Business and Finance Bulletins

A Series: Accounting
BUS Series: Business Affairs
G Series: General
IA Series: Internal Audit
Current Information Security (IS) Bulletins
RMP Series: Records Management and Privacy

A Series - Accounting

BUS Series - Business Affairs

Section 2: BUS-2, Tax-Free Alcohol Permits, Records, and Operations PDF
Section 4: BUS-4, University Commodity Codes for Equipment and Supplies
Section 7: BUS-7, Use of State of California Pool Cars and Garage Facilities PDF
Section 8: BUS-8, Acquisition and Disposition of University Vehicles PDF
Section 19: BUS-19, Registration and Licensing of University-Owned Vehicles PDF
Section 20: BUS-20, Group A Housing System Funding for Major Maintenance, Replacement, and Improvement of Facilities PDF
Section 22: BUS-22, Group A Housing System, Detailed Rates PDF
Section 23: BUS-23, Insurance Coverage for Students Engaged in Off-Campus Activities [rescinded]
Section 29: BUS-29, Management and Control of University Equipment PDF
Section 34: BUS-34, Securing the Services of Independent Consultants PDF
Section 35: BUS-35, Vehicle Accident Reporting and Claim Procedures [obsolete]
Section 38: BUS-38, Disposition of Excess Property & Transfer of University-Owned Property PDF
Section 39: BUS-39, Loss of or Damage to Property of Individuals PDF
Section 40: BUS-40, Bond Indenture Interpretation Procedures PDF
Section 41: BUS-41, Funding of Student Center Maintenance, Repairs, and Improvements - References [obsolete]
Section 43: BUS-43, Materiel Management PDF
Section 46: BUS-46, Use of University Vehicles PDF
Section 49: BUS-49, Policy for Cash and Cash Equivalents Received PDF
Section 50: BUS-50, Controlled Substances Program PDF
Section 54: BUS-54, Operating Guidelines for University Supply Inventories PDF
Section 55: BUS-55, Determination of Financial Feasibility of Projects Requiring Loan Financing PDF
Section 56: BUS-56, Materiel Management: Purchases from Entities Violating State or Federal Water or Air Pollution Law PDF
Section 63: BUS-63, Insurance Requirements/Certificates of Insurance PDF
Section 65: BUS-65, Guidelines for University Mail Services [rescinded]
Section 72: BUS-72, Establishment and Review of Auxiliary Enterprises PDF
Section 74: BUS-74, Business Travel Accident Insurance [rescinded]
Section 76: BUS-76, Engagements with The Regents' Audit Firm PDF
Section 77: BUS-77, Independent Contractor Guidelines PDF
Section 78: BUS-78, A Guide to the Political Reform Act of 1974 [rescinded]
Section 79: BUS-79, Expenditures for Entertainment, Business Meetings, and Other Occasions PDF
Section 80: BUS-80: Insurance Programs for Information Technology Systems PDF, 8/9/2010
Section 81, BUS 81: Insurance Programs PDF, 10/1/2010

G Series - General

Section 1: G-1, Publication and Maintenance of Business and Finance Bulletins PDF
Section 8: G-8, Organization and Responsibilities of the Office of the Senior Vice President - Administration PDF
Section 13: G-13, Policy and Regulations Governing Moving and Relocation PDF
Section 24: G-24, Appointment of University Notaries Public [rescinded]
Section 28: G-28, Policy and Regulations Governing Travel PDF
Section 29: G-29, Procedures for Investigating Misuse of University Resources — Rescinded; replaced by the Whistleblower Policy and the Whistleblower Protection Policy
- Whistleblower Policies Homepage
Section 32: G-32, Reimbursement for Overtime Meals [rescinded]
Section 34: G-34, Bankruptcy Claims [rescinded]
Section 37: G-37, Proceedings of the California Public Utilities Commission - and of the Other Equivalent Governmental Utilities Regulatory Agencies PDF
Section 38: G-38, Tax Exemption and Refund Claims Filing for Property Leased by the University PDF
Section 39: G-39, Conflict of Interest Policy and Compendium of Specialized University Policies, Guidelines, and Regulations Related Conflict of Interest PDF
Section 40: G-40, University of California Patent Program
Section 41: G-41, Policy on Employee Non-Cash Awards and Other Gifts PDF
Section 42: G-42, Policy on Gifts Presented to Non-Employees on Behalf of the University PDF
Section 43: G-43, Policy on University Membership in Organizations PDF
Section 44: G-44, Guidelines on Accepting Equity When Licensing University Technology PDF
Section 45: G-45, Implementing Requirements on Expenses Incurred in Support of Official Responsibilities of the President and Chancellors PDF
- Issuance Letter, July 30, 2010
Section 46: G-46, Guidelines for Purchase and Use of Cellular Phones and Other Portable Electronic Resources PDF

IA Series - Internal Audit

IA-001, Internal Control Standards Introduction
IA-101, Internal Control Standards Departmental Payrolls PDF
IA-403, Internal Control Standards Issuance and Control of Operating Cash Funds (rescinded) replaced by
- BUS-49, Policy for Handling Cash and Cash Equivalents PDF

The Associate Vice President - Information Technology Services develops and publishes policies applicable to information technology at the University of California, including the Information Systems series of the Business and Finance Bulletins. The IS bulletin series was launched in 1985 primarily to address procedural matters between the Office of the President and the UC campuses regarding administrative computing. Several bulletins have been updated and new ones are being developed to reflect the broader scope and impact of information technology within the University enterprise today.

The AVP-ITS is also responsible for related policies, guidelines, and recommended practices for the electronic environment:

Electronic Communications Policy PDF
Management Guide for Information Security at UC

For questions about the IS bulletins and other policies related to information technology, contact Systemwide IT Policy Director Robert Smith.

Current Information Security (IS) Bulletins

RMP Series - Records Management and Privacy

Section 1: RMP-1, University Records Management Program PDF
Section 2: RMP-2, Records Retention and Disposition PDF
Section 3: Forms Management Guidelines (See also June 20, 2007 letter regarding the transfer of the UC Forms Coordination Program to UC Printing Services Berkeley)
- RMP-3, Forms Management Guidelines [rescinded]
- RMP-3, Appendix A - Form Design and Production [rescinded]
- RMP-3, Appendix B - Forms Available Through the Planned Purchasing Program [rescinded]
Section 4: RMP-4, Vital Records Protection PDF
Section 5: Records Retention Program for Financial Documents Pertaining to Federal Awards to the University [rescinded]
- RMP-5, References, Introduction, Records Destruction, Procedures, Responsibilities
- RMP-5, Exhibits
Section 6: RMP-6, Microfilm Guidelines [rescinded]
Section 7: RMP-7, Privacy of and Access to Information Responsibilities PDF (See also April 19, 2005 interim update)
Section 8: RMP-8, Legal Requirements on Privacy of and Access to Information [rescinded]
Section 9: Guidelines for Access to University Personnel Records by Governmental Agencies
Section 10: RMP-10, Instructions for Responding to Subpoena [rescinded]
Section 11: RMP-11, Student Applicant Records PDF
Section 12: RMP-12, Guidelines for Assuring Privacy of Personal Information in Mailing Lists and Telephone Directories PDF

Presidential Policies