BPPM Comprehensive Table of Contents | Office of Policies, Records, and Forms

Business Policies and Procedures Manual

Comprehensive Table of Contents

Number	Section Title	* Issue Date
00.01	Introduction	12-22
	Chapter 10 - Organization
10.04	Internal Control	09-97
10.05	Organizational Directory	12-20
10.07	Employee Directories	12-20
10.08	CougarCard	11-18
10.10	Delegation of Contractual Authority	03-10
10.11	Processing University Contracts	01-21
10.14	Legal Services	04-19
10.15	Lawsuits Against WSU Personnel	04-19
10.20	Improper Governmental Actions (Whistleblower Act)	07-16
10.23	Promotions and Sponsorships	02-22
10.25	Reporting State Lobbying Activity	11-12
10.26	Reporting Federal Lobbying Activity	12-13
10.35	Internal Rule-Making Procedures	04-14
10.37	Open Public Meeting Act Requirements	12-19
10.42	International Memorandums of Understanding and Agreements	05-19
	Chapter 20 - Property
20.35	Use of University Property	03-12
20.39	Postings in University Spaces	05-10
20.40	Renting University Facilities, Equipment, or Services	01-21
20.42	Exterior Signage	10-23
20.43	Temporary Signage	10-23
20.45	Real Property Management	01-21
20.50	Property Inventory	01-23
20.50	-- Form: Inventory Control Report \| FileMaker	11-22
20.53	Merchandise and Consumable Inventories	05-21
20.53	-- Form: Physical Inventory Notification	11-99
20.53	-- Form: Physical Inventory Value	11-99
20.55	Fuel Storage Tanks	04-11
20.75	WSU Pullman Departmental Storage	02-13
20.76	Surplus Property	01-23
20.77	Contaminated Surplus Property	12-07
20.77	-- Form: Item Evaluation	12-07
20.77	-- Appendix 1: Equipment Requiring Item Evaluation	12-07
20.77	-- Appendix 2: Biohazard Contamination	12-07
20.77	-- Appendix 3: Chemical Contamination	12-07
20.77	-- Appendix 4: Radioactive Material Contamination	12-07
20.77	-- Appendix 5: Hazardous Components Overview	12-07
20.77	-- Appendix 5A: Asbestos-Containing Materials	12-07
20.77	-- Appendix 5B: Batteries	12-07
20.77	-- Appendix 5C: Compressed Gases	12-07
20.77	-- Appendix 5D: Lasers	12-07
20.77	-- Appendix 5E: Mercury-Containing Materials	12-07
20.77	-- Appendix 5F: PCB-Containing Materials	12-07
20.77	-- Appendix 5G: Radiation Machines and Radiation Sources	12-07
20.77	-- Appendix 5H: Other Known or Recognized Hazards	12-07
20.78	Federal Excess Property	01-21
20.78	-- Form: Federal Excess Property Request	01-21
20.80	Sale or Move of Surplus Equipment	11-22
	Chapter 30 - Finance
30.02	Accounting for WSU Monies	12-87
30.05	Establishing, Naming, and Terminating WSU Accounts	01-21
30.06	Tracking Departmental Expenditures	05-23
30.07	Workday Reports	01-21
30.12	Internal Audits	10-04
30.14	External Auditors	08-02
30.15	Service Centers	01-21
30.15	-- Form: Service Center Application	01-21
30.15	-- Form: Service Center Calculation Worksheet - Excel	01-21
30.16	Administrative Service Charge	01-21
30.21	Overdrafts	01-21
30.25	Expenditure Transfers Between Funding Sources	06-18
30.25	-- Form: Expenditure Transfer Request\| FileMaker	12-06
30.30	Nonservice Pay Authorization	11-21
30.30	-- Form: Nonservice Pay Authorization	11-21
30.45	State of Washington Invoice Voucher	02-21
30.45	-- Form: State of Washington Invoice Voucher\| FileMaker	02-21
30.48	Unrecorded Funds in WSU Bank Accounts	10-23
30.50	Petty Cash Funds	04-05
30.51	Till Cash Funds	04-05
30.52	WSU Receipts	01-21
30.52	-- Form: WSU Receipt Authorization	05-09
30.52	-- Form: WSU Receipt Request	01-21
30.52	-- Form: WSU Receipt Inventory Control Sheet	01-21
30.53	Cash Handling	01-21
30.53	Appendix: Cash Overages and Shortages	05-11
30.54	Revenue Categories	03-22
30.55	Refunds	07-11
30.55	-- Form: Credit Card Refund Voucher	10-99
30.56	Accounts Receivable	01-21
30.57	Student Financial System (myWSU)	01-21
30.58	Returned Checks--Prevention and Processing	01-21
30.59	Cash Registers	01-21
30.59	-- Form: Daily Reconciliation Sheet	04-16
30.60	Bankruptcy	04-11
30.61	Payment Card Data Security Compliance	02-08
30.62	Credit or Debit Card Acceptance	05-14
30.64	Identity Theft Prevention Program	12-09
30.64	Appendix: Red Flag Indicators	12-09
30.65	Commercial Bank Accounts	06-09
30.65	-- Form: Bank Account Request	06-09
30.70	Gift Transmittal	01-21
30.70	-- Form: Gift Transmittal and Acknowledgment	12-21
30.70	-- Form: Noncash Gift Transmittal and Acknowledgment	01-21
30.70	-- Form: Golf Tournament Gift Transmittal	01-21
30.70	-- Form: Auction Bid Gift Transmittal	01-21
30.70	-- Form: Auction Item Gift Transmittal	01-21
30.70	-- Form: Noncash Multiple Gift Transmittal	01-21
30.70	-- Form: Gift Payroll Deduction	01-21
30.70	-- Form: Gift Electronic Funds Transfer Authorization	01-21
30.70	-- Form: Gift Records Cover Sheet	01-21
30.70	-- Form: Gift Accounting Log Sheet	07-13
30.70	-- Form: Drop-Off Receipts	05-10
30.72	Gifts In Place	12-13
30.72	-- Form: Gift In Place Review Sheet	12-13
30.73	WSU Pullman Campus Beautification and Recognition Program	04-16
30.74	Gift-Funded Capital Projects	06-16
30.75	Gift Accounts	01-21
30.78	Establishing a Quasi Endowment	11-08
30.82	Endowed Professorships	09-18
30.90	Departmental Scholarships and Resources Authorization	01-21
30.95	Special Course Fees	01-21
30.95	-- Form: Special Course Fee Request	01-21
30.96	Special Course Fees for Computer Laboratories	10-04
30.98	Direct Deposit of Excess Financial Aid Funds	05-09
	Chapter 35 - Intellectual Property
35.10	Use of Washington State University Name and Trademarks	03-20
35.30	<a href="https://policies.wsu.edu/prf/index/manuals/business-policies-and-procedures-manual/	09-03
35.35	Copyrighting and Marketing Original Material	05-18
35.45	Recordkeeping and Publication Guidelines for Inventors	05-18
35.50	Acceptance and Management of Equity in WSU IP-Based Startup Companies	06-23
35.53	Income Distribution	05-18
	Chapter 40 - Sponsored Agreements
40.01	Fiscal Responsibilities for Sponsored Projects	01-21
40.02	Proposal Processing and Development	10-22
40.03	Expenditure Deadlines for Sponsored Projects	01-21
40.04	Establishing and Terminating Sponsored Accounts	05-21
40.05	University DUNS Number	07-06
40.07	Research or Conference Account Request	01-21
40.09	Cost Determination Guidelines	01-21
40.12	Acquiring Equipment Under Federal Agreements	05-21
40.13	Management of Equipment Acquired Under Federal Agreements	05-21
40.16	Transferring Research Equipment to Other Institutions	05-21
40.21	Cash Advances	01-21
40.25	Facilities and Administrative Indirect Costs	01-21
40.27	Fixed Price Agreements	01-21
40.33	Cost Share and Match	01-21
40.37	Effort Certification	01-21
40.40	Institutional Base Salary and Salary Cap	05-21
	hapter 45 - Research
45.20	Anti-Kickback	09-10
45.35	Managing Research Records	02-19
45.42	Authority of the Attending Veterinarian	09-18
45.45	Research and Teaching Activities Involving Animals	06-23
45.50	Research Involving Human Subjects	09-21
45.53	Incentive Payments to Research Participants	4-21
45.53	-- Form: Distribution Log for Payments of Cash, Gift Cards and Other Cash Equivalents, and Tangible Property	08-20
45.53	-- Form: Record of Distribution and Request for Taxpayer Number and Certification	01-21
45.65	Pesticide Policy Overview	07-20
45.67	Approval to Make Pesticide Recommendations	05-19
45.69	Use of Registered Pesticides	07-20
45.70	Experimental Use of Pesticides	05-19
45.75	Controlled Substances	01-21
45.75	-- Form: Authorized User Questionnaire	12-13
45.75	-- Form: Controlled Substance Inventory Record	12-13
	Chapter 50 - Safety and Security
50.07	Equipment Damage or Loss	01-21
50.08	Bonding WSU Employees for Honesty	11-03
50.11	Certificate of Insurance	05-23
50.17	Steam Tunnel Access	06-18
50.17	-- Form: Tunnel Entry Hazard Acknowledgment	10-12
50.20	Access to University Facilities	07-18
50.21	Solicitation	06-04
50.23	Building Security and Hours	12-21
50.24	After-Public-Hours Use of University Buildings	12-21
50.25	Keys to University Rooms and Buildings	11-20
50.25	-- Form: Key Assignment Record\| FileMaker	08-08
50.25	-- Form: Key Roster	05-95
50.30	Workplace Violence	12-19
50.30	-- Guidelines: Emergency Action Plan--Hostile Intruder Response	02-08
50.30	-- Form: Workplace Violence Incident Report	02-08
50.31	Bullying Prevention and Reporting	05-17
50.31	-- Form: Workplace Bullying Incident Report	09-15
50.35	Safety and Security Video Surveillance--WSU Pullman	09-23
50.35	-- Form: Security Camera System Installation Request	09-23
50.35	-- Form: Video Security Camera System Access Request	11-20
50.39	Emergency Planning and Preparedness	07-15
50.40	Suspended Operations	05-22
50.41	WSU Pullman Suspended Operations	05-22
50.42	WSU Health Sciences Spokane Suspended Operations	05-22
50.43	WSU Tri-Cities Suspended Operations	05-22
50.44	WSU Vancouver Suspended Operations	05-22
50.45	WSU Off-Campus Locations Suspended Operations	05-22
50.46	WSU Everett Suspended Operations	05-22
50.48	Lost and Found	05-18
	Chapter 55 - Payroll
55.03	Internal Control--Payroll	12-20
55.04	Payroll Documents Schedule	12-20
55.05	Correcting a Social Security Number	02-11
55.10	Withholding Federal Income Tax (W-4 Form)	08-22
55.49	Payment Upon Separation of Employment	08-22
55.50	Direct Pay Deposit	12-20
55.56	Cash Awards to WSU Employees	07-21
55.62	Relocation Compensation	09-21
55.62	-- Form: Relocation Compensation Request	07-21
55.70	Cellular Device Allowance Payments	09-21
	Chapter 60 - Personnel
60.01	Determining Pay Status--Employee or Contractor	12-20
60.02	Classification and Reclassification	03-22
60.02	-- Form: Position Description \| FileMaker	07-06
60.02	-- Form: Position Questionnaire	07-06
60.02	-- Form: Organizational Chart	07-06
60.04	Employment Eligibility Verification--USCIS Form I-9	12-20
60.05	Employing Non-U.S. Citizens	12-20
60.08	Preemployment Inquiry Guidelines	12-20
60.10	Delegation of Appointing Authority	12-20
60.10	-- Form: Request for Appointing Authority Delegation	02-13
60.11	Recruitment and Selection of Faculty Personnel	07-21
60.12	Administrative Professional Salary Determination and Adjustment	03-22
60.14	Nepotism	06-10
60.15	Partner and Spouse Accommodation	01-10
60.16	Background Checks	07-21
60.17	Recruitment and Selection of Administrative Professional Personnel	08-23
60.18	Recruitment and Selection of Classified Positions	07-21
60.19	Benefit Transfer for Previous State of Washington Employment	12-20
60.19	-- Form: Employment Record Request	08-08
60.21	Reasonable Accommodation	04-09
60.21	-- Form: Accommodation Request for Disability or Serious Medical Condition	04-09
60.21	-- Form: Medical Release Statement for Reasonable Accommodation Requests	04-09
60.21	-- Form: Health Care Provider Statement for Reasonable Accommodation Requests	04-09
60.23	Project Employment--Civil Service	12-20
60.26	Temporary Employment Program	12-20
60.27	Temporary Employment Processing	12-20
60.27	-- Form: Temporary Employee Orientation Checklist	12-20
60.28	Hazardous Conditions Pay	12-20
60.29	Establishing Salary Step, Periodic Increment Date, and Probation or Trial Service for Civil Service Employees	12-20
60.30	Cyclic-Year Positions for Classified Employees	08-23
60.30	-- Form: Cyclic-Year Memorandum	08-23
60.31	Probationary and Trial Service Periods for Civil Service Employees	06-09
60.33	Employee Requests for Temporary Schedule Changes	12-20
60.34	Teleworking	08-23
60.34	-- Form: Telework Agreement	06-21
60.35	Employee Demographics -- Sex, Race, Ethnicity, Disability, and Veteran Status	12-21
60.37	Layoff--Civil Service Employees	09-21
60.38	Notice of Faculty or Staff Departure--Vacating University Areas	04-06
60.38	-- Form: Departure Notice	01-21
60.38	-- Form: Area Evaluation/Release	04-06
60.40	Staffing During Suspended Operations or Emergency Closures	03-20
60.41	Payment for Unused Sick Leave	12-20
60.43	Paid Sick Leave for Temporary Hourly Employees	12-20
60.44	Faculty Compensation Outside Assigned Duties	01-22
60.44	-- Form: Annual Report of Outside Compensation for Faculty	01-22
60.50	Corrective and Disciplinary Action	03-10
60.55	Performance Management Evaluations	04-21
60.55	-- Form: Employee Performance Evaluation \| FileMaker	07-06
60.55	-- Form: Annual Review: Administrative Professional Employees \| FileMaker	07-16
60.56	Faculty and Administrative Professional Personnel Leave	07-21
60.57	Civil Service Employee Leave	07-21
60.58	Shared Leave	12-20
60.58	-- Form: Request to Donate Shared Leave	07-09
60.59	Overtime-Eligible Employees	07-21
60.70	Tuition Waivers--Fall and Spring Semesters	10-22
60.70	-- Form: Tuition Waiver Request	10-22
60.71	Training and Development	07-08
60.72	Release Time for Training	07-07
60.73	Summer Educational Benefits	04-16
60.73	-- Form: Summer Educational Benefit Request	04-16
60.74	Employee Departure Procedures	12-20
60.74	-- Form: Departure Checklist	12-20
60.75	Rental of University Apartments to WSU Employees	03-15
60.76	WSU Holidays	12-21
60.79	Unemployment Compensation Claims	12-06
60.81	Volunteers	09-23
60.81	-- Form: Minor Volunteer Consent and Release	10-04
60.81	-- Form: Volunteer Monthly Report \| FileMaker	02-21
60.82	Children in the Workplace	09-23
60.86	Employee Assistance Program	12-17
60.90	Political Activity of WSU Employees	07-90
	Chapter 70 - Purchasing
70.01	General Purchasing Information	03-23
70.03	Allowable Purchases (By Function)	06-21
70.04	Fiscal Year-End Expenditure Deadlines	01-21
70.05	Interdepartmental Requisition and Invoice (IRI)	01-21
70.05	-- Form: Interdepartmental Requisition and Invoice (IRI)\| FileMaker	01-21
70.06	Interdepartmental Blanket Requisitions	01-21
70.08	Procurement Card	08-21
70.08	-- Form: Departmental Monthly Log Sheet	03-10
70.08	-- Form: Procurement Card Change Request	01-21
70.08	-- Form: Procurement Card Temporary Delegation	01-21
70.08	-- Form: Procurement Card Check-Out Log Sheet	01-21
70.08	-- Form: Missing Documentation Affidavit (Procurement Card Transactions)	01-21
70.08	-- Form: Procurement Card Use Exception Request - Contract	01-21
70.08	-- Form: Procurement Card Use Exception Request - Entertainment	01-21
70.08	-- Form: Procurement Card Use Exception Request - Gift Cards	01-21
70.08	-- Form: Procurement Card Use Exception Request - Group Travel or Activity Expense	01-21
70.08	-- Form: Procurement Card Use Exception Request - Restricted	01-21
70.08	-- Form: Restricted Purchase Template	01-21
70.10	Departmental Requisitions	01-22
70.11	Relations with Suppliers and Supplier Representatives	01-21
70.12	Trade-Ins	01-21
70.13	Buying Through Purchasing Services	01-21
70.14	Receipt, Inspection, and Acceptance of Purchased Goods	01-21
70.15	University Purchases from State Employees	07-21
70.16	Payments to Outside Suppliers	01-21
70.18	Using Registered Student Organization (RSO) Accounts	01-21
70.19	Supplier Contract Purchases	01-21
70.20	Confirming Purchases and Employee Purchase Reimbursements	01-21
70.21	Contracts and Leases for Goods and Services	01-21
70.22	Alcohol for Laboratory Use	08-15
70.23	Purchasing Used Equipment from Outside Suppliers	01-21
70.24	Acquisition of Computer Equipment, Services, or Software	01-21
70.26	Purchasing Published Materials	01-21
70.27	Acquiring a Photocopier	10-23
70.29	Ordering Alcoholic Beverages	01-21
70.31	Buying Meals or Light Refreshments for Meetings	01-21
70.31	-- Form: Request to Serve Food	01-21
70.32	Renting Non-Public Facilities for Meetings	01-21
70.33	Using Discretionary FN057 Accounts	01-21
70.35	University Stores	01-21
70.37	Purchasing, Using, and Recycling Multipurpose Paper	01-21
70.39	Purchasing Advertisements	01-21
70.40	Vehicle Acquisition and Disposal	01-23
70.40	-- Form: Cost/Benefit Analysis	07-19
70.42	Tax Exemption Certification	01-21
70.44	Gift Cards and Cash Equivalents Purchase and Use	09-21
70.50	Personal Services Contracts	10-23
70.60	Laboratory Relocation Expenses	01-21
	Chapter 80 - Services
80.05	Printing Services	02-22
80.10	Bookstore Services	02-22
80.13	Academic Media and Technology Services	12-21
80.15	Shipping Services	01-21
80.16	Payment for Shipping Services at WSU Pullman	01-21
80.18	Courier Services	01-22
80.19	Addressing Pullman Mail	10-16
80.20	Mailing Services	10-16
80.21	Interdepartmental Mail	01-21
80.22	Incoming U.S. Mail	10-16
80.23	Forwarding Mail	10-16
80.24	Outgoing Mail	01-21
80.25	Addressing Foreign Mail	10-16
80.27	Incoming Freight	08-07
80.28	Freight Discount Contracts	01-21
80.45	Requesting Facilities Operations Services	03-10
80.48	Moving Services at WSU Pullman	03-18
80.56	Minor Construction, Renovation, Remodeling, and Demolition	01-22
80.56	-- Form: Facility Review for New Equipment	01-22
80.58	Funding Departmental and Research Project Equipment Maintenance	01-21
80.78	Building Coordinators at WSU Pullman	06-14
80.80	Recycling	10-23
80.85	Energy Conservation	10-21
80.86	Commute Trip Reduction	01-16
80.87	Emergency Ride Home	01-21
80.90	Parking Permits Available to WSU Pullman Departments	08-08
80.92	Neighborhood Vehicles	07-13
	Chapter 85 - Computing and Telecommunications
85.33	Accessing Workday Modules	03-23
85.34	Information Technology Computing Invoice and Usage Reports	10-07
85.37	Network Services Account Request	03-23
85.37	-- Form: Network Services Account Request	01-22
85.39	Telephone/Network Installation and Repair	01-21
85.41	Toll Call Authorization	01-21
85.42	ITS Online Customer Statements	01-21
85.44	Telephone Dialing Procedures	04-18
85.45	Cellular Device Policy	07-21
85.45	-- Form: Cellular Device Authorization and Agreement	07-21
85.48	Data Warehouse Access	03-23
85.48	-- Form: OBIEE Data Warehouse Access Request	03-23
85.48	-- Form: Business Objects Student Data Warehouse Access Request	03-23
85.55	Ensuring Electronic and Information Technology Accessibility	08-17
	Chapter 87 - Information Security
87.01	WSU Information Security Roles, Responsibilities, and Definitions	03-22
87.05	Information System Account, Identity, and Authentication Management	06-20
87.10	Mobile Device Management--WSU-Owned Mobile Devices	06-20
87.11	Mobile Device Management--Personally-Owned Devices	06-20
87.15	Information Security Planning	07-20
87.20	Security Assessment and Authorization	07-20
87.25	Information Security Risk Assessment	07-20
87.30	Configuration Management	07-20
87.35	Wireless Local Area Network (LAN) Management	12-21
87.40	System and Information Integrity	07-20
87.50	Audit and Accountability	07-20
87.55	Information Security Incident Management and Breach Notification	03-22
	Chapter 88 - Information Privacy
88.05	Protected Health Care Information Breach Response	03-22
88.10	Patient Access to Protected Health Information	03-22
88.12	Role-Based Access to protected Health Information	10-22
	Chapter 90 - Records
88.20	Protected Health Information Risk Assessment	08-23
90.01	University Records--Retention and Disposition	10-22
90.01	--Form: Retention Schedule Review\| FileMaker	07-96
90.02	Archival Services	08-19
90.03	Retention of Electronic Communications	05-19
90.05	Release of Public Records	11-18
90.05	--Form: Public Records Request	03-16
90.06	Release of Student Education Records	01-21
90.07	Release of Personnel Records	01-17
90.12	Evidence Preservation	07-19
90.15	Essential Records Protection	10-05
90.15	--Form: Essential Records Schedule	10-05
90.21	Imaging University Records	09-12
90.50	E-Signature Policy Overview and General Guidance	10-19
90.50	--Form: E-Signature Use Exception Request	10-19
90.51	Standard E-Signature Use for University Transactions	10-19
90.70	University Name and Address File	12-20
90.75	Name and Legal Sex Designation Changes	12-20
90.75	--Form: Request for Change of Legal Sex Designation	08-19
90.75	--Form: Request for Change of Name	08-19
90.78	Use of Social Security Number on Forms	07-07
	Chapter 95 - Travel
95.01	Travel Management	01-21
95.03	University Travel Charge Card	01-21
95.03	-- Form: Travel Charge Card Application	01-21
95.04	Managing Central Travel Accounts	01-21
95.05	Travel Advance	01-21
95.05	-- Form: Guarantee for Advance of Funds to Nonemployee Student	01-21
95.06	Meals and Lodging	10-23
95.07	Transportation	01-21
95.08	Miscellaneous Travel Expenses	10-23
95.11	Privately-Owned Motor Vehicles	05-22
95.12	Rental Cars	01-21
95.13	Student Travel	01-21
95.14	Applicant Travel	03-22
95.16	Travel Payments from Third Parties	01-21
95.17	Travel for Personal Convenience	01-21
95.18	Illness or Injury While on Travel Status	01-21
95.19	Travel Rates	10-23
95.20	Travel Expense Reimbursements	01-21
95.20	-- Form: Receipt Affidavit	01-21
95.21	Funds Transfer of Expense Reimbursements	11-21
95.21	-- Form: Funds Transfer Authorization	06-22
95.25	Speaker Travel and Speaker Fees	01-21
95.30	Privately-Owned, Rented, or Chartered Aircraft	01-21
95.35	Motor Pool	05-21
95.35	-- Form: Student Driver Authorization	05-01
95.35	-- Form: Vehicle Request / Justification	05-21
95.37	Fuel Credit Cards	01-21
95.37	-- Form: Fuel Card Application	01-21
95.37	-- Form: Fuel Card Custodian Agreement	01-21
95.37	-- Form: Fuel Card Change Request	01-21
95.37	-- Appendix 1: Comdata Reconciliation Report Instructions	01-21
95.37	-- Appendix 2: Comdata Transaction Detail Report Instructions	01-21
95.45	Fly America Act	01-21
95.45	--Form: Certification of Exception to Fly America Act	01-21
95.53	International Travel Policy	11-23
95.57	Employee Registration of International Travel	10-18

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