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Financial and Administrative Policies
- Affiliated Faculty Acting as Principal Investigators on Sponsored Awards 1.9.3
- Alcohol Purchases 2.1.1
- Allowability, Reasonableness, and Allocability of Costs on Sponsored Projects 2.1.22
- AR Invoicing And Cash Handling 2.1.33
- Asset Disposition 2.1.15
- Authorized Bank Accounts for Registered University Students 4.3.1
- Awarding of Institutional Financial Aid 4.2.1
- Capital Assets 2.1.13
- Charitable and Non-Profit Contributions and Sponsorships 2.1.30
- Conflict of Interest on Externally Funded Projects 1.3.2 (formerly Conflict of Interest on Federally Sponsored Projects)
- Cost Transfers on Sponsored Projects 2.1.23
- Credit Card Processing 2.1.27
- Effort Commitment on Sponsored Projects 2.1.20
- Electronic Signatures 1.8.5
- Employee Recruiting Expenses 2.1.2
- Employee Reward, Recognition and Acknowledgement 3.3.1
- Entertainment Expenses 2.1.3
- External Debt 2.9.1
- Facilities and Administrative Cost Application, Distribution and Use 2.1.11 (formerly Facilities and Administrative Distribution)
- Facilities and Administrative (F&A) Rates for Sponsored Projects 2.1.19
- Facilities and Administrative (F&A) Return for Multiple PIs 2.1.14
- Facilities and Administrative Rates - On-Campus vs Off-Campus Rate Application 2.1.36
- FACTA Red Flag Policy 1.8.6
- Financial Fraud Prevention 1.3.1
- Financing for Construction Projects 2.3.3
- Formulation and Issuance of University Financial Policies 2.1.9
- Fringe Benefit Rates for Sponsored Projects 2.1.18
- General Funds Fringe Benefits (Uptown Campus) 2.1.25
- Gifts-in-Kind to the University 2.1.10
- Institutional Conflicts of Interest in Research 1.3.5
- Labor Verification on Sponsored Projects 2.1.21
- Meal Expenses 2.1.4
- Motor Vehicle Use 6.3.1
- Non-Monetary Exchanges 2.1.12
- Off-Cycle Payroll Payments 2.7.4
- Operating Cash 2.1.16
- Out-Of-Pocket Expenses 2.1.28
- Payments to Individuals for Services 2.3.1
- Professional Memberships, Certification, Dues and Subscriptions 2.1.5
- Purchasing Card Violations 2.8.1
- Quasi-Endowment Funds 2.6.1
- Real Estate Transactions and Management 2.3.4
- Relocation Expenses 2.1.26
- Restricted Gift and Expendable Endowment Spending Compliance Requirements 2.1.35
- Sales and Service Funds 2.1.32
- Service Centers 2.1.24
- Sick and Vacation Payout Schedule 2.7.1
- Small Dollar Invoice Payment 2.1.8
- Structural Deficit 2.1.17
- Student Travel 1.10.2
- Temporary Overseas Assignment 2.1.34
- Timekeeping for Hourly-Paid Employees 2.7.2
- Travel Advances 2.1.31
- Travel Expenses 2.1.6
- Unmanned Aircraft (Drone) Policy 6.3.2
- Use of University Trademarks for Internal Consumption 1.13.1
- University Sponsorships 1.13.2
- Wireless Communication Stipend 2.1.7
Policies Being Vetted
Related Links
- Currency Rate Converter
- E-mail link for financial policies questions
- FACTA Red Flag Identity Theft Protection Program
- Government Cost Compliance (GCC)
- Guidelines for Authorization of UAS (Drone)
- Federal per diem (per person per day rates)
- Policies FAQs
- Policies Glossary
- Purchasing Basics Brochure
- Sponsored Research Services (SRS)
- Student Travel Decision Tree
- Tax Compliance
- Things to Consider When Selecting a Wireless Carrier
- University Policies, Procedures & Manuals
- University (Board) Rules
- Variant Expense Rate Table
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
- Travel Prepayment Processes
Forms
Forms are interactive unless noted otherwise
- Affiliated PI Relationship Agreement (PDF)
- Auto Insurance Coverage Letter
- Cell Phone Usage Log
- Contractor Status Questionnaire
- Driver Registration and Authorization Form (PDF)
- 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
- Student Travel Authorization Form (for individuals)
- Student Travel Group Authorization & Contact Form
- Student Travel Group Budget Form
- Travel Authorization
- Traveler's Checklist (PDF)
- UAS (Drone) Use Approval Form
Training
Review the presentations used in training
- Allowability, Reasonableness and Allocability of Costs for Sponsored Projects Policy
- Charitable and Non-Profit Contributions and Sponsorships
- Cost Transfers on Sponsored Projects Policy
- Effort Commitment for Sponsored Projects Policy
- Facilities and Administrative (F&A) Return for Multiple PIs
- Financial Fraud Prevention
- First 8 Financial Policies with Revisions
- Travel Expenses
- Meal Expenses
- Purchasing Card Violations
- Alcohol Purchases
- Employee Recruiting Expenses
- Entertainment Expenses
- Professional Memberships, Certification, Dues and Subscriptions
- Employee Reward, Recognition and Acknowledgement
- Formulation and Issuance of University Financial Policies
- General Funds Fringe Benefits
- Gifts-in-Kind to the University
- Labor Verification for Sponsored Projects Policy
- 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
- Understanding Red Flag Regulations and Ensuring Compliance
- Use of University Trademarks for Internal Consumption
- Wireless Communication Stipend Policy