| Date | Fiscal Policy/Rule | Summary of Revision |
|---|---|---|
| 01/07/20 | 03-150-904 Rule Codes | Added 1GFT Budget to FT36 gift funds & minor correction to 1PB%. |
| 01/30/20 | 03-100-003 / Ex003-02 Account Codes | Removed exclusion of expediting fees. |
| 02/05/20 | 03-140-505 Meals, Refreshments and Events | Full review & update - Replaces FIS 410-01 Alcoholic Beverages, 410-05 Hosting Groups and Official Guests, 410-07 Non-Travel Meals and Refreshments & 410-09 Graduation Events. Reformatted to new structure and revised to provide clearer/broader guidelines. |
| 03/03/20 | 03-100-003 / Ex003-10 Recharge Fee Calculation Form | Updated form. |
| 04/15/20 | 03-140-208 Travel Advances | Revised to change Graduate Assistants to.3 FTE, settlement deadline to 60 days, and other minor changes to align with Departmental Advances & Personal Reimbursement policies. |
| 04/15/20 | 03-140-209 Departmental Advances | Revised to include Graduate Assistants at .3 FTE, change settlement deadline to 60 days, and other minor changes to align with Travel Advances & Personal Reimbursement policies. |
| 04/20/20 | 03-140-211 Vendor Refunds | Revised to update process for Payment Requests to be submitted to Central A/P. |
| 04/21/20 | 03-140-505 Meals, Refreshments & Events | Revised to exempt Recognized Student Organizations. |
| 04/30/20 | 03-100-003 / Ex003-11 Recharge Fee Calculation Form – LABOR only | New form to show total hourly labor costs for recharge fee calculations. |
| 06/01/20 | 03-140-508 Fellowships, Scholarships & Student Payments | Revised to change scholarship "awards" to "scholarships". |
| 06/01/20 | 03-110-206 Parking Fines & Permit Sales | Minor revision to language, including changing "institutional" to "university" funds. |
| 06/01/20 | 03-140-206 Procurement Cards | Revised to update Restrictions (section 3.6). |
| 06/01/20 | 03-150-208 Gift Funds | Full review & update - Replaces GCG 210 Gift Funds, FIS 102-05 Gift, Grant and Contract Income & FIS 202 Endowment Earnings. |
| 06/19/20 | 03-140-203 Student & Volunteer Cash Payments | Full review & update - Replaces FIS 407-01 Cash Out. Increases threshold for Cash Out reimbursements. |
| 06/22/20 | 03-150-204 Designated Operations | Revised to delete section on “Covering fiscal year-end deficits". |
| 06/22/20 | 03-150-205 Service Center Operations | Revised to updated “Deficit” section, removing information related to year-end and adding information related to terminating a fund that is negative. |
| 06/22/20 | 03-150-408 Fiscal Year-End Reconciliation of Funds | Revised to delete information related to year-end for “Funds with Negative Fund Balances”. |
| 06/29/20 | 03-100-003 / Ex003-11 Recharge Fee Calculation Form – LABOR only | Updated form to include column for rounded internal hourly rate. |
| 06/29/20 | 03-150-901 FOAPAL Elements | Updated to add "Funds 7XXXXX are Affiliated Student Organization (ASO) Funds. |
| 07/06/20 |
03-100-003 / Ex003-02 Account Codes |
Added new account #28996 for Taxable Non-Travel Employee Reimbursements (W-2 Reportable). |
| 07/21/20 | 03-140-211 Vendor Refunds | Updated link to form. |
| 07/21/20 | 03-100-003 / Ex003-02 Account Codes | Added new account #20179 for Uncollected Cash Advance (1099 Reportable). |
| 08/03/20 | 03-150-111 Journal Vouchers | Minor revision to remove outdated information for Approving Journal Vouchers. |
| 09/09/20 | 03-140-405 Travel-Meals | Removed link to old policy for Meals on One-Day Trips, which is now being merged into new policy for Travel. |
| 09/14/20 | 03-100-003 / Ex003-02 Account Codes | Added new account #A5008 for Prepaid Equipment Expenses. |
| 11/01/20 | 03-110-207 Surplus Property Sales | Full review & update - Replaces FIS 102-06 & 206 Surplus Sales, PRO 211 Surplus & PRO 804 Surplus Property. Updates guidelines & processes, providing clarity & improved details. |
| 11/01/20 | 03-140-401 Travel | Full review & update with significant changes - Consolidates all related travel policies (FIS 411, FIS 102-08, FIS 410-21, FIS 410-29 & university policy for Air Travel). |
| 12/01/20 | 03-140-401 Travel | Minor revision to section 3.9.6 Travel Paid by Outside Source to provide further compliance detail info. |
| 12/01/20 | 03-140-501 Communication Services | Minor revision to correct link to contact. |
| 12/15/20 | 03-100-003 / Ex003-02 Account Codes | Revised 28613 Public Relations/Fund Raising to address expenses to be reimbursed by OSUF. |
| 12/31/20 | 03-140-202 Personal Reimbursements | Minor revision to language related to 60-day rule. |
| 12/31/20 | 03-140-401 Travel | Minor revision to reimbursement language related to 60-day rule. |