Business Office
Here to Help
The objective of the Business Office is to provide quality service to students, employees, and the community in the matters of payment information and monetary functions of the college.
Location
‘Ilima Bldg, Room 105
Meet the Fiscal Section
Rafaela Delong
rafaela@hawaii.edu / x9526
- All purchasing, reimbursements & travel for Tuition & Fees Special Fund (TFSF) Departments under:
- Chancellor
- Vice Chancellor for Administrative Services
- Equipment Replacement
- System Strategic Initiatives
- All purchasing, reimbursements & travel for Revenue Generating Community College Revolving Fund (CCRF) Programs:
- Chancellor
- VC for Administrative Services
- Higher Education Emergency Relief Funds (HEERF)
- Conference Center
- Stale Dated Checks
- Reconciliation of Accounts
- Perkins Funds (Accounts that begin w/ “5”)
- P-card Coordinator
- Trust Funds (Accounts that begin with “4”) except:
- PI: Carol Hoshiko
Shanna Hom
skepaa@hawaii.edu / x9886
- All purchasing, reimbursements & travel for Tuition & Fees Special Fund (TFSF) Departments under:
- Dean of Health Programs
- Health Sciences
- Nursing
- EMS
- Vice Chancellor for Academic Affairs
- CELTT
- Library
- Federal Funds (Accounts that begin w/ “6”)
- PI: Brandon Chun
- PI: Grant Itomitsu / Ron Takahashi
- PI: Bob Franco
- Good Jobs
- Professional Fees
- Professional Fees transfer
- Research Training and Revolving Fund (RTRF)
- Reconciliation of Accounts
- Financial Aid (Extramural Funds)
Elisha Shimokawa
ewllum@hawaii.edu / x9253
- All purchasing, reimbursements & travel for Tuition & Fees Special Fund (TFSF) Departments under:
- Dean of Business, Legal, Technology, Culinary, Hospitality
- Culinary (non Monthly Food PO’s)
- All purchasing, reimbursements & travel for Revenue Generating Community College Revolving Fund (CCRF) Programs:
- Summer School
- Honda International Center
- Health Education Non-Credit (HENC)
- Global Learning and Development (GLAD)
- VC for Academic Affairs
- Library
- Passport
- VC for Student Affairs
- EMS
- Culinary
- Reconciliation of TAPS
- Reconciliation of Accounts
- Destiny Invoice Pay Downs
- Reconciliation of Destiny
- Revenue Generating Programs Assessment
Danielle Taguchi
dmiyauch@hawaii.edu / x9529
- All Federal Funds (Accounts that begin w/ “6”) except:
- Higher Education Emergency Relief Funds (HEERF)
- Good Jobs
- PI: Brandon Chun
- PI: Bob Franco
- PI: Grant Itomitsu / Ron Takahashi
- myGRANT Review and Approval
- Reconciliation of Accounts
- Culinary CCRF Budget
Leeann Tollefsen
leeann4@hawaii.edu / x9530
- All purchasing, reimbursements & travel for Tuition & Fees Special Fund (TFSF) Departments under:
- Vice Chancellor for Student Affairs
- Dean of Arts and Sciences
- TAPS; Casual and Overload Payroll
- SECE; Student help payroll
- Salary Overpayments
- KFS Access
- Inventory
- Culinary invoices
- Utility Payments
- UH Telecommunications Request
- Vacation Transfers
- SEED Grants
- Reconciliation of Accounts
- Student Activities Fund
- Invoice Generation
- Culinary monthly food PO’s
Fiscal
Forms & Reference Materials
Extramural Funds
RCUH Financial Portal
Fiscal Operations
PO Terms and Conditions
UH Systemwide Administrative Procedures
State Procurement Office (SPO) Price List
Kuali Financial System (KFS)
- Kuali Financial System Website
- Kuali Basic Navigation Functions Cheat Sheet (pdf)
- Kuali – Creating a Requisition Cheat Sheet (pdf)
- Kuali – PO Flow Chart (pdf)
- Kuali – Expenditure Object Codes (pdf)
- Kuali – Importing from SuperQUOTE Cheat Sheet (pdf)
- Procurement Checklist (pdf)
- PO Terms and Conditions
Requisitions (REQ) / Purchase Orders (PO)
Payment Request (PREQ)
Disbursement Vouchers (DV)
Interdepartmental Order (IDO)
- IDO Form FSO-30 (pdf)
- Kuali – IDO Flow Chart (pdf)
Inventory
- Asset Disposal Form (pdf)
- Asset Transfer Form (pdf)
- Kapi‘olani CC Map – KFS Building Index (pdf)
COVID-19 Interim Procedures
Procurement Forms
- Form 63 – Services Contract (pdf)
- Form 65 – Request for Sole Source (pdf)
- Form 95 – Determination of Cost and Price Reasonableness (pdf)
- Form 107G – University of Hawai‘i Agreement for Services (pdf)
- Form 136 – Purchase of Meals Refreshments Protocol Items (pdf)
- Form 144 – Sole Brand Justification (pdf)
- Form 152 – Request for Emergency Procurement (pdf)
Other Forms
Procurement Card (P-Card)
Information
- P-Card Requiring Prior Approval (pdf)
- P-Card Allowable Purchases (pdf)
- P-Card Unallowable Purchases (pdf)
Websites
Training Materials (Kapi‘olani CC Business Office)
- Kapi‘olani CC P-Card Program Introduction (pdf)
- SAP Concur – PCDO Flow Chart (pdf)
- SAP Concur – Changes (pdf)
- SAP Concur – Creating a PCDO (pdf)
- SAP Concur – Logging in to SAP Concur (pdf)
- SAP Concur – Two Factor Authentication Setup Guide (pdf)
Training Materials (UH System Procurement)
- SAP Concur-Cardholder Training (pptx)
- Navigation (pdf)
- Making Purchases (pdf)
- Allocation and Itemization (pdf)
- PCDO Submittal (pdf)
- Emails and Audit Rules (pdf)
- Requests (pdf)
Procurement Card Document (PCDO)
Travel
- eTravel Website (Regular Employees)
- eTravel – Flow Chart (pdf)
- eTravel – Procedures (pdf)
- Manual Travel Form DISB-4 (pdf) – ie. RCUH Employee, State Employee (non-UH), Student, Student Employee
- Travel Information Form (pdf) – To Determine Taxability
- Third Party Payment – Reportable Object Code (xlsx)
- WH-1 (pdf)
- Request to Travel Memo Template (docx)
- Federal Allowable Rate (FAR)
- Allowable & Disallowable Expenses
- Additional Forms
- Payment
- Allowable Rates & Memos
- Profiler
- Currency Converter
Business Online Submission System (BOSS)
Grant In Aid Payments
- Grant in Aid Payments Matrix (pdf)
- Stipend Information Form (pdf)
- UHCO-2 Form (pdf)
Payroll Deadlines
Revenue Generating Programs
Other Procedures
- Business Cards Procedures (pdf)
- Business Cards Form (pdf)
- Prizes and Giveaways (pdf)
- Uniform Maintenance Allowance (pdf)
- Service and Retirement Awards (pdf)
Meet the Cashiering Section
Cashiers have a range of important responsibilities that encompass various financial tasks. Their areas of responsibility typically include managing Accounts Receivable, which involves tasks like cash collection, deposits, and third-party billing. Additionally, cashiers handle tasks related to Student Refunds and the Distribution of Checks.
Cynthia Chin-Delong
chinc@hawaii.edu / x9888
Jayme Wong
jayme.wong@hawaii.edu / x9774
Cashiering
Forms & Reference Materials
Administrative Procedures
Cash Handling Responsibilities
- Responsibility Matrix – Need updated Form
Deposits
- Deposit-Form-Template (xls)
Advance Deposits
- Kuali-Creating-an-Advance-Deposit-Cheat-Sheet (pdf)
- Kuali-Creating-an-Advance-Deposit-Visual-Cheat-Sheet (pdf)
Credit Card Receipt
Grant In Aid Payments
- Grant in Aid Payments Matrix (pdf)
- Stipend Information Form (pdf)
- UHCO-2-Form (pdf)