Policies, Procedures, Guides & Forms

  • The left menu affords users the ability to review Financial Affairs policies by functional area.  Descriptions of each policy, along with additional forms and guides, is found on the sub-pages. Below is a list of all current Financial Affairs policies and forms, searchable by name or policy number.

Policies (All)

Accounting for Foreign Currency – FA 135

Accounting for Applicable Credits – FA 174

Accounting for Pledges Receivable –FA 180

Advance (At Risk) Accounts –FA 179

Approval/Signature Authorization – FA 127

Approval/Signature Authorization Matrix –FA 127A

Banking and Cash Management – FA 105

Budget Amendment Policy – FA 110

Budget to Actual Report Review & Reconciliation – FA 160

Business Asset – Capital Equipment – FA 130

Business Travel and Entertainment – FA 112

Cash Advance Policy – FA 174

Clinical Trials – FA 119

Construction in Progress (CIP) and Software in Progress (SIP) Capitalization – FA 166

Contracts Policy – FA 102

Direct Cost Allocation Policy – FA 186

Distribution of Payroll Checks – FA 133

Donor Gift Processing Policy – FA 117

Employee Mobile Devices Tax Compliance – FA 129

Endowment Fund Accounting Policy – FA 138

Expense Reimbursement Policy – FA 111

FWS Program Reconciliation – FA 176

Gift Policy – FA 162

Joint Venture Policy – FA 189

Merchant Payments, Processing – FA 140

Net Asset Classification – FA 159

New Entities and Presence Policy / International Agreements Review Policy – FA 177

Payment Card Industry Data Security Standard (PCI DSS) Policy – FA 192

Payroll Stop Payment – FA 109

Payroll Withholding Forms Policy – FA 108

PCI DSS Supplier Management Policy – FA 193

Petty Cash & Imprest Checking Accounts – FA 141

ProCard Policy – FA 161

Position Budget & Roster Data Management Policy – FA 194

Record Retention and Destruction Policy – FA 100

Reporting Cash Transactions – FA 181

Returned Checks – FA 137

Revenue Generating Agreement Policy – FA 157

Salary Overpayment Policy and Correction Procedures – FA 164

SAO Accounting for Program Income – FA 172

SAO Cost Sharing on Sponsored Projects – FA 132

SAO Cost Transfer on Sponsored Projects – FA 113

SAO Disclosure Statement (DS2)SAO Effort Reporting – FA 131

SAO Federal Small Business Subcontracting – FA 190

SAO Financial Reporting and Closeouts – FA 158

SAO Overdraft Monitoring Policy – FA 149

SAO Participant Costs – FA 107

SAO Reserve for Losses on Grants & Contracts – FA 163

SAO Service Center Policy – FA 122

SAO Subrecipient Monitoring – FA 143

SAO Transfer of Unobligated Balances – FA 146

SAO Cost HandbookStudent Employees-FICA Policy 1012

Student Status Change Reporting – FA 178

Tax Treatment and Reporting of Athletic and Other Events Policy 1015

Tax Treatment and Reporting of Moving Expenses Policy 1014 

Tax Treatment of Subsidized University Housing for Officers, Faculty and Staff – FA 169

Tax Treatment of University Provided Vehicles (HR Policy 1013) – FA 167

Tuition Remission Tax Liability – FA 103

Unclaimed Deposits of Electronic Receipts – FA 120

Forms (All)

Accounts Payable Payment Forms

Budget Amendment

Chart of Accounts Maintenance

Contract Templates

Journal Job Aids

Journal Templates

Payroll Accounting Adjustment Forms

Petty Cash Reimbursement

Procurement Card

Sub-recipient Monitoring Forms

Miscellaneous Forms