Business Policies and Procedures Manual

Comprehensive Table of Contents

BPPM Table of Contents

NumberSection Title* Issue Date
00.01Introduction12-22
Chapter 10 - Organization
10.04Internal Control09-97
10.05Organizational Directory12-20
10.07Employee Directories12-20
10.08CougarCard11-18
10.10Delegation of Contractual Authority03-10
10.11Processing University Contracts01-21
10.14Legal Services04-19
10.15Lawsuits Against WSU Personnel04-19
10.20Improper Governmental Actions (Whistleblower Act)07-16
10.23Promotions and Sponsorships02-22
10.24Use of Resources to Support a Charity, Charitable Organization, or Charitable Purpose12-22
10.25Reporting State Lobbying Activity11-12
10.26Reporting Federal Lobbying Activity12-13
10.35Internal Rule-Making Procedures04-14
10.37Open Public Meeting Act Requirements12-19
10.42International Memorandums of Understanding and Agreements05-19
10.43Faculty-Led Study Abroad Programs05-19
Chapter 20 - Property
20.35Use of University Property03-12
20.39Postings in University Spaces05-10
20.40Renting University Facilities, Equipment, or Services01-21
20.42Exterior Signage--WSU Pullman09-18
20.43Temporary Signage--WSU Pullman09-13
20.45Real Property Management01-21
20.50Property Inventory01-23
20.50
-- Form: Inventory Control Report  |  FileMaker11-22
20.53Merchandise and Consumable Inventories05-21
20.53
-- Form: Physical Inventory Notification11-99
20.53
-- Form: Physical Inventory Value11-99
20.55Fuel Storage Tanks04-11
20.75WSU Pullman Departmental Storage02-13
20.76Surplus Property01-23
20.77Contaminated Surplus Property12-07
20.77
-- Form: Item Evaluation12-07
20.77
-- Appendix 1: Equipment Requiring Item Evaluation12-07
20.77
-- Appendix 2: Biohazard Contamination12-07
20.77
-- Appendix 3: Chemical Contamination12-07
20.77
-- Appendix 4: Radioactive Material Contamination12-07
20.77
-- Appendix 5: Hazardous Components Overview12-07
20.77
-- Appendix 5A: Asbestos-Containing Materials12-07
20.77
-- Appendix 5B: Batteries12-07
20.77
-- Appendix 5C: Compressed Gases12-07
20.77
-- Appendix 5D: Lasers12-07
20.77
-- Appendix 5E: Mercury-Containing Materials12-07
20.77
-- Appendix 5F: PCB-Containing Materials12-07
20.77
-- Appendix 5G: Radiation Machines and Radiation Sources12-07
20.77
-- Appendix 5H: Other Known or Recognized Hazards12-07
20.78Federal Excess Property01-21
20.78
-- Form: Federal Excess Property Request01-21
20.80Sale or Move of Surplus Equipment11-22
Chapter 30 - Finance
30.02Accounting for WSU Monies12-87
30.05Establishing, Naming, and Terminating WSU Accounts01-21
30.06Tracking Departmental Expenditures05-18
30.07Workday Reports01-21
30.12Internal Audits10-04
30.14External Auditors08-02
30.15Service Centers01-21
30.15
-- Form: Service Center Application01-21
30.15
-- Form: Service Center Calculation Worksheet - Excel01-21
30.16Administrative Service Charge01-21
30.21Overdrafts01-21
30.25Expenditure Transfers Between Funding Sources06-18
30.25
-- Form: Expenditure Transfer RequestFileMaker12-06
30.30Nonservice Pay Authorization11-21
30.30-- Form: Nonservice Pay Authorization11-21
30.45State of Washington Invoice Voucher02-21
30.45
-- Form: State of Washington Invoice Voucher| FileMaker02-21
30.50Petty Cash Funds04-05
30.51Till Cash Funds04-05
30.52WSU Receipts01-21
30.52
-- Form: WSU Receipt Authorization05-09
30.52
-- Form: WSU Receipt Request01-21
30.52
-- Form: WSU Receipt Inventory Control Sheet01-21
30.53Cash Handling01-21
30.53Appendix: Cash Overages and Shortages05-11
30.54Revenue Categories03-22
30.55Refunds07-11
30.55
-- Form: Credit Card Refund Voucher10-99
30.56Accounts Receivable01-21
30.57Student Financial System (myWSU)01-21
30.58Returned Checks--Prevention and Processing01-21
30.59Cash Registers01-21
30.59
-- Form: Daily Reconciliation Sheet04-16
30.60Bankruptcy04-11
30.61Payment Card Data Security Compliance02-08
30.62Credit or Debit Card Acceptance05-14
30.64Identity Theft Prevention Program12-09
30.64
    Appendix: Red Flag Indicators12-09
30.65Commercial Bank Accounts06-09
30.65-- Form: Bank Account Request06-09
30.70Gift Transmittal01-21
30.70
-- Form: Gift Transmittal and Acknowledgment12-21
30.70
-- Form: Noncash Gift Transmittal and Acknowledgment01-21
30.70
-- Form: Golf Tournament Gift Transmittal01-21
30.70
-- Form: Auction Bid Gift Transmittal01-21
30.70
-- Form: Auction Item Gift Transmittal01-21
30.70
-- Form: Noncash Multiple Gift Transmittal01-21
30.70
-- Form: Gift Payroll Deduction01-21
30.70
-- Form: Gift Electronic Funds Transfer Authorization01-21
30.70
-- Form: Gift Records Cover Sheet01-21
30.70
-- Form: Gift Accounting Log Sheet07-13
30.70
-- Form: Drop-Off Receipts05-10
30.72Gifts In Place12-13
30.72-- Form: Gift In Place Review Sheet12-13
30.73WSU Pullman Campus Beautification and Recognition Program04-16
30.74Gift-Funded Capital Projects06-16
30.75Gift Accounts01-21
30.78Establishing a Quasi Endowment11-08
30.82Endowed Professorships09-18
30.90Departmental Scholarships and Resources Authorization01-21
30.95Special Course Fees01-21
30.95-- Form: Special Course Fee Request01-21
30.96Special Course Fees for Computer Laboratories10-04
30.98Direct Deposit of Excess Financial Aid Funds05-09
Chapter 35 - Intellectual Property
35.10Use of Washington State University Name and Trademarks03-20
35.30<a href="https://policies.wsu.edu/prf/index/manuals/business-policies-and-procedures-manual/09-03
35.35Copyrighting and Marketing Original Material05-18
35.45Recordkeeping and Publication Guidelines for Inventors05-18
35.53Income Distribution05-18
Chapter 40 - Sponsored Agreements
40.01Fiscal Responsibilities for Sponsored Projects01-21
40.02Proposal Processing and Development10-22
40.03Expenditure Deadlines for Sponsored Projects01-21
40.04Establishing and Terminating Sponsored Accounts05-21
40.05University DUNS Number07-06
40.07Research or Conference Account Request01-21
40.09Cost Determination Guidelines01-21
40.12Acquiring Equipment Under Federal Agreements05-21
40.13Management of Equipment Acquired Under Federal Agreements05-21
40.16Transferring Research Equipment to Other Institutions05-21
40.21Cash Advances01-21
40.25Facilities and Administrative Indirect Costs01-21
40.27Fixed Price Agreements01-21
40.33Cost Share and Match01-21
40.37Effort Certification01-21
40.40Institutional Base Salary and Salary Cap05-21
hapter 45 - Research
45.20Anti-Kickback09-10
45.35Managing Research Records02-19
45.42Authority of the Attending Veterinarian09-18
45.50Research Involving Human Subjects09-21
45.53Incentive Payments to Research Participants4-21
45.53
-- Form: Distribution Log for Payments of Cash, Gift Cards and Other Cash Equivalents, and Tangible Property08-20
45.53
-- Form: Record of Distribution and Request for Taxpayer Number and Certification01-21
45.65Pesticide Policy Overview07-20
45.67Approval to Make Pesticide Recommendations05-19
45.69Use of Registered Pesticides07-20
45.70Experimental Use of Pesticides05-19
45.75Controlled Substances01-21
45.75
-- Form: Authorized User Questionnaire12-13
45.75
-- Form: Controlled Substance Inventory Record12-13
Chapter 50 - Safety and Security
50.07Equipment Damage or Loss01-21
50.08Bonding WSU Employees for Honesty11-03
50.11Certificate of Insurance10-18
50.11
--Form: Request for Certificate of Insurance10-18
50.17Steam Tunnel Access06-18
50.17
-- Form: Tunnel Entry Hazard Acknowledgment10-12
50.20Access to University Facilities07-18
50.21Solicitation06-04
50.23Building Security and Hours12-21
50.24After-Public-Hours Use of University Buildings12-21
50.25Keys to University Rooms and Buildings11-20
50.25
-- Form: Key Assignment RecordFileMaker08-08
50.25
-- Form: Key Roster05-95
50.30Workplace Violence12-19
50.30
-- Guidelines: Emergency Action Plan--Hostile Intruder Response02-08
50.30
-- Form: Workplace Violence Incident Report02-08
50.31Bullying Prevention and Reporting05-17
50.31
-- Form: Workplace Bullying Incident Report09-15
50.35Safety and Security Video Surveillance--WSU Pullman11-20
50.35-- Form: Security Camera System Access Request11-20
50.39Emergency Planning and Preparedness07-15
50.40Suspended Operations05-22
50.41WSU Pullman Suspended Operations05-22
50.42WSU Health Sciences Spokane Suspended Operations05-22
50.43WSU Tri-Cities Suspended Operations05-22
50.44WSU Vancouver Suspended Operations05-22
50.45WSU Off-Campus Locations Suspended Operations05-22
50.46WSU Everett Suspended Operations05-22
50.48Lost and Found05-18
Chapter 55 - Payroll
55.03Internal Control--Payroll12-20
55.04Payroll Documents Schedule12-20
55.05Correcting a Social Security Number02-11
55.10Withholding Federal Income Tax (W-4 Form)08-22
55.49Payment Upon Separation of Employment08-22
55.50Direct Pay Deposit12-20
55.56Cash Awards to WSU Employees07-21
55.62Relocation Compensation09-21
55.62
-- Form: Relocation Compensation Request07-21
55.70Cellular Device Allowance Payments09-21
Chapter 60 - Personnel
60.01Determining Pay Status--Employee or Contractor12-20
60.02Classification and Reclassification03-22
60.02
-- Form: Position Description | FileMaker07-06
60.02
-- Form: Position Questionnaire07-06
60.02
-- Form: Organizational Chart07-06
60.04Employment Eligibility Verification--USCIS Form I-912-20
60.05Employing Non-U.S. Citizens12-20
60.08Preemployment Inquiry Guidelines12-20
60.10Delegation of Appointing Authority12-20
60.10
-- Form: Request for Appointing Authority Delegation02-13
60.11Recruitment and Selection of Faculty Personnel07-21
60.12Administrative Professional Salary Determination and Adjustment03-22
60.14Nepotism06-10
60.15Partner and Spouse Accommodation01-10
60.16Background Checks07-21
60.17Recruitment and Selection of Administrative Professional Personnel07-21
60.18Recruitment and Selection of Classified Positions07-21
60.19Benefit Transfer for Previous State of Washington Employment12-20
60.19
-- Form: Employment Record Request08-08
60.21Reasonable Accommodation04-09
60.21
-- Form: Accommodation Request for Disability or Serious Medical Condition04-09
60.21
-- Form: Medical Release Statement for Reasonable Accommodation Requests04-09
60.21
-- Form: Health Care Provider Statement for Reasonable Accommodation Requests04-09
60.23Project Employment--Civil Service12-20
60.26Temporary Employment Program12-20
60.27Temporary Employment Processing12-20
60.27
-- Form: Temporary Employee Orientation Checklist12-20
60.28Hazardous Conditions Pay12-20
60.29Establishing Salary Step, Periodic Increment Date, and Probation or Trial Service for Civil Service Employees12-20
60.30Cyclic-Year Positions for Classified Employees12-20
60.30
-- Form: Cyclic-Year Memorandum12-20
60.31Probationary and Trial Service Periods for Civil Service Employees06-09
60.33Employee Requests for Temporary Schedule Changes12-20
60.34Teleworking03-22
60.34
-- Form: Telework Agreement06-21
60.35Employee Demographics -- Sex, Race, Ethnicity, Disability, and Veteran Status12-21
60.37Layoff--Civil Service Employees09-21
60.38Notice of Faculty or Staff Departure--Vacating University Areas04-06
60.38
-- Form: Departure Notice01-21
60.38
-- Form: Area Evaluation/Release04-06
60.40Staffing During Suspended Operations or Emergency Closures03-20
60.41Payment for Unused Sick Leave12-20
60.43Paid Sick Leave for Temporary Hourly Employees12-20
60.44Faculty Compensation Outside Assigned Duties01-22
60.44
-- Form: Annual Report of Outside Compensation for Faculty01-22
60.50Corrective and Disciplinary Action03-10
60.55Performance Management Evaluations04-21
60.55
-- Form: Employee Performance Evaluation | FileMaker07-06
60.55
-- Form: Annual Review: Administrative Professional Employees | FileMaker07-16
60.56Faculty and Administrative Professional Personnel Leave07-21
60.57Civil Service Employee Leave07-21
60.58Shared Leave12-20
60.58
-- Form: Request to Donate Shared Leave07-09
60.59Overtime-Eligible Employees07-21
60.70Tuition Waivers--Fall and Spring Semesters10-22
60.70
-- Form: Tuition Waiver Request10-22
60.71Training and Development07-08
60.72Release Time for Training07-07
60.73Summer Educational Benefits04-16
60.73
-- Form: Summer Educational Benefit Request04-16
60.74Employee Departure Procedures12-20
60.74
-- Form: Departure Checklist12-20
60.75Rental of University Apartments to WSU Employees03-15
60.76WSU Holidays12-21
60.79Unemployment Compensation Claims12-06
60.81Volunteers10-04
60.81
-- Form: Minor Volunteer Consent and Release10-04
60.81
-- Form: Volunteer Monthly Report | FileMaker02-21
60.82Children in the Workplace03-02
60.86Employee Assistance Program12-17
60.90Political Activity of WSU Employees07-90
Chapter 70 - Purchasing
70.01General Purchasing Information01-21
70.03Allowable Purchases (By Function)06-21
70.04Fiscal Year-End Expenditure Deadlines01-21
70.05Interdepartmental Requisition and Invoice (IRI)01-21
70.05
-- Form: Interdepartmental Requisition and Invoice (IRI)| FileMaker01-21
70.06Interdepartmental Blanket Requisitions01-21
70.08Procurement Card08-21
70.08
-- Form: Departmental Monthly Log Sheet03-10
70.08
-- Form: Procurement Card Change Request01-21
70.08
-- Form: Procurement Card Temporary Delegation01-21
70.08
-- Form: Procurement Card Check-Out Log Sheet01-21
70.08
-- Form: Missing Documentation Affidavit (Procurement Card Transactions)01-21
70.08
-- Form: Procurement Card Use Exception Request - Contract01-21
70.08
-- Form: Procurement Card Use Exception Request - Entertainment01-21
70.08
-- Form: Procurement Card Use Exception Request - Gift Cards01-21
70.08
-- Form: Procurement Card Use Exception Request - Group Travel or Activity Expense01-21
70.08
-- Form: Procurement Card Use Exception Request - Restricted01-21
70.08
-- Form: Restricted Purchase Template01-21
70.10Departmental Requisitions01-22
70.11Relations with Suppliers and Supplier Representatives01-21
70.12Trade-Ins01-21
70.13Buying Through Purchasing Services01-21
70.14Receipt, Inspection, and Acceptance of Purchased Goods01-21
70.15University Purchases from State Employees07-21
70.16Payments to Outside Suppliers01-21
70.18Using Registered Student Organization (RSO) Accounts01-21
70.19Supplier Contract Purchases01-21
70.20Confirming Purchases and Employee Purchase Reimbursements01-21
70.21Contracts and Leases for Goods and Services01-21
70.22Alcohol for Laboratory Use08-15
70.23Purchasing Used Equipment from Outside Suppliers01-21
70.24Acquisition of Computer Equipment, Services, or Software01-21
70.26Purchasing Published Materials01-21
70.27Acquiring a Photocopier01-21
70.29Ordering Alcoholic Beverages01-21
70.31Buying Meals or Light Refreshments for Meetings01-21
70.31
-- Form: Request to Serve Food01-21
70.32Renting Non-Public Facilities for Meetings01-21
70.33Using Discretionary FN057 Accounts01-21
70.35University Stores01-21
70.37Purchasing, Using, and Recycling Multipurpose Paper01-21
70.39Purchasing Advertisements01-21
70.40Vehicle Acquisition and Disposal01-23
70.40
-- Form: Cost/Benefit Analysis07-19
70.42Tax Exemption Certification01-21
70.44Gift Cards and Cash Equivalents Purchase and Use09-21
70.50Personal Services Contracts01-21
70.60Laboratory Relocation Expenses01-21
Chapter 80 - Services
80.05Printing Services02-22
80.10Bookstore Services02-22
80.13Academic Media and Technology Services12-21
80.15Shipping Services01-21
80.16Payment for Shipping Services at WSU Pullman01-21
80.18Courier Services01-22
80.19Addressing Pullman Mail10-16
80.20Mailing Services10-16
80.21Interdepartmental Mail01-21
80.22Incoming U.S. Mail10-16
80.23Forwarding Mail10-16
80.24Outgoing Mail01-21
80.25Addressing Foreign Mail10-16
80.27Incoming Freight08-07
80.28Freight Discount Contracts01-21
80.45Requesting Facilities Operations Services03-10
80.48Moving Services at WSU Pullman03-18
80.56Minor Construction, Renovation, Remodeling, and Demolition01-22
80.56-- Form: Facility Review for New Equipment01-22
80.58Funding Departmental and Research Project Equipment Maintenance01-21
80.78Building Coordinators at WSU Pullman06-14
80.80Recycling01-17
80.85Energy Conservation10-21
80.86Commute Trip Reduction01-16
80.87Emergency Ride Home01-21
80.90Parking Permits Available to WSU Pullman Departments08-08
80.92Neighborhood Vehicles07-13
Chapter 85 - Computing and Telecommunications
85.33Accessing Workday Modules01-22
85.33-- Form: AIS Access Request01-22
85.34Information Technology Computing Invoice and Usage Reports10-07
85.37Network Services Account Request01-22
85.37
-- Form: Network Services Account Request01-22
85.39Telephone/Network Installation and Repair01-21
85.41Toll Call Authorization01-21
85.42ITS Online Customer Statements01-21
85.44Telephone Dialing Procedures04-18
85.45Cellular Device Policy07-21
85.45
-- Form: Cellular Device Authorization and Agreement07-21
85.48Data Warehouse Access06-19
85.48
-- Form: OBIEE Data Warehouse Access Request01-21
85.48
-- Form: Business Objects Data Warehouse Access Request01-21
85.55Ensuring Electronic and Information Technology Accessibility08-17
Chapter 87 - Information Security
87.01WSU Information Security Roles, Responsibilities, and Definitions03-22
87.05Information System Account, Identity, and Authentication Management06-20
87.10Mobile Device Management--WSU-Owned Mobile Devices06-20
87.11Mobile Device Management--Personally-Owned Devices06-20
87.15Information Security Planning07-20
87.20Security Assessment and Authorization07-20
87.25Information Security Risk Assessment07-20
87.30Configuration Management07-20
87.35Wireless Local Area Network (LAN) Management12-21
87.40System and Information Integrity07-20
87.50Audit and Accountability07-20
87.55Information Security Incident Management and Breach Notification03-22
Chapter 88 - Information Privacy
88.05Protected Health Care Information Breach Response03-22
88.10Patient Access to Protected Health Information03-22
88.12Role-Based Access to protected Health Information10-22
Chapter 90 - Records
90.01University Records--Retention and Disposition10-22
90.01
--Form: Retention Schedule Review| FileMaker07-96
90.02Archival Services08-19
90.03Retention of Electronic Communications05-19
90.05Release of Public Records11-18
90.05
--Form: Public Records Request03-16
90.06Release of Student Education Records01-21
90.07Release of Personnel Records01-17
90.12Evidence Preservation07-19
90.15Essential Records Protection10-05
90.15
--Form: Essential Records Schedule10-05
90.21Imaging University Records09-12
90.50E-Signature Policy Overview and General Guidance10-19
90.50--Form: E-Signature Use Exception Request10-19
90.51Standard E-Signature Use for University Transactions10-19
90.70University Name and Address File12-20
90.75Name and Legal Sex Designation Changes12-20
90.75--Form: Request for Change of Legal Sex Designation08-19
90.75
--Form: Request for Change of Name08-19
90.78Use of Social Security Number on Forms07-07
Chapter 95 - Travel
95.01Travel Management01-21
95.03University Travel Charge Card01-21
95.03
-- Form: Travel Charge Card Application01-21
95.04Managing Central Travel Accounts01-21
95.05Travel Advance01-21
95.05-- Form: Guarantee for Advance of Funds to Nonemployee Student01-21
95.06Meals and Lodging01-21
95.07Transportation01-21
95.08Miscellaneous Travel Expenses01-21
95.11Privately-Owned Motor Vehicles05-22
95.12Rental Cars01-21
95.13Student Travel01-21
95.14Applicant Travel03-22
95.15Foreign Travel01-21
95.16Travel Payments from Third Parties01-21
95.17Travel for Personal Convenience01-21
95.18Illness or Injury While on Travel Status01-21
95.19Travel Rates01-23
95.20Travel Expense Reimbursements01-21
95.20
-- Form: Receipt Affidavit01-21
95.21Funds Transfer of Expense Reimbursements11-21
95.21
-- Form: Funds Transfer Authorization06-22
95.25Speaker Travel and Speaker Fees01-21
95.30Privately-Owned, Rented, or Chartered Aircraft01-21
95.35Motor Pool05-21
95.35
-- Form: Student Driver Authorization05-01
95.35
-- Form: Vehicle Request / Justification05-21
95.37Fuel Credit Cards01-21
95.37
-- Form: Fuel Card Application01-21
95.37
-- Form: Fuel Card Custodian Agreement01-21
95.37-- Form: Fuel Card Change Request01-21
95.37-- Appendix 1: Comdata Reconciliation Report Instructions01-21
95.37-- Appendix 2: Comdata Transaction Detail Report Instructions01-21
95.45Fly America Act
01-21
95.45--Form: Certification of Exception to Fly America Act01-21
95.55International Travel Registry10-18
95.57Employee Registration of International Travel 10-18
95.57Employee Registration of International Travel 10-18

*The issue date refers to the latest revision date for the section.