F&A Issued Guidelines

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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 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.

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 obtained 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.

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(Each column may be sorted by clicking on the column title.)

Title	Subject	Issued or Reviewed Date
Accounting for Computer Software Developed or Obtained for Internal Use	Property and Equipment	2003 April
Allocable Accounting	Accounting	1998 December
Chargeback Manual	Accounting	1999 December
Cost Share	Budgets and Proposals	2004 February
Direct Agreement Funds Tracking Guidelines	Budgets and Proposals	2005 December
Expenditure Transfer Guidelines	Accounting	2008 June 2008 April
Facility Usage, Service Centers and Recharge Centers Guidelines	Budgets and Proposals	2005 February 2000 May
Food and Miscellaneous Expenses Guideline	Accounting	2006 June
General Purpose Equipment Purchases	Property and Equipment	1996 May
Honorarium Payment	Personnel	2009 May 1997 May
Indirect Cost Pool Guidelines	Indirect Costs	2005 January 1997 December
Interagency Agreement Funds Tracking Guidelines	Budgets and Proposals	2005 December
Intergovernmental Personnel Assignment	Personnel	1996 June
International Airfare Guideline when using Fly America Act - UCAR Waiver Checklist Compliance	Travel	2008 April
Management Fee	Management Fee	1997 November 1996 June
Management Guidelines for the Development of the Indirect Cost Rate Proposal	Budgets and Proposals	2002 June 2000 April
Non-Refundable Airfare Tickets Guidelines	Travel	2009 May 2000 May
Overspending	Budgets and Proposals	2002 March 1999 June 1997 September 1996 June 1994 September
Participant Support Costs	Travel	2009 May 2004 July 1996 May 1995 February
Petty Cash and Check Cashing Guidelines	Accounting	2009 May 2007 March 2000 May 1999 January 1997 October 1984 October
Prespending	Budgets and Proposals	2002 March 1999 June 1997 September 1996 June 1994 September
Program Change and Reprogramming	Budgets and Proposals	2004 February
Reimbursable Indirect Cost Programs	Indirect Costs	1995 August
Residual Funds Guidelines	Accounting	2007 September 2001 August
Revenue Accounting	Accounting	2007 September 1999 November
Sponsored Memberships Guideline	Corporate General	2009 May 1999 August
STORM Fund Approval Guidelines	Management Fee	1999 November
Summary of UCAR Proposal Submission Process Procedures	Budgets and Proposals	1998 November
Travel Guidelines for 'Saturday Night Stays'	Travel	2009 May 2000 December
Yearend Guidelines	Accounting	1997 August
Unrelated Business Income Tax	Accounting	2007 July
Wiring Guidelines for Incoming and Outgoing Wires	Accounting	2009 May 2006 March 2002 February 2000 October