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
• Tufts Signatory Authority Policy

Controller

• Procurement Card Policies & Procedures
• 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

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

• Allowable Costs
  • Allowability of Costs
  • Allocating Expenses to Sponsored Awards
• Effort
  • NIH Salary Cap
  • NSF 2 months rule
• Participant Support Costs
• Travel on Sponsored Projects
• Budget Revision
• Cost Transfers
• Financial Invoicing and Reporting
  • PHS Termination Notices
• Carry-forward
• No Cost Extension
• Research Incentive Gift Cards

Purchasing

• Bidding Requirements
• 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