The University of Tennessee System



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 - Contracts172/21/2020https://universitytennessee.policytech.com/docview/?docid=736&public=trueContracts
FI0425 - Campus Bookstore Purchases57/10/2018https://universitytennessee.policytech.com/docview/?docid=350&public=trueCampus Bookstore Purchases
FI0430 - Receiving Materials810/11/2019https://universitytennessee.policytech.com/docview/?docid=685&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
FI0505 - Accounts Payable142/18/2020https://universitytennessee.policytech.com/docview/?docid=724&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 Cards1411/23/2019https://universitytennessee.policytech.com/docview/?docid=701&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 Contractors33/3/2020https://universitytennessee.policytech.com/docview/?docid=732&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 - Payroll312/5/2019https://universitytennessee.policytech.com/docview/?docid=702&public=truePayroll