Policy | Procedure(s) |
---|---|
FINA 1.00 [pdf] - Chart of Accounts |
FINA 1.00 Procedure [pdf] - Chart of Accounts |
FINA 1.20 [pdf] - Custodial Funds (Z Funds) |
FINA 1.20 Procedure [pdf] - Custodial Funds (Z Funds) |
FINA 1.21 [pdf] - Sales and Services Funds (E Funds) |
FINA 1.21 Procedure [pdf] - Sales & Services Funds (E Funds) FINA 1.21 Procedure [pdf] - Recharge Centers |
FINA 1.22 [pdf] - Loan Funds (T Funds) |
|
FINA 1.23 [pdf] - Internal Funds (N Funds) |
FINA 1.23 Procedure [pdf] - Internal Funds (N Funds) |
FINA 1.24 [pdf] - Local Appropriations |
|
FINA 1.25 [pdf] - State Funds (G Funds) |
Policy | Procedure(s) |
---|---|
FINA 2.06 [pdf] - Internal Charges |
|
FINA 2.12 [pdf] - Accounts Payable |
FINA 2.12 Procedure [pdf] - Accounts Payable FINA 2.12 Procedure [pdf] - Interdepartmental Transfers |
FINA 2.13 [pdf] - Honorariums and Royalties |
|
FINA 2.14 [pdf] - Acquisition and Payment of Goods and Services |
FINA 2.14 Procedure [pdf] - Acquisition and Payment of Goods and Service
FINA 2.14 Procedure [pdf] - Food Purchased with Sponsored Awards |
FINA 2.15 [pdf] - Accounts Payable Payment Schedule |
|
FINA 2.20 [pdf] - Membership Dues |
|
FINA 2.30 [pdf] - Wireless Communications Stipends |
FINA 2.30 Procedure [pdf] - Wireless Communications Stipends |
FINA 2.60 [pdf] - Miscellaneous Accounts Receivable |
FINA 2.60 Procedure [pdf] - Miscellaneous Receivable |
Policy | Procedure(s) |
---|---|
FINA 2.70 [pdf] - Card Programs |
FINA 2.70 Procedure [pdf] - Card Programs |
FINA 5.10 [pdf] - Cash Management |
FINA 5.10 Procedure [pdf] - Cash Management FINA 5.10 Procedure [pdf] - Contracts in Foreign Currency |
FINA 5.20 [pdf] - Banking |
FINA 5.20 Procedure [pdf] - Revolving Bank Accounts |
FINA 5.30 [pdf] - Endowment Management |
|
Policy | Procedure(s) |
---|---|
FINA 1.30 [pdf] - Records Retention |
FINA 1.30 Procedure [pdf] - Records Retention |
FINA 1.50 [pdf] - Foreign Gift and Contract Section 117 Reporting |
FINA 1.50 Procedure [pdf] - Foreign Gift and Contract Reporting
|
FINA 2.40 [pdf] - Independent Contractors |
FINA 2.40 Procedure [pdf] - Independent Contractor
|
FINA 3.12 [pdf] - Time and Effort Reporting |
FINA 3.12 Procedure [pdf] - Time and Effort Reporting |
FINA 3.31 [pdf] - Subrecipient Monitoring |
FINA 3.31 Procedure [pdf] - Subrecipient Monitoring
|
FINA 3.35 [pdf] - Cost Transfers |
FINA 3.35 Procedure [pdf] - Cost Transfers |
FINA 5.40 [pdf] - Financial Management Disclosure |
|
FINA 5.50 [pdf] - Tax Exempt Bonds |
|
FINA 5.60 [pdf] - External Audit Management |
|
FINA 7.10 [pdf] - Tax Management | FINA 7.10 Procedures [pdf] - Tax Management |
UNIV 1.70 [pdf] - Drug and Alcohol Abuse Prevention Program |
UNIV 1.70 Procedures [pdf] - Drug and Alcohol Abuse Prevention Program
|
Policy | Procedure(s) |
---|---|
FINA 2.50 [pdf] - Travel – Employees and Students |
FINA 2.50 Procedure [pdf] - Travel |
FINA 2.51 [pdf] - Relocation and Moving Allowance |
FINA 2.51 Procedure [pdf] - Relocation and Moving Allowance |
Policy | Procedure(s) |
---|---|
FINA 2.82 [pdf] - Asset Management |
FINA 2.82 Procedure [pdf] - Asset Management |
FINA 7.00 [pdf] - Capital Planning Policy |
Policy | Procedure(s) |
---|---|
FINA 3.00 [pdf] - Sponsored Awards |
FINA 3.00 Procedure [pdf] - Carryforwards FINA 3.00 Procedure [pdf] - Cost Share
FINA 3.00 Procedure [pdf] - Equipment Management FINA 3.00 Procedure [pdf] - External Audits FINA 3.00 Procedure [pdf] - Participant Support Costs
FINA 3.00 Procedure [pdf] - Post Award Process FINA 3.00 Procedure [pdf] - Pre-Award Costs FINA 3.00 Procedure [pdf] - Principle Investigator Disengagment FINA 3.00 Procedure [pdf] - Program Income |
FINA 3.40 [pdf] - Cost Accounting Standards (CAS) |
FINA 3.40 Procedure [pdf] - Cost Principles |
FINA 3.50 [pdf] - Pre-Award Financial Review of Nongovernmental Entities |
FINA 3.50 Procedure [pdf] - Pre-Award Financial Review of Nongovernmental Entities |
Policy | Procedure(s) |
---|---|
FINA 6.00 [pdf] - Employee Payroll |
FINA 6.00 Procedure [pdf] - Employee Payroll |
FINA 6.01 [pdf] - Payroll Overpayments |
|
FINA 6.11 [pdf] - Employee Housing |
Policy and Procedure Resources
The Controller’s Office has launched a new webinar series to support the comprehensive updates made to its policies and procedures last fiscal year. Designed to promote campus-wide awareness, this series offers high-level overviews of key changes across a range of important topics, including the Chart of Accounts, Accounts Payable, Compliance, Sponsored Awards, and more. These sessions provide faculty and staff with a valuable opportunity to stay informed and aligned with current practices.
These policies offer a detailed overview of the Chart of Accounts, highlighting the structure and purpose of major account code categories such as assets, liabilities, revenues, expenditures, and transfers.
The below training resources are available: