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Vice President for Finance Division Policies

by ltfehl01 last modified Oct 09, 2009 11:12 AM

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Budget and Financial Planning

Budget Development Flowchart (pdf)

Budget Adjustment Process (pdf)

Budget Guidelines for Centers of Excellence (pdf)

Soft Money Policy (pdf)

Institutional Base Salary (pdf)

Policy on the Management of Endowment and Similar Funds (pdf)

Policy on Continuing Education Financing  (pdf)

Policy on the Transfer of Indirect Cost Recovery (Overhead) Funds  (pdf)

Policy for Budget Entries and Revisions (pdf)

Policy on Auxiliary Enterprise, Service Center and Program Budgeted Overhead (pdf)

Guidelines for Service Centers  (pdf)

Internal Reallocation and Financial Incentive Strategy (pdf)
     Financial Management Incentive Plan (FIP)
     Policy on Lapsed Salaries
     Policy on Capturing Vacant Position Funds

Tuition Remission Cost Sharing on Sponsored Projects for Graduate Research Assistants (pdf)

Tuition Remission for Graduate Assistantships (pdf)

 

Controller's Office

Accounts Payable Checks 08/2004 (pdf)

Accounts Receivable Guidelines 06/2007 (pdf)

Account Reconciliation Guidelines 06/2003 (pdf)

Add a Vendor Procedure 10/2008 (pdf)

Banking Holidays 2008-2012 (pdf)

Cash and Cash Equivalents 06/2007 (pdf)

Claiming Unclaimed Property 04/2008 (pdf)

Cost Sharing (Matching) Requests

Cost Sharing Policy

Debt Policy 05/2007 (pdf)

Definition of Sponsored Activities

De Minimis Gifts for Employees 09/2007 (pdf)
(small employee gifts of appreciation)

Deposit of Checks without Properly Executed Agreements

Designating Funding, Gift or Sponsored Program

Donations 10/2007 (pdf)

Effort Reporting Alignment with Annual Workload Agreements 12/2006 (pdf)

Equipment Capitalization and Fabricated Equipment 06/2007 (pdf)

Establishment of Bank Accounts 12/1997 (pdf)

Exchange vs Nonexchange Revenues 06/2007 (pdf)

Expenditure Authorization 12/2005 (pdf)

Financial Reporting Responsibility 06/2007 (pdf)

Financial Statement Process 06/2007 (pdf)

Fiscal Misconduct Policy 10/2007 (pdf)

Fiscal Year-End Closing 06/2007 (pdf)

Institutional Base Salary 06/2006 (pdf)

Memorial Gifts 07/2007 (pdf)

Month End Closing 05/2008 (pdf)

National City VISA Gift Card 06/2009 (pdf)

Net Asset Classification 06/2007 (pdf)

New Vendor Requirements 01/2009 (pdf)

Non-Payroll Payments 02/2003 (pdf)

OMB Circular A-21

Operating vs Nonoperating Rev and Exp 06/2007 (pdf)

Payments for Human Subjects

Payments to Distinguished Speakers

Payors (vendors) Paying by Electronic Funds Transfer 04/2008 (pdf)

Payroll and Other Expense Transfers 12/2006 (pdf)

Petty Cash Funds 01/2008 (pdf)

Previously-Charged Expenses 06/2007 (pdf)

Program Inactivation 03/2007 (pdf)

Relationship to State 06/2007 (pdf)

Retention of Records 07/2004 (pdf)

Sales and Use Tax 06/2008 (pdf)

Special Request for Return Checks 07/2008 (pdf)

Stop Payment on Checks 02/2003 (pdf)

Stale Dated Checks (Write Off of AP Checks) 06/2007 (pdf)

Timely posting of transactions 05/2005 (pdf)

Tax Exemption Status for States other than KY and W-9 Forms

Transfer of F&A Costs Recovery (Indirects) Funds 07/2005 (pdf)

Travel, Entertainment and Expense Reimbursement Policy 04/2005 (pdf)

Unrelated Business Income Tax Policy 09/2009 (pdf)

Vendor Applications 08/2007 (pdf)


Bursar's Office

Check Cashing for Staff and Students

Foreign Items

Returned Items


Internal Division Policies

Reporting Conventions (pdf)

 

 

Document Actions
Campus Locations

Budget & Financial Planning
Grawemeyer Hall
Room 20
Louisville, Ky.  40292

Phone: 502-852-6166

 

Bursar's Office
Houchens Building
Room 101
Louisville, Ky. 40292

Phone: 502-852-6503

 

Controller's Office
Service Complex
2nd Floor
Louisville, Ky.  40292

Phone: 502-852-7072

 

Audit Services
1900 Arthur Street
Suite 300
Louisville, Kentucky 40208-2769
Phone: (502) 852-8305

 

Vice President for Finance
Grawemeyer Hall
Room 20
Louisville, Ky.  40292

Phone: 502-852-6166