What's New

Quick Reference: Financial Policy Summaries

Effective 07/01/2019
The Revised Independent Contractor Policy with early adoption encouraged can be found
 here.

Effective 01/01/19
Software Accounting Policy - Previously Accounting for Internally-Developed Software
12/18/18 - Slides from 12/18/18 Software Accounting Policy Information Session

New 7/1/18 
Procurement Policy - new policy effective 7/1/18
Financial Management of Property, Plant and Equipment - updated 7/1/18

10/25/18 - Slides from 10/25/18 Prize, Grant, Award or Fellowship Policy Review Session

09/27/18 - Slides from 09/27/18 Travel Policy Information Session

08/23/18 - Slides from 08/23/18 Back to School Financial Policy Refresher Information Session

06/29/18 - Slides from 06/29/18 Procurement Policy Information Session

06/28/18 - Slides from 06/28/18 Property, Plant and Equiment Information Session

04/26/18 - Slides from 4/26/18 Vendor Set-Up Process Policy Information Session

02/22/18 - Slides from 02/22/18 Taxable Reimbursements Policy Information Session

01/25/18 - Slides from 01/25/18 ROPPA Policy Information Session

01/18/18 - Guidance Regarding Gifts to Donors

01/17/18 - ROPPA Training Requirements

10/01/17 - Bank Accounts Policy has been updated

10/01/17 - DUNS, Tax ID and EIN Numbers FAQ

Recent Additions

10/26/17 - Slides from the Unrelated Business Income Tax (UBIT) Session

9/15/17 - Definition of Receipts - Guidance on what is required for a receipt

9/1/17 - The Human Subject Payments Policy has been updated with additional training materials

Online ROPPA Training (Responsibilities of Purchasers, Preparers and Approvers Policy)

Informational Brochure: Reference Guide for Purchasers

Sponsored Travel Policy Update Brochure