printed on the front of the card. If sales tax is charged in error, no effort should be made to recover it if the tax is less than $25. Sales tax charges of $25 or more must be recovered from the merchant/vendor who was paid for the purchase.


The Purchasing Department is to support the academic and administrative departments in the timely procurement of goods and services to sustain, foster, and promote the educational and research mission of the university. This shall be accomplished in the most ethical, efficient, and courteous manner possible while adhering to the letter and intent of all applicable laws, regulations and policies.

Vendor does not accept P-Card

Item being purchased is on P-Card's prohibited items list

Hazardous materials purchase


Please visit the Purchasing Department website for further information on tools, forms, guidelines, and policies & procedures regarding purchases.

Travel Payables

All facets of travel are to be by the most efficient and economical means. Travel reimbursement vouchers are processed by Finance and Accounting (F&A) in compliance with Florida laws and the policies and procedures of the University of Central Florida. Additional documentation and/or justification may be required to support reimbursement of expenses claimed. F&A may make positive or negative adjustments to reimbursement requests, as necessary, to comply with the applicable statutes, policies, and procedures.

Vendor Payables

The following is required for creating a vendor profile:

  • A completed W-9 form -
    • Manually signed and dated
    • W-9 must be dated within the calendar year
    • A social security number OR an employer identification number must be filled on the W-9 form - not both)
    • There must be 9 digits for the social security number or employer identification number
    • W-9 must be legible
    • We can no longer accept W-9s on older forms.
  • Telephone #
  • Fax # (Not required for individuals setup w/SSN)
  • Email address
  • Vendor contact

-Send to Elida Prophete to create Vendor ID for company/corporation.
-Send to Jenna Cap via FAX at 2-1067 to create Vendor ID for individuals. Email:  

Learn More

Contact Information

University of Central Florida
Health and Public Affairs I
P.O. Box 162200
12805 Pegasus Dr.
Orlando, FL 32816-2200
Phone: 407-823-0171
FAX: 407-823-5821

The health care informatics master's program at UCF really helped me connect with the industry, meet people at conferences and sit for the most-desired certification exams."
— Michael Neimann,  M.S. in health care informatics ('14)
My internship with the District 9 Medical Examiner’s Office was one of the greatest experiences of my life. I gained an excellent understanding of the medical examiner’s office and the criminal justice field in general."
— Adam Stubley,  B.S. in criminal justice, criminal profiling certificate ('11)
UCF provides its physical therapy students with an excellent education and prepares them to work in the most challenging of settings."
— Jamie Dyson,  Rehabilitation Supervisor, Orlando Regional Medical Center
UCF's program provided me the opportunity to expedite my student experience while attaining practical experience working within local health systems."
— Daniel Barr,  V.P. at National Children's Hospital; M.S. in health sciences, health services administration track ('04)
My master's education helped me see the big picture of the nonprofit industry. UCF showed me how to see the different fundraising tools within the Central Florida area."
— Krysti Griffith,  Executive Director of Growth from Grief; Master of Nonprofit Management ('12)
The course opened my eyes to grant writing ... I learned a great deal and you [Barbara Howell] are truly an excellent instructor."
— Deborah Reith,  Master of Public Administration student who secured a $10,000 federal grant through a course project; B.S. in criminal justice ('86)
The skills I learned during my time at UCF are what made my transition to law school so seamless."
— Jacqueline Iaquinta,  Touro Law Center student; B.S. in legal studies ('10)
As an inaugural graduate of the M.R.A. program at UCF, I can attest to the outstanding curriculum developed for research administrators. "
— April Heyward,  Post Award Services Coordinator, University of South Carolina; Master of Research Administration ('13)
It was at UCF that I first learned many of the skills that I’ve since honed, including mapping with GIS software - an ability I found invaluable to my search for internships, graduate-level coursework, and employment."
— Richard "Ben" Hagen,  Research and Communications Associate, New Economy Project, New York City; B.S. in public administration ('10)
I am excited to be able to give back to the program that invested so much in me. It is truly and honor and a privilege."
— Carlos Gual,  Instructor of Athletic Training; B.S. in athletic training ('09)
The faculty advisor [at my medical school] was amazed that I had the opportunity to truly participate in the full spectrum of research as an undergraduate. "
— Chase Cavayero, medical student at Lake Erie College of Osteopathic Medicince, B.S. in health sciences - pre-clinical ('13),  
Give a Gift - The College of Healh & Public Affairs