Policies & Procedures

Controller's Office

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.

Contact

Location:

Boynton Hall

Phone:

508-831-5754

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

Policy	Purpose	Contact
Accounts Payable
Business expense policy (PDF)	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, Ext. 4862
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