Finance Policies

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  • Policy Number:2008

    Status:Approved

    Accounts Receivable

    The purpose of this policy is to set forth guidelines that are to be followed by departments when selling goods and services on credit to external customers that have a future payment (collection) date.

    Keywords: billing credit goods internal controls payment

  • Policy Number:2039A

    Status:Approved

    Anschutz Medical Campus Major Art and Art Donations - CU Anschutz

    This policy will ensure that permanent art installations complement and respect the campus character, are appropriate to its setting, history, traditions, and mission.

    Keywords: art appraisal art installations donors gift

  • Policy Number:2022

    Status:Approved

    Budgeting

    The purpose of this policy is to establish guidelines and procedures for the University of Colorado Denver | Anschutz Medical campus (“university”) to follow in the creation of campus budgets.

    Keywords: budget journal campus budget funds

  • Policy Number:2023

    Status:Approved

    Capital Equipment and Government Property

    The purpose of this policy is to set forth guidelines for establishing and maintaining jurisdiction over Capital Equipment and Government Property under the possession of the University of Colorado Denver | Anschutz Medical Campus and the University of Colorado South Denver Location.

    Keywords: capital equipment disposal furniture gift in kind

  • Policy Number:2004

    Status:Approved

    Cash Receipts and Deposits

    The purpose of this policy shall be to establish the guidelines for cash receipts and deposits at the University of Colorado Denver | Anschutz Medical Campus. 

    Keywords: cash checks funds refunds third-party

  • Policy Number:2009

    Status:Approved

    Clinical Trials 4-1

    The purpose of this policy is to establish guidelines and procedures for the management of clinical trials.
    Related Documents:

    2009 - Exhibit A

    2009 - Exhibit B

    2009 - Exhibit C

    Keywords: agreement COMIRB research

  • Policy Number:2038A

    Status:Approved

    Cost Allocations - CU Anschutz

    The purpose of this policy is to establish guidelines for the assessment of cost allocations to programs in the Auxiliary and Self-Funded Activities Fund at University of Colorado Anschutz Medical Campus (CU Anschutz).

    Keywords: GAR general administrative recharge general infrastructure recharge GIR indirect cost allocation

  • Policy Number:2019

    Status:Approved

    Credit Card Acceptance

    The purpose of this policy is to establish the requirements and procedures for accepting credit cards as a method of payment for goods or services provided by campus departments at the University of Colorado Denver and University of Colorado Anschutz Medical Campus.

    Keywords: debit payment preapproval processing fee

  • Policy Number:2003

    Status:Approved

    Crowdfunding

    This policy sets forth the campus requirements for reviewing, approving, conducting, and reporting crowdfunding activities associated with the University of Colorado Denver | Anschutz Medical Campus (“CU Denver | Anschutz”) in order to address financial/legal implications and assure compliance with University, State, and federal requirements.

    Keywords: raise funds Social Media third-party

  • Policy Number:2006

    Status:Approved

    Establishing New Programs or Projects in the General Ledger

    The purpose of this policy is to provide guidelines for departments and administrative units when requesting new programs or projects to be established in the general ledger.

    Keywords: account chartfield program project speedtype

  • Policy Number:2041A

    Status:Approved

    Expenditure Contracts and/or Sub-agreements under Sponsored Awards - CU Anschutz

    This policy establishes rules and guidelines for University of Colorado Anschutz Medical Campus contracting. It is the responsibility of every individual involved in the performance and administration of CU Anschutz contracts to assure that no violation of this policy occurs.

    Keywords: delegated interagency agreements prime awards subcontracts

  • Policy Number:2044A

    Status:Approved

    External Gift Management and Institutional Integrity - CU Anschutz

    This policy is designed to support faculty, senior leaders, and the University by providing a structured process for the ethical review of gifts to the University that might pose a threat to institutional integrity.

    Keywords: Accept Free Money

  • Policy Number:2027

    Status:Approved

    Fiscal Policy for Facilities and Administrative Costs 4-4

    The purpose of this policy is to establish the University of Colorado Anschutz Medical Campus and University of Denver guidelines for the acquisition and use of Facilities and Administrative (F&A) cost recovery.
    Related Documents:

    2027 - Exhibit A1

    2027 - Exhibit A2

    2027 - Exhibit B1

    2027 - Exhibit B2

    2027 - Exhibit C

    2027 - Exhibit D

    Keywords: cost recovery distribution negotiated rate agreement rebudgeting total direct costs waiver

  • Policy Number:2007

    Status:Approved

    Gift Cards

    This policy establishes the procedures and methods of purchasing, distributing, and accounting for gift cards, including Internal Revenue Service (IRS) tax reporting requirements.

    Keywords: gift certificates money orders participation incentive recognition awards study subject compensation

  • Policy Number:2040A

    Status:Approved

    Intellectual Property on Discoveries and Patents for their Protection and Commercialization - CU Anschutz

    This policy addresses how the campus will protect and commercialize Campus Discoveries. This policy supersedes all previous policies and will be used to distribute all Net Royalty Receipts, on any new and existing Campus Discoveries.

    Keywords: intellectual property income distribution royalty revenue technology transfer income

  • Policy Number:2001

    Status:Approved

    Internal Service Centers and Core Laboratories

    This policy provides guidelines for establishing, budgeting, costing, administering, and accounting for Internal Service Centers, Core Laboratories and other operations regularly selling goods or services to University of Colorado Denver | Anschutz Medical Campus departments or activities.

    Keywords: Accounting budgeting revenue speedtype spending

  • Policy Number:2024

    Status:Approved

    Inventories

    This policy sets forth guidelines for maintaining a system of internal controls for inventories, keeping inventory records that accurately reflect the valuation of the inventory, and conducting annual physical inventories.

    Keywords: Accounting audit internal control inventory

  • Policy Number:2025

    Status:Approved

    Property Insurance Coverage

    The purpose of this policy shall be to establish a reference for property insurance coverage and guidelines for loss prevention responsibility.

    Keywords: insurance insurance policy loss prevention property losses

  • Policy Number:2042A

    Status:Approved

    Real Estate Management-Space Acquisition and Use - CU Anschutz

    The purpose of this policy is to establish the University of Colorado Anschutz Medical Campus (CU Anschutz) real estate guidelines for the acquisition of lab, office, classroom, or storage space on the 9th & Colorado Campus, Downtown Campus, or the Anschutz Medical Campus or from third party vendors.
    Related Documents:

    2042 - Exhibit A

    2042 - Exhibit B

    2042 - Exhibit C

    Keywords: lease real estate space rental tenant

  • Policy Number:2005

    Status:Approved

    Reserve Funds and Reserve Fund Transfers

    This policy has been implemented to ensure consistent and appropriate reporting and categorizing of fund balances that make up unrestricted net position in all funds. This promotes the efficient use of funding and aids in the planning for spending that supports the mission and goals of the University.

    Keywords: balances reporting spending unrestricted net position

  • Policy Number:2014

    Status:Under Review

    Roles and Responsibilities for Sponsored Project Administration, 4-13

    The purpose of this policy is to establish guidelines for the roles and responsibilities of Principal Investigators (PIs), their administrative units, and the Office of Grants and Contracts in the administration and management of sponsored projects.

    Keywords: award administration contracting ePER institutional approval principal investigator

  • Policy Number:2035

    Status:Approved

    Signature Authority

    Laws of the Regents and System Administrative Policy specify which individuals on each campus have signature authority to execute legal document on behalf of the University.

    Keywords: agreements Contracts contract-signature matrix legal document

  • Policy Number:2010

    Status:Approved

    Study Subject Payments

    This policy establishes the procedures and methods of payments to Study Subject participants at the University of Colorado Denver (CU Denver | CU Anschutz), including Internal Revenue Service (IRS) tax reporting requirements.

    Keywords: gift cards money orders participation incentives petty cash study subject compensation

  • Policy Number:2043A

    Status:Approved

    Treasury Pooled Investment Earnings - CU Anschutz

    The purpose of this policy is to establish guidelines for the recording and distribution of Treasury Pooled Investment Earnings (PIE) at the University of Colorado Denver Anschutz Medical Campus.

    Keywords: interest PIE pooled investment earnings

  • Policy Number:2034

    Status:Approved

    Unrelated Business Income Tax

    The purpose of this policy shall be to establish University of Colorado Denver | University of Colorado Anschutz Medical Campus guidelines for the reporting of Unrelated Business Income (UBI) to University System Administration and the subsequent submission of a 990-T Federal Income Tax return to the Internal Revenue Service.
    Related Documents:

    2034 - Exhibit A

    Keywords: auxiliary sales UBIT unrelated business income tax

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