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, 161kb) | 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 |
| Travel policy (.pdf, 143kb) | 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 | ||
| 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 |
