Penn State Policies Updates

Policy FN03 Substantiation, Disclosure, and Accountability for the Receipt of Contributions from Non-Governmental Sources

Policy FN03 Substantiation, Disclosure, and Accountability for the Receipt of Contributions from Non-Governmental Sources

Policy FN03 Substantiation, Disclosure, and Accountability for the Receipt of Contributions from Non-Governmental Sources underwent an extensive review due to the transformation of the IBIS legacy system to the System for Integrated Management, Budgeting, and Accounting (SIMBA) financial system.

Policy FN14 Use of University Tangible Non-Capital Property, Capital Property, Supplies, and University Services revised

Policy FN14 Use of University Tangible Non-Capital Property, Capital Property, Supplies, and University Services revised

Policy FN14 Use of University Tangible Non-Capital Property, Capital Property, Supplies, and University Services lasted received a complete review in 2016.  Since that time the financial management system has changed from IBIS to SIMBA and as such the document underwent an extensive review to update terms and processes.  The policy title was changed to remove the word Assets and replace with Property (Non-Capital and Capital).

 

Policy FN08 Refunds revised

Policy FN08 Refunds revised

Policy FN08 Refunds was last reviewed in 1992 and since that time legacy system IBIS and ISIS have been replaced with the System for Integrated Management, Budgeting, and Accounting (SIMBA) and LionPATH systems respectively.  All IBIS terms have been replaced with SIMBA terms and ISIS terms have been replaced with LionPATH terms.  The statement indicating that check refunds of $2.00 or less will not be issued was added.  The "waiting period" time was clarified to indicate the waiting period is 14 calendar days.

 

Policy FN18 University Approval Authorization updated

Policy FN18 University Approval Authorization has been updated to reflect the terminology and processes for Workday and SIMBA.  Workday and SIMBA both deploy standardized approvals/workflows based on the approval roles defined within this policy.  Standing appointment, fixed-term multi-year, and fixed-term 1 appointment types have been updated to become regular staff and limited-term staff.  Additionally, the electronic signature language has been updated to reflect current use of technology for electronic signatures.

New Policy - AD102 Consensual Relationships

A new policy, AD102 Consensual Relationships, has been published effective January 29, 2021. The purpose of the policy is to communicate the University’s policy regarding consensual romantic or sexual relationships (consensual relationships) between individuals in a supervisory, mentoring, teaching, evaluative, advising, or coaching relationship (supervisory relationship) and between faculty and students within the same academic unit.

New Policy - AD101 COVID-19

A new policy, AD101 COVID-19, has been published effective August 24, 2020. The purpose of the policy is to establish and define the University’s requirements and expectations with respect to masking, social distancing, surveillance testing, contact tracing, gatherings and other measures intended to reduce the risk of spreading the COVID-19 virus within the University community.

Policy Guideline FNG05 has been retired

Policy Guideline FNG05 Expenditure Guidelines for Costs Not Allowable Under Uniform Guidance has been retire

Effective immediately, Policy Guideline FNG05 Expenditure Guidelines for Costs Not Allowable Under Uniform Guidance has been decommissioned and replaced with Procedure CR2009 Expenditure Guidelines for Costs Not Allowable Under Uniform Guidance. Please update, or create, any "saved as favorite" locations or bookmarks in order to access the new procedure.

Any questions should be directed to Cost Analysis.

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