Revision Log

Manual Policy Revised On
Financial Services Manual 9.11 Employee Recognition
Updated definitions, links, FAQs, and related information. New policy to limit Employee Recognition events to no more frequently than annually. Update policy to limit cost of meals, light refreshments, and/or non-alcoholic beverages to limits established in FSM 9.13 Business Meals. Update policy to remove farewell events for non-retiree employees leaving the University; these events are no longer permitted with University funds. Update procedures to reflect correct Object Codes, including new Object Codes 5175 Business Meals and 5350 Awards.
Financial Services Manual 9.10 General Expenditure Policy
Policy has been renamed, updated, and reformatted to follow the standard policy template. Improved definitions, streamlined policy statements and procedures, and included frequently asked questions and related information. Created new Allowable Expenditure Summary by Fund Source and Unallowable Expenditures Table. Consolidated policy previously in PCard Manual sections 14.2, 14.3, and 14.5. Removed Business Meeting Expense and Business Entertainment; refer to new policy 9.13 Business Meals. New FAQ to clarify limit on team building expenses to activities that are included as part of Employee Recognition.
Financial Services Manual 9.01 Determining Purchasing Method
Policy has been renamed, updated, and reformatted to follow the standard policy template. Added definitions, streamlined policy statements and procedures, and included frequently asked questions and related information. Created Purchasing Methods Table. Consolidated policy and procedures previously in FSM 9.18 Small Dollar Direct Purchases and PCard Manual sections 6.3, 8.1, 8.2, 8.3, 14.1 and 14.4. Policy change to restrict use of the PCard to external (non-University) Vendors only.
Property Management Manual 11.20 Inter-departmental Sales
Update to Procedure #2a to reflect changes in Object Code procedure. No changes to policy.
Property Management Manual 7.20 Equipment Rental Non-University Purpose
Removed reference to discontinued policy 6.17 Administrative Service Charge.
Financial Services Manual 8.14 Merchant (Bank Card/Credit Card) Acceptance
Removed reference to discontinued policy 6.17 Administrative Service Charge.
Financial Services Manual 2.01 Structure of the Accounting System
Removed reference to discontinued policy 6.17 Administrative Service Charge.
Financial Services Manual 14.10 Travel Authorization
Removal of Supplemental COVID-19 Travel information in Policy section, and updates to Procedure section to reflect new Travel Authorization Process and Blanket Travel Authorizations.
Property Management Manual 15.20 Lost, Stolen or Not Found Equipment
Changes to Procedure #5, Section I to update previously referenced form that no longer exists and replaced with new process. No change to policy.
Financial Services Manual 8.33 University Development Fund Policy and Procedure
Update policy statement 2. b. for clarity and to be inclusive of the addition of alumni to the development area and align with University Philanthropy and Alumni Engagement. Replace definition for Affiliated Organization with Component Unit Affiliate to align with FSM Policy 6.16 Component Unit Affiliates. No change to policy.