FSM Revision Log

Policy Revised On
9.20 Financial Compliance Purchasing Card (PCard) Violations
New procedure to provide guidance on self-reporting violations and Purchasing Card Violations issued by FSO Financial Compliance to ensure that violations are issued and handled in a consistent approach.
07/05/2018 - 2:46 pm
9.18 Small Dollar/Direct Purchase Procedures
Updated procedure with standard format.
07/05/2018 - 11:20 am
9.10 Requisitions/Reimbursements
Updated to be consistent with 9.14 Relocation Policy for Employees
07/03/2018 - 11:27 am
14.72 Out-of-State Sales Tax Exemptions
Updated procedure with standard format.
07/02/2018 - 3:23 pm
9.11 Employee Recognition
Updated tax treatment table regarding tickets to sporting or theatrical events, due to change in IRS Guidelines on Employee Achievement Awards.
07/02/2018 - 3:09 pm
14.13 Meal Reimbursement
Updated to eliminate the requirement of lodging in a commercial establishment due to the unique research and business activities conducted at the University. Additional FAQ’s have been added along with clarification of the reduction of meals provided by another entity. This policy update is effective for travel commencing on or after July 1, 2018.
07/01/2018 - 8:30 am
8.13 Endowments
Updated the endowment management fee from 1.35% to 1.25% effective July 1, 2018.
07/01/2018 - 8:07 am
8.20 Invoicing/Accounts Receivable
Reformatted for clarification, to follow the standard policy template and include definitions, procedure, frequently asked questions and related information. No change to policy.
06/26/2018 - 3:36 pm
1.00 Introduction
Section 1.03 Contact List has been removed per Assistant Comptroller.
06/21/2018 - 12:58 pm
1.01 Guide to the Manual
Updated to provide information on the scope and organization of the Financial Services Manual
06/21/2018 - 10:19 am