This new policy section is intended to formalize and enhance procedures for the administration of agency funds. The documents open for comment listed below address this need by establishing initial core requirements and processes for administration of fund type 9D ("Agency-Other") agency funds; they do not address student organization funds or payroll withholding agency funds. Subsequent additions to this section will be developed to address specific needs.
Special Note: These policies require each unit to obtain a signed agreement with the owner of the funds before a new fund may be established. A plan to implement these policies for currently existing agency funds will be communicated in a separate announcement when they are released.
Policies included in the open comment period:
Policies for Managing Fund Type 9D Agency Funds
Determine the Need for an Agency Fund
Request Approval for an Agency Fund
Comply with Unit Liaison Responsibilities for an Agency Fund
Return Agency Funds to the Owner
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