Please note: All phone extensions start with 508-831-.
| Policy | Purpose | Contact |
|---|---|---|
| Accounts Payable | ||
| Spend Authorization FAQs (PDF) | Frequently Asked Questions about Spend Authorizations. |
Yvonne Harris, |
| Guidelines for reasonable business expenses and how to process payment. | Pat Barrows, Ext. 5848 |
|
| Discretionary Fund Policy (PDF) | Guidelines for allowable uses of discretionary funds. |
Kris Sullivan, |
| Professional Services Policy (PDF) | Guidelines for contracting services performed by external individuals and organizations (i.e., consultants). | Pat Barrows, Ext. 5848 |
| Travel policy (PDF) | Guidelines for allowed business travel expenses. | Pat Barrows, Ext. 5848 |
| PDA Comp Matrix (PDF) | Guidelines for transfers to Faculty restricted funds |
Pat Barrows, Ext. 5848 |
| Cash / Bank Services | ||
| Cash Deposit Instructions (PDF) | Guidelines for the cash deposit form. | Michelle Pickett, Ext. 5728 |
| Cash Advance Procedure (PDF) | Guidelines for requesting a Cash Advance. | Michelle Pickett, Ext. 5728 |
| Change Fund Procedure (PDF) | Guidelines for requesting a Change Fund. | Michelle Pickett, Ext. 5728 |
| Compliance | ||
| Document Retention and Destruction (PDF) | Guide for how records and documents are classified, retained, and destroyed | Jon Bartelson Ext. 5725 |
| Post Issuance Bond Compliance (PDF) | Guide to facilitate compliance with federal tax rules related to tax-exempt debt issuances | Lauren Martunas, Ext. 4837 |
| PCard Program | ||
| Guide for Using Works (PDF) | Information on How to Use Works | pcardadmin@wpi.edu |
| WPI Procurement Card (PCard) Guide (PDF) |
Information about the WPI PCard program and cardholder responsibilities. | pcardadmin@wpi.edu |