Policies & Guidelines

University of Massachusetts > Policies > Fiscal and General Administrative Procedures

• Accounts Receivable Policy (PDF)
• Business Expense Policy - Appendix C w/ Guidelines
• Employee Travel Policy & Guidelines - Appendix B (PDF)
• Emergency Management and Business Continuity and Planning Policy & Guidelines 
• Fraudulent Financial Activities Policy (PDF)
• Internal Audit Charter  
• Inventory Control Policy (PDF)
• Investment Policy - Appendix F (PDF)
• Policy on Investments in New Companies Based on University Technologies - Appendix G
• Policy for Management of University Funds (PDF)
• Policy on Approval Process for Fees Related to Trust Funds - Appendix E (PDF)
• Policy on Codes of Conduct for University Vendor Relationships w/ Guidelines
• Policy for the Development and Administration of Grants, Contracts and Cooperative Agreements for Sponsored Programs (PDF)
• Policy on Trustee Reserve (PDF)
• President's Program Fund Policy (PDF)
• Procurement Policy (Appendix A)
• Standards for the Acceptance of Debit and Credit Cards (PDF) *NEW*
• Quasi Endowment Policy (PDF)
• Trademark and Licensing Policy (PDF)
• Undergraduate Financial Aid Policy (PDF)
• Information Technology Acquisition Policy (PDF) *NEW* 
• University Debt Policy (PDF) *NEW*
• Policy for Trustee Report on Fundraising Results (PDF) *NEW*

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