Penn State Policies Updates

Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility has been revised.

Policy FN14 Use of University Tangible Non-Capital Property, Capital Property, Supplies, and University Services revised

Policy FN14 Use of University Tangible Non-Capital Property, Capital Property, Supplies, and University Services lasted received a complete review in 2016.  Since that time the financial management system has changed from IBIS to SIMBA and as such the document underwent an extensive review to update terms and processes.  The policy title was changed to remove the word Assets and replace with Property (Non-Capital and Capital).

Policy FN08 Refunds revised

Policy FN08 Refunds was last reviewed in 1992 and since that time legacy system IBIS and ISIS have been replaced with the System for Integrated Management, Budgeting, and Accounting (SIMBA) and LionPATH systems respectively.  All IBIS terms have been replaced with SIMBA terms and ISIS terms have been replaced with LionPATH terms.  The statement indicating that check refunds of $2.00 or less will not be issued was added.  The "waiting period" time was clarified to indicate the waiting period is 14 calendar days.

Policy FN18 University Approval Authorization has been updated to reflect the terminology and processes for Workday and SIMBA.  Workday and SIMBA both deploy standardized approvals/workflows based on the approval roles defined within this policy.  Standing appointment, fixed-term multi-year, and fixed-term 1 appointment types have been updated to become regular staff and limited-term staff.  Additionally, the electronic signature language has been updated to reflect current use of technology for electronic signatures.

Policy FN01 Cash Revenues updated and Policy Guideline FNG03 Cash Revenue Transactions decommissioned

A new policy, AD102 Consensual Relationships, has been published effective January 29, 2021. The purpose of the policy is to communicate the University’s policy regarding consensual romantic or sexual relationships (consensual relationships) between individuals in a supervisory, mentoring, teaching, evaluative, advising, or coaching relationship (supervisory relationship) and between faculty and students within the same academic unit.

A new policy, AD101 COVID-19, has been published effective August 24, 2020. The purpose of the policy is to establish and define the University’s requirements and expectations with respect to masking, social distancing, surveillance testing, contact tracing, gatherings and other measures intended to reduce the risk of spreading the COVID-19 virus within the University community.

Policy Guideline FNG05 Expenditure Guidelines for Costs Not Allowable Under Uniform Guidance has been retire

Effective immediately, Policy Guideline FNG05 Expenditure Guidelines for Costs Not Allowable Under Uniform Guidance has been decommissioned and replaced with Procedure CR2009 Expenditure Guidelines for Costs Not Allowable Under Uniform Guidance. Please update, or create, any "saved as favorite" locations or bookmarks in order to access the new procedure.

Any questions should be directed to Cost Analysis.

New Policy - 

FN27 Establishing and Billing Service Center User Rates is a new policy to replace Policy AD15 Fees and Rates for Facilities and Services effective immediately.  Any "saved as favorites" or bookmarks for AD15 will need to be updated to FN27 Establishing and Billing Service Center User Rates.  Any questions regarding this new policy should be addressed by Cost Analysis, a division of the Office of the Corporate Controller.

A new policy, AD99 University Provided Email Policy, has been published effective February 7, 2020. The purpose of the policy is to establish the eligibility, expectation, and parameters for University provided email.