{"id":24,"date":"2009-07-08T10:08:10","date_gmt":"2009-07-08T14:08:10","guid":{"rendered":"http:\/\/carleton.ca\/finance\/ccms\/?page_id=24"},"modified":"2025-08-21T14:45:26","modified_gmt":"2025-08-21T18:45:26","slug":"policies","status":"publish","type":"page","link":"https:\/\/carleton.ca\/financialservices\/policies\/","title":{"rendered":"Policies"},"content":{"rendered":"

The policies listed below are related to the areas of Finance, Procurement, Research Financial Services and Business Operations. For a complete listing of official University policies, please visit the University<\/a> Secretariat’s<\/a> website.<\/strong><\/p>\n

<\/a>Student Related Polices<\/h3>\n

Student Accounts with Debit Balances<\/a> (listed alphabetically on the University Secretariat page)<\/em><\/span>
\nDefines and establishes deadlines for overdue and delinquent accounts.\u00a0 Establishes rates to be charged on overdue accounts.\u00a0<\/em><\/p>\n

Tuition Refunds Upon a Student’s Death<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em><\/span>
\nEstablishes the practice of refunding tuition to the estate of a student who has died during a term.\u00a0<\/em><\/p>\n

\n

Cash and Banking<\/h3>\n

Bank Accounts, University<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em><\/span>
\nSets out the authority to open bank accounts in the University’s name.
\n<\/em><\/p>\n

Cash\/ Cash Equivalent Handling<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em><\/span>
\nEstablishes procedures for cash receipts for all areas receiving payments (i.e. cash, cheque, debit\/credit).<\/em><\/p>\n

Petty Cash Fund<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em><\/span>
\nPolicy and procedures surrounding the management of petty cash funds.
\n<\/em><\/p>\n

\n

Expenditures and Reimbursements<\/h3>\n

Asset Capitalization Policy<\/a>
\nPolicy concerning the accounting treatment of capital assets purchased by the University.<\/em><\/p>\n

Equipment Inventory<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\nPolicy that sets out the responsibility for maintaining an inventory of equipment at the department level.<\/em><\/p>\n

Hospitality and Working Meal Expenses<\/a>\u00a0\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\nPolicy and procedures surrounding the expenditures of University funds on hospitality, entertainment and working meals.<\/em><\/p>\n

Internal Charges for Services<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\nSets standards for charging and pricing internal services for non-ancillary units.<\/em><\/p>\n

Payment to Individuals and Business Entities<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\nEstablishes criteria for differentiating between a payment that must be made through payroll, and those that can be treated as non-salary, and paid based on an invoice.<\/em><\/p>\n

Procurement Card<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\nPolicy and procedures related to obtaining and using the University procurement card for low value purchases.
\n<\/em><\/p>\n

Procurement<\/a> (listed alphabetically on the University Secretariat page)<\/em><\/span>
\n The policy governing the procurement of goods and services by the University.\u00a0 Sets out dollar amounts for competitive bids and public tender requirements. <\/em><\/p>\n

Travel and Related Expenses<\/a> (listed alphabetically on the University Secretariat page)<\/em><\/span>
\n Sets out the policy and procedures to be followed when traveling on behalf of the University.\u00a0 <\/em><\/p>\n

\n

<\/p>\n

Other Policies or Documents<\/h3>\n

Approval and Delegation of Authority<\/a> (listed alphabetically on the University Secretariat page)<\/em>
\nEnsures the efficient operation of 杏吧原创 University by implementing proper controls through the appropriate approvals and delegation of authority required<\/em>
\nfor various transactions and activities at the University.<\/em><\/p>\n

Corporate Records and Archive<\/a> (listed alphabetically on the University Secretariat page)<\/em>
\n Defines corporate records and establishes guidelines for their management. <\/em><\/p>\n

Commercial Activities<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\n Establishes authority for approving any commercial activity on campus.\u00a0 Establishes operational criteria once approved. <\/em><\/p>\n

Gift Acceptance<\/a> (listed alphabetically on the University Secretariat page)<\/em>
\n Explains the criteria that will be applied to the decision to accept or reject a gift. <\/em><\/p>\n

Gifts In Kind<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\n Requirements for the acceptance of gifts in kind, including valuation standards. <\/em><\/p>\n

Signing Authorities<\/a>\u00a0(listed alphabetically on the University Secretariat page)<\/em>
\nThis policy specifies the authority of various members of the University community to bind the University\u00a0<\/em>contractually.<\/em><\/p>\n

\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

The policies listed below are related to the areas of Finance, Procurement, Research Financial Services and Business Operations. For a complete listing of official University policies, please visit the University Secretariat’s website. Student Related Polices Student Accounts with Debit Balances (listed alphabetically on the University Secretariat page) Defines and establishes deadlines for overdue and delinquent […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":29,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"\nPolicies - Financial Services<\/title>\n<meta name=\"description\" content=\"The policies listed below are related to the areas of Finance, Procurement, Research Financial Services and Business Operations. 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