Finance Policies & Procedures

General Finance Policies

• Business Conduct Policy
• Acceptance of Personal Gifts and Entertainment
• Policy on Audits Conducted by External Regulatory Agencies
• Policy on Regulatory Compliance
• Red Flag Rules for Identity Theft
• Service Center Policy
• Signatory Authority Policy

Controller

• Procurement Card Policy
• Scholarships, Fellowships, Awards, Stipends
• Travel Policies & Procedures
• Travel Card Policies & Procedures (PDF)

Bursar

• Bursar Advances
• Emergency Loans
• Financial Clearance
• Methods of Payment
• Student Refunds
• Tuition Refund Policy

General Accounting

• Capital Expenditure Authorization Process
• Gifts Other than Securities: Cash/Check/Other
• Business Expense Guidelines
• Business Expense Policy
• Travel Expense Guidelines

Purchasing/Procurement

• Auction Purchasing Policy and Form
• Competitive Bid Policy
• Cell Phone & Internet Policy
• Debarred Vendors
• General Capitalization Policy
• Gifts and Entertainment
• Payment Terms
• Purchase Order and Payment Inquiry
• Purchasing Capital Equipment
• Vendor Relations/Fair Trade

Treasury

• Policy for Accepting Credit Card and eCommerce Payments
• Endowment Policy Statement
• Equipment Leasing Policy and Procedures
• Making a Gift of Securities
• Opening Bank Accounts
• Requesting a Check Payment in Foreign Currency
• Requesting a Payment via Wire Transfer

Sponsored Award Management

• Cost Transfer Policy
• Salary and Wage Distribution and Certification Policy
  Payroll Recertification Form

      Additional related policies, guidelines, and forms can be found on the OVPR Award Management page.