Business and Finance Operations Policies

IdTitleEffective DateResponsible Office
BUS-001 Cell Phone/PDA Use July 1, 2007 Vice Chancellor for Administration and Finance
BUS-002 Vehicle Usage Policy September 7, 2010 Administration & Finance
T92-062 Audit Protocols Policy for UMD September 7, 2010 Board of Trustees
BUS-005 (REV) Employee Moving Expense September 7, 2010 (Rev 1-19-17) Administration & Finance
BUS-006 Guest Apartment Usage Policy and Agreement October 25, 2008 Administration & Finance
BUS-C17-001 Business Expense Policy January 25, 2017 Administration & Finance
ACA-030 BUS-018 Policy on Salary Savings/Recovery November 15, 2018 Academic Affairs/AF
ACA-031 BUS-020 Policy on Carry Forward of Year End Funds January 28, 2019 Academic Affairs/AF
ACA-035 BUS-035 Policy on Online Net Revenue Sharing April 22, 2019 Academic Affairs/AF
ACA-039 BUS-021 Policy on Carry Forward of Academic Program Fees January 28, 2019 Academic Affairs/AF
ACA-040 BUS-022 Policy on Carry Forward of Indirect Cost Return Funds January 28, 2019 Academic Affiars/AF
ACA-041 BUS-023 Policy on Carry Forward of Miscellaneous Funds January 28, 2019 Academic Affairs/AF
ACA-042 BUS-024 Policy on Online Revenue Share Funds Carryforward April 22, 2019 Academic Affairs/AF
ACA-043 BUS-036 Policy on Usage of Online Revenue Share Funds April 23, 2019 Academic Affairs/AF
T97-118 Accounts Receivable Policy December 3, 1997 Board of Trustees
T92-031 Consultant Services February 7, 2001 (As Revised) Board of Trustees
T92-031 Employee Travel Policy & Guidelines February 5, 1997 (As Amended) Board of Trustees
  Fraudulent Financial Activities Policy August 2, 2000 Board of Trustees
T06-061 Internal Audit Charter November 8, 2006 Board of Trustees
T96-073 Inventory Control Policy May 25, 2005 (As Revised) Board of Trustees
T92-031 Investment Policy June 10, 2009 (As Revised) Board of Trustees
  Policy on Investments in New Companies Based on University Technologies May 24, 2006 Board of Trustees
T92-031 Policy for Management of University Funds August 24, 2005 (As Revised) Board of Trustees
  Policy on Approval Process for Fees Related to Trust Funds February 7, 2001 (As Revised) Board of Trustees
T08-028 Policy on Codes of Conduct for University Vendor Relationships w/Guidelines March 19, 2008 Board of Trustees
  Policy for the Development and Administration of Grants, Contracts, and Cooperative Agreements for Sponsored Programs April 6, 1994 Board of Trustees
  Policy on Student Accounts Receivable September 18, 2013 Board of Trustees
  Policy on Trustee Reserve February 2, 1994 Board of Trustees
T94-019 President's Program Fund Policy February 2, 1994 Board of Trustees
  Purchasing Policy (Appendix A) with Guidelines June 12, 2008 (As Revised) Board of Trustees
T07-018 Quasi Endowment Policy June 10, 2009 (As Revised) Board of Trustees
  Trademark & Licensing Policy May 2, 2001 Board of Trustees
  Undergraduate Financial Aid Policy June 3, 1998 Board of Trustees
  Information Technology Acquisition Policy September 26, 2008 Board of Trustees
T08-109 Identity Theft Protection Program December 11, 2008 Board of Trustees
T92-062 Audit Protocols August 5, 1992 Board of Trustees
T93-122 University of Massachusetts Land and Facilities Use Planning Policy June 10, 2009 Board of Trustees
T94-031 University of Massachusetts Individual Transaction Funds Control Policy June 10, 2009 Board of Trustees
T07-113 University of Massachusetts Tuition and Fee Waiver Policy December 14, 2007 Board of Trustees
  University of Massachusetts Graduate Tuition Waiver for Veterans June 12, 2008 Board of Trustees
T08-059 Policy on the Welcome Home Waiver Program June 12, 2008 Board of Trustees
T96-129 University of Massachusetts Debt Policy September 30, 2009 Board of Trustees
T96-136 Principles of Employee Conduct University of Massachusetts December 4, 1996 Board of Trustees
T03-031 Audit Committee Charter February 24, 2010 Board of Trustees
T99-061 University of Massachusetts Record Management, Retention and Disposition Policy August 4, 1999 Board of Trustees
T96-129 University of Massachusetts Policy on Tuition Waivers June 4, 1997 Board of Trustees

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