Policies

The implementation of SIMBA requires the evaluation of all University Financial Policies and Guidelines. After consultation with key constituencies, work will be underway to update, consolidate, and improve our policies to better serve you. Please be aware that due to volume, all policies may not be updated to reflect changes which have been communicated; however, policies will be updated with appropriate and applicable effective dates. Thank you for your patience as we work through this process.

Financial Policies

Introduction - Financial Policies

FN01 Cash Revenues

FN02 Charge Sales and Billing – Under Review

FN03 Substantiation, Disclosure and Accountability for the Receipt of Contributions from Non-Governmental Sources – Under Review (See also FNG01)

FN04 Petty Cash and Change Funds – Under Review

FN05 Operating Cash Funds – Under Review

FN07 Electronic Payments - Credit Cards – Under Review

FN08 Refunds – Under Review

FN09 Scholarships – Under Review

FN10 Other Business Expenses and Activities – Under Review

FN11 Contracts and Leases

FN14 Use of University Tangible Assets, Equipment, Supplies and Services – Under Review

FN15 Establishing or Accepting Funds For Endowed or Named Annually Funded Accounts – Under Review

FN16 Interdepartmental Transactions – Under Review

FN17 Required Use of Approved University Paper Forms Appearing in the General University Reference Utility

FN18 University Approval Authorization Policy – Under Review

FN19 Policy for Handling and Distributing Confidential Internal Audit Reports and Other Documents – Moved (See AD100)

FN20 Student Group Travel Policy – Under Review

FN21 Non-Office Telecommunications Services

FN22 Policy on Institutional and Employee Relationships With Educational Lenders

FN23 Identity Theft Detection, Prevention and Mitigation Program

FN24 Providing Educational Services to Military Service Members – Under Review

FN27 Establishing and Billing Service Center User Rates

Financial Guidelines

FNG01 Flow and Accountability of Gifts and Grants from Non-Governmental Sources – Under Review (See also FN03)

FNG02 Limited Delegation of Contract Approvals

FNG03 Cash Revenue Transactions – Retired

FNG04 Employee Reward and Recognition Programs – Under Review

FNG05 Expenditure Guidelines for Costs Not Allowable under Uniform Guidance – Retired

FNG07 Endowment Spending Stewardship – Under Review

Human Resources

Notice Regarding HR Policies & Guidelines

Many of the University's HR Policies and Guidelines are currently under review. After consultation with key constituencies, work will be underway to update, consolidate, and improve our policies to better serve you. As part of this effort, policies which are no longer in use have been removed from the list below. Please be aware that due to volume all policies may not be updated to reflect changes which have been communicated, however, policies will be updated with appropriate and applicable effective dates. Thank you for your patience as we work through this process.