UCAR Finance & Administration

F&A Issued Guidelines

Finance and Administration Guidelines are issued on various subject matters that require unique processing procedures or clarification beyond previously documented information. They are intended to enhance current administrative policies and procedures and to provide a consistent methodology for applying existing rules to various topics.

The Guidelines go through a rigorous review and comments process including review by the Business Managers Working (BMW) Group and Finance and Administration Management. Other groups, such as the Cost Accounting Committee (CAC), the Budget and Planning Systems Group (BPSG) and the UCAR Office of Programs (UOP) Administrative Group are included in the review process as deemed necessary.

To ensure that the information contained in the various guidelines continues to apply to current operations, the guidelines are reviewed periodically and updated as needed. Each guideline references a revised date at the end of the document.

To view a specific guideline document, select the title of the guideline from either the alphabetical title listing or the subject group listing. Additionally, a listing by date issued or revised is provided as a quick way to scan the latest issuances and revisions.

Each document may be printed using the print functions available within your browser. If your browser is unable to print a copy, then a hard copy may be optained by contacting Shelley Richards-Craig in the Budget and Finance Office. Questions about any of the guidelines should also be directed to Shelley Richards-Craig, x8857 or scr@ucar.edu.

Guidelines Listed Alphabetically by Title

Accounting for Computer Software Developed or Obtained for Internal Use: Issued April 2003
Allocable Accounting: Issued December 1998
Chargeback Manual: Issued December 1999
Cost Share: Issued February 2004
Direct Agreement Funds Tracking Guidelines: Issued December 2005
Expenditure Transfer Guidelines: Issued April 2008, Revised June 2008
General Purpose Equipment Purchases: Issued May 1996
Guidelines for Facility Usage, Service Centers and Recharge Centers: Issued May 2000, Revised February 2005
Guideline for International Airfare - Fly America Act - UCAR Waiver Checklist Compliance: Issued April 2008
Guidelines for Sponsored Memberships: Issued August 1999
Honorarium Payment: Issued May 1997
Indirect Cost Pool Guidelines: Issued December 1997, Revised January 2005
Interagency Agreement Funds Tracking Guidlines: Issued December 2005
Intergovernmental Personnel Assignment: Issued June 1996
Management Fee: Issued June 1996, Revised November 1998
Management Guidelines for the Development of the Indirect Cost Rate Proposal: Issued April 2000, Revised June 2002
Non-Refundable Airfare Guidelines: Issued May 2000
Overspending: Issued September 1994, Revised June 1996, September 1997, June 1999, March 2002
Participant Support Costs: Issued February 1995, Revised May 1996, Revised July 2004
Petty Cash and Check Cashing Guidelines: Issued October 1984, Revised October 1997, January 1999, May 2000, March 2007
Prespending: Issued September 1994, Revised June 1996, September 1997, June 1999, March 2002
Program Change and Reprogramming: Issued February 2004
Reimbursable Indirect Cost Programs: Issued August 1995
Residual Funds Guidelines: Issued August 2001, Revised September 2007
Revenue Accounting: Issued November 1999, Revised September 2007
STORM Fund Approval Guidelines: Issued November 1999
Summary of UCAR Proposal Submission Process/Procedures: Issued November 1998
Travel Guidelines for 'Saturday Night Stays': Issued December 2000
Yearend Guidelines: Issued August 1997
Unrelated Business Income Tax: Issued July 2007
Wiring Guidelines for Incoming & Outgoing Wires: Issued October 2000, Revised February 2002, March 2006

Guidelines Grouped by Subject

Allocable Accounting: Issued December 1998
Chargeback Manual: Issued December 1999
Expenditure Transfer Guidelines: Issued April 2008, Revised June 2008
Guidelines for Sponsored Memberships: Issued August 1999
Wiring Guidelines for Incoming & Outgoing Wires: Issued October 2000, Revised February 2002, March 2006
Management Fee: Issued June 1996, Revised November 1998
Petty Cash and Check Cashing Guidelines: Issued October 1984, Revised October 1997, January 1999, May 2000, March 2007
Residual Funds Guidelines: Issued August 2001, Revised September 2007
Revenue Accounting: Issued November 1999, Revised September 2007
Unrelated Business Income Tax: Issued July 2007
Yearend Guidelines: Issued August 1997

Budgets and Proposals

Cost Share: Issued February 2004
Direct Agreement Funds Tracking Guidelines: Issued December 2005
Guidelines for Facility Usage, Service Centers and Recharge Centers: Issued May 2000, Revised February 2005
Interagency Agreement Funds Tracking Guidelines: Issued December 2005
Management Guidelines for the Development of the Indirect Cost Rate Proposal: Issued April 2000, Revised June 2002
Overspending: Issued September 1994, Revised June 1996, September 1997, June 1999, March 2002
Prespending: Issued September 1994, Revised June 1996, September 1997, June 1999, March 2002
Program Change and Reprogramming: Issued February 2004
Summary of UCAR Proposal Submission Process/Procedures: Issued November 1998

Indirect Costs

Indirect Cost Pool Guidelines: Issued December 1997, Revised January 2005
Reimbursable Indirect Cost Programs: Issued August 1995

Management Fee

Management Fee: Issued June 1996, Revised November 1998
STORM Fund Approval Guidelines: Issued November 1999

Listing by Latest Date Issued or Revised

Current Fiscal Year

Guideline for International Airfare - Fly America Act - UCAR Waiver Checklist Compliance: Issued April 2008
Expenditure Transfer Guidelines: Issued April 2008, Revised June 2008

Prior Fiscal Years



Residual Funds Guidelines: Issued August 2001, Revised September 2007
Revenue Accounting: Issued November 1999, Revised September 2007
Unrelated Business Income Tax: Issued July 2007
Petty Cash and Check Cashing Guidelines: Issued October 1984, Revised October 1997, January 1999, May 2000, March 2007
Wiring Guidelines for Incoming & Outgoing Wires: Issued October 2000, Revised February 2002, March 2006

Direct Agreement Funds Tracking Guidelines: Issued December 2005
Interagency Agreement Funds Tracking Guidelines: Issued December 2005
Participant Support Costs: Issued February 1995, Revised May 1996, July 2004
Cost Share: Issued February 2004
Guidelines for Facility Usage, Service Centers and Recharge Centers: Issued May 2000, Revised February 2005

Indirect Cost Pool Guidelines: Issued December 1997, Revised January 2005
Program Change and Reprogramming: Issued February 2004
Accounting for Computer Software Developed or Obtained for Internal Use: Issued April 2003
Management Guidelines for the Development of the Indirect Cost Rate Proposal: Issued April 2000, Revised June 2002
Overspending: Issued September 1994, Revised June 1996, September 1997, June 1999, March 2002
Prespending: Issued September 1994, Revised June 1996, September 1997, June 1999, March 2002
Travel Guidelines for 'Saturday Night Stays': Issued December 2000
Guidelines for Facility Usage, Specialized Service Centers and Recharge Centers: Issued May 2000
Non-Refundable Airfare Guidelines: Issued May 2000
Petty Cash and Check Cashing Guidelines: Issued October 1984, Revised October 1997, January 1999, May 2000
Management Guidelines for the Development of the Indirect Cost Rate Proposal: Issued April 2000
Chargeback Manual: Issued December 1999
STORM Fund Approval Guidelines: Issued November 1999
Guidelines for Sponsored Memberships: Issued August 1999
Allocable Accounting: Issued December 1998
Summary of UCAR Proposal Submission Process/Procedures: Issued November 1998
Management Fee: Issued June 1996, Revised November 1998
Indirect Cost Pool Guidelines: Issued December 1997
Prespending/Overspending: Issued September 1994, Revised June 1996, September 1997
Yearend Guidelines: Issued August 1997
Honorarium Payment: Issued May 1997
Intergovernmental Personnel Assignment: Issued June 1996
General Purpose Equipment Purchases: Issued May 1996
Participant Support Costs: Issued February 1995, Revised May 1996
Reimbursable Indirect Cost Programs: Issued August 1995

F&A Issued Guidelines

Guidelines Listed Alphabetically by Title

Guidelines Grouped by Subject

Accounting

Budgets and Proposals

Indirect Costs

Management Fee

Personnel

Property and Equipment

Travel

Listing by Latest Date Issued or Revised

Current Fiscal Year