Collegiate and Auxiliary Budget Officers
Financial and Administrative Policies
Financial Review and Reconciliation
- Monthly Review of Transactions and Accounts
- Quarterly Reconciliation of Balance Sheet Accounts
- Reconciliation Template (Excel format)
Personnel and Payroll Policies
- Human Resources Policies & Guidelines (HR website)
- Policies on Human Rights, Affirmative Action, and Equal Opportunity (Operations Manual)
- Conflict of Interest in Employment/Nepotism (Operations Manual)
- Policy on Supplemental Activities and Extra Compensation (Operations Manual)
Cash Handling
- Cash Handling Policy
- Cash & Credit Card Receipts (Operations Manual)
Travel and Procurement Card
- Policy on Travel Regulations (Operations Manual)
- Procurement Card Policy (Purchasing website)
- Procurement Card Best Practices (Purchasing website)
Gifts, Grants, and Contracts
- Policy & Procedures on Gifts, Grants & Contracts (Operations Manual)
- NIH Salary Cap (Grant Accounting website)
- Cost Sharing Policy (Grant Accounting website)
- Cost Transfer Policy (Grant Accounting website)
- Research Subject Compensation
- Gift Tax Fee
- Sponsored Project Deficit Status
- Federal or Sponsor Titled Equipment
- Division of Sponsored Programs Policies & Procedures
- Donor Intent Policy (UI Foundation website)
Service Centers
- Service Centers Policy (Financial Management website)
Use of University Resources
- Summary of Purchasing Policies (Purchasing website)
- Policy on Purchasing (Operations Manual)
- Policy on Use of University Supplies (Operations Manual)
- Policy on Usurpation of University Opportunities (Operations Manual)
Records Management
- Records Management Program (Operations Manual)
- University Guidebook on Records Management
University of Iowa Ethics Law
- Ethics and Responsibilities for UI Staff (Operations Manual)
- Regents Code of Business & Fiduciary Conduct
