Policies & Forms

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Policy	Policy ID #	Effective	Related Forms
University Card Policy	FIN001.01	06/2021	Application Cardholder Agreement Surrender Form
Purchasing and Payment Policy	FIN002.03	06/2021
Catering / Food / Meals Object Code Examples		06/2013
Travel Policy	FIN003.01	06/2021
University Vehicle Policy	FIN005.01	03/2009
Records Retention Policy	FIN006.01	04/2024	Records Retention Schedule
Identity Theft Prevention Policy	FIN007.01	06/2009
Alternative Investment Policy	FIN008.01	01/2009
Investment Policy	FIN009.01	05/2017
Short Term Operating Investment Pool Policy	FIN029.01	11/2013
Unrelated Business Income (UBI) Policy	FIN010.01	03/2009
Post Issuance Tax Exempt Bond Compliance Policy	FIN011.02	04/2020
Animals on Campus	FIN019.01	06/2013
Cash Handling Policy	FIN021.01	06/2013
Contract Policy	FIN022.03	02/2024	Contract Checklist
Food and Beverage Policy	FIN023.01	06/2013
Cost Transfer Policy	FIN024.01	06/2013
Effort Reporting Policy	FIN025.01	06/2013
Facilities and Administrative Cost Policy	FIN026.01	06/2013
Fringe Benefits Policy	FIN027.01	06/2013
Insurance Purchasing Policy	FIN030.01	06/2024
Gift Grant Classification Policy	FIN028.01	06/2013
Treasury Operations Policy	FIN031.01	09/2024