Policies
Most commonly requested policy items:
- Records Retention
- Traveling on University Business (see also U Travel)
- Using the University Procurement Card (see also UMD PCard)
- Reconciling and Verifying General Ledger Accounts and Other Financial Information
- Business Expenses (new July 2018)
- Hospitality and Entertainment of Non-Employees (revised July 2018)
- Cross Fund Transfer Matrix
- University Forms Library
Forms
UMD Specific Forms:
- Contingent Check Request
- UMD Foundation Check Request
- For units who have multiple Foundation requests to enter at one time, please download the UMD_UMF spreadsheet. Save filename as name_XXXXXX_College-Dept (your name, date, college-dept name). Fill out and email spreadsheet to BOTH [email protected] and [email protected].
- UMD PCard Application prefilled with Duluth information
- Travel Card Application prefilled with Duluth information
- UMD Campus EFT/ACH/Wire Transfer Payment Form
Most commonly requested forms:
- Invoice Request Form
- Check Request Form
- Check Handling Request (Special Handling)
- Change in Voucher Pay date (Note: This online form doesn't work well for Duluth because our processes are different than the Twin Cities. Please fill it out completely except for voucher number; print it rather than clicking on the Submit button; and send it with the paper invoice to the Controller's Office for entry.)
Travel/moving expense links
- Finance Policies (see Travel section)
- Currency Converter
- Meal Per Diem Rates
- University-wide Travel
- Relocating New Employees