New, Recently Revised, or Recently Deleted Policies

New or Recently Revised Policies

The policies listed below are new or have had major revisions within the last 3 months. Check back periodically to see if policies you use have been recently updated. To view what has changed, view the policy, then click on history.

The glowing red circle on a policy also indicates that it has been updated within the last 90 days (3 months). Only major changes to policies are listed here.

Accepting and Depositing University Revenue
  • June 21, 2008 - Changed OAM references to OIB. Accounting Services references changed to Treasury Accounting. Other updates made to address rollout of Enterprise Financial System (EFS). Updated procedures and appendices will be updated as they become available.   For more information see history.
Accessing UWide Banking Services
  • June 20, 2008 - Policy updated to account for rollout of the Enterprise Financial System (EFS). Procedures are being added to this policy as they become available. Bankcard Merchant Rates updated.   For more information see history.
Administering University Endowed Chairs
  • June 20, 2008 - EFS related changes   For more information see history.
Assessing Units for Institutional Business Systems
  • June 20, 2008 - Updated to reflect Enterprise Financial System (EFS) rollout. Updates made in Policy Statement, Contacts, Definitions and Responsibilities sections plus procedure.   For more information see history.
Budget Oversight for Non-Sponsored Funds
  • June 21, 2008 - Updated to address rollout of the Enterprise Financial System (EFS). Added Responsibilities section.   For more information see history.
Building Reserves for Capital Equipment Replacement
  • June 20, 2008 - EFS related content changes   For more information see history.
Cellular Device Business Expenses
  • June 20, 2008 - EFS related content changes   For more information see history.
Charging Sponsored Costs Outside the Award Period
  • June 20, 2008 - Policy updated to reflect rollout of Enterprise Financial System (EFS) and CUFS retirement. Procedures for this policy consolidated into one procedure.   For more information see history.
Direct and Facilities and Administrative/Indirect Costs
  • June 20, 2008 - Updated Policy and procedure to reflect Enterprise Financial System rollout.   For more information see history.
Establishing Change and Miscellaneous Payment Funds
  • June 20, 2008 - Removed obsolete forms references, References to Accounting Services changed to Treasury Accounting, Area Manager changed to Dean or Dept Head, and OAM references changed to OIB.   For more information see history.
Financial Data and System Security
  • June 20, 2008 - Policy completely revised to address the Enterprise Financial System rollout. Procedures and Appendices also updated to address EFS.   For more information see history.
Fixed Price Contracts, Including Clinical Trials
  • June 20, 2008 - EFS related content changes. EFS procedures for this policy are under development.   For more information see history.
Internal Access to University Information
  • June 19, 2008 - Updated for EFS rollout. Forms, Definitions, responsibilities, and Contacts sections updated.   For more information see history.
Managing Billings and Receivables Using the Enterprise Financial System (EFS)
  • June 20, 2008 - New Policy. Supercedes Accounts Receivable.   For more information see history.
Managing Nonsponsored Billings and Receivables Using Approved Departmental Systems
  • June 20, 2008 - New policy. Supercedes Accounts Receivable.   For more information see history.
Participating in the Group Income Pool (GIP)
  • June 20, 2008 - EFS related content updates   For more information see history.
Paying for Non-Payroll Expenses
  • June 20, 2008 - Policy completely revised to address the Enterprise Financial System rollout. Procedures are partially developed and will be added as they become available.   For more information see history.
Paying Human Subjects and Maintaining Confidentiality and 1099 Reporting
  • June 20, 2008 - Policy revised to address rollout of the Enterprise Financial System (EFS). Procedures and forms section also revised.   For more information see history.
Purchasing a Professional Service
  • June 20, 2008 - Revised extensively to address rollout of the Enterprise Financial System.   For more information see history.
Purchasing from Targeted Group Businesses
  • June 20, 2008 - Updated to reflect Enterprise Financial System (EFS) rollout.   For more information see history.
Purchasing Goods and Services
  • June 20, 2008 - Revised extensively to address rollout of the Enterprise Financial System.   For more information see history.
Relocating New Employees
  • June 20, 2008 - Revised to address rollout of the Enterprise Financial System.   For more information see history.
Removing Uncollectible Costs Charged to Sponsored Projects
  • June 20, 2008 - Revised to address rollout of the Enterprise Financial System.   For more information see history.
Selecting Investment Options for University Funds
  • June 20, 2008 - Updated to reflect rollout of the Enterprise Financial System (EFS).   For more information see history.
Selling to External Customers
  • June 20, 2008 - Policy completely revised to address the Enterprise Financial System rollout. Approving External Sales, Managing Business Activity, Reporting on Business Activity procedures updated to address EFS.   For more information see history.
Traveling on University Business
  • June 20, 2008 - Policy completely revised to address the Enterprise Financial System rollout. Procedures, Forms, and Appendices I and K revised. Added new procedure: Obtaining and Reconciling Cash Advances.   For more information see history.
Using the University Corporate Travel Card
  • June 20, 2008 - Updated procedures and forms section to reflect use of Enterprise Financial System.   For more information see history.
Using the University Procurement Card
  • June 20, 2008 - Updates made to address Enterprise Financial System rollout. For more details see history.   For more information see history.
Utilizing University of Minnesota Bank Accounts
  • June 20, 2008 - Updated for Enterprise Financial System. The procedures that describe maintaining University Bank Accounts and International Bank Accounts still need to be updated to account for the EFS implementation.   For more information see history.

Recently Deleted Policies

The following policies were removed from the Policy Library within the last 90 days (3 months).

Accounts Receivable
  • June 20, 2008 - Superceded by Administrative Policies: Managing Billings and Receivables Using the Enterprise Financial System (EFS) and Managing Nonsponsored Billings and Receivables Using Approved Departmental Systems