Revision Log
| Manual | Policy | Revised On |
|---|---|---|
| Financial Services Manual | 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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| Financial Services Manual | 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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| Financial Services Manual | 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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| Financial Services Manual | 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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| Financial Services Manual | 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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| Financial Services Manual | Purchasing Methods Update to Apparel to allow the purchase of safety gear on the PCard. |
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| Financial Services Manual | 9.21 Apparel Minor clarification to address an inconsistency related to inventory requirements; no change to policy intent or requirements. |
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| Financial Services Manual | 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. |
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| Financial Services Manual | 9.20 Financial Compliance Purchasing Card (PCard) Violations Clarify roles and responsibilities for departments and cardholders in managing PCard violations, including required timelines for corrective action and repayment. Strengthen compliance measures through enhanced tracking, suspension, and cancellation processes. |
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| Purchasing Policies Manual | 6.7 Travel and Charter Service Removed policy statement 3 to align with FSM 14.15 which prohibits piloting a personal or leased aircraft. |