Contents:

NOTE: The implementation of SIMBA requires the evaluation of all University Financial Policies and Guidelines.  After consultation with key constituencies, work will be underway to update, consolidate, and improve our policies to better serve you. Please be aware that due to volume, all policies may not be updated to reflect changes which have been communicated; however, policies will be updated with appropriate and applicable effective dates. Thank you for your patience as we work through this process.

NOTE: The implementation of SIMBA requires the evaluation of all University Financial Policies and Guidelines.  After consultation with key constituencies, work will be underway to update, consolidate, and improve our policies to better serve you. Please be aware that due to volume, all policies may not be updated to reflect changes which have been communicated; however, policies will be updated with appropriate and applicable effective dates. Thank you for your patience as we work through this process.

Contents

Contents:

• Purpose
• Scope
• Definitions
• Policy
  • Authority
  • Billing Terms
    • Areas of the University NOT Authorized to Maintain Accounts Receivables
    • Areas of the University Authorized to Maintain Accounts Receivables
• Credit Memos/Adjustments/Reversals
• Delinquent Account Procsssing

NOTE: The implementation of SIMBA requires the evaluation of all University Financial Policies and Guidelines.  After consultation with key constituencies, work will be underway to update, consolidate, and improve our policies to better serve you. Please be aware that due to volume, all policies may not be updated to reflect changes which have been communicated; however, policies will be updated with appropriate and applicable effective dates. Thank you for your patience as we work through this process.

Table of Contents:

• PURPOSE:
• SCOPE:
• DEFINITIONS:
• POLICY:
  • ESTABLISHING ACCOUNTS:
    • NAMING ENDOWED OR NAMED, ANNUALLY FUNDED, ACCOUNTS:
    • COMPLIANCE WITH DONOR REQUIREMENTS:
  • STATEMENT OF DONOR INTENT:
  • FUNDING OPTIONS:
    • TYPES OF ENDOWED ACCOUNTS:
      • True Endowments:

Contents:

• PURPOSE:
• SCOPE:
• DEFINITIONS:
• POLICY:
  • GENERAL RESPONSIBILITIES:
  • CREDIT CARD PROCESSING:
    • Merchant Responsibilities:
  • ESTABLISHING A MERCHANT ACCOUNT OR TERMINAL:
  • CONTROL AND REPORTING:
  • TERMINATING MERCHANT OR TERMINAL IDs:
  • RETURNS AND REFUNDS:

CONTENTS:

• PURPOSE
• SCOPE
• DEFINITIONS
• PROGRAM REQUIREMENTS
  • ELIGIBILITY
  • SELECTION CRITERIA
  • TYPES OF AWARDS
  • AWARD PRESENTATION CEREMONY
  • REGULAR EVALUATION
• NON-COMPLIANCE
• EXCEPTIONS
• VIOLATIONS
• SANCTIONS

Contents:

• PURPOSE
• DEFINITIONS
• SCOPE
• POLICY
  • RECIPTING REQUIREMENTS FOR CONTRIBUTIONS MADE TO THE UNIVERSITY
    • Information Disclosure for "Quid Pro Quo" Contributions:
  • CONTRIBUTION GENERAL ACCEPTANCE PRACTICES
  • CONTRIBUTION SPECIAL ACCEPTANCE PRACTICES
    • Restricted Grants
    • Restricted Research Grants

Contents: