Business and Finance

General business operations of the University, including accounting and payroll, finance, internal controls, auxiliary operations, housing programs, banking, and risk services

To find policies matching multiple criteria or to refine this list of policies, use the policy search.

AM-A000-7: Official Documentation Required in Support of University Financial Transactions

Subject Area(s): Business and Finance
Effective Date: 06/30/2001
Issuance Date: 06/30/2001
Responsible Office: FA - Financial Accounting

AM-A115-25: Accounting Forms

Subject Area(s): Business and Finance
Effective Date: 12/01/1992
Issuance Date: 12/01/1992
Responsible Office: FA - Financial Accounting

AM-A253-27: Administrative Fund Payments

Subject Area(s): Business and Finance
Effective Date: 02/28/2009
Issuance Date: 02/28/2009
Responsible Office: FA - Financial Accounting

AM-A773-82: Assignments by Vendors and Construction Contractors

Subject Area(s): Business and Finance
Effective Date: 03/01/1999
Issuance Date: 03/01/1999
Responsible Office: FA - Financial Accounting

AM-A783-1: Auxiliary Enterprises

Subject Area(s): Business and Finance
Effective Date: 06/30/1996
Issuance Date: 06/30/1996
Responsible Office: FA - Financial Accounting

AM-C173-13: Cash: Balances of Individual Funds

Subject Area(s): Business and Finance
Effective Date: 03/31/1995
Issuance Date: 03/31/1995
Responsible Office: FA - Financial Accounting

AM-C173-14: Cash: Campus Cash Collection Deposits

Subject Area(s): Business and Finance
Effective Date: 06/30/2003
Issuance Date: 06/30/2003
Responsible Office: FA - Financial Accounting

AM-C173-15-2: Controlled Disbursements Processing

Subject Area(s): Business and Finance
Effective Date: 03/31/2007
Issuance Date: 03/31/2007
Responsible Office: FA - Financial Accounting

AM-C173-15: Cash: Check Controls

Subject Area(s): Business and Finance
Effective Date: 09/30/2007
Issuance Date: 09/30/2007
Responsible Office: FA - Financial Accounting

AM-C173-26: Cash: Deposits and Other Credits

Subject Area(s): Business and Finance
Effective Date: 06/30/1995
Issuance Date: 06/30/1995
Responsible Office: FA - Financial Accounting

AM-C173-61: Cash: Petty Cash Disbursements

Subject Area(s): Business and Finance
Effective Date: 02/28/2009
Issuance Date: 02/28/2009
Responsible Office: FA - Financial Accounting

AM-C173-78: Cash: Unclaimed and Uncashed Checks

Subject Area(s): Business and Finance
Effective Date: 09/30/2007
Issuance Date: 09/30/2007
Responsible Office: FA - Financial Accounting

AM-C173-85: Cash: Credit and Debit Card Program

Subject Area(s): Business and Finance
Effective Date: 03/01/1995
Issuance Date: 03/01/1995
Responsible Office: FA - Financial Accounting

AM-C173: Cash Controls

Subject Area(s): Business and Finance
Effective Date: 06/30/2005
Issuance Date: 06/30/2005
Responsible Office: FA - Financial Accounting

AM-C555-42: Cash: Letters of Credit

Subject Area(s): Business and Finance
Effective Date: 03/31/1995
Issuance Date: 03/31/1995
Responsible Office: FA - Financial Accounting

AM-C557-21: Contracts and Grants: Cash Advance Programs

Subject Area(s): Business and Finance
Effective Date: 12/30/1999
Issuance Date: 12/30/1999
Responsible Office: FA - Financial Accounting

AM-C557-23: Federal Contract and Grant Administration Funds-- Allocations for Administrative and Disallowed Costs

Subject Area(s): Business and Finance
Effective Date: 03/31/2008
Issuance Date: 03/31/2008
Responsible Office: FA - Financial Accounting

AM-C557-38: Indirect Costs Recovered from State Agencies

Subject Area(s): Business and Finance
Effective Date: 03/31/1999
Issuance Date: 03/31/1999
Responsible Office: FA - Financial Accounting

AM-D224-17: Signature Authority

Subject Area(s): Business and Finance
Effective Date: 09/30/2009
Issuance Date: 09/30/2009
Responsible Office: PO - Policy Office

AM-D371-35: Disbursements: Honorarium Payments

Subject Area(s): Business and Finance
Effective Date: 09/30/2009
Issuance Date: 09/30/2009
Responsible Office: PO - Policy Office

AM-E525: Endowment and Similar Funds

Subject Area(s): Business and Finance
Effective Date: 06/30/2000
Issuance Date: 06/30/2000
Responsible Office: FA - Financial Accounting

AM-E526-48: Employee Emergency Loan Fund

Subject Area(s): Business and Finance
Effective Date: 03/31/2007
Issuance Date: 03/31/2007
Responsible Office: PO - Policy Office

AM-F117-73: Supplemental Home Loan Program

Subject Area(s): Business and Finance
Effective Date: 07/11/2017
Issuance Date: 03/31/1994
Responsible Office: FA - Financial Accounting

AM-F235-45: Financial Journals

Subject Area(s): Business and Finance
Effective Date: 10/31/2001
Issuance Date: 10/31/2001
Responsible Office: FA - Financial Accounting

AM-G-327-66 Gifts - Reporting of Pledges

Subject Area(s): Business and Finance
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

AM-G327: Gifts: Tangible and Intangible Property

Subject Area(s): Business and Finance
Effective Date: 06/30/2006
Issuance Date: 06/30/2006
Responsible Office: FA - Financial Accounting

AM-H214-75: Health Sciences Compensation Plans

Subject Area(s): Business and Finance
Effective Date: 09/01/1983
Issuance Date: 09/01/1983
Responsible Office: FA - Financial Accounting

AM-H214-7: Health Care Services: Professional Fees

Subject Area(s): Business and Finance
Effective Date: 09/01/1983
Issuance Date: 09/01/1983
Responsible Office: FA - Financial Accounting

AM-H571-21: Dental Clinics Cost Accounting and Reporting

Subject Area(s): Business and Finance
Effective Date: 01/01/1988
Issuance Date: 01/01/1988
Responsible Office: FA - Financial Accounting

AM-H576-11: California Hospital Commission Accounting Manual

Subject Area(s): Business and Finance
Effective Date: 10/01/1974
Issuance Date: 10/01/1974
Responsible Office: FA - Financial Accounting

AM-H576-12: Medical Centers: Accounting for Capitated Contracts

Subject Area(s): Business and Finance
Effective Date: 06/30/1999
Issuance Date: 06/30/1999
Responsible Office: FA - Financial Accounting

AM-H576-15: Acquisition of Medical Groups

Subject Area(s): Business and Finance
Effective Date: 09/20/1995
Issuance Date: 09/20/1995
Responsible Office: FA - Financial Accounting

AM-H576-18: Hospitals: Cost Reimbursement by Third Party Sponsors

Subject Area(s): Business and Finance
Effective Date: 03/15/1987
Issuance Date: 03/15/1987
Responsible Office: FA - Financial Accounting

AM-H576-28: Hospitals: Financial Evaluation Standards

Subject Area(s): Business and Finance
Effective Date: 07/01/1972
Issuance Date: 07/01/1972
Responsible Office: FA - Financial Accounting

AM-H576-57: Medical Centers: Medi-Cal Supplemental Payments

Subject Area(s): Business and Finance
Effective Date: 06/30/2001
Issuance Date: 06/30/2001
Responsible Office: FA - Financial Accounting

AM-H576-60: Medical Centers: Patient Accounts Receivable

Subject Area(s): Business and Finance
Effective Date: 03/31/2007
Issuance Date: 03/31/2007
Responsible Office: FA - Financial Accounting

AM-H576-61: Hospitals: Patient Activity and Financial Projections (Modeling)

Subject Area(s): Business and Finance
Effective Date: 07/01/1993
Issuance Date: 07/01/1993
Responsible Office: FA - Financial Accounting

AM-H576-62: Hospitals: Plant Asset Accounting

Subject Area(s): Business and Finance
Effective Date: 06/01/1973
Issuance Date: 06/01/1973
Responsible Office: FA - Financial Accounting

AM-H576-67: Hospitals: Reporting Requirements

Subject Area(s): Business and Finance
Effective Date: 08/15/1989
Issuance Date: 08/15/1989
Responsible Office: FA - Financial Accounting

AM-H576-73: Hospitals: Clinical Teaching Support

Subject Area(s): Business and Finance
Effective Date: 12/01/1992
Issuance Date: 12/01/1992
Responsible Office: FA - Financial Accounting

AM-H576-85: Hospitals: Working Capital

Subject Area(s): Business and Finance
Effective Date: 12/01/1992
Issuance Date: 12/01/1992
Responsible Office: FA - Financial Accounting

AM-H576: Medical Centers Accounting

Subject Area(s): Business and Finance
Effective Date: 06/30/2002
Issuance Date: 06/30/2002
Responsible Office: FA - Financial Accounting

AM-I581: Accounting for Supply Inventories

Subject Area(s): Business and Finance
Effective Date: 08/01/1973
Issuance Date: 08/01/1973
Responsible Office: FA - Financial Accounting

AM-I582: Investment Management and Accounting

Subject Area(s): Business and Finance
Effective Date: 03/31/1999
Issuance Date: 03/31/1999
Responsible Office: FA - Financial Accounting

AM-L316-11: Libraries and Collections: Capitalization

Subject Area(s): Business and Finance
Effective Date: 06/30/2005
Issuance Date: 06/30/2005
Responsible Office: FA - Financial Accounting

AM-P-196-30: OASDI and Medicare Contributions

Subject Area(s): Business and Finance
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

AM-P196-13: Payroll: Attendance, Time Reporting, and Leave Accrual Records

Subject Area(s): Business and Finance
Effective Date: 01/01/2020
Issuance Date: 01/31/2020
Responsible Office: FA - Financial Accounting

AM-P196-37: Payroll: Health Sciences Compensation Plans

Subject Area(s): Business and Finance
Effective Date: 12/30/2000
Issuance Date: 12/30/2000
Responsible Office: FA - Financial Accounting

AM-P196-38: Payroll: Interlocation Transfers and Appointments

Subject Area(s): Business and Finance
Effective Date: 12/31/2011
Issuance Date: 12/31/2011
Responsible Office: FA - Financial Accounting

AM-P196-78: Payroll: UCRS Accounting Procedures

Subject Area(s): Business and Finance
Effective Date: 12/30/1998
Issuance Date: 12/30/1998
Responsible Office: FA - Financial Accounting

AM-P196-80: Payroll: Termination Benefits

Subject Area(s): Business and Finance
Effective Date: 03/31/2007
Issuance Date: 03/31/2007
Responsible Office: FA - Financial Accounting

AM-P196-81: Payroll Accounting and Financial Reporting for Other Postemployment Benefits

Subject Area(s): Business and Finance
Effective Date: 08/09/2010
Issuance Date: 08/09/2010
Responsible Office: FA - Financial Accounting

AM-P196-82: Payroll: Accounting for Pensions

Subject Area(s): Business and Finance
Effective Date: 08/09/2010
Issuance Date: 08/09/2010
Responsible Office: FA - Financial Accounting

AM-P415-10: Capitalization of Property, Plant, and Equipment

Subject Area(s): Business and Finance
Effective Date: 03/31/2007
Issuance Date: 03/31/2007
Responsible Office: FA - Financial Accounting

AM-P415-1: Plant Accounting: Capitalization of Expenditures Made from Current Funds

Subject Area(s): Business and Finance
Effective Date: 06/30/1997
Issuance Date: 06/30/1997
Responsible Office: FA - Financial Accounting

AM-P415-32: Plant Accounting: Fabricated Property

Subject Area(s): Business and Finance
Effective Date: 12/20/1998
Issuance Date: 12/20/1998
Responsible Office: FA - Financial Accounting

AM-P415-3: Plant Accounting: Investment in Plant-Capitalization and Elimination in Current Funds

Subject Area(s): Business and Finance
Effective Date: 09/01/2009
Issuance Date: 09/01/2009
Responsible Office: FA - Financial Accounting

AM-P415-71: Plant Accounting: State Capital Projects

Subject Area(s): Business and Finance
Effective Date: 06/01/1997
Issuance Date: 06/01/1997
Responsible Office: FA - Financial Accounting

AM-P415-7: Accounting and Financial Reporting for Intangible Assets

Subject Area(s): Business and Finance
Effective Date: 08/09/2010
Issuance Date: 08/09/2010
Responsible Office: FA - Financial Accounting

AM-R265: Campus Reports to UCOP Finance Office

Subject Area(s): Business and Finance
Effective Date: 06/30/2005
Issuance Date: 06/30/2005
Responsible Office: FA - Financial Accounting

AM-S717: State Claims

Subject Area(s): Business and Finance
Effective Date: 12/31/2004
Issuance Date: 12/31/2004
Responsible Office: FA - Financial Accounting

AM-U167-17: Accounting for UCRS Funds

Subject Area(s): Business and Finance
Effective Date: 06/15/1984
Issuance Date: 06/15/1984
Responsible Office: FA - Financial Accounting

AM-U167-1: University of California Retirement Saving Program

Subject Area(s): Business and Finance
Effective Date: 06/30/2006
Issuance Date: 06/30/2006
Responsible Office: FA - Financial Accounting

AM-U167-78: Tax Withholding from Annuity Payments

Subject Area(s): Business and Finance
Effective Date: 06/30/2004
Issuance Date: 06/30/2004
Responsible Office: FA - Financial Accounting

AM-U538-23: University Extension Concurrent Courses

Subject Area(s): Business and Finance
Effective Date: 07/11/2017
Issuance Date: 09/01/1976
Responsible Office: FA - Financial Accounting

BFB A-47 Direct Costing Procedures

Subject Area(s): Business and Finance
Effective Date: 06/23/2022
Issuance Date: 06/23/2022
Responsible Office: FA - Financial Accounting

BFB-A-17: Housing and Food Service Operations Uniform Cost Accounting System

Subject Area(s): Business and Finance
Effective Date: 08/20/1970
Issuance Date: 08/20/1970
Responsible Office: PO - Policy Office

BFB-A-51: Application of Proceeds from the Sale, Trade-in or Transfer of University Property

Subject Area(s): Business and Finance
Effective Date: 11/01/1974
Issuance Date: 11/01/1974
Responsible Office: FA - Financial Accounting

BFB-A-54: Agency Accounts

Subject Area(s): Business and Finance
Effective Date: 11/15/1987
Issuance Date: 11/15/1987
Responsible Office: FA - Financial Accounting

BFB-A-56: Academic Support Unit Costing and Billing Guidelines

Subject Area(s): Business and Finance
Effective Date: 09/30/2008
Issuance Date: 09/30/2008
Responsible Office: FA - Financial Accounting

BFB-A-59: Costing and Working Capital for Auxiliary and Service Enterprises

Subject Area(s): Business and Finance
Effective Date: 10/13/2008
Issuance Date: 10/13/2008
Responsible Office: FA - Financial Accounting

BFB-A-60: Short-Term Investment Pool (STIP)-Distribution of Income

Subject Area(s): Business and Finance
Effective Date: 07/01/1987
Issuance Date: 07/01/1987
Responsible Office: FA - Financial Accounting

BFB-A-61: Unrelated Business Income and Expenses

Subject Area(s): Business and Finance
Effective Date: 11/01/2020
Issuance Date: 11/30/2020
Responsible Office: FA - Financial Accounting

BFB-BUS-10: Principles of Accountability with Respect to Financial Transactions

Subject Area(s): Business and Finance
Effective Date: 03/18/2019
Issuance Date: 03/18/2019
Responsible Office: FA - Financial Accounting

BFB-BUS-19: Registration and Licensing of University-Owned Vehicles

Subject Area(s): Business and Finance, Facilities and Resources, Procurement
Effective Date: 06/30/1992
Issuance Date: 06/30/1992
Responsible Office: PS - Procurement Services

BFB-BUS-20: Group A Housing System: Funding for Major Maintenance, Replacement, and Improvement of Facilities

Subject Area(s): Business and Finance
Effective Date: 10/16/2006
Issuance Date: 10/16/2006
Responsible Office: FA - Financial Accounting

BFB-BUS-22: Group A Housing System: Detailed Rates

Subject Area(s): Business and Finance
Effective Date: 02/25/1969
Issuance Date: 02/25/1969
Responsible Office: FA - Financial Accounting

BFB-BUS-29: Management and Control of University Equipment

Subject Area(s): Business and Finance, Facilities and Resources, Procurement
Effective Date: 07/01/2007
Issuance Date: 07/01/2007
Responsible Office: FA - Financial Accounting

BFB-BUS-38: Disposition of Excess Property and Transfer of University-Owned Property

Subject Area(s): Business and Finance, Facilities and Resources, Procurement
Effective Date: 11/01/2010
Issuance Date: 11/01/2010
Responsible Office: PS - Procurement Services

BFB-BUS-39: Loss of or Damage to Property of Individuals

Subject Area(s): Business and Finance
Effective Date: 10/15/1987
Issuance Date: 10/15/1987
Responsible Office: RK - Risk / EH&S

BFB-BUS-40: Bond Indenture Interpretation Procedures

Subject Area(s): Business and Finance
Effective Date: 04/01/1970
Issuance Date: 04/01/1970
Responsible Office: FA - Financial Accounting

BFB-BUS-49: Policy for Handling Cash and Cash Equivalents

Subject Area(s): Business and Finance
Effective Date: 09/08/2008
Issuance Date: 09/08/2008
Responsible Office: FA - Financial Accounting

BFB-BUS-55: Determination of Financial Feasibility of Projects Requiring Loan Financing

Subject Area(s): Business and Finance
Effective Date: 04/04/2006
Issuance Date: 04/04/2006
Responsible Office: FA - Financial Accounting

BFB-BUS-63: Insurance Requirements and Certificates of Insurance

Subject Area(s): Business and Finance
Effective Date: 01/01/2012
Issuance Date: 11/08/2010
Responsible Office: RK - Risk / EH&S

BFB-BUS-72: Establishment and Review of Auxiliary Enterprises

Subject Area(s): Business and Finance
Effective Date: 05/01/1981
Issuance Date: 05/01/1981
Responsible Office: FA - Financial Accounting

BFB-BUS-76: Engagements with The Regents' Audit Firm

Subject Area(s): Business and Finance
Effective Date: 07/13/2017
Issuance Date: 02/01/2013
Responsible Office: FA - Financial Accounting

BFB-BUS-79: Expenditures for Business Meetings, Entertainment, and Other Occasions

Subject Area(s): Business and Finance
Effective Date: 07/01/2022
Issuance Date: 12/15/2022
Responsible Office: FA - Financial Accounting

BFB-BUS-80: Insurance Programs for Institutional Information Technology Resources

Subject Area(s): Business and Finance
Effective Date: 12/17/2018
Issuance Date: 12/17/2018
Responsible Office: RK - Risk / EH&S

BFB-BUS-81: Insurance Programs

Subject Area(s): Business and Finance
Effective Date: 10/01/2010
Issuance Date: 10/01/2010
Responsible Office: RK - Risk / EH&S

BFB-BUS-8: Acquisition and Disposition of University Vehicles

Subject Area(s): Business and Finance
Effective Date: 12/16/1991
Issuance Date: 12/16/1991
Responsible Office: PS - Procurement Services

BFB-G-13: Policy and Regulations Governing Moving and Relocation

Subject Area(s): Business and Finance
Effective Date: 03/15/2018
Issuance Date: 03/15/2018
Responsible Office: FA - Financial Accounting

BFB-G-1: Publication and Maintenance of Business and Finance Bulletins

Subject Area(s): Business and Finance
Effective Date: 03/17/2004
Issuance Date: 03/17/2004
Responsible Office: FA - Financial Accounting

BFB-G-37: Proceedings of the California Public Utilities Commission - and of the Other Equivalent Governmental Utilities Regulatory Agencies

Subject Area(s): Business and Finance
Effective Date: 11/20/1997
Issuance Date: 11/20/1997
Responsible Office: FA - Financial Accounting

BFB-G-38: Tax Exemption and Refund Claims Filing for Property Leased by the University

Subject Area(s): Business and Finance
Effective Date: 01/17/2012
Issuance Date: 01/17/2012
Responsible Office: PO - Policy Office

BFB-G-40: Patent Program

Subject Area(s): Business and Finance
Effective Date: 08/01/1994
Issuance Date: 08/01/1994
Responsible Office: FA - Financial Accounting

BFB-G-41 Employee Non-Cash Awards and Other Gifts

Subject Area(s): Business and Finance
Effective Date: 01/01/2024
Issuance Date: 12/11/2023
Responsible Office: FA - Financial Accounting

BFB-G-42: Gifts Presented to Non-Employees on Behalf of the University

Subject Area(s): Business and Finance
Effective Date: 07/01/2019
Issuance Date: 07/24/2019
Responsible Office: FA - Financial Accounting

BFB-G-43: University Membership in Organizations

Subject Area(s): Business and Finance
Effective Date: 10/17/2011
Issuance Date: 10/17/2011
Responsible Office: FA - Financial Accounting

BFB-G-44: Guidelines on Accepting Equity When Licensing University Technology

Subject Area(s): Business and Finance
Effective Date: 10/04/2002
Issuance Date: 10/04/2002
Responsible Office: RI - Research and Innovation

BFB-G-46: Guidelines for the Purchase and Use of Cellular Phones and Other Portable Electronic Resources

Subject Area(s): Business and Finance
Effective Date: 03/30/2012
Issuance Date: 03/30/2012
Responsible Office: FA - Financial Accounting

BFB-G-8: Organization and Responsibilities of the Office of the Senior Vice President - Administration

Subject Area(s): Business and Finance
Effective Date: 03/17/2004
Issuance Date: 03/17/2004
Responsible Office: FA - Financial Accounting

BFB-IA-101: Internal Control Standards: Departmental Payrolls

Subject Area(s): Business and Finance
Effective Date: 04/06/2006
Issuance Date: 04/06/2006
Responsible Office: FA - Financial Accounting

BFB-IS-11: Identity and Access Management

Subject Area(s): Business and Finance, Information Technology
Effective Date: 07/27/2007
Issuance Date: 07/27/2007
Responsible Office: PO - Policy Office

BFB-IS-12 IT Recovery

Subject Area(s): Business and Finance, Information Technology
Effective Date: 07/01/2021
Issuance Date: 07/01/2021
Responsible Office: IT - Information Technology Services

BFB-RMP-4: Vital Records Protection

Subject Area(s): Business and Finance, Information Technology
Effective Date: 04/07/2011
Issuance Date: 04/07/2011
Responsible Office: IT - Information Technology Services

BFB-RMP-7: Protection of Administrative Records containing Personally Identifiable Information

Subject Area(s): Business and Finance, Information Technology
Effective Date: 09/16/2019
Issuance Date: 09/16/2019
Responsible Office: IT - Information Technology Services

BFB-RMP-9a: Guidelines for Access to University Personnel Records by Governmental Agencies a

Subject Area(s): Business and Finance, Information Technology
Effective Date: 07/01/1987
Issuance Date: 07/01/1987
Responsible Office: IT - Information Technology Services

BFB-RMP-9b: Guidelines for Access to University Personnel Records by Governmental Agencies b

Subject Area(s): Business and Finance, Information Technology
Effective Date: 07/01/1987
Issuance Date: 07/01/1987
Responsible Office: IT - Information Technology Services

BFB-RMP-9c: Maintenance, Access, Opportunity to Request Amendment to University Personnel Records c

Subject Area(s): Business and Finance, Information Technology
Effective Date: 07/01/1987
Issuance Date: 07/01/1987
Responsible Office: IT - Information Technology Services

Developing and Maintaining Presidential Policies (Policy on Policies)

Subject Area(s): Academic Affairs, Business and Finance, Clinical Compliance, Conflict of Interest, Ethics, Facilities and Resources, Human Resources, Information Technology, Intellectual Property, Procurement, Research Administration, Student Matters
Effective Date: 07/13/2023
Issuance Date: 07/13/2023
Responsible Office: EC - Ethics, Compliance & Audit Services

Disbursements: Accounting for and Tax Reporting of Payments made through the Vendor System

Subject Area(s): Business and Finance
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

Distribution of Tickets and Passes

Subject Area(s): Business and Finance, Community Relations, Conflict of Interest
Effective Date: 12/10/2018
Issuance Date: 12/10/2018
Responsible Office: GC - Legal Affairs

Export Control

Subject Area(s): Academic Affairs, Business and Finance, Research Administration
Effective Date: 06/21/2018
Issuance Date: 06/21/2018
Responsible Office: RI - Research and Innovation

G-28 Travel Regulations

Subject Area(s): Business and Finance
Effective Date: 01/01/2024
Issuance Date: 04/11/2024
Responsible Office: FA - Financial Accounting

Guidance on Compendium of COI and Integrity Policies

Subject Area(s): Business and Finance, Conflict of Interest, Facilities and Resources
Effective Date: 05/22/2018
Issuance Date: 05/22/2018
Responsible Office: GC - Legal Affairs

Guidelines for Assuring Privacy of Personal Information in Mailing Lists & Telephone Directories

Subject Area(s): Business and Finance, Information Technology
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

Guidelines on Acceptance of Personal Gifts and Gratuities by Employees

Subject Area(s): Academic Affairs, Business and Finance, Conflict of Interest, Procurement, Research Administration
Effective Date: 01/01/2019
Issuance Date: 02/14/2019
Responsible Office: EC - Ethics, Compliance & Audit Services

Guidelines on Payroll Deductions for Employee Contributions for Charitable Drives and Campus Fundraising Campaigns

Subject Area(s): Business and Finance
Effective Date: 12/23/1997
Issuance Date: 12/23/1997
Responsible Office: FA - Financial Accounting

Hoverboard Policy

Subject Area(s): Business and Finance, Facilities and Resources, Student Matters
Effective Date: 03/21/2016
Issuance Date: 05/13/2016
Responsible Office: RK - Risk / EH&S

Implementing Course Materials and Services Fees

Subject Area(s): Business and Finance, Student Matters
Effective Date: 10/07/2009
Issuance Date: 10/07/2009
Responsible Office: BA - Budget Analysis & Planning

Implementing Requirements on Expenses Incurred in Support of Official Responsibilities of the President and Chancellors

Subject Area(s): Business and Finance
Effective Date: 11/01/2016
Issuance Date: 11/01/2016
Responsible Office: FA - Financial Accounting

Independent Consultant Guidelines

Subject Area(s): Business and Finance, Human Resources
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

Institutional Development

Subject Area(s): Business and Finance, Clinical Compliance, Community Relations, Development and Advocacy, Research Administration
Effective Date: 08/26/2014
Issuance Date: 08/26/2014
Responsible Office: IA - Institutional Advancement

Management of Systemwide Mandatory Training Courses

Subject Area(s): Business and Finance
Effective Date: 09/11/2013
Issuance Date: 09/11/2013
Responsible Office: BO - Business Operations

P-196-25 Employee Death Payments

Subject Area(s): Business and Finance
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

Part-Time Study in the University of California

Subject Area(s): Business and Finance
Effective Date: 04/29/2022
Issuance Date: 04/29/2022
Responsible Office: BA - Budget Analysis & Planning

Payroll: Official Pay Dates

Subject Area(s): Business and Finance
Effective Date: 02/01/2017
Issuance Date: 02/01/2017
Responsible Office: FA - Financial Accounting

Plant Accounting: Stop Payment Notices, Prevailing Wage Claims, Assignments, and Liens

Subject Area(s): Business and Finance
Effective Date: 06/02/1969
Issuance Date: 06/02/1969
Responsible Office: FA - Financial Accounting

Policy to Ensure Equal Opportunity in University Business Contracting and Related Administrative Guidelines

Subject Area(s): Business and Finance, Facilities and Resources
Effective Date: 01/01/1996
Issuance Date: 01/01/1996
Responsible Office: FA - Financial Accounting

Presidential Guidelines Governing the UCOP Central Operating Reserve

Subject Area(s): Business and Finance
Effective Date: 07/01/2018
Issuance Date: 02/01/2018
Responsible Office: BO - Chief Operating Officer

Presidential Guidelines Governing the UCOP Strategic Priorities Fund

Subject Area(s): Business and Finance
Effective Date: 07/01/2018
Issuance Date: 02/01/2018
Responsible Office: BO - Chief Operating Officer

Procurement of Foreign Made Equipment and Materials

Subject Area(s): Business and Finance
Effective Date: 04/07/1998
Issuance Date: 04/07/1998
Responsible Office: FA - Financial Accounting

Representation of the University on Letterhead and Business Cards

Subject Area(s): Academic Affairs, Business and Finance, Conflict of Interest, Human Resources
Effective Date: 09/28/1999
Issuance Date: 09/28/1999
Responsible Office: BO - Business Operations

RMP-11 Student Applicant Records

Subject Area(s): Business and Finance, Information Technology
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

Securing the Services of Independent Consultants

Subject Area(s): Business and Finance, Human Resources
Effective Date:
Issuance Date:
Responsible Office: PO - Policy Office

Student Refund Policy

Subject Area(s): Business and Finance, Student Matters
Effective Date: 03/20/1996
Issuance Date: 03/20/1996
Responsible Office: BA - Budget Analysis & Planning

Trademark Licensing Code of Conduct

Subject Area(s): Business and Finance, Intellectual Property
Effective Date: 09/28/2018
Issuance Date: 09/28/2018
Responsible Office: ER - External Relations

UC Employee Housing Assistance Program Requirements

Subject Area(s): Business and Finance
Effective Date: 07/15/2022
Issuance Date: 08/15/2022
Responsible Office: FA - Financial Accounting

UC Independent Contractor Guidelines_Accessible

Subject Area(s): Business and Finance, Human Resources
Effective Date: 01/17/2018
Issuance Date: 01/17/2018
Responsible Office: FA - Financial Accounting

Unmanned Aircraft System (Drone) Policy

Subject Area(s): Academic Affairs, Business and Finance, Community Relations, Facilities and Resources, Information Technology, Intellectual Property, Research Administration
Effective Date: 02/09/2018
Issuance Date: 02/09/2018
Responsible Office: RK - Risk / EH&S

舉報者保護政策

Subject Area(s): Business and Finance, Clinical Compliance, Conflict of Interest, Ethics, Human Resources, Procurement
Effective Date: 05/01/2015
Issuance Date: 04/23/2015
Responsible Office: EC - Ethics, Compliance & Audit Services

舉報者政策 (對疑似不當政府行為指控的報告和調查)

Subject Area(s): Business and Finance, Clinical Compliance, Conflict of Interest, Ethics, Human Resources, Procurement
Effective Date: 01/01/2012
Issuance Date: 01/01/2012
Responsible Office: EC - Ethics, Compliance & Audit Services

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