Financial Affairs Policies

USM POLICY FOR CAPITALIZATION AND INVENTORY CONTROL

VIII‐1.10   |   USM Policy   |   Financial Affairs   |   June 19, 2014

UMB NON-CAPITAL ASSETS

VIII-1.10(A)   |   Financial Affairs   |   Approved November 1, 2015

USM POLICY ON DISPOSAL OF SURPLUS PERSONAL PROPERTY

VIII-1.20   |   USM Policy   |   Financial Affairs   |   June 21, 1990

UMB POLICY ON DISPOSAL OF SURPLUS PERSONAL PROPERTY

VIII-1.20(A)   |   Financial Affairs

USM POLICY ON WITHDRAWAL OF FUNDS FROM BANK ACCOUNTS

VIII-1.30   |   USM Policy   |   Financial Affairs   |   December 2, 2011

UMB POLICY ON SPECIAL BANK ACCOUNTS FOR UMB FUNDS

VIII-1.30(A)   |   Financial Affairs   |   Approved June 7, 2017

USM FORMS MANAGEMENT

VIII-1.40   |   USM Policy   |   Financial Affairs   |   October 8, 1990

UMB POLICY ON FORMS MANAGEMENT

VIII-1.40(A)   |   Financial Affairs

USM POLICY ON TUITION

VIII‐2.01   |   USM Policy   |   Financial Affairs   |   April 15, 2016

USM POLICY ON PAYMENT OF TUITION AND FEES

VIII-2.20   |   USM Policy   |   Financial Affairs   |   March 1, 1989

UMB POLICY ON PAYMENT OF TUITION AND FEES

VIII-2.20(A)   |   Financial Affairs   |   Approved August 8, 2017

UMB POLICY ON WAIVER OF TUITION AND GRANTING OF OTHER PRIVILEGES FOR SENIOR CITIZENS OF THE STATE OF MARYLAND

VIII-2.30(A)   |   Financial Affairs   |   Approved August 18, 2006

USM POLICY ON TUITION WAIVER FOR CERTAIN MEMBERS OF THE MARYLAND NATIONAL GUARD

VIII-2.31   |   USM Policy   |   Financial Affairs   |   April 9, 1999

UMB POLICY ON TUITION WAIVER FOR CERTAIN MEMBERS OF THE MARYLAND NATIONAL GUARD

VIII-2.31(A)   |   Financial Affairs   |   Approved December 15, 2016

USM POLICY ON INSTITUTIONAL STUDENT FINANCIAL AID FOR UNDERGRADUATE STUDENTS

VIII-2.41   |   USM Policy   |   Financial Affairs   |   February 10, 1995

USM POLICY ON STUDENT TUITION, FEES, AND CHARGES

VIII-2.50   |   USM Policy   |   Financial Affairs   |   June 22, 2012

USM POLICY ON TUITION FELLOWSHIPS FOR GRADUATE STUDENTS

VIII-2.60   |   USM Policy   |   Financial Affairs   |   July 26, 1990

UMB POLICY ON TUITION FELLOWSHIPS FOR GRADUATE STUDENTS

VIII-2.60(A)   |   Financial Affairs   |   Approved October 1, 1992

USM POLICY ON OFF-CAMPUS PROGRAMS

VIII-2.61   |   USM Policy   |   Financial Affairs   |   December 12, 2014

USM POLICY ON STUDENT CLASSIFICATION FOR ADMISSION AND TUITION PURPOSES

VIII-2.70   |   USM Policy   |   Financial Affairs   |   June 16, 2017

USM POLICY ON WAIVER OF APPLICATION FEES

VIII-2.80   |   USM Policy   |   Financial Affairs   |   December 12, 2014

USM PROCUREMENT POLICIES AND PROCEDURES

VIII-3.00   |   USM Policy   |   Financial Affairs   |   July 1, 2016

UMB SELECTION OF PROCUREMENT METHOD UNDER THE FEDERAL OMB UNIFORM GUIDANCE FOR FISCAL YEAR 2016

VIII-3.00(A)   |   Financial Affairs   |   Approved July 1, 2015

USM POLICY ON APPROVAL OF PROCUREMENT CONTRACTS

VIII-3.10   |   USM Policy   |   Financial Affairs   |   March 11, 2009

USM POLICY ON USE OF COMMERCIAL CONTRACTORS FOR EMPLOYMENT

VIII-3.30   |   USM Policy   |   Financial Affairs   |   May 1, 1992

UMB POLICY ON USE OF COMMERCIAL CONTRACTORS FOR EMPLOYMENT

VIII-3.30(A)   |   Financial Affairs

USM POLICY ON ACQUISITION, DISPOSITION, AND LEASING OF REAL PROPERTY

VIII-4.00   |   USM Policy   |   Financial Affairs   |   February 9, 2001

USM PROCEDURES FOR THE ACQUISITION AND DISPOSITION OF REAL PROPERTY

VIII-4.01   |   USM Policy   |   Financial Affairs   |   February 9, 2001

USM PROCEDURES FOR LEASING OF REAL PROPERTY

VIII-4.02   |   USM Policy   |   Financial Affairs   |   February 9, 2001

USM POLICY ON VOTING OF PROXIES IN INVESTMENT SECURITIES

VIII-5.20   |   USM Policy   |   Financial Affairs   |   June 21, 1990

UMB POLICY ON VOTING OF PROXIES IN INVESTMENT SECURITIES

VIII-5.20(A)   |   Financial Affairs

USM POLICY ON ENDOWMENT FUND SPENDING RULE

VIII-5.30   |   USM Policy   |   Financial Affairs   |   December 7, 2012

UMB POLICY ON ENDOWMENT FUND SPENDING RULE

VIII-5.30(A)   |   Financial Affairs

USM POLICY ON MANAGEMENT OF THE ENDOWMENT FUND

VIII-5.40   |   USM Policy   |   Financial Affairs   |   June 21, 1990

USM POLICY ON ENDOWMENT FUNDS INVESTMENT OBJECTIVES

VIII-5.50   |   USM Policy   |   Financial Affairs   |   September 9, 2011

USM POLICY ON BUSINESS ACTIVITIES

VIII-6.00   |   USM Policy   |   Financial Affairs   |   March 1, 1989

UMB POLICY ON CUSTOMER BILLING AND COLLECTIONS

VIII-6.00(A)   |   Financial Affairs   |   Approved November 1, 2015

USM POLICY ON FINANCIAL MANAGEMENT

VIII-7.00   |   USM Policy   |   Financial Affairs   |   June 21, 1990

USM POLICY ON REPORTING SUSPECTED OR KNOWN FISCAL IRREGULARITIES

VIII-7.10   |   USM Policy   |   Financial Affairs   |   June 16, 2017

USM Policy on the Communication of Suspected Fraud, Unethical and Illegal Business Activity

VIII-7.11   |   USM Policy   |   Financial Affairs   |   April 1, 2010

UMB CODE OF ETHICS AND CONDUCT

VIII-7.11(A)   |   Financial Affairs   |   Approved October 26, 2010

USM POLICY ON EXTERNAL AUDITS

VIII-7.20   |   USM Policy   |   Financial Affairs   |   July 26, 1990

USM POLICY ON RESPONSES TO LEGISLATIVE AUDITS

VIII-7.30   |   USM Policy   |   Financial Affairs   |   July 26, 1990

UMB POLICY ON RESPONSES TO LEGISLATIVE AUDITS

VIII-7.30(A)   |   Financial Affairs

USM INTERNAL AUDIT OFFICE CHARTER

VIII-7.50   |   USM Policy   |   Financial Affairs   |   November 15, 2007

USM POLICY ON THE OPERATING BUDGET

VIII-9.00   |   USM Policy   |   Financial Affairs   |   July 26, 1990

USM POLICY ON FACILITIES MASTER PLANS

VIII-10.00   |   USM Policy   |   Financial Affairs   |   September 27, 1990

USM POLICY ON FACILITIES RENEWAL FOR AUXILIARY AND NON-AUXILIARY CAPITAL ASSETS

VIII-10.10   |   USM Policy   |   Financial Affairs   |   December 9, 2005

USM POLICY ON THE CAPITAL BUDGET OF THE UNIVERSITY SYSTEM OF MARYLAND

VIII-10.20   |   USM Policy   |   Financial Affairs   |   February 12, 2016

USM POLICY ON AUTHORITY CONCERNING CERTAIN CAPITAL IMPROVEMENT PROJECTS

VIII-10.30   |   USM Policy   |   Financial Affairs   |   February 4, 2000

USM POLICY ON COMMUNITY NOTIFICATION OF CAPITAL PROJECTS

VIII-10.40   |   USM Policy   |   Financial Affairs   |   June 18, 2010

USM POLICY ON UNIVERSITY SYSTEM TRAVEL

VIII-11.00   |   USM Policy   |   Financial Affairs   |   February 28, 1992

UMB POLICY ON BUSINESS TRAVEL FOR UMB EMPLOYEES AND NONEMPLOYEES

VIII-11.00(A)   |   Financial Affairs   |   Approved January 1, 2018

USM SCHEDULE OF REIMBURSEMENT RATES (FY 2016)

VIII-11.10   |   USM Policy   |   Financial Affairs   |   December 18, 2014

USM POLICY ON BUSINESS ENTITIES

VIII-13.00   |   USM Policy   |   Financial Affairs   |   July 13, 2001

USM Policy on Debt Management

VIII-12.00   |   USM Policy   |   Financial Affairs   |   February 15, 2008

UM POLICY ON APPROVAL, PAYMENT AND REIMBURSEMENT OF PERSONAL BUSINESS-RELATED EXPENSES OF UMB EMPLOYEES

VIII-14.00(A)   |   Financial Affairs   |   Approved November 1, 2011

USM Policy on High Impact Economic Development Activities

VIII–15.00   |   USM Policy   |   Financial Affairs   |   September 18, 2015

USM POLICY ON PAYMENT OF MOVING EXPENSES

VIII-16.00   |   USM Policy   |   Financial Affairs   |   December 11, 2015

UMB POLICY ON PAYMENT OF EMPLOYEE MOVING AND RELOCATION EXPENSES

VIII-16.00(A)   |   Financial Affairs   |   Approved September 1, 2017

UMB FOOD AND BUSINESS MEALS EXPENSE

VIII-99.00(A)   |   Financial Affairs   |   Approved February 4, 2014

UMB RESEARCH STUDY PARTICIPANT PAYMENTS

VIII-99.00(B)   |   Financial Affairs   |   Approved February 1, 2014

UMB WORK AND LEAVE RECORDS (TIMESHEETS)

VIII-99.01   |   Financial Affairs   |   Approved April 1, 2016

UMB COMPENSATION OVERPAYMENT AND RECOVERY

VIII-99.02   |   Financial Affairs   |   Approved January 1, 2016

UMB AUTHORITY TO CERTIFY AND SIGN SPONSORED PROJECT FINANCIAL REPORTS AND VOUCHERS

VIII-99.06   |   Financial Affairs   |   Approved July 1, 2015

USM POLICY ON PUBLIC PRIVATE PARTNERSHIPS

VIII-17.00   |   USM Policy   |   Financial Affairs   |   June 16, 2017

USM POLICY ON PUBLIC PRIVATE PARTNERSHIPS

VIII-17.00   |   USM Policy   |   Financial Affairs   |   June 16, 2017