POLICY CHANGES, DELETIONS, ADDITIONS
November 2, 2015 Update
AGM 3.2.1: Responsibility for University Funds
- Retitled from “Authorizing Expenditures”
- Added new Section 5: “Expenditures of Gifts” with new content
- Throughout: minor text changes that do not change policy meaning, and updates to URLs
AGM 5.4.1: Expense Advances
- Authority change to Sr. Associate VP for Finance from VP for Business Affairs & CFO
- Added new content in Section 1.c.: “All advances for travel must include supporting documentation detailing the estimated travel expenses. Human Subject incentives greater than $200.00 per subject cannot be advanced and must be processed as a direct non-purchase order payment in the Expense Requests system.”
- Retitled Section 2.c. from Check Delivery to Delivery of Funds
- Added new Section 3: Expense Reporting, moved 1.e. and 1.f. to this section; added link in 1.e. to Fingate on how to clear advances.
AGM 5.4.2: Travel Expenses
- Authority change to Sr. Associate VP for Finance from VP for Business Affairs & CFO
- Reorganized content from 15 sections to four sections, with Section 2 titled Roles and Responsibilities and Section 3 titled Policies
- Added new subsections to Section 3: Principles: Reasonable and Necessary Expenditures and Economical Transportation Required, which included new text and clarifying text throughout, along with new links to get further details on Fingate and on the Dean of Research websites
AGM 5.4.3: Reimbursable Expenses
- Title change to “Reimbursable Expenses” from “Reimbursement of Expenses”
- Authority change to Sr. Associate VP for Finance from VP for Business Affairs & CFO
- Clarifying content and links added throughout; content reorganized into one section (from two), with three subsections: Stewardship of University Resources, Reimbursable Expenses and Non-Reimbursable Expenses. Content under "Reimbursable Expenses" that was previously in paragraph form now presented in table form.
AGM 5.4.4: Petty Cash Funds
- Authority change to Sr. Associate VP for Finance from VP for Business Affairs & CFO
- Clarifying content and links added throughout; content reorganized into four sections (from seven): Overview and Purpose, Principles, Uses of Petty Cash Funds, and References
September 4, 2015 Update
AGM 3.2.2.: Cost Transfers
Section 1.c., Cost Transfer Policies has been modified to add a requirement for documentation: The allocation methodology used if transferring expenses to multiple PTAs.
AGM 10.2.1: Graduate Student Assistantships
- Section 2.b., Assistantship Eligibility Criteria:
Added “childbirth accommodation” to list of exceptions to the enrollment requirement. - Section 5: Percentage and Period of Assistantship Appointments:
- Changed percentage of one type of permitted assistantship from 55-90% to 60-90%
- Added subsection: 5.e., Shortened Summer Assistantships—NEW!
- Various housekeeping updates, including updating of the link to TAL tables.
September 1, 2015 Update
AGM 10.1.1: Undergraduate Student Employment
- Changed title by omitting “on campus” from end of title
Section 1. Definitions and Distinctions – NEW section
Newly added section contains 6 subsections: Student Hourly Employment, Stipend; Student Residence Roles; Contingent (Casual or Temporary) Employment; Federal Work-Study (FWS); Off-Campus Internships and Off-Campus Employment.
Section 2: Listing Student Jobs
-2.a. Job Listing Services: Added the Handshake system and its URL.
-2.b.: Hours Worked Per Week: Added “During break periods between quarters undergraduates may be employed full time. Thanksgiving recess is not a break between quarters.
-Added new subsections: International Students on F-1 or J-1 visas, and Students on Financial Aid
Section 3. Schedule of Job Categories:
-Added phrase that the schedule is designed to promote consistency in student pay.
-Changed term “salaries” to “wages”
-Added URL to suggested wage scale, which is updated annually
Section 4: Hiring, Paying and Supervising Students
a. Hiring: Added new information on the process of hiring students into the appropriate Job Classification Code.
b. Payment: Deleted mention of FWS Authorization Form and added Axess and pay period information.
e. Sick Time: NEW subsection on procedures for sick time benefits for hourly student employees.