Finance & Administration Policies, Documents & Forms
Finance & Administration school-wide policies and procedures are housed in PolicyTech and linked on this page. This page also lists additional forms and reference documents.
Forms
- BOOST Support Request Form
- Cost Sharing Approval Request – Sponsored
-
YSM Gift Assessment Reduction or Waiver Request *New* | Step-by-Step User Guide
- YSM Non-Sponsored Assessment Reduction or Waiver Request | Step-by-Step User Guide
- Facilities and Administrative (“F&A”) Rate Reduction/Waiver Request - Sponsored
- FY24 RFP Template - Locked- V2024 2.21.23.xlsx
- FY24 Funds Flow Business Planning Tool
- YSM Pre-Award Proposal Information Form
- YSM Pre-Award Proposal Timeline
- Request To Transfer Residual Balance From Sponsored Projects
- Residual Balance Transfer Flowchart – YSM
- VA Intergovernmental Personnel Agreement IPA
- VA Joint Personnel Agreement JPA
- Workday Invoice Template
- Workday Journal Entry Batch Upload Template
- YSM Faculty Compensation Above Salary Request | Step-by-Step User Guide
- YSM Journal Entry Request Form
Finance & Administration Policies & Procedures
Title & Link | Categories | Controller, Finance, CAU? | Faculty Affairs? |
---|---|---|---|
Reference | Financial Planning & Analysis | ||
Form | Controller's Office | ||
Form | Finance | ||
Guideline | Financial Planning & Analysis | ||
Guideline | Controller's Office | ||
Guideline | Financial Planning & Analysis | ||
Guideline | Faculty Affairs & Academic Analytics | ||
Guideline | Faculty Affairs & Academic Analytics | ||
Policy | Central Administrative Units | ||
Procedure | Finance | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | ||
Procedure | Controller's Office | Faculty Affairs & Academic Analytics | |
Procedure | Controller's Office | Faculty Affairs & Academic Analytics | |
Procedure | Financial Planning & Analysis | ||
Reference | Controller's Office | Faculty Affairs & Academic Analytics | |
Reference | Finance | ||
Reference | Controller's Office | ||
Reference | Controller's Office | ||
Reference | Controller's Office | ||
Reference | Controller's Office | ||
Reference | Controller's Office | ||
Reference | Controller's Office | ||
Reference | Controller's Office | ||
Form | Controller's Office | ||
Reference | Financial Planning & Analysis | ||
Reference | Financial Planning & Analysis | ||
Charter | Finance | ||
Charter | Finance | ||
Charter | Finance | ||
Charter | Finance | ||
Policy | Finance | ||
Policy | Finance | ||
Policy | Finance |