Office of the Senior Vice President, Chief Financial Officer, and Treasurer

• Landing Page

  5.1.2 Education Tax Credits and Form 1098T

  Responsible Office(s): Office of the Controller | Office of the Senior Vice President, Chief Financial Officer, and Treasurer
• Policy

  Agreement Administration (6.2.4)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  Amount Based Purchase Orders and Blanket Purchase Orders (6.2.2)

  Responsible Office(s): Procure-to-Pay
• Policy

  Appendix C: Tangible Property Policy for Howard Gotlieb Archival Research Center

  Responsible Office(s): Office of the Controller
• Policy

  Approving University Expenditures (6.3.1)

  Responsible Office(s): Office of the Controller
• Guidelines

  Automobile Safety Guidelines

  Responsible Office(s): Risk Management Office
• Resource

  Cellular Telephone Use Advisory

  Responsible Office(s): Risk Management Office
• Policy

  Chart of Accounts Maintenance (1.2 )

  Responsible Office(s): Office of the Controller

  Last Modified: 07/23/2018
• Policy

  Competition and Supplier Selection for Products and Services Policy

  Responsible Office(s): Procure-to-Pay

  Last Modified: 11/01/2022
• Policy

  Credit Card Acceptance/Processing (5.2.5)

  Responsible Office(s): Cashier
• Policy

  Deaccession Policy

  Responsible Office(s): Office of the Controller
• Policy

  Domestic and International Bank Account Guidelines (2.1.1 )

  Responsible Office(s): Debt and Treasury Management

  Last Modified: 07/23/2018
• Policy

  Electronic Funds Transfer Guidelines (2.1.2)

  Responsible Office(s): Debt and Treasury Management

  Last Modified: 07/23/2018
• Policy

  Endowment Income Distribution Policy (4.2.3)

  Responsible Office(s): Office of the Controller

  Last Modified: 09/28/2015
• Policy

  Engagement of Professional Services Policy (6.2.14)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  External Annual Financial Statements: Annual Closing Process and Key Financial Statement Accounting (1.1)

  Responsible Office(s): Office of the Controller

  Last Modified: 07/23/2018
• Guidelines

  External Service Providers Guidelines (6.3.2)

  Responsible Office(s): Office of the Controller
• Policy

  Financial Reporting – Estimates and Accruals (1.3)

  Responsible Office(s): Office of the Controller

  Last Modified: 07/23/2018
• Policy

  Foreign National Payment Processing (6.1.1)

  Responsible Office(s): Payroll
• Policy

  Gift Policy and Crediting Manual – The Campaign at Boston University (4.1.1)

  Responsible Office(s): Office of the Controller
• Policy

  Gifts of Securities (2.1.3)

  Responsible Office(s): Debt and Treasury Management
• Policy

  Gifts of Tangible Personal Property (4.1.2)

  Responsible Office(s): Office of the Controller

  Last Modified: 07/23/2018
• Procedure

  Incident and Claims Reporting Procedures

  Responsible Office(s): Risk Management Office
• Policy

  International Ordering (6.2.8)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 12/11/2020
• Policy

  Journal Entry Posting and Approval (1.4)

  Responsible Office(s): General Accounting

  Last Modified: 07/23/2018
• Policy

  Named Endowed Scholarship Funds (4.2.1)

  Responsible Office(s): Office of the Senior Vice President, Chief Financial Officer, and Treasurer
• Policy

  Opening BU Bank Accounts (5.2.6)

  Responsible Office(s): Cashier
• Policy

  Ordering and Contracting (6.2.1)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  Payment Terms (6.2.7)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  PCard Policies and Procedures (6.3.5)

  Responsible Office(s): Office of the Controller | Procure-to-Pay

  Last Modified: 07/01/2016
• Guidelines

  PCI Data Security Standards (for accepting credit cards) (5.2.3)

  Responsible Office(s): Cashier
• Guidelines

  Petty Cash – Charles River Campus (5.2.1)

  Responsible Office(s): Office of the Controller
• Guidelines

  Petty Cash – Medical Campus (5.2.2)

  Responsible Office(s): Office of the Controller
• Policy

  Procurement Ethics (6.2.5)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  Quotations – Requesting Quotes (6.2.9)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  Record Retention Policy

  Responsible Office(s): Office of the Controller

  Last Modified: 07/13/2023
• Procedure

  Record Retention Table

  Responsible Office(s): Office of the Controller
• Procedure

  Request for Proposal (RFP) Process (6.2.11)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  Safeguarding Information – Gramm-Leach-Bliley Act (GLBA)

  Responsible Office(s): Office of the Controller
• Policy

  Salary Overpayments and Underpayments (6.1.3)

  Responsible Office(s): Payroll
• Policy

  Security for Checks (5.2.4)

  Responsible Office(s): Cashier
• Policy

  Shipping and Receiving Terms (6.2.6)

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Policy

  Signatory Authority for Payments over $20,000 (6.3.3)

  Responsible Office(s): Office of the Controller
• Policy

  Software Capitalization Policy (2.2.1)

  Responsible Office(s): Office of the Controller

  Last Modified: 07/01/2018
• Policy

  Solicitation and Acceptance of Personal Gifts and Relationships with Suppliers Policy

  Responsible Office(s): Procure-to-Pay

  Last Modified: 02/04/2021
• Instructions and Forms

  Student Films

  Responsible Office(s): Risk Management Office
• Policy

  Supplier Code of Ethical Conduct

  Responsible Office(s): Procure-to-Pay

  Last Modified: 09/01/2012
• Instructions and Forms

  Tangible Property Gift Acceptance Form (4.1.2F)

  Responsible Office(s): Office of the Controller
• Policy

  Taxability of Gifts, Prizes, and Awards to Employees, Non-employees, and Students (6.1.2)

  Responsible Office(s): Office of the Controller
• Policy

  Taxable Relocation Expenses Policy

  Responsible Office(s): Office of the Controller
• Policy

  Travel and Business Expense Policy (6.4.1)

  Responsible Office(s): Office of the Controller

  Last Modified: 10/03/2024
• Policy

  Travel Card Policy (6.4.2)

  Responsible Office(s): Office of the Controller

• Treasury Operations / Cash Management

  Responsible Office(s): Debt and Treasury Management
• Policy

  Universal Identity Theft Policy

  Responsible Office(s): Office of the Controller
• Policy

  University-Provided Mobile Devices (6.3.4)

  Responsible Office(s): Information Services and Technology | Office of the Controller
• Policy

  Vendor Management Program (6.2.3)

  Responsible Office(s): Procure-to-Pay
• Resource

  Waivers of Liability

  Responsible Office(s): Risk Management Office