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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 Updated 12/11/2017
Art and Museum Objects
Background Check Charges - BC* Updated 12/19/2017
Bank Accounts
Cash Receipt
Children - Programs Involving Minors
ChromeRiver NEW! 10/28/2018
Conferences
Contract & Grant Accounts (C&G)
- Research Administration General Web Site
- Retirement and Fringe Benefits - BC* Updated 3/22/2018
- Salary Setting
- Payments to Graduate Students and Related Fees Updated 12/6/2017
- Cost Share Updated 4/27/2017
- Federal Guidelines Updated 3/28/2018
- Capitalization Threshold - BC* Updated 3/23/2018
- Expiring C&G Accounts - BC* Updated 3/22/2018
CRITICAL DATA

D-F

Data Destruction
Depositing Funds
Deposit of Revenue to IU Foundation
Disbursement Voucher
Donations and Contributions
Donor Intent
Drawings, Games, and Prizes
Equipment
- Desktop, Life Cycle Funding - BC* Added 3/23/2018
- Equipment - BC* No changes 3/23/2018
- Equipment Loan - Faculty Updated 1/18/2018
External Agency Agreements
FERPA - Educational Rights and Privacy Act
Fee Remission NEW! Added 3/30/2018
Faculty
- Budgeting Academic Leaves of Absence Phase II Documents Released 3/23/2018
- Faculty and Student Summer Appointments Updated 3/9/2018
- Faculty Endowment Income Matching Program (FEMP) - BC* No changes as of 3/23/2018
IU Tuition (formerly Fee Courtesy) for Dependent for Non-General Account - BC* Updated 3/22/2018
Financial Aid - How to Pay a Student Updated 8/15/2018
Furniture
Furniture Storage

G-K

Gifts
Hospitality Expenses
Insurance Rates (Fire and Casualties) - BC* Updated 3/28/2018
IUIE
Intra- and Inter-Fund Transfers Object Codes
Invoice Write-Off (Non-Student Accounts Receivable) Updated 3/19/2018
Kuali Coeus - Office of Research Administration
Kuali Financial System (KFS)

L-O

P-R

Parking Charge for AFSCME Employees (object code 4210) - BC* Updated 3/23/2018
Payroll

Personnel Policies for Temporary Staff Employees at IU Updated 3/30/2018
PERF Retirement Plan Participation - BC* Updated 3/30/2018
Physical Inventory NEW! Added 3/21/2018
Political Activities and IU Resources
Postal Rates - BC* Updated 2/28/2018
Procurement Card (P-card)
Property Governing Policies
Purchasing
- How to Disencumber Funds on a Purchase Order (PO)
- Lost of Stolen Card, Disputes NEW! Added 2/26/2018
- Promotional Items
- Software Purchase Approval Process
- Vendor List Added 9/15/2017
Recharge Centers Updated 3/26/2018
Reconciliation
Record Retention and Management
Repairs and Maintenance, Minor (Object Code 4700) - BC* Updated 3/23/2018
Repair and Rehabilitation - BC* NEW! Added 3/23/2018
Revenue at the IU Foundation
Revenue Producing Activity (RPA)

S-Z

Sabbatical and Other Leaves Updated 4/12/2017
Salary and Benefits forFiscal Year 2017-18, BC* (All Funds Group):
- Biweekly Salaries for SM, SS, and Temporary Employees
- Employee Benefit Rates Updated 3/22/18
- NIH Salary Limitation Updated 4/4/18
- Salary Minima, Academic Added 3/22/18
- Salary and Wage Policy for Fiscal Year 2018‐19 NEW! Added 3/22/2018
- Salary Setting: Budgeting 2480 & Non-Union 2500 No changes 3/22/2018
Scholarships NEW! Added 3/30/2018
Software Purchase Approval Process Added 11/10/2017
Sponsorships (Income coming into the University)
State Sales Tax Exemption (Indiana Sales Tax Exemption Certificate)
Stipends for Student Academic Appointees - BC* Updated 3/23/2018
Stop Payments - Checks
Student Academic Appointee (SAA) Codes
Student Academic Appointee (SAA) and Fellowship Health Insurance - BC* Updated 4/4/2018
Study Abroad Scholarship Matching Program
Tax Compliance Guidelines Updated 3/22/2018
- 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 3/22/2018
Travel website
- Pre-Travel Checklist
Travel Mileage Rates - BC* Updated 3/19/2018
UITS Rates for Direct Billing - BC* Updated 4/4/2018
University Provided Vehicles

Site

External Resources

Campus Administrative Training Series

Budgetary Administration & Planning (BAP)
Office of the Provost
Bryan Hall 007
107 S. Indiana Ave.
Bloomington, IN 47405
Emails: cats@indiana.edu
nvazquez@indiana.edu