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FACULTY & STAFF RESOURCES
 

FINANCE MANUAL


The School of Nursing Finance Manual is the Bolton School's main resource for accounting and budgeting information. It is updated regularly by the Finance Department.

It is available in Adobe PDF format and divided into the sections below. Forms can be completed on your computer. You need to have Adobe Reader installed on your computer to view and print.

 

General Information
• Staff
• SpeedType Reference
• Commonly Used Expense Accounts
• Complete List of Chart of Accounts
• Expense Statement Overview
• Salary Analysis Overview
• Journal Sources List

•

Independent Contractors at Case

Grants & Sponsored Projects
• Notice of Award Overview
• SpeedType Overview
• Commonly Used Expense Accounts
• Complete List of Chart of Accounts
• Expense Statement Overview
• Salary Analysis Overview
• Journal Sources List
• Unallowable Costs-Federal Grants
• Initiating Non-Salary Charges
• Initiating Salary Charges
• Deposits

•

Independent Contractors at Case
Forms
• Additional Pay Form
• Deposit Slip-Multiple Checks
• Deposit Slip-Standard
• Equipment Transfer Requisition
• IPAS Form
• Petition-Accounts to Remain Open
• Petty Cash Fund Request
• Petty Cash Expenditure Report
• Petty Cash Voucher
• Property Disposal Requisition
• Relinquish Statement
• Salary Advance Form
• SON Independent Contractor Form
• SON Payment Request Form
• SON Purchase Requisition
• Statement of Travel Expenses

•

Travel Requisition
Departmental & Non-Sponsored Projects
• SON General Purchasing Policy
• Ordering Office Supplies
• Purchasing Information and Requesting Purchase Orders
• Request for Purchasing Furniture and Computers
• Planning for Special Events That May Require Refreshments
• Using Suggested Outside Caterers for Events over $500.00
• Using Independent Contractors or Outside Vendors for Services
• How to Set Up an Independent Contract
• Accounts Payable Information and Submitting Request for Payment
• Business Travel Policy: Forms, Air Fare, Hotel, Meal Information, Mileage
• Reimbursement of Travel and Expense Reporting
• Request Form for PeopleSoft 8.4 User Access

•

What Is a P-Card?

Post Award Administration Policy & Guidelines
1.
The Award
 

• Summary

• Notice of Award Overview

• SpeedType Overview
2.
Fiscal Accountability
 

• Test of Allowability

• Expenses Not Chargeable to the Federal Government

• PHS Allowable Costs

• Treatment of Administrative & Clerical Salaries
3.
Cost Transfers
 

• Summary

• Cost Transfer Applicability

• 120 Day Certification Calendar

• Cost Transfer Policy Guidelines
4.
Post Award Changes & Rebudgeting
 

• Background & Summary

• Significant Rebudgeting

• Policy & Procedure on Rebudgeting

• Sample IPAS
5.
Federal Demonstration Project (FDP) & Expanded Authorities
 

• Summary

• No-Cost Extension

• Preaward Costs

• Carryover of Unobligated Balances

• Sample IPAS
6.
Miscellaneous Policies
 

• SpeedType Termination

• Transfer of Fund Balance from Restricted to Discretionary SpeedTypes

• Overexpanded SpeedTypes

• Sample Petition Form

• Case Policy for Handling Commitments
7.
Grants Close-Out
 

• Financial Status Report (FSR) Summary

• NIH Policy

• NIH FSR Procedure: Non-Competing Awards

• NIH FSR Procedure: Competing Renewals

• NIH FSR Procedure: Final Year of Grant Project

• Sample FSR

• Relinquish Statement

• Sample of Relinquish Statement

• Other Close out Requirements

• Sample Final Invention Statement & Certification

• Sample Equipment Transfer Requisition

• Sample Disposal Requisition-Surplus Property
8.
NIH Grants Policy Statement

 

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