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UHS Policies: SAMs - 03 Fiscal Affairs

A. General

# Policy Name Issued Last Reviewed/Revised
.01 Expenditure and Use of all Funds Administered by the University Of Houston System 09/04/90 11/11/21
.02 Entertainment Expenditures 09/04/90 11/11/21
.03 Business Travel 09/01/90 08/31/21
.04 University Credit Cards 09/04/90 09/22/21
.05 Contract Administration 09/04/90 10/07/21
.06 Establishment, Maintenance, and Discontinuance of Credit Card Services 08/03/98 11/11/21
.07 Petty Cash Funds 12/14/90 09/08/21
.09 Manual Checks 01/12/91 02/24/21
.10 Requests for Funds from UH Foundation 05/15/91 11/28/18
.12 Exception from State of Texas Taxes for University Expenditures 05/07/93 11/11/21
.13 Moving and Relocation Expenses 02/23/96 01/10/22
.16 Professional License Fees 08/24/92 05/24/21
.17 Disclosure of Related Party Interests 09/04/90 11/11/21
.19 Monthly Cell Phone Allowance 04/09/97 09/22/21
.21 Employee's Family Travel Expenses 01/03/95 08/31/21
.22 Reporting Financial Accounting Information to External Parties 07/27/96 09/21/21
.23 Court Ordered Restitution 09/18/97 08/04/22
.24 Extension of Credit by University of Houston System Component Universities 11/30/98 05/24/21
.25 Representation Allowance 02/14/00 07/22/21
.26 Employee Training Program 02/27/03 Retired - replaced by SAM 02.A.41
.28 Tax-Exempt Bond Post-Issuance Compliance 12/01/10 01/07/20
.29 Tuition, Fees and Charges 12/04/15 11/16/18
.30 Establishment of Bank Accounts 12/5/17 07/30/21
.31 Business Administration 03/23/18 04/13/21
.32 Specialized Service Facilities 11/30/21

B. Purchasing

# Policy Name Issued Last Reviewed/Revised
.01 Purchasing Guidelines 05/15/91 11/12/19
.02 Contracting with Historically Underutilized Businesses (HUBs) 06/15/92 11/11/21

C. Planning and Budgeting

# Policy Name Issued Last Reviewed/Revised
.01 The Planning and Budgeting Process 09/04/90 04/20/21
.02 Salary and Wage Adjustments 09/04/90 10/18/21
.03 Repair and Construction Funds 09/01/90 06/20/19

D. Payroll

# Policy Name Issued Last Reviewed/Revised
.04 Check Distribution 08/14/98 08/11/22
.06 Taxable Fringe Benefits 08/24/92 01/10/22

E. Physical Property

# Policy Name Issued Last Reviewed/Revised
.01 Physical Inventory of Goods for Resale, Manufacture, or Repair 09/04/90 01/24/19
.02 Property Management 02/10/93 09/22/21
.03 Disposition of Abandoned and Unclaimed Financial and Personal Property 10/26/93 09/22/21
.07 Fleet Management Plan 09/01/95 09/21/21
.08 Student Travel 01/08/02 04/08/16

F. Asset Management

# Policy Name Issued Last Reviewed/Revised
.02 Endowment Management 10/26/93 02/14/18
.03 Distribution of Income from Selected Endowments 03/15/91 12/02/20
.04 Cash Handling 08/29/97 01/07/20
.05 Sale, Lease, Purchase or Conveyance of Real Property 10/26/93 12/04/15
.07 Foreign Bank Accounts 08/10/98 07/30/21
.08 Real Estate Transactions 12/04/15 05/31/18
.09 Payments of Benefit Costs from State-Appropriated Funds 06/12/17 07/30/21

G. General Accounting

# Policy Name Issued Last Reviewed/Revised
.01 Year End Closeout Procedures for Deficit Balances 05/07/93 04/06/21
.02 Agency Funds 05/15/92 01/07/20
.03 Financial System Verification of Cost Center Transactions 02/23/96 08/04/22
.05 Requirements for Utility Bill Audits 06/08/94 Retired
.06 Bank Account Reconciliation Procedures 03/08/02 01/10/22

H. Records Management

# Policy Name Issued Last Reviewed/Revised
.01 Records Retention 05/15/92 09/22/21
.02 Open Records 10/26/93 12/20/19