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Knowledge Base

Knowledge Base

Financial Activities and the Policies That Relate To Them
The policies referenced in this knowledge base are issued under the authority of various University Administration and Campus offices and do not necessarily reflect policies that are issued and approved by IUB campus administration. Please note that "BC" stands for activities that relate to Budget Construction.

A-C

Accountable Mail
Accountable Plan, Reimbursements NEW Added 6/4/2019
Alcohol NEW! Added 1/23/2019
Art and Museum Objects Updated 4/3/2019
Background Check Charges - BC* Updated 3/4/2019
Bank Accounts
BUY.IU NEW! 4/5/2019
Cash Receipt
Check Requests New! 7/8/2019
Children - Programs Involving Minors Updated 4/3/2019
ChromeRiver Updated 7/8/2019
Conferences
Contract & Grant Accounts (C&G)
- Research Administration General Web Site
- Retirement and Fringe Benefits - BC* Updated 4/5/2019
- Salary Setting
- Payments to Graduate Students and Related Fees
- Cost Share
- Federal Guidelines Updated 4/5/2019
- Capitalization Threshold - BC* Updated 4/5/2019
- Expiring C&G Accounts - BC* Updated 4/5/2019
Contests, Drawings, Games and Prizes Updated 6/4/2019
CRITICAL DATA Updated 4/3/2019

D-F

Data Destruction
Depositing Funds
Deposit of Revenue to IU Foundation - ARCHIVED 3/26/2019
- Note: Recent policy changes permit alcohol to be paid through IU
- See Accountable Plan, Reimbursements
Disbursement Voucher (DV) - ARCHIVED 7/10/2019
- Note: Check Requests on Buy.IU have replaced DVs. Go to One.IU and access Buy.IU.
Donations and Contributions
Donor Intent
Drawings, Games, and Prizes
Note: Moved up to the "C" section under Contests, Drawings, Games, and Prizes
Equipment
Desktop, Life Cycle Funding - BC*
Equipment - BC*
Equipment Loan - Faculty
External Agency Agreements
FERPA - Educational Rights and Privacy Act
Fee Remission
Faculty
IU Tuition (formerly Fee Courtesy) for Dependent for Non-General Account - BC* Updated 4/18/2019
Financial Aid - How to Pay a Student
Furniture
Furniture Storage

G-K

Gifts
Hospitality Expenses
Insurance Rates (Fire and Casualties) - BC* Updated 4/16/2019
IUIE
Intra- and Inter-Fund Transfers Object Codes
Invoice Write-Off (Non-Student Accounts Receivable) Updated 4/10/2019
Kuali Coeus - Office of Research Administration
Kuali Financial System (KFS)

L-O

Library Items - Capital
Licensing and Trademarks
Meals for Emergency Situations - ARCHIVED 10/1/2019
- This activity follows the hospitality expenditures policy.
Membership Payments
Mobile and Device Allowance
Movable Capital Equipment
Moving Expenses Reimbursement
Non-General Fund Accounts (Budget Requirements)
Object Codes Updated 6/5/2019
Out of Pocket Reimbursements - See ChromeRiver
Out of State Employees
Overseas Study - Study Abroad Scholarship Matching Program

P-R

Parking Charge for AFSCME Employees (object code 4210) - BC* Updated 3/6/2019
Payroll

PeopleSoft TAM (Talent Acquisition Management) - Job Postings Added NEW! 10/3/2019
- Training videos
Personnel Policies for Temporary Staff Employees at IU
PERF Retirement Plan Participation - BC*
Physical Inventory
Political Activities and IU Resources
Postal Rates Updated 3/6/2019
Procurement Card (P-card)
Property Governing Policies
Purchasing
- How to Disencumber Funds on a Purchase Order (PO)
- Lost of Stolen Card, Disputes
- Promotional Items
- Software Purchase Approval Process Updated 3/20/2019
- Vendor List
Recharge Centers
Reconciliation
Record Retention and Management - Updated 9/18/2019
Repairs and Maintenance, Minor (Object Code 4700) - BC*
Repair and Rehabilitation - BC*
Revenue at the IU Foundation
Revenue Producing Activity (RPA)

S-Z

Sabbatical and Other Leaves
Salary and Benefits for Fiscal Year 2019-20, BC* (All Funds Group):
- Biweekly Salaries for SM, SS, and Temporary Employees Updated 5/30/2019
- Employee Benefit Rates Updated 3/1/19
- NIH Salary Limitation Updated 5/17/19
- Salary Minima, Academic Added 5/23/19
- Salary and Wage Policy for Fiscal Year 2019‐20 Updated 5/23/2019
- Salary Setting: Budgeting 2480 & Non-Union 2500 No changes 5/23/2019
Scholarships
Software Purchase Approval Process Updated 4/3/2019
Sponsorships (Income coming into the University)
State Sales Tax Exemption (Indiana Sales Tax Exemption Certificate)
Stipends for Student Academic Appointees - BC* Updated 5/17/2019
Stop Payments - Checks
Student Academic Appointee (SAA) Codes
Student Academic Appointee (SAA) and Fellowship Health Insurance - BC* Updated 5/23/2019
Student Organizations, Self-Govern (SGSO) NEW! 7/24/2019
Study Abroad Scholarship Matching Program
Tax Compliance Guidelines
- Foreign Visitors and Foreign Vendors
  - Tax Issues Relating to Payments to Foreign Visitors and Vendors
- Gifts, Prizes and Award
  - Taxation of Gift, Prizes and Awards
- Independent Contractors
  - Employee vs. Independent Contractor
  - Form 1099-MISC Reporting
- Payroll Taxes
  - Payroll Tax Compliance
- Sales Tax Information
  - Sales and Use Tax
- Student and Scholarship Resources
  - General Information about IRS Form 1098-T
  - Taxation of Scholarships & Fellowships - US Residents
- Unrelated Business Income
  - Unrelated Business Income Tax (UBIT)
TIME - Timekeeping System
Tuition Benefits (Fee Courtesy) - BC* Updated 4/18/2019
Travel website
- Pre-Travel Checklist
Travel Mileage Rates - BC* Updated 3/6/2019
UITS Rates for Direct Billing - BC* Updated 7/1/2019
University Provided Vehicles