Policies & Procedures
Please refer to this webpage to learn about the various system-wide and local policies and procedures that govern the University of California, Riverside. If additional guidance is required please refer to the Who Does What? page within this website to identify a designated team member for assistance.
Accounts Payable
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Policies & Procedures | UCOP | UCR |
---|---|---|
Charges without Benefit of and with Purchase Orders | 200-14 | |
Disbursements: Advance Payments | See OP SharePoint | |
Disbursements: Approvals Required | D371-16 | |
Disbursements: Cancellation and Redrawing of Vendor Checks | D371-12 | |
Disbursements: Accounting for and Tax Reporting of Payments Made Through the Vendor System | D371-12-1 | |
Disbursements: Discount Terminology | D371-23 | |
Disbursements: Encumbrance Accounting | D371-21 | |
Disbursements: Freight | D371-28 | |
Disbursements: Honorarium Payments | D371-35 | 200-58 |
Disbursements: Invoice Processing in Response to Purchase Authorizations (see also UC Sales & Use Tax Manual) | D371-36 | 200-59 |
Disbursements: Payments for Deceased Payees Made Through the Vendor System | D371-62 | |
Disbursements: State Tax Withholding from Non-wage Payments to Nonresidents Of California | D371-77 | |
Employee Non-Cash Awards and Other Gifts | BFB G-41 | |
Gifts Presented to Non-Employees on Behalf of the University | BFB G-42 | |
Memberships | BFB G-43 | |
Petty Cash Procedures | C173-61 | 200-72 |
Procurement Card Program | BFB-BUS-43 | 750-70 |
Purchasing Policies and Procedures | UCR Purchasing |
Business Contracts
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Policies & Procedures | UCOP | UCR |
---|---|---|
Administrative Cost Recovery and Special Agreements for Central Administrative Service | 300-02 | |
Alcohol Policy for Event | 700-60 | |
Business Contracts Policy | 750-33 | |
Charges without Benefit of and with Purchase Orders | 200-14 | |
Classification of Awards/Business Agreements from Private Sources | 500-05 | |
Extramural funds, Classification and Administrative Responsibility | 200-45 | |
Fire Prevention and Safety | 425-28 | |
Indemnification | Standing Order of the Regents, 100.4(dd) | |
Miscellaneous Business Agreements | 700-85 | |
Organization Sales and Service Fund Policy | 300-66A | |
Physical Plant Maintenance, Repairs, Alterations, & Other Services | 450-72 | |
Policies Operation & Services (Security for Facility & Equipment) | 850-45 | |
Posting Regulations | 700-50 | |
Sales & Service Activities, Establishment and Budgetary Review | 300-66 | |
Special Events (Parking) | 700-65 | |
Special Events and Concerts | 425-88 | |
Special Services to Individuals and Organizations | APM-020 | |
Travel Regulations | BFB G-28 | |
Use of University Properties | Education Code 92440.5 PACAOS-40 |
700-85 |
Controls & Access
Policies & Procedures | UCOP | UCR |
---|---|---|
Cash Handling | BFB BUS-49 | |
Inventory | BFB BUS-54 | |
PAN Review Guidelines | 200-61 | |
UCRFS Ledger Review Guidelines | 200-97 |
Extramural Funds
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Policies & Procedures | UCOP | UCR |
---|---|---|
Allowable Costs | C&G Manual - Chapter 7-200 | |
Cost Sharing | C&G Manual - Chapter 05 | |
Cost Transfers | C&G Manual - Chapter 7-400 BFB A-47 |
200-50 |
Direct Costing Policy | BFB A-47 | |
Indirect Cost | C&G Manual - Chapter 08 | |
Extramural Fund Classification | 200-45 | |
PreAward | 550-80 | |
Signature Authorization (or cancellation) | 200-80 |
General Accounting, Plant, & Equipment
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Policies & Procedures | UCOP | UCR |
---|---|---|
Auxiliary | BFB A-59 | |
BEA, NCT, Recharge Use | 200-03 | |
Cash-Check | BFB-BUS-49 | 200-06 |
Collections Sundry Debtor Bills and Student Loans | 200-16 | |
Credit/Debit Card Payments - Acceptance of | 200-17 | |
Direct Sales by Department to Students or Other Individuals | 200-32 | |
Disposal of Excess Property | BUS-38 | 750-99 |
Fabricated Equipment | 750-18 | |
Funds - Transfer of Funds (Requests for) | 200-54 | |
Management of Government Contract and Grant Equipment | BUS-29 | 750-24 |
Management of University Equipment | BUS-29 | 750-12 |
PAN Review Guidelines | 200-61 | |
Petty Cash | BFB-BUS-49 | 200-72 |
Short Term Investment Pool | BFB A-60 | 200-78 |
Cost Transfers | 200-50 | |
UCRFS Ledger Review Guidelines | 200-97 | |
Sales & Service | BFB A-56 | |
Transfer of University-Owned Property | BUS-38 |
Payroll Coordination
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GROSS PAY - Policies & Procedures | UCOP | UCR |
---|---|---|
Attendance, Time Reporting, and Leave Accrual Records | P-196-13 | 200-01 |
Payroll: Official pay Dates | P-196-16.5 | Payroll Calendar |
Damage Payments for Services Performed Before Loyalty Oath Is Signed | P-196-21 | |
Range Adjustments | P-196-62 |
TAXES - Policies & Procedures | UCOP | UCR |
---|---|---|
Accounting for and Tax Reporting of Mandatory Deductions and Insurance Benefit Contributions |
P-196-11 | |
Federal Taxation of Citizens | P-196-28 | |
Settlement Payments | P-196-76 | |
State Tax Withholding from Employees | P-196-77 | |
Federal Taxation of Aliens | T-182-27 | 200-62 |
Income Tax Information in the Accounting Manual | T-182-37 | |
OASDI and Medicare Contributions | P-196-30 | |
UCRS Accounting Procedures | P-196-78 | |
Taxation of Scholarship and Fellowship grants and Educational Assistance | T-182-77 | |
Tax Withholding for States Outside of California | T-182-78 |
OTHER DEDUCTIONS AND BENEFITS- Policies & Procedures | UCOP | UCR |
---|---|---|
Contribution Deductions for Fund-Raising Organizations | P-196-16 | |
Deduction-Cost Reimbursement | P-196-23 | |
Group Automobile Insurance | P-196-35 | |
Health Sciences Compensation Plans | P-196-37 | |
Miscellaneous Payroll Deductions for Employee Organizations, Faculty Clubs, and Credit Unions |
P-196-53 | |
Unemployment Insurance | P-196-77.5 | 600-75 |
Workers' Compensation Insurance | P-196-86 | 600-85 |
OTHER - Policies & Procedures | UCOP | UCR |
---|---|---|
Internal Control Standards: Departmental Payrolls | BFB IA-101 | |
Employee Death Payments | P-196-25 | 650-18 |
Intercampus Transfers and Appointments | P-196-38 | |
Salary Attachments and Assignments | P-196-70 | |
Senior Management Group Automobile Allowance | Regents 7709 | |
Senior Management Group Relocation Allowance | Regents 7711 | |
Education Abroad Program: Intercampus Transactions | E-227-35 | |
Employee Non-Cash Awards | BFB G-41 | |
Records Retention Schedule | Retention Schedule |
OTHER LOCAL POLICIES - Policies & Procedures | UCOP | UCR |
---|---|---|
Cost Transfers | 200-50 | |
Payroll Check Distribution | 200-66 | |
Volunteer Staff Appointments (Without Salary) | 650-85 | |
Subpoenas | 800-80 | |
Employment Eligibility (Form I-9) | 650-28 |
Procurement Services
Policies & Procedures | UCOP | UCR |
---|---|---|
Affirmative Action in Business Contracting | 750-78 | |
Authority to Purchase | 750-63 | |
Bids/Competition | 750-69 | |
Blanket Orders | 750-03 | |
Conflicts of Interest | 750-63 | |
Consultants | BFB-BUS-43 | 750-27 |
Emergency Orders | 750-60 | |
Expediting | 750-60 | |
Export Control | Export Control Policy | Export Compliance Program Plan (ECP) |
Gifts and Gratuities | 750-21 | |
Loans of Equipment from Vendors | 750-60 | |
LVPA (Low Value Purchase Authorization) | 750-39 | |
Methods of Procurement | 750-63 | |
Negotiation | 750-69 | |
Planned Purchasing Program | 750-54 | |
Prepaid Purchases | 750-60 | |
Purchasing Doesn't Buy... | 750-63 | |
Reasonable Price | 750-69 | |
Requisitions | 750-60 | |
Small Business Program | 750-78 | |
Sole Source Purchases | 750-60 | |
Sub-Contracting Plans | 750-78 | |
Sub-Purchase Order | 750-03 | |
Typing Done Off-Campus | 750-60 | |
Unauthorized Purchases | 750-63 |
Travel & Entertainment
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Policies & Procedures | UCOP | UCR |
---|---|---|
Travel | BFB G-28 | 900-20 |
Entertainment | BFB Bus-79 | 200-44 |
Moving, Removal and Relocation | BFB G-13 SMG Moving - Regents Policy 7710 SMG Relocation - Regents Policy 7711 |
650-31 - Academics 650-32 - Staff |
T&E Corporate Charge Card | 900-05 | |
Travel Advances & Direct Charges | 900-40 | |
Use of Privately Owned Autos | 900-45 | |
Vehicle Accident & Damage Reporting | 900-55 | |
Vehicle Rental & Hotel/Motel | 900-80 | |
Transient Occupancy Taxes (rescinded) | T-182-75 |