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	2011 September 2003 April
Allocable Accounting	Accounting	2011 September 1998 December
Chargeback Manual	Accounting	2011 May 1999 December
Cost Share	Budgets and Proposals	2011 September 2004 February
Direct Agreement Funds Tracking Guidelines	Budgets and Proposals	2011 September 2005 December
Expenditure Transfer Guidelines	Accounting	2011 October 2008 June 2008 April
Export Compliance Guidelines for Proposals and Sponsored Projects Involving Department of Defense	Budgets and Proposals	2012 December 2011 December
Facility Usage and Service Centers Guidelines	Budgets and Proposals	2011 October 2008 February 2005 February 2000 May
Food and Miscellaneous Expenses Guideline	Accounting	2012 January 2011 May 2010 May 2006 June
General Purpose Equipment Purchases	Property and Equipment	2012 September 2011 August 2009 August
Honorarium Payment	Personnel	2009 May 1997 May
Indirect Cost Pool Guidelines	Indirect Costs	2009 November 2005 January 1997 December
Interagency Agreement Funds Tracking Guidelines	Budgets and Proposals	2011 September 2005 December
Intergovernmental Personnel Act Mobility Program (IPA) General Guidelines	Personnel	2011 September 1996 June
International Airfare Guideline when using Fly America Act - UCAR Waiver Checklist Compliance	Travel	2010 July 2008 April
Management Fee	Management Fee	2013 February 2011 September 1997 November 1996 June
Management Guidelines for the Development of the Indirect Cost Rate Proposal	Budgets and Proposals	2009 November 2002 June 2000 April
Memorials to Staff Guidelines	Personnel	2010 August
Non-Refundable Airfare Tickets Guidelines	Travel	2009 May 2000 May
Overspending	Budgets and Proposals	2012 September 2011 August 2007 March
Participant Support Costs	Travel	2010 November 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	2012 September 2011 August 2007 March
Program (Statement of Work) Change and Reprogramming	Budgets and Proposals	2011 September 2004 February
Reimbursable Indirect Cost Programs	Indirect Costs	2011 September 1995 August
Residual Funds Guidelines	Accounting	2011 February 2007 September 2001 August
Revenue Accounting	Accounting	2011 September 2007 September 1999 November
Sponsored Memberships Guideline	Corporate General	2012 August 2009 May 1999 August
STORM Fund Approval Guidelines	Management Fee	2012 September 2011 August 2008 July
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	2011 August 2010 August 2009 August 2008 August 2007 August 2006 August 2005 June
Unrelated Business Income Tax	Accounting	2011 September 2007 July
Wiring Guidelines for Incoming and Outgoing Wires	Accounting	2009 May 2006 March 2002 February 2000 October