FSM Revision Log
| Policy | Revised On |
|---|---|
| 9.13 Business Meals Clarified existing requirements for attendee lists and added related FAQ for guidance; no substantive change to policy. |
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| 9.10 General Expenditure Policy Clarified Business Purpose definition and documentation requirements to allow evaluation based on the totality of the full transaction record. No change to policy intent or requirements. |
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| 7.01 University Budget, Fund Balance, and Reserve Policy Update policy 2.3.2 to clarify funds are managed on a budget basis. |
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| 8.12 Gifts Updated select definitions and removed former policy statement 3 to reflect the current organizational structure, terminology, and processes of the University of Arizona Foundation. |
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| 7.01 University Budget, Fund Balance, and Reserve Policy Replace previous budget overview with new policy to establish comprehensive guidelines for budgeting, Fund Balance management, and reserves at the university. |
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| 8.20 Invoicing and Accounts Receivable Updated procedures to clarify the information that should be included on an invoice and the requirement for supporting documentation to be attached to payment claims; no change to policy intent or requirements.. |
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| 8.13 Endowments Updates to endowment type position titles and descriptions to align with the Provost's and Foundation's guidelines. |
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| Purchasing Methods Update to Apparel to allow the purchase of safety gear on the PCard. |
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| 9.21 Apparel Minor clarification to address an inconsistency related to inventory requirements; no change to policy intent or requirements. |
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| 8.14 Merchant (Bank Card/Credit Card) Acceptance Added requirement for departments to notify Treasury/Merchant Services in advance of any merchant account changes to ensure PCI compliance and appropriate fraud controls. |