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Policies Table of Contents


1. Significant revisions have been highlighted within some revised policies.
2. Additional financial policies are available in the University Policy Directory.


Section I Internal Controls
Section II Financial Accounting Policy
Section III Budget
Section IV Student Financial Policies
Section V Revenue and Collections
Section VI Disbursements General
Section VII Acquisitions of Goods and Services
Section VIII Sponsored Program Activities
Section IX Development and Investments
Section X Physical Resource Management
Section XI Personnel Policies
Section XII Payroll Policies
Section XIII Facilities Management
Section XIV Environmental Health and Safety
Section XV Other Policies



I. Internal Controls [Top]

I.H.1 Fund Raising Projects by Student Organizations on University Grounds

II. Financial Accounting Policy [Top]

II.A.1 Financial Accounting Policy: General
II.A.2 Financial Accounting Policy: University
II.B.1 University Accounting System
II.E.4 Controlling Cash Items

IV. Student Financial Policies [Top]

IV.G.3 Guidelines for Fellowship Disclosure

V. Revenue and Collections [Top]

V.A.1 Revenue Generating Activities
V.A.2 Rate Determination
V.A.4 Tax Information to Employees and Degree Candidates
V.B.1 Cashiering Activities
V.B.2 Credit And Collection
V.B.3 Expenditure Credits and Reimbursements
V.C.1 Event-Based Billing

VI. Disbursements [Top]

VI.A.6 Payments to University Departments
VI.F - VI.H Disbursements [Top]
VI.F.2 Restrictions on Local Funds Expenditures
VI.H.3 Problem Orders

VII. Acquisition of Goods and Services [Top]

VII.C Purchasing: General
VII.C.1 Purchase of Goods and Services from Outside Vendors
VII.C.2 Types of Purchases Which Require Special Processing
VII.C.4 Minority Procurement Programs
VII.D Other Goods and Services
VII.D.2 Use of Motor Pool Vehicles (Revision Pending)
VII.D.4 Equipment Loans
VII.R Contracts
VII.R.6 Equipment Financing
VII.R.7 Treasury Board Equipment Financing Program

VIII. Sponsored Program Activities [Top]

VIII.A.1 Grants and Contracts: Definition, Solicitation, Clearance and Acceptance
VIII.A.2 Grants and Contracts: Responsibility of the Office of Sponsored Programs
VIII.A.4 Grants and Contracts: Documents to be Approved by the Office of Sponsored Programs
VIII.A.5 Grant and Contract Changes
VIII.A.6 Consistent Treatment of Sponsored Programs Costs
VIII.A.7 Lease Versus Purchase Policy
VIII.C.1 Compliance with Sponsor Requirements
VIII.C.1A Compliance with Federal Sponsor Requirements
VIII.C.3 Assigning PTAEOs to Sponsored Programs
VIII.C.5 Property Management and Shared Use of Equipment
VIII.D.1 Indirect Costs
VIII.D.2 Determination of On-Grounds / Off-Grounds
VIII.D.3 Application of Indirect Cost Rates
VIII.E.1 Fixed Assets Accounting (Property): Overview of Government Property
VIII.E.2 Fixed Assets Accounting (Property): Property Included and Excluded
VIII.E.3 Fixed Assets Accounting (Property): Acquisition of Research Equipment and Materials
VIII.E.5 Fixed Assets Accounting (Property): Equipment Title, Disposition and Subcontracts
VIII.E.6 Fixed Assets Accounting (Property): Equipment Screening
VIII.E.7 Excess Expendable Property

IX. Development and Investments [Top]

IX.A. University Development
IX.A.3 Establishment of Funds for Certain Purposes
IX.A.6 Establishment of Named Funds for Certain Purposes
IX.A.8 Sample Named Endowment and Bequest Language
IX.A.9 Employee Charitable Contributions to the University
IX.A.10 Presenting Professorships to the Board of Visitors for Establishment
IX.A.11 Gift in Kind Policies
IX.D. University Investments
IX.D.7 Investment Guidelines for University Endowment Loans to University of Virginia Foundation
IX.D.11 Capitalization of Income in Accounts Eligible for State Matching Funds

X. Physical Resource Management [Top]

X.A.1 Fixed Assets Accounting (Property): Maintenance of Equipment Inventory
X.A.2 Fixed Assets - Releasing UVA Capital Equipment to Another Institution Outside the Commonwealth
X.A.3 Fixed Assets Accounting (Property): Transfer of Research Equipment to the University
X.C.1 Equipment Trust Fund
X.E.1 University Collections
X.E.2 Acceptance and Maintenance of Works of Fine and Decorative Art

XI. Personnel Policies [Top]

XI.D.1 Funding For Events That Recognize/Appreciate Employees

XIII. Facilities Management  l;[Top]

XIII.E.1 University of Virginia Key and Lock Policy

XV. Other Policies [Top]

XV.A.1 Conflict of Interest
XV.B.1 Advertising for Student Attendance
XV.D.2 Requesting a Refund of Student Activity Fees
XV.G.1 Use of University Resources
XV.G.3 University Services and Activities
XV.G.4 Analysis of Unrelated Business Income
XV.H.1 Health Insurance Premium Reimbursements
XV.K.1 Unified Emergency Response Plan