To contain costs, establish better business practices, and respond to audits, financial policies have been developed for use university-wide.

Financial Policies Topics

•     Policy Documents
•     Policy Highlights / Quick Reference
•     Forms
•     Related Links
•     Training Presentations

• Alcohol Purchases
• Allowability, Reasonableness, and Allocability of Cost on Sponsored Projects
• Asset Disposition
  
• Capital Assets
• Charitable and Non-Profit Contributions and Sponsorships Policy **NEW**
  
• Conflict of Interest on Federally Sponsored Projects
• Cost Transfers on Sponsored Projects
• Credit Card Processing 
  
• Effort Commitment on Sponsored Projects
  
• Employee Recruiting Expenses
• Employee Reward, Recognition and Acknowledgement
• Entertainment Expenses
• External Debt 
• Facilities and Administrative Distribution
• Facilities and Administrative (F&A) Rates for Sponsored Projects  
• Facilities and Administrative (F&A) Return for Multiple PIs
• Financial Fraud Prevention 
• Financing for Construction Projects  
• Formulation and Issuance of University Financial Policies
• Fringe Benefit Rates for Sponsored Projects
• General Funds Fringe Benefits
  

• Gifts-in-Kind to the University
• Labor Verification on Sponsored Projects (formerly Effort Reporting on Sponsored Projects)
  
• Meal Expenses 
• Non-Monetary Exchanges
• Off-Cycle Payroll Payments
  
• Operating Cash 
• Payment to Individuals for Services
  
• Professional Memberships, Certification, Dues and Subscriptions
• Purchasing Card Violations 
• Real Estate Transactions and Management
• Relocation Expenses
  
• Service and Testing Activities
• Service Centers
• Sick and Vacation Payout Schedule
• Small Dollar Invoice Payment 
• Structural Deficit 
• Timekeeping for Hourly-Paid Employees
  
• Travel Expenses
  
• Use of University Trademarks for Internal Consumption
  
• Use of University Trademarks for Sponsorships
  
• Wireless Communication Stipend

Related Links

• Currency Rate Converter
• E-mail link for financial policies questions
• Government Cost Compliance (GCC) 
• Federal per diem (per person per day rates) 
• Policies FAQs
• Policies Glossary
• Tax Compliance
• Things to Consider When Selecting a Wireless Carrier 
  
• Sponsored Research Services (SRS) 
• University Policies, Procedures & Manuals
• University (Board) Rules
• Variant Expense Rate Table
  
• Wireless Communication Stipend: Key Things to Know

Additional links and phone contacts are available in the text of each policy.

Policy Highlights / Quick Reference (all PDF)

• Acknowledging an Employee Life Event
• Alcohol Purchases
• Business Meals 
• Entertainment
• Food and Meals Reference List   
• Meals While Recruiting Employees
• Memberships/Dues to a Private Club
• Planning a Recognition of Service Event
• Professional Memberships, Certifications, Dues and Subscriptions
• Relocation
  
• Travel Prepayment Processes

Forms

Forms are interactive unless noted otherwise

• Auto Insurance Coverage Letter
• Cell Phone Usage Log
• Contractor Status Questionnaire 
• Disbursement Document (for Academic Health Center only)
• Exceptions Form
• Foreign Visitor Supplement 
• Mileage Log
• Limited Services Engagement 
• Personal Services Contract 
• Pre-Approval Form
• Reporting Rewards/Bonuses to Payroll
  
• Relocation Expenses - Request for Prepayment
  
• Request for Payment - use current A-114 to submit expenses for reimbursement  (attach completed template to envelope)
• Small Dollar Invoice Authorization Form
• Travel Authorization
• Traveler's Checklist  (PDF)
• Travel Expense Report - use current A-113 (attach completed template to envelope)

Training

Review the PowerPoint presentations used in training

• Allowability, Reasonableness and Allocability of Costs for Sponsored Projects Policy
• Asset Disposition Policy
• Capital Assets Policy
• Charitable and Non-Profit Contributions and Sponsorships  **NEW**
• Cost Transfers on Sponsored Projects Policy
• Effort Commitment for Sponsored Projects Policy
• Effort Reporting for Sponsored Projects Policy 
• Facilities and Administrative (F&A) Return for Multiple PIs
• Financial Fraud Prevention 
• First 8 Financial Policies with Revisions
• Formulation and Issuance of University Financial Policies
• General Funds Fringe Benefits
• Gifts-in-Kind to the University  
• Non-Monetary Exchanges 
• Payments to Individuals for Services
• Real Estate Management and Transactions
• Relocation Expenses
  
• Sick and Vacation Payout Schedule Policy
• Small Dollar Invoice Policy  
• Timekeeping for Hourly-Paid Employees
• Use of University Trademarks for Internal Consumption
  
• Wireless Communication Stipend Policy