Policies & Procedures

WPI requires adherence to these policies and procedures to assure all financial transactions support the mission of the university (education and research).  These policies and procedures apply to all funding sources including restricted gifts and grants as well as general operating, overhead return, professional development, and faculty start-up funds.

Please note: All phone extensions start with +1-508-831-.

Policy Purpose Contact
Accounts Payable
Business expense policy (.pdf, 171kb) Guidelines for reasonable business expenses and how to process payment. Charlene Bellows,
Ext. 5577
Independent Contractor (IC) Policy (.pdf, 107kb) Guidelines for contracting services performed by external individuals and organizations (i.e., consultants). Charlene Bellows,
Ext. 5577
PDA Matrix (.pdf, 180kb) Guidelines for PDA Activities         Charlene Bellows, Ext. 5577
Travel policy (.pdf, 344kb) Guidelines for allowed business travel expenses. Charlene Bellows,
Ext. 5577
Cash / Bank Services
Cash Receipts Deposit Instructions (.pdf, 66kb) Guidelines for the cash receipts deposit form. Lori Willens, Ext. 5727
Petty Cash Procedures (.pdf, 60kb) Guidelines for the use of Petty Cash. Lori Willens, Ext. 5727
Cash Advance Procedure (.pdf, 183kb) Guidelines for requesting a Cash Advance. Lori Willens, Ext. 5727
Change Fund Procedure (.pdf, 182kb) Guidelines for requesting a Change Fund. Lori Willens, Ext. 5727
Compliance
Document Retention and Destruction (.pdf, 154kb) Guide for how records and documents are classified, retained, and destroyed     Michael Curley, Ext. 6919
Post Issuance Bond Compliance  (.pdf, 165kb) Guide to facilitate compliance with federal tax rules related to tax-exempt debt issuances Charlene Bellows, Ext. 5577 
P-Card Program
Guide for Using Works.pdf (.pdf,639kb)                Information on How to Use Works Brenda Martin, Ext. 5837
WPI Procurement Card
(P-Card) Guide
(.pdf, 57kb)
Information about the WPI P-Card program and cardholder responsibilities. Brenda Martin,
Ext. 5837
Sponsored Research Accounting
Sponsored Research Accounting Policies
(.pdf, 111kb)
Policies to meet the compliance standards as set forth in OMB A-21 for charges to sponsored funds. Heather Bilotta,
Ext. 5422