Financial Policies, Procedures and Resources

UCSC: Financial Affairs 

• Financial Affairs

UCSC: Purchasing 

• DSAS Pro-Card, CTE and Instant Card Guide
• Acceptable Methods for Buying Specific Goods and Services
• Pro-Card Guide
• Purchasing Office Staff Contact List

Food & Entertainment

• Approved Caterers
• Policy and Training
  • Entertainment and Authority FAQ
  • DSAS Entertainment & Authority Policies and Processes
  • DSAS Food and Entertainment Policy Memo
  • F&E Authority Staff Training
  • F&E Authority Leadership Training
  • Duty to Fiscal Prudence and Stewardship Code
  • Definitions of Events
  • EOA Delegated Authority Policy
  • EEC Delegated Authority Policy
  • Guide to Organzing an Event
• References and Processes
  • EOA Delegation Authority Process
  • EEC Delegation Authority Process
  • Ent Ref 1.1 F&E Events
  • Ent Ref 1.3.2 Process Form
  • Ent Ref 1.5 Protocol for Retirement and Farewell Gatherings
• Forms for Submission
  • Request for F&E Event Approval
  • Entertainment Reporting Form
  • Entertainment Reporting Addendum
  • Meal Expense Tracker
• Food Safety
• Travel FAQs
• University Catering

Ledger Review Policy

• Ledger Review Policy
• Ledger Review Log Process

Mobile Communication Resource Policy

• CHES MCR Policy
• CHES MCR Reference Sheets
  
  • 1.1 MCR Request & Purchasing Overview
  • 1.2 MCR Delegation Of Authority
• CHES MCR Form
  
  

DSAS BFM Fiscal Forum 

• Pre-Forum Questions
• Q&A Repository 
• DSAS- ProCard, CTE Card and Instant Card Video