All Policy Notes

Account Structure: Stanford's Chart of Accounts

Condensed policy information related to account structure: chart of accounts:

Use of PTAs
University Funds (Administrative Guide Memo 34.1)

Banking & Commerce

Condensed policy information related to cash handling and deposits:

Gifts to the University (Administrative Guide Memo 41)
Receiving and Processing Gifts (Administrative Guide Memo 42)

Buying & Paying

Policy information related to buying and paying:

Purchasing Cards
Administrative Guide Memo 54.5

Check Requests
"Other Checks" in iOU

Rapid Purchase Orders (RPO)

Blanket Purchase Orders
Administrative Guide Memo 54.2

Invoices Submitted Against Invalid PTA or After PTA End Date

Sustainable Purchasing Practices

Purchases Requiring a Bilateral Contract

Sales and Use Tax at Stanford

Capital Equipment & Capital Projects

Reference Administrative Guide:

Financing of Purchases (Administrative Guide Memo 53)
Capital Projects (Administrative Guide Memo 83)

Compliance Guidelines for Tax-Exempt Bonds

Financial Authority

Condensed policy information related to financial authority:

Financial Reporting Tools

Condensed policy information related to financial reporting tools:

Authority for Report Access

Funds Management

Condensed policy information related to funds management:

University Funds (Administrative Guide Memo 34.1)
Infrastructure Charges (Administrative Guide Memo 37.3)
Revenue Recognition – Auxiliaries and Service Centers
Revenue Recognition – Sponsored Research

Month / Year End Close

Condensed policy information related to month-end / year-end close:

Payroll Administration

Condensed policy information related to payroll administration:

Payroll Advances
Terminations
Time and Leave
Vacation Balance Funding
Employee vs. Independent Contractor Status (Administrative Guide Memo 35)
Salary Cap Administration (Research Policy Handbook 3.8)
GFS Policy Manual

Payroll for Employees

Condensed policy information related to payroll for employees:

Time and Leave
Payroll Advances
Out-of-State Employees (includes Out-of-Country Employees) (Administrative Guide Memo 23.11)

Petty Cash Administration

Condensed policy information related to petty cash administration:

Petty Cash Policy

Reimbursement

Condensed policy information related to reimbursement:

Supporting Students

Condensed policy information related to supporting students:

Tax Compliance

Condensed policy information related to tax compliance @ Stanford:

Gifts to the University (Administrative Guide Memo 41)
Provision of Mobile Equipment and Related Services (Administrative Guide Memo 81.3)
Receiving and Processing Gifts (Administrative Guide Memo 42)
Unrelated Business Activity (Administrative Guide Memo 15.3)