Latest Revisions

Manual Policy Revised On
Financial Services Manual 8.12 Gifts
Update to FAQ 3 to clarify when a letter is required from a faculty or staff member for contributions from which they may indirectly benefit.
Financial Services Manual 8.12 Gifts
Replaced "Gift vs. Grant" Addendum with "Considerations for Routing Proposals" in order to provide more helpful guidance to the campus community on proper routing, as well as acknowledge certain factors that are not determinative. Procedures and FAQs were updated where necessary to reflect the name of the new addendum. No change to policy.
Financial Services Manual 14.10 Travel Authorization
Decommissioned 14.18 Coronavirus Travel Authorization policy and transitioned the following remaining applicable portions to 14.10 Travel Authorization policy: CDC recommendations (3j), Supplemental COVID-19 Travel (12-14) and two FAQs (10 and 11). Policy change eliminates the requirement of Dean/Department Head approval for travel activity.
Financial Services Manual 14.18 Coronavirus Travel Authorization
Policy decommissioned. Refer to Policy 14.10 Revision notice.
Financial Services Manual 8.13 Endowments
Update to Payout Rate and Management Fee percentages effective July 1, 2021
Financial Services Manual 14.18 Coronavirus Travel Authorization
Update to Domestic Out-of-State Travel for latest CDC recommendations for unvaccinated travelers.
Financial Services Manual 9.15 Operational Advances
Minor update to procedure to clarify that either the Business Office or Recipient can initiate and fill out the Operational Advance Request Form. No change to policy.
Financial Services Manual 9.12 Independent Contractor Services
Updated procedures to reflect current practice, including conversion of the ICON form to Adobe Sign and electronic submittal process.
Financial Services Manual 14.18 Coronavirus Travel Authorization
Changes to policy and procedure based on CDC and University guidelines on mask requirements, as well as RII moving to Phase 5
Financial Services Manual 9.15 Operational Advances
Revised policy to increase internal controls and manage risk of Operational Advances. Updated to standard policy template and added frequently asked questions.