Policies & Procedures

Policies and Procedures for Students and Parents

Student Financial Services

• Account Responsibility
• Credit Balances & Refunds
• Deposits
• Financial Aid
• Past Due Accounts
• Returned Checks/Rejected Payments
• Withdrawal/Course Drop
• Tuition Concession
• Employer and Company Tuition Payments & Reimbursements (Schools of Business & Graduate Schools)
• Prepaid Health Care Debit Cards

Expense Reimbursements

• Identity Theft Prevention Program (Red Flags) Policy
• Business Expense Policy
• Travel Procedure
• Meals and Entertainment Procedure
• Accounts Payable Disbursement Policies & Procedures

Purchases & Supplier Payments

• Reynolda Campus Procurement Policy
• Business Expense Policy

Payroll Services

• Employment Policies and Procedures (HR site)
• Gifts Prizes and Awards Policy & Procedure

Sales and Services

• Payment Card Acceptance Policy & Procedures

Policies and Procedures for Faculty and Staff

Asset Management

• Fixed Asset Policy & Procedures

Cash and Investments

• Departmental Deposit Administrative Policy & Procedures
• Petty Cash and Change Funds Administrative Policy & Procedures (Domestic)

Contract Management

• Contract Management Policy & Procedures

 Endowment & Gift

• Donor Restricted Funds Policy

Financial Reporting

• Agency Fund Policy & Procedures

Foreign Visitors

• Tax Guide for Foreign Visitors

Grants

For questions regarding these Policies or Procedures, please email grants@wfu.edu

• Cost Transfers and Cost Allocations Policy
• Cost Principles, Audit, and Administrative Requirements for Sponsored Activities Policy
• Deficit Resolution of Restricted Funds Policy
• Effort Reporting Policy & Procedure
• Residual Balance on Fixed Price and Milestone Agreements

Invoices & Reimbursements

• Accounts Payable Disbursement Policies & Procedures
• Business Expense Policy
• Charitable Contributions Made by the University Administrative Policy & Procedure
• Donations and Gift Tax Guide
• Meals and Entertainment Procedure
• Spend Authority Administrative Procedure
• Travel Procedure

Payroll Services

• Employment Policies and Procedures (HR site)
• Gifts Prizes and Awards Policy & Procedure
• Mobile Communication Device Administrative Policy & Procedure
• Paid Time Off (PTO) Policy

Procuring Goods & Services

• Reynolda Campus Procurement Policy

Project Management

• Capital and Operating Projects Administrative Policy

Record Retention & Destruction Policies

• Record Retention and Destruction Policy (PDF)
• Document Retention Draft Schedule (PDF)

Risk Management

• Golf Cart Policy
• Business Continuity Management Policy

Sales and Services

• Payment Card Acceptance Policy & Procedures

Student Financial Services/Accounts Receivable

• Fee Portal Administrative Procedures
• Student Account Credit Balance Administrative Procedure

Travel

• COVID-19 Temporary Policy Changes – International Travel
• Travel Procedure
• Meals and Entertainment Procedure
• Accounts Payable Disbursement Policy
• Business Expense Policy

University P-Card

• Reynolda Campus Procurement Policy
• PCard Program Manual
• Employee versus Independent Contractor Checklist
• Travel Procedure
• Meals and Entertainment Procedure
• Accounts Payable Disbursement Policy
• Business Expense Policy

University Policies

• Joint Venture Policy
• Policy on Use of Space by External Groups

Policies and Procedures for Suppliers

Working with Wake Forest

• Vendor Code of Conduct (applicable to University-branded apparel vendors) (PDF)
• Travel Procedure
• Meals and Entertainment Procedure