Forms, Policies and Procedures
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.
Forms
The forms can be filled out online and then printed on a networked printer.
Important Note:
On some forms there are boxes in which you can type multiple lines of text—if you type beyond the borders of the box, the text will not appear when the form is printed. You are limited to the confines of the box.
Please note: All phone extensions start with 508-831-.
| Department & Form/Policy Name | Purpose | Contact |
|---|---|---|
| Accounts Payable | ||
| Accounts Payable Forms have moved to the Accounts Payable Forms site. | ||
| Cash / Bank Services | ||
| Cash Sale Form | For deposits to student organizations. Departmental deposits are made in Workday, search Cash Sale. | Michelle Pickett, Ext. 5728 |
| Cash Sale Instructions (PDF) | Detailed instructions for making a deposit in Workday. | Michelle Pickett, Ext. 5728 |
| Wire Transfer Information | Attach to Supplier Invoice Request task in Workday when a wire transfer is required. | Michelle Pickett, Ext. 5728 |
| Procurement | ||
| Procurement information has moved to the Procurement site. | ||
| Discretionary Fund Policy (PDF) | Guidelines for allowable uses of discretionary funds. | lmartunas@wpi.edu |
| Interdepartmental Transfers (IDT), Accounting & Payroll Adjustments | ||
| Interdepartmental Transfer/Journal Entry Form (xlsx) | Use this Excel spreadsheet to record transfer of revenue or expense. This will route through Workday approval queues upon upload by Accounting Office personnel. | accounting@wpi.edu |
| IDT and Accounting Adjustment Approval Instructions (PDF) | Detailed instructions for approving IDT and Accounting Adjustments in Workday | accounting@wpi.edu |
| Prior Payroll Costing Adjustments Form (PDF) | To request payroll costing allocation adjustments on prior pay. | accounting@wpi.edu |
| Payments to Students Forms | ||
| Payment to Student Form | For payments to active WPI Students. | paymentstostudents@wpi.edu |
| Compliance | ||
| Post Issuance Bond Compliance (PDF) | Guide to facilitate compliance with federal tax rules related to tax-exempt debt issuances | mjpeck@wpi.edu |
| Miscellaneous Finance Forms | ||
| Professional Services Agreement (PSA) (PDF) | Complete prior to hiring an independent consultant or contractor | Gabe Johnson, Ext. 4989 |
| Amendment to Professional Services Agreement (APSA) (PDF) | To extend or modify an existing IC form | Gabe Johnson, Ext. 4989 |