The University of Tennessee

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Fiscal (FI) Policies

The policies below can be ordered by subject, version or date. Click or tap each table header below to change the order.  Each policy will open in a new tab or window.

The policies listed below are exact reproductions of the policies published through the University’s official policy site, [PolicyTech Public Link]. They have been re-published here for the convenience of those readers who cannot access the official site.

Note: Searching here is limited to the table below. To search PDF’s of all system-wide policies, click here

Note: BT0016 through BT0020 are both Board of Trustee (BT) and Fiscal (FI) policies.

Subject (click link to view / download PDF)Version #Published in PolicyTechPolicyTech Public url: Use this link to access policy in PolicyTech or to share / embed the public urlTitle only
BT0016 - Policy on Approval of Student Fees411/8/2018 (Effective 11/2/2018)https://universitytennessee.policytech.com/docview/?docid=512&public=truePolicy on Approval of Student Fees
BT0017 - Process for Submitting Legislative Proposals and Funding Requests to the General Assembly110/12/2017https://universitytennessee.policytech.com/docview/?docid=227&public=trueProcess for Submitting Legislative Proposals and Funding Requests to the General Assembly
BT0018 - Policy on Housing Allowances for Senior-level Administrators33/26/2018https://universitytennessee.policytech.com/docview/?docid=314&public=truePolicy on Housing Allowances for Senior-level Administrators
BT0019 - University Aircraft210/12/2017https://universitytennessee.policytech.com/docview/?docid=229&public=trueUniversity Aircraft
BT0020 - Investment Policies and Procedures211/8/2018 (Effective 11/2/2018)https://universitytennessee.policytech.com/docview/?docid=513&public=trueInvestment Policies and Procedures
FI0105 - General Statement on University Fiscal Policy55/13/2019https://universitytennessee.policytech.com/docview/?docid=589&public=trueGeneral Statement on University Fiscal Policy
FI0110 - Budgets110/1/2017https://universitytennessee.policytech.com/docview/?docid=32&public=trueBudgets
FI0112 - Budgeting Current Unrestricted Funds110/1/2017https://universitytennessee.policytech.com/docview/?docid=33&public=trueBudgeting Current Unrestricted Funds
FI0115 - Reconciling and Reviewing Departmental Ledgers110/1/2017https://universitytennessee.policytech.com/docview/?docid=34&public=trueReconciling and Reviewing Departmental Ledgers
FI0120 - Records Management1110/1/2017https://universitytennessee.policytech.com/docview/?docid=35&public=trueRecords Management
FI0125 - Conflict of Interests310/1/2017https://universitytennessee.policytech.com/docview/?docid=36&public=trueConflict of Interests
FI0130 - Fraud, Waste and Abuse710/29/2018https://universitytennessee.policytech.com/docview/?docid=402&public=true Fraud, Waste and Abuse
FI0131 - Cash Shortages and Property Losses24/23/2019https://universitytennessee.policytech.com/docview/?docid=476&public=trueCash Shortages and Property Losses
FI0135 - Insurance610/1/2017https://universitytennessee.policytech.com/docview/?docid=39&public=trueInsurance
FI0140 - Unclaimed Property39/10/2018https://universitytennessee.policytech.com/docview/?docid=479&public=trueUnclaimed Property
FI0145 - Service and Recharge Centers510/1/2017https://universitytennessee.policytech.com/docview/?docid=41&public=trueService and Recharge Centers
FI0150 - Approvals210/16/2017https://universitytennessee.policytech.com/docview/?docid=255&public=trueApprovals
FI0155 - Duplication and Distribution of Instructional Materials Prepared by Faculty27/20/2018https://universitytennessee.policytech.com/docview/?docid=407&public=trueDuplication and Distribution of Instructional Materials Prepared by Faculty
FI0160 - HIPAA Re-designation and General Policy110/1/2017https://universitytennessee.policytech.com/docview/?docid=44&public=trueHIPAA Re-designation and General Policy
FI0205 - Sponsored Projects1110/1/2017https://universitytennessee.policytech.com/docview/?docid=45&public=trueSponsored Projects
FI0206 - Sponsored Projects - Distinguishing Direct vs Indirect Costs110/1/2017https://universitytennessee.policytech.com/docview/?docid=46&public=trueSponsored Projects - Distinguishing Direct vs Indirect Costs
FI0207- Sponsored Projects - Salary Policy37/10/2018https://universitytennessee.policytech.com/docview/?docid=397&public=trueSponsored Projects - Salary Policy
FI0208 - Sponsored Projects - Federal Salary Rate Limitation110/1/2017https://universitytennessee.policytech.com/docview/?docid=48&public=trueSponsored Projects - Federal Salary Rate Limitation
FI0210 - Sponsored Projects - Cost Sharing110/1/2017https://universitytennessee.policytech.com/docview/?docid=49&public=trueSponsored Projects - Cost Sharing
FI0215 - Sponsored Projects - Effort Certification27/10/2018https://universitytennessee.policytech.com/docview/?docid=398&public=trueSponsored Projects - Effort Certification
FI0220 - Sponsored Projects - Cost Transfers210/1/2017https://universitytennessee.policytech.com/docview/?docid=51&public=trueSponsored Projects - Cost Transfers
FI0225 - Sponsored Projects - Code of Business Ethics110/1/2017https://universitytennessee.policytech.com/docview/?docid=52&public=trueSponsored Projects - Code of Business Ethics
FI0230 - Sponsored Projects - Subaward Origination and Subrecipient Monitoring210/1/2017https://universitytennessee.policytech.com/docview/?docid=53&public=trueSponsored Projects - Subaward Origination and Subrecipient Monitoring
FI0235 - Sponsored Projects - Program Income110/1/2017https://universitytennessee.policytech.com/docview/?docid=54&public=trueSponsored Projects - Program Income
FI0305 - Accounts Receivable115/8/2018https://universitytennessee.policytech.com/docview/?docid=325&public=trueAccounts Receivable
FI0310 - Receiving and Depositing Money812/15/2017https://universitytennessee.policytech.com/docview/?docid=276&public=trueReceiving and Depositing Money
FI0311 - Credit Card Processing46/12/2019https://universitytennessee.policytech.com/docview/?docid=400&public=trueCredit Card Processing
FI0312 - Custody of Third-party Funds25/15/2018https://universitytennessee.policytech.com/docview/?docid=310&public=trueCustody of Third-party Funds
FI0313 - Gift Cards and Gift Certificates33/27/2019https://universitytennessee.policytech.com/docview/?docid=562&public=trueGift Cards and Gift Certificates
FI0315 - Gifts74/20/2018https://universitytennessee.policytech.com/docview/?docid=311&public=trueGifts
FI0320 - Indicia Licensing, Promotions, and Sponsorships210/1/2017https://universitytennessee.policytech.com/docview/?docid=61&public=true Indicia Licensing, Promotions, and Sponsorships
FI0325 - Vending and Solicitations on the University Campus34/2/2018https://universitytennessee.policytech.com/docview/?docid=300&public=trueVending and Solicitations on the University Campus
FI0330 - Unrelated Business Taxable Income (UBTI)212/8/2017https://universitytennessee.policytech.com/docview/?docid=272&public=trueUnrelated Business Taxable Income (UBTI)
FI0335 - Tax Exempt Bonds110/1/2017https://universitytennessee.policytech.com/docview/?docid=64&public=trueTax Exempt Bonds
FI0340 - Endowment14/10/2018https://universitytennessee.policytech.com/docview/?docid=313&public=trueEndowment
FI0405 - Procurement1810/9/2017https://universitytennessee.policytech.com/docview/?docid=203&public=trueProcurement
FI0420 - Contracts1610/1/2017https://universitytennessee.policytech.com/docview/?docid=66&public=trueContracts
FI0425 - Campus Bookstore Purchases57/10/2018https://universitytennessee.policytech.com/docview/?docid=350&public=trueCampus Bookstore Purchases
FI0430 - Receiving Materials711/1/2017https://universitytennessee.policytech.com/docview/?docid=266&public=trueReceiving Materials
FI0435 - Memberships and Subscriptions1410/1/2017https://universitytennessee.policytech.com/docview/?docid=69&public=trueMemberships and Subscriptions
FI0445 - Employee Services Between the University Board of Regents Institutions and State Agencies56/19/2018https://universitytennessee.policytech.com/docview/?docid=367&public=trueEmployee Services Between the University Board of Regents Institutions and State Agencies
FI0450 - Moving Stipend103/27/2018https://universitytennessee.policytech.com/docview/?docid=302&public=trueMoving Stipend
FI0500 - Creating and/or Modifying Vendor Information210/2/2018https://universitytennessee.policytech.com/docview/?docid=401&public=trueCreating and/or Modifying Vendor Information
FI0505 - Accounts Payable138/28/2019https://universitytennessee.policytech.com/docview/?docid=641&public=trueAccounts Payable
FI0510 - Advance Payment to Vendors91/4/2018https://universitytennessee.policytech.com/docview/?docid=280&public=trueAdvance Payment to Vendors
FI0520 - Internal Transfers110/1/2017https://universitytennessee.policytech.com/docview/?docid=75&public=trueInternal Transfers
FI0525 - Petty Cash1110/9/2017https://universitytennessee.policytech.com/docview/?docid=202&public=truePetty Cash
FI0530 - Procurement Cards137/2/2019https://universitytennessee.policytech.com/docview/?docid=568&public=trueProcurement Cards
FI0535 - Student Payments (Non-Employment Related)29/14/2018https://universitytennessee.policytech.com/docview/?docid=412&public=trueStudent Payments (Non-Employment Related)
FI0540 - Independent Contractors29/14/2018https://universitytennessee.policytech.com/docview/?docid=411&public=trueIndependent Contractors
FI0600 - Equipment - Sensitive Minor110/1/2017https://universitytennessee.policytech.com/docview/?docid=80&public=trueEquipment - Sensitive Minor
FI0605 - Equipment1310/1/2017https://universitytennessee.policytech.com/docview/?docid=81&public=trueEquipment
FI0610 - Surplus Property109/10/2018https://universitytennessee.policytech.com/docview/?docid=478&public=trueSurplus Property
FI0615 - Disposition of Gift Personal Property37/20/2018https://universitytennessee.policytech.com/docview/?docid=351&public=trueDisposition of Gift Personal Property
FI0620 - Capital Outlay512/20/2017https://universitytennessee.policytech.com/docview/?docid=277&public=trueCapital Outlay
FI0625 - Lease of Real Property by or to the University310/20/2017https://universitytennessee.policytech.com/docview/?docid=256&public=trueLease of Real Property by or to the University
FI0630 - Leasing Negotiation15/8/2018https://universitytennessee.policytech.com/docview/?docid=309&public=trueLeasing Negotiation
FI0640 - Reports on Discretionary Spending for Senior-level Administrators110/1/2017https://universitytennessee.policytech.com/docview/?docid=86&public=trueReports on Discretionary Spending for Senior-level Administrators
FI0705 - Travel318/19/2019https://universitytennessee.policytech.com/docview/?docid=566&public=trueTravel
FI0715 Entertainment Group Arranged Events Food and Housing Purchases for UT Sponsored Conferences and Seminars175/13/2019https://universitytennessee.policytech.com/docview/?docid=590&public=true Entertainment, Group Arranged Events, Food and Housing Purchases for UT Sponsored Conferences and Seminars
FI0717 - Employee Gift Acceptance Policy310/1/2017https://universitytennessee.policytech.com/docview/?docid=89&public=trueEmployee Gift Acceptance Policy
FI0720 - Retirement Receptions77/20/2018https://universitytennessee.policytech.com/docview/?docid=353&public=trueRetirement Receptions
FI0725 - Use of University Vehicles51/5/2018https://universitytennessee.policytech.com/docview/?docid=281&public=trueUse of University Vehicles
FI0730 - Telephones and Other Communication Devices310/1/2017https://universitytennessee.policytech.com/docview/?docid=92&public=trueTelephones and Other Communication Devices
FI0900 - Fringe Benefits Provided to Employees32/5/2019https://universitytennessee.policytech.com/docview/?docid=477&public=trueFringe Benefits Provided to Employees
FI0910 - Taxability of Graduate Tuition Waiver for Employees27/20/2018https://universitytennessee.policytech.com/docview/?docid=349&public=trueTaxability of Graduate Tuition Waiver for Employees
FI0920 - Patient Protection And Affordable Care Act210/1/2017https://universitytennessee.policytech.com/docview/?docid=95&public=truePatient Protection And Affordable Care Act
FI0930 - Payroll210/1/2017https://universitytennessee.policytech.com/docview/?docid=96&public=truePayroll