FINANCIAL POLICIES & PROCEDURES QUICK REFERENCE GUIDE
Table of Contents
Section 1 - General
Section 2 – General Accounting
Section 3 – Revenue & Treasury
Section 4 - Disbursements
Section 5 - Insurance
Section 2 – General Accounting
Financial System Account Structure
On-line System
Reading Monthly Reports
Sub code Structure
Transaction References
Processing Accounting Transactions
Interdepartmental Invoices
Salary reallocations
Creating Accounts
Departmental Service Centers
Establishing Rates
Rate Review, Approval and Adjustments
Facilities & Administrative Cost Rates
Fringe Benefits
Restricted Endowment Yield Accounts
Restricted Current Use Gift Accounts
Restricted Special Purpose Accounts
Financial Records Data Warehouse
Section 3 – Revenue & Treasury
Tuition/Fee Rate Schedules
Billing Schedule
Reading the Student Account Statement
Payment Information
Installment Pay Plan – Undergraduate
Installment Pay Plan – Graduate/Medical
Tuition Pre-Payment Plan
Refund Policy
Student tuition tax information
Receipt of Funds
Check Transactions
Wire Transfers
Loans
Brown Card
Declining Balance Accounts
Brown Card Services
Terms & Conditions
Lost or Damaged Cards
Purchasing
Principles and Standards
Vendor Relations and Business Ethics
Solicitation of Bids and Proposals
Non-Building Renovation/Construction
Building renovation/Construction
Sole Source/Single Source Justification
Standard Terms and Conditions
Web Requisition Process
Preferred Vendors
University Purchasing Card
Applying for the Card
Purchasing with the Card
Reconciling Monthly Card Purchases, Transaction Log
Making Changes to Card Status
Sales Tax ExemptionPROFESSIONAL SERVICE AGREEMENTS
Employee Business Expenses
Home internet charges
Mobile Communication DevicesEmployee Moving Expenses
Petty Cash FundPayroll
General Employee Information
Deadlines and Pay Dates
Monthly Payroll
Semi-Monthly Payroll
Weekly Payroll
Student Payroll
Direct Deposit
Pay Adjustments/Special Pay Forms
Overtime & Compensatory Time
General Information
Property insurance
Automobile Use
Driver training, safety, and vehicle use
Rental car coverage
Workers Compensation
Insurance requirements – vendors
Insurance requirements – use of facilities
Student Health insurance
Student Dental programs
Student Property insurance
Tuition Refund insurance program
International SOS Travel Assistance Program
July, 2006