Financial Policies are unit policies that are managed by Finance and Budget.
Crosswalk - Guide to Renumbering Previous Manual
1.0 Introduction
1.1 Financial Policy-Making Policy
2.0 Financial Structure
2.1 Structure of the Accounting System
2.2 Account Management
3.0 Financial Administration
3.1 Audit Management
3.2 Component Unit Affiliates
4.0 Budget Administration
4.1 University Budget, Fund Balance, and Reserve Policy
5.0 Revenue
5.1 Invoicing and Accounts Receivable
5.2 Sales Tax
5.3 Multistate Sales and Sales Tax
5.4 Unrelated Business Income Tax
5.5 Cash Receiving
5.6 Merchant (Bank Card/Credit Card) Acceptance
5.7 Change Fund
5.8 Dishonored (Returned) Checks
5.9 Gifts
- 5.9.1 Soliciting and Publicizing Gifts
- 5.9.2 Reviewing and Accepting Gifts
- 5.9.3 Reporting Gifts
- 5.9.4 Processing and Acknowledging Gifts
- 5.9.5 Gift Types
- Addendum: Considerations for Routing Proposals and Awards
5.10 Endowments
5.11 University Development Fund Policy and Procedure
6.0 Expenditures
6.1 General Expenditure Policy
6.2 Determining Purchasing Method
- Purchasing Methods
- Restricted Consumer Quantities List
- Transportation, Handling, and Storage Requirements
6.3 Independent Contractor Services
6.4 Payments to Nonresident Aliens
6.5 Business Meals
6.6 Employee Recognition
6.7 Apparel
6.8 Relocation Policy for Employees
6.9 Technology Allowances and University-owned Cell Phones
6.10 Operational Advances
6.11 Petty Cash Funds
6.12 Financial Compliance Purchasing Card (PCard) Violations
7.0 Student & Postdoctoral Payments
7.1 Introduction to Methods of Student Payments
7.2 Student Scholarship Awards
7.3 Processing Fellowship Awards for Postdoctoral Fellows
8.0 Travel
8.1 Travel Request Approval
8.2 Travel Payment & Funding
8.3 Accountable Plan
8.4 Meal Travel Allowance
8.5 Lodging
8.6 Transportation
8.7 Travel Changes and Cancellations