Finance Office Forms & Resources

Even with the adoption of TREQ, the College of Education still requires certain forms for financial and procurement processes. Below, you’ll find commonly used forms, standard operating procedures (SOPs), and key resources.

If you're unsure which forms or processes apply to your situation, contact edfiscal@uw.edu for assistance.

📄 Forms & Templates

These commonly used forms can be downloaded in the available formats:

🚗 Mileage Logs (Excel)

• COE 2026 Mileage Log
• COE 2025 Mileage Log
• COE 2024 Mileage Log 

✍️  Email Templates

• [Project Owners] Payments to Non-UW Individuals Docusign Email Template
• [Field Director] Mentor Teacher Payment Docusign Email Template

🎁 Gift Card & Research Subject Payment (RSP) Log (Excel)

• Gift Card and RSP Log (Excel)

📦 FedEx Request

• FedEx Request

📚 Resources

Additional guides and references to help navigate financial processes:

• Required Documentation List – A guide to required paperwork for various finance processes.
• General Travel Guide – An overview of travel-related policies and procedures.
• Scribes – Helpful guides and "how tos"
  • Non-Fiscal ProCard Verification
  • Amazon Purchases
  • TREQ Guides:
    • Travel Pre-Authorization
    • Travel Reimbursement
    • Multi City Travel
    • Setting Up Subscriptions
    • Purchase Request
    • Reimbursement Request
    • Event or Multi Order
    • Adding an Order to a Project

For any questions, email edfiscal@uw.edu.