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About the UM Business Policy Manual

Revisions

Revision DateSectionSection TitleDescription of Change
4/1/2013 214 Disbursements - Moving Expenses Revised from paper process to the electronic Travel & Expenditures Model
3/17/2013 504 Methods of Transportation and Allowances Revised Liability Insurance and Physical Damage to allow for exception for vehicles driven pursuent to University of Missouri Health Care's policy for staff transport during severe winter weather.
3/13/2013 105 Internal Audit Revised to update names of department, position titles, and committee
11/06/2012 911 Electronic Records Administration Revised to require use of central e-mail system when conducting University business and retaining e-mail records
10/17/2012 1201 Management, Access and Use of IT Resources Revised to replace general IT definitions with assignment of responsibility for management, access, and use of IT resources
10/17/2012 403 Non-University Use of Computing Facilities Revised to direct to BPM-1201: Management, Access and Use of IT Resources
10/05/2012 101 University Names and Symbols Revised to update University names
9/19/2012 501 Authorization to Travel Revised to clarify type of communication authorization
9/18/2012 TOC Table of Contents Revised to change title of BPM-109
9/18/2012 109 Design & Construction Delegation of Authority and General Policies Revised to update current delegations, responsibilities, and policies
9/18/2012 406 Vehicles Revised to update safety inspections for new motor vehicles
8/31/2012 203 Facilities and Adminstration Cost Recovery (Grants & Contracts) Revised to update Schedule of Rates
7/1/2012 505 Allowable Expenses Revised to move to a flat reimbursement rate of $21.00 for meals when travel extends the employee's work day
7/1/2011 214 Disbursements - Moving Expenses Revised to direct mileage reimbursement of moving expenses to Controller's website
1/18/2012 406 Vehicles Revised to verify licene for operators of vehicles while on offical university business, clarifies driver & supervisor responsibility, includes wireless devices
5/8/2012 504 Methods of Transportation and Allowances Revised to update aircraft insurance language
1/1/2012 1205 Telephones and Communication Devices Aligned with IRS regulations (revised departmental responsibilities and personal use of a University cellular phone) and updated technology language
7/1/2011 TOC Table of Contents Adds Section 219 "Travel and Other Business Expenses"
7/1/2011 219 Travel and Other Business Expenses Creates policy for Travel and Other Business Expenses
7/1/2011 406 Vehicles Revised Choice of Rental, Personal or University Vehicle - travelers determine most cost effective travel option for trips with approval by the appropriate departmental official.
7/1/2011 501 Authorization of Travel Revised to allow verbal authorization by administrative superior or other designated official; departmental travel and related expenditures should be monitored on a regular basis; and creates Policy Adherence – divisions or departments may not establish lower limits, additional requirements, or more restrictive policies unless required by an outside entity or third party.
7/1/2011 504 Methods of Transportation and Allowances Revised to direct updates of mileage reimbursement rate to Controller's website; removed requirement for cost comparison associated with driving versus flying in determining use of personal vehicle; and creates Policy Adherence - divisions or departments may not establish  lower limits, additional requirements, or more restrictive policies unless required by an outside entity or third party.
7/1/2011 505 Allowable Expenses Revised to change meal reimbursements to a per diem basis; moved certain meal reimbursements to new policy 219; and creates Policy Adherence - divisions or departments may not establish lower limits, additional requirements, or more restrictive policies unless required by an outside entity or third party.
10/20/2010 TOC Table of Contents Changed Title of Section 302 from Organization to Procurement
10/20/2010 301 Delegation of Authority Aligned with CRR 80.010, BPM 102, current organizational structure, added Departmental Authority & Responsibility, added Confirming Order Fee
10/20/2010 302 Organization Revised to reflect current Procurement organization and responsibilities
10/20/2010 303 Bids & Proposals Removed pricing point requirement and moved restrictions to BPM 301 (Delegation of Authority)
10/20/2010 305 Inter-Departmental Purchases Content moved into BPM 302 (Organization) and BPM 306 (Special Purchases)
10/20/2010 306 Special Purchases Aligned with BPM 407, revised authority for Bookstore and Storeroom purchases, removed Petty Cash
10/20/2010 307 Equipment Leases/Rentals Added IT authority and moved Service & Maintenance language to BPM 306 (Special Purchases)
10/20/2010 308 Resale, Sale or Disposal Revised disposal process for electronic devices, added claims settlement process
10/1/2010 205 Sales Tax Revises Phelps County tax rate
7/1/2010 205 Sales Tax Revises St. Louis County tax rate
6/15/2010 1204 Information Technology and Telecommunication Devices Rewords video conferencing section for clarity
4/1/2010 205 Sales Tax Revises St. Louis County tax rate
3/15/2010 TOC Table of Contents Adds Section 1204 Information Technology and Telecommunications Purchases
3/15/2010 1204 Information Technology & Telecommunications Purchases Creates policy for the purchase of IT and Telecom Purchases
3/1/2010 202 Disposition of Checks Revises references and clarifies lost/incorrect check processing
3/1/2010 206 Petty Cash Funds Revises references and request information needed
3/1/2010 214 Disbursements – Moving Expenses Revises and links to current forms, clarifies moving expense limit
3/1/2010 215 Organizational Dues & Memberships Revises to clarify when University funds may be used to pay for memberships
1/1/2010 214 Disbursements – Moving Expenses Reduces moving mileage reimbursement to $0.135 per mile
1/1/2010 504 Methods of Transportation and Allowances Reduces mileage reimbursement to $0.47 per mile
10/1/2009 205 Sales Tax Revises Boone County tax rate (expired 1/5% county capital improvements sales tax)
8/1/2009 TOC Table of Contents Changes Title of Section 903 from Scheduling University Records for Retention & Disposal to Records Retention Schedules
8/1/2009 903 Records Retention Schedules Revises to reflect current state of record retention authorizations
8/1/2009 908 Document Imagery Clarifies language for document imagery
8/1/2009 911 Electronic Records Administration Updates electronic records language and links to definitions in BPM 902
7/17/2009 902 Records Management General Policy Clarifies Records Management practices and revises to include current media types
7/15/2009 901 Organization & Services Adds link to Records Management Website for microfilm information
7/15/2009 904 Storage of Inactive Records Adds information on storage boxes and labels
7/15/2009 905 Disposal of University Records Adds link to BPM for definitions of confidential records
7/15/2009 907 Vital Records Adds to list of designated records
7/1/2009 205 Sales Tax Revises UMSL County tax rate and provides more information about applicability of taxes
7/1/2009 701 General Policy (Reporting Accidents & Incidents) Clarifies reference information
7/1/2009 702 Loss of Money, Securities & Property Updates department names and clarifies loss reporting requirements
7/1/2009 703 Damage to University Property (Including Fire) Revises contract information and clarifies definitions
7/1/2009 704 Employee Injuries & Occupational Diseases Adds report form and non-employee information
7/1/2009 705 Accidents – University Vehicles Revises forms to be used and corrects reference to another BPM section
7/1/2009 706 Accidents – Rented Vehicles Adds reporting information when an employee is injured
7/1/2009 707 Students & General Public (Except Vehicle Accidents) Corrects reference to other BPM section
7/1/2009 708 Incidents – Medical Patients (Therapeutic & Diagnostic) Revises form to be used and corrects language
7/1/2009 709 Incidents – Medical Patients (Not Therapeutic & Diagnostic) Revises form to be used and addresses subpoenas or requests for records
7/1/2009 710 Wrongful Act Incidents Adds reference to other BPM section
7/1/2009 711 Broadcasters’ & Publishers’ Incidents Provides expanded list of types of incidents and includes requirements to submit reports to General Counsel’s Office
7/1/2009 802 Purchasing Insurance Adds methods of purchase
7/1/2009 803 Insurance Coverage Links to Risk & Insurance Management website list of insurance coverages and instructions to file instead of listing within this policy
7/1/2009 804 Self-Insured Coverage Section deleted.  Information has been incorporated into revised Section 803
7/1/2009 TOC Table of Contents Deletes Section 804
7/1/2009 TOC Table of Contents Changes Title of Section 803 from Commercial Coverage to Insurance Coverage
6/12/2009 204 Recharge Centers Raises cost of equipment for recharge centers that must be purchased from plant funds from $1,000 to $5,000
6/1/2009 203 Facilities & Administration Cost Recovery (Grants & Contracts) Updates schedule of rates for F&A cost recovery
5/1/2009 213 Correction of Income & Expense Items Adds approval requirements for transactions older than 2 months
5/1/2009 1001 Records Retention Guide Incorporates information previously contained in Sections 1002 and 1003, which have been deleted.
5/1/2009 1002 Index of Summaries Section deleted.  Information has been incorporated into revised Section 1001.
5/1/2009 1003 Records Retention Summaries Section deleted.  Information has been incorporated into revised Section 1001.
5/1/2009 1101 Forms Management Incorporates information previously contained in Sections 1102 and 1103, which have been deleted.
5/1/2009 1102 Alphabetic List of Forms Section deleted.  Information has been incorporated into revised Section 1101.
5/1/2009 1103 Numeric List of Forms Section deleted.  Information has been incorporated into revised Section 1101.
5/1/2009 TOC Table of Contents Deletes Sections 1002, 1003, 1102, 1103
5/1/2009 TOC Table of Contents Changes Title of Section 1001 from Introduction to Records Retention Guide
5/1/2009 TOC Table of Contents Changes Title of Section 1101 from Forms Management General Policy to Forms Management
5/1/2009 102 Conflict of Interest Revises incorrect references
5/1/2009 107 Cancelling Classes or Suspending Operations Removes incorrect reference to the department responsible for issuing announcements
2/6/2009 TOC Table of Contents Adds Section 110, Protection of Personally Identifiable Financial and Account Information
2/6/2009 110 Protection of Personally Identifiable Financial & Account Information Identifies responsibility for establishment of a program to protect personally identifiable financial and account information
1/1/2009 214 Disbursement – Moving Expenses Defines moving mileage reimbursement of $0.21 per mile
1/1/2009 504 Methods of Transportation and Allowances Revises mileage reimbursement to $0.52 per mile
12/1/2008 601 Safety & Risk Management – General Policy Updates agency names under Codes and Standards and modifies language to be consistent with CRR
12/1/2008 602 Eye Protective Devices Defines approved devices for eye protection and adds contact information
12/1/2008 603 Asbestos – Application, Removal, Disturbance & Disposal Revises references to federal and state regulations
7/1/2008 504 Methods of Transportation and Allowances Increases mileage reimbursement to $0.585 per mile from July 1, 2008 through December 31, 2008
6/3/2008 203 Facilities and Administration Cost Recover (Grants & Contracts) Provides a new schedule of rates for Facilities and Administration cost recovery
6/1/2008 308 Resale, Sale or Disposal Adds information regarding disposal of property associated with external sponsors
6/1/2008 410 Real Estate – General  Revises authority, and identifies responsibilities for real estate sales, purchases and leases
5/1/2008 504 Methods of Transportation and Allowances Requires air/vehicle cost comparison for long distance travel, and raises personal aircraft mileage reimbursement rate
5/1/2008 505 Allowable Expenses Clarifies meal and car rental reimbursement requirements
4/22/2008 704 Employee Injuries & Occupational Diseases Updates the contact information and clarifies cost of medical care
4/16/2008 TOC Table of Contents Adds Chapter 1200, Information Technology & Telecommunications
4/16/2008 TOC Table of Contents Adds Section 1201, Definitions
4/16/2008 TOC Table of Contents Adds Section 1203, Information Security
4/16/2008 TOC Table of Contents Moves Section 412 to 1205, Telephones and Telecommunication Devices
4/16/2008 1200 Information Technology & Telecommunications Adds new chapter
4/16/2008 1201 Definitions Adds new section, defines Information Technology and Telecommunications terms
4/16/2008 1203 Information Security Adds new section, describes the information security program and responsibilities
4/16/2008 1205 Telephones and Telecommunication Devices Moves section from Property & Capital Equipment (formerly BPM 412)
4/16/2008 412 Telephones and Telecommunication Devices Moves section to Information Technology & Telecommunications (BPM 1205)
4/8/2008 LOC Locations Updates the hard copy locations for all campuses and system
1/8/2008 205 Sales Tax Updates the tax rate for the City of St. Louis
1/1/2008 504 Methods of Transportation and Allowances Increases mileage reimbursement to $0.505 per mile as of January 1, 2008
12/6/2007 601 Safety & Risk Management – General Policy Modifies language to be consistent with the CRR
11/29/2007 1102 Alphabetic List of Forms Updates alphabetic list of forms
11/29/2007 1103 Numeric List of Forms Updates numeric list of forms
10/19/2007 406 Vehicles Raises requirement for purchases of alternative fuel vehicles from 50% to 70% of non-exempt vehicles.
10/18/2007 TOC Table of Contents Changes name of Section 210, from Grants and Related Contracts, to Sponsored Programs
10/18/2007 210 Sponsored Programs Defines proposals and sponsored projects and identifies offices responsible for preparation, submission, negotiation, acceptance and reporting.
10/5/2007 109 Design and Construction Delegation of Authority Raises the formal bid advertisement threshold from $25,000 to $100,000.
10/1/2007 205 Sales Tax Revises tax rate for the City of St. Louis
8/13/2007 TOC Table of Contents Changes name of Section 407, from Inventory, to Inventory of Movable Property and Equipment
8/13/2007 407 Inventory of Movable Property and Equipment Adds policy for inventory of property associated with external sponsors, and clarifies departmental responsibilities for inventory of all movable property and equipment.
7/1/2007 LOC Location Updates locations of the UM Business Policy Manual at UMR
3/23/2007 TOC Table of Contents Changes name of Section 213, from Transfer of Income & Expense Items, to Adjustment of Income & Expense Items
3/23/2007 213 Adjustment of Income & Expense Items States restrictions on timeframe for Payroll Correcting Entries (PCE) and details procedures for PCEs after the prescribed timeframe (including approvals required); and changes name of section to “Adjustments of Income & Expense Items.”
1/1/2007 504 Methods of Transportation and Allowances Increases mileage reimbursement to $0.485 per mile as of January 1, 2007
10/1/2006 205 Sales Tax Revises tax rates for all campuses.
7/26/2006 601 General Policy Updates codes and standards and assigns responsibility for safety and risk management.
7/26/2006 604 Control of Environmental & Radioactive Hazards Section deleted.  
6/12/2006 407 Inventory Requires department administrators to maintain records and establish controls for tracking sensitive or portable equipment. 
5/30/2006 911 Electronic Records Administration Revises requirements and responsibilities for managing electronic records, adds definitions of legal custodians and official records retention schedules, and adds a section on maintaining records associated with litigation.
5/25/2006 507 Car Rental Services Revises circumstances in which Collision Damage Waiver (CDW) and Limited Damage Waiver (LDW) insurance coverage should be purchased for rental vehicles. 
5/5/2006 109 Design & Construction Delegation of Authority Revises delegation of authority for the engagement of Architects/Engineers/ Consultants, Construction Managers, Bond Financed Projects, and Master Construction Agreements.
5/5/2006 902 Records Management – General Policy Expands the definition of University Records
4/30/2006 303 Bids & Proposals Revises the last sentence under Requests for Bids changing “responsible” to “responsive.”
4/19/2006 TOC Table of Contents Deletes Section 605, Seat Belts.  Changes name of Section 406, Use of Vehicles, to Vehicles.
4/19/2006 405 Use of University Equipment & Resources Changes section name referencing Section 406. 
4/19/2006 306 Special Purchases Moves information about purchase of vehicles to Section 406.
4/19/2006 406 Vehicles Adds policy regarding purchase, operation, maintenance, required records, and disposal, sale or trade of University vehicles, and changes name of section to “Vehicles.”
4/19/2006 504 Methods of Transportation and Allowances Adds a reference to Section 406, Vehicles.
4/19/2006 605 Seat Belts Section deleted.  Information has been incorporated into revised Section 406.
4/19/2006 705 Accidents-University Vehicles Updates and expands information about reporting accidents in University vehicles.
4/19/2006 706 Accidents-Rented Vehicles Updates and expands Information about reporting accidents in rented vehicles.
1/1/2006 504 Methods of Transportation and Allowances Reduces mileage reimbursement to $0.445 per mile as of January 1, 2006
1/1/2006 105 Internal Auditing Function Revises authority, responsibilities, reporting relationships, and scope of internal audit functions.
10/1/2005 504 Methods of Transportation and Allowances Raises the mileage reimbursement rate for use of personal vehicles to $0.485 as of October 1, 2005.
8/24/2005 402 Fees for Use of University Facilities Adds Havener Center to list of UMR facilities charging fees, and deletes University Center.
8/24/2005 507 Car Rental Services Updates travel website URL and changes the email contact for car rental rates.
5/12/2005 601 Safety & Risk Management – General Policy Revises list of codes and standards to be followed for University facilities; and updates information for campus safety officials.
4/27/2005 TOC Table of Contents Adds new Section 109
4/27/2005 109 Design & Construction Delegation of Authority Codifies authority for design and construction activities.
2/18/2005 LOC UMR BPM Locations Provides the current list of locations on the UMR Campus.
2/18/2005 LOC UMC BPM Locations Provides the current list of locations on the UMC Campus.
2/18/2005 505 Travel – Allowable Expenses Provides current websites for reimbursements for travel outside the U.S. and District of Columbia, and for other travel information.
2/18/2005 218 Accountable Plan – Business Expense Reimbursements Lists criteria for qualification of business expense reimbursements as non-taxable compensation.
2/18/2005 TOC Table of Contents Added Section 218 on Accountable Plan – Business Expenditure Reimbursements.
2/17/2005 1103 Form – Numeric List of Forms Provides a website for a numeric list of University System and Federal forms.
2/17/2005 1102 Forms – Alphabetic List of Forms Provides a website for an alphabetic list of University System and Federal forms.
2/16/2005 1001 Introduction More recent dates are used in the example of how to calculate retention time for University records.
2/16/2005 207 Sales of  Products and Services Corrects section number in reference to Inter-departmental Purchases.
1/27/2005 1003 Records Retention Summaries Provides weblinks to Records Retention Summaries and Guidelines.
1/27/2005 901 Organization and Services Provides a revised weblink for information about microfilm services.
1/27/2005 902 Records Management General Policy Removes the suggestion to contact Records Management prior to purchase of filing equipment.
1/27/2005 904 Storage of Inactive Records Updates form numbers for transmittal and storage of records.
1/27/2005 905 Disposal of University Records Updates form number for destruction of records.
1/27/2005 1002 Index Provides a weblink for the Index of current Records Retention Summaries.
1/27/2005 1101 Forms Management General Policy Updates the lists of responsibilities for Forms Management.
1/1/2005 504 Methods of Transportation and Allowances Raises the mileage allowance for use of personal vehicle from $0.375 per mile to $0.405, effective January 1, 2005.
1/12/2005 203 Cost Recovery (Grants & Contracts) Provides a new schedule of rates for F&A cost recovery.
12/20/2004 208 Cash Receipts Provides websites for access to the Cash Receipts Manual and The Office of The Controller.
8/1/2004 TOC Table of Contents Adds new Section 217
8/1/2004 217 Incidental Expenses Identifies various types of expenses, states when the use of University funds is appropriate, and who must approve the expenditure.
8/1/2004 412 Telephones and Communications Devices Adds policy for hand-held devices and for out of office Internet Services
6/30/2004 211 Expenditure Accounts Revises web link for list of expenditure accounts.
6/30/2004 209 Revenue Accounts Revises web link for list of revenue accounts.
6/10/2004 TOC Table of Contents Adds new Section 216
6/10/2004 216 Awards, Gifts & Prizes Distinguishes among awards, gifts and prizes and identifies reporting requirements for employees and non-employees.
5/26/2004 214 Disbursements – Moving Expenses Updates requirements for payment of moving expenses.
4/15/2004 ABOUT About the UM Business Manuel Updated contact information.
4/5/2004 1103 Numeric List of Forms Adds new forms, deletes discontinued forms, and updates revision dates.
4/5/2004 1102 Alphabetic List of Forms Adds new forms, deletes discontinued forms, and updates revision dates.
4/4/2004 301 Delegation of Authority Authorizes the President to waive bidding requirements for purchase of items for resale when it is in the best interests of the University.
4/1/2004 205 Sales Tax Updates Kansas City sales tax rates and clarifies taxability of rent.
3/31/2004 TOC Table of Contents Changes titles of sections 209 and 211.
3/17/2004 211 Expenditure Accounts Replaces FRS expenditure subcodes with a reference to a website listing PeopleSoft expenditure accounts.
3/17/2004 209 Revenue Accounts Replaces FRS revenue subcodes with a reference to a website listing PeopleSoft revenue accounts.
1/1/2004 504 Methods of Transportation & Allowances. Raises the mileage allowance for use of personal vehicle from $0.36 to $0.375 per mile, effective January 1, 2004.
12/20/2003 INDEX Index Revised
11/12/2003 TOC Table of Contents Adds new Section 412
11/14/2003 412 Telephones and Communication Devices Moves non-cellular phone policy from Section 405 to 412, and adds cellular/wireless telephone policies.  Policies for other communication devices will be added at a future date.
11/14/2003 405 Use of University Equipment and Resources Current non-cellular telephone policy moved to new Section 412.
10/31/2003 505 Allowable Expenses Provisions were added for partial payment of expenses by another entity.
10/31/2003 214 Moving Expenses Updates references to forms used for reporting moving expenses.
7/16/2003 505 Allowable Expenses Late reimbursement requests may be refused, and if paid are reported as taxable income.  Under certain circumstances, reimbursement for meals on extended day trips are allowed.
4/21/2003 504 Methods of Transportation and Allowances The insurance requirements for personally owned aircraft are increased from $1,000,000 to $2,000,000 per person, per occurrence and for property damage.
1/1/2003 504 Methods of Transportation and Allowances The automobile mileage reimbursement is changed to $0.36 per mile.
1/1/2003 205 Sales Tax Changes sales tax rates at UMC, UMKC and UMR.
7/1/2002 908 Document Imagery Changes section name, and text refers to electronic imaging as well as microfilming.
7/1/2002 902 Records Management General Policy Recommends use of University microfilm contracts and removes references to University microfilm facility.
7/1/2002 901 Organization & Services Removes references to university microfilm facility.
7/1/2002 TOC Table of Contents Changes name of section 908 from “Microfilming records” to “Document Imagery”
3/22/2002 307 Equipment Leases/Rentals Raises limits for contracts requiring Board approval.
3/22/2002 306 Special Purchases Authorizes use of Hospital Consortium contracts, both bid and negotiated.
3/22/2002 301 Delegation of Authority  Raises limits for contracts requiring Board approval and adds authority to purchase through the Hospital Consortium.
1/1/2002 504 Methods of Transportation & Allowances Updates the IRS mileage reimbursement rate to $0.365 per mile effective January 1, 2002.
12/1/2001 INDEX Index Revised
12/1/2001 TOC Table of Contents The title for section 503, “ Corporate Charge Cards” changed to “University Travel Cards”; the title for section 505, “Expense Allowances & Reimbursements” changed to “ Allowable Expenses.”
11/26/2001 804 Self-Insured Coverage Updates list of University units using the self-insurance program; revises the personal property all risk insurance information.
9/27/2001 301 Delegation of Authority Reflects organizational changes associated with consolidation of procurement offices; raises bid limit to $10,000 and procurement card limit to $5,000.
8/1/2001 302 Organization Reflects organizational changes associated with consolidation of procurement offices.
8/1/2001 303 Bids & Proposals Reflects organizational changes associated with consolidation of procurement offices.
8/1/2001 305 Resale, Sale, Purchases Reflects organizational changes associated with consolidation of procurement offices.
8/1/2001 307 Leases/Rentals Reflects organizational changes associated with consolidation of procurement offices.
8/1/2001 308 Resale, Sale or Disposal Reflects organizational changes associated with consolidation of procurement offices.
7/10/2001 803 Commercial Coverage Removes reference to special events liability policy, both comprehensive and limited form; changes title “School Board of Liability” to “Educator’s Legal Liability.”
7/10/2001 707 Students & General Public (Except Vehicle Accident) Under “Reporting Responsibilities,” campus accident and incident reports no longer need to be forwarded to UM Office of Risk & insurance Management.
5/21/2001 306 Special Purchases Under Internet Purchases, adds last sentence to #3 about what receipts must be provided with the request for reimbursement; revises paragraph about Petty Cash.
5/21/2001 206 Petty Cash Funds Departments may request a cash fund from the campus accounting office rather than the business office; changes title “Assistant Vice President Financial Services to “Office of the Controller
5/1/2001 1103 Numeric List of Forms Adds new forms, deletes discontinued forms, and updates form revision dates.
5/1/2001 1102 Alphabetic List of Forms Adds new forms, deletes discontinued forms, and updates form revision dates.
4/1/2001 205 Sales Tax Updates UMC tax rate with ¼% city tax increase, and UMSL with 1/10% county tax increase.
1/1/2001 504 Methods of Transportation & Allowances Updates the IRS mileage reimbursement rate to $0.345 per mile effective January 1, 2001.
10/1/2000 901 Organization & Services Eliminates the reference to the microfilm operation providing electronic imaging services.
10/1/2000 902 Records Management General Policy Eliminates the reference to the microfilm operation providing electronic imaging services.
10/1/2000 903 Records Management General Policy Changes “Director of Internal Auditing” to “Internal Auditing Representative.”
8/24/2000 501 Authorization to Travel Web addresses updated, additions and changes associated with the new University travel card program.  New accountable plan rules added to Section 505.
8/24/2000 502 Travel Service Contacts Web addresses updated, additions and changes associated with the new University travel card program.  New accountable plan rules added to Section 505.
8/24/2000 503 University Travel Cards Web addresses updated, additions and changes associated with the new University travel card program.  New accountable plan rules added to Section 505.
8/24/2000 505 Allowable Expenses Web addresses updated, additions and changes associated with the new University travel card program.  New accountable plan rules added to Section 505.
8/24/2000 506 Cash Advances Web addresses updated, additions and changes associated with the new University travel card program.  New accountable plan rules added to Section 505.
8/24/2000 507 Car Rental Services Web addresses updated, additions and changes associated with the new University travel card program.  New accountable plan rules added to Section 505.
2/1/2000 1103 Numeric List of Forms Adds new forms, deletes discontinued forms and updates form revision dates.
2/1/2000 1102 Alphabetic List of Forms Adds new forms, deletes discontinued forms and updates form revision dates.
2/1/2000 410 Real Estate – General Adds correct print date to footer.
2/1/2000 410 Real Estate – General Revise “Leases” section to include that potential lease should be reviewed to determine if space is necessary or unnecessary to the University mission, and that terms and conditions of leases meet with prudent business practices. Also states who may approve/execute property leases and standard form contracts.  Updates titles: “Chief Information Officer” to Vice President Information Systems”, and/or “Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 403 Non-University Use of Computing facilities Updates titles: “Chief Information Officer” to “Vice President Information Systems”; increases amount for non-University use of computing facilities/services from $500 to $1,000 before approval by UM Vice President Information Systems, or a designated representative from his office, is needed.
2/1/2000 301 Delegation of Authority Updates titles: “Chief Information Officer” to “Vice President Information Systems”, and/or “ Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 302 Organization Updates titles: “Chief Information Officer” to “Vice President Information Systems”, and/or “ Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 307 Leases/Rentals Updates titles: “Chief Information Officer” to “Vice President Information Systems”, and/or “ Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 401 Use of University Facilities Updates titles: “Chief Information Officer” to “Vice President Information Systems”, and/or “ Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 402 Fees for Use of University Facilities Updates titles: “Chief Information Officer” to “Vice President Information Systems”, and/or “ Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 802 Purchasing Insurance Updates titles: “Chief Information Officer” to “Vice President Information Systems”, and/or “ Assistant” Vice President, Management Services to “Associate” Vice President, Management Services.
2/1/2000 209 Revenue Subcodes Updates term “indirect costs” to “Facilities and Administrative (F&A) cost.”
2/1/2000 210 Grants & Related Contracts Updates term “indirect costs” to “Facilities and Administrative (F&A) cost.”
2/1/2000 211 Expenditure Subcodes Updates term “indirect costs” to “Facilities and Administrative (F&A) cost.”
2/1/2000 108 Information Management Updates titles: “Chief Information Officer” to “Vice President Information Systems”; changes “Computing Center Directors” to “Chief Technology Officers”; removes paragraph on Information technology review Committee (ITRC.)
2/1/2000 TOC Table of Contents Updates term “indirect costs” to “Facilities and Administrative (F&A) costs” in Section 103 - Patents
1/1/2000 504 Methods of Transportation and Allowances Increases IRS mileage reimbursement rate from 31 cents to 32.5 cents effective January 1, 2000
12/15/1999 1003 Records Retention Summaries Adds new records # 58-63 and updates index with these additions.
12/15/1999 1002 Index Revised
12/15/1999 306 Special Purchases Adds policy about Internet purchases.
10/1/1999 205 Sales Tax Updates UMR tax rates with .5% city tax increase and .5% county tax increase
8/15/1999 308 Resale, Sale or Disposal Updates “Timber, Mineral or Other Natural Resources Sales” to comply with revised State Statute.
6/30/1999 203 Facilities and Administrative Cost Recovery (Grants & Contracts)  Updates term “indirect costs” to “Facilities and Administrative (F&A) costs”; changes some percentages on the Schedule of Rates under Research, On-Campus; adds paragraph on fringe benefit rate and how reported.
5/26/1999 304 Preferential Consideration Removes preferences for U.S. products and re-states preference for Missouri products.
4/15/1999 210 Section 210: Removes reference to Collected Rules & Regulations Section 160.030, which was rescinded in 1994.
4/15/1999 303 Bids and Proposals Revises information under “Request for Bid” by adding criteria for responsible bidder; updates information on when to use an RFP; adds departmental orders, procurement card transactions, petty cash transactions or requisitions under splitting or stringing purchases.
4/15/1999 305 Resale, Sale, Purchases Under “Storeroom Purchases” adds option for campuses to sell items to recognized campus organizations and approved public not-for-profit entities.
4/15/1999 306 Special Purchases Revises procedures for emergency purchases and system-wide purchases; adds information on cooperative purchasing and affiliation/sponsorship by University.
4/15/1999 308 Resale, Sale or Disposal Adds information on who prepares surplus property for disposal prior to transfer to purchasing department.
4/15/1999 407 Inventory Changes the amount that inventory records for all non-expendable, movable property and equipment must be maintained from $1,000 to $2,500.  Campuses may choose to inventory items under $2,500.  Adds information about when University property may be given away; updates responsibilities under campus inventory sections, and department chairpersons or administrative heads.
4/15/1999 502 Travel Service Contacts Updates phone number for UMC Travel Coordinator; removes information on tickets obtained from travel agency; adds url for accessing ravel information on the web.
4/5/1999 1003 Records Retention Summaries Various miscellaneous changes; adds #s 56 and 57.
4/1/1999 504 Methods of Transportation & Allowances Updates the IRS mileage reimbursement rate to $0.31 per mile effective April 1, 1999.
2/10/1999 205 Sales Tax Adds paragraph on sales tax charged on qualifying food items and on textbook sales exempt from state portion of sales tax rate; removes effective date of 4/1/97 from required tax table.
2/10/1999 211 Expenditure Subcodes Increases dollar amount from $1,000 to $2,500 for subcode 51xx (supplies) and for subcode 77xx (equipment purchases).
1/28/1999 307 Leases/Rentals Delegation to campuses has increased for sole source purchases, Procurement Card purchases and departmental orders.  It is at the discretion of campus administrators to increase delegation to individual departments. Adds authority for Assistant Vice President of Management Services to sign contracts for sole source computing maintenance agreements necessary for University computing equipment.
1/1/1999 407 Inventory Changes the amount that inventory records for all non-expendable, movable property and equipment must be maintained from $1,000 to $2,500.  Campuses may choose to inventory items under $2,500.
1/1/1999 NOTE Delegation to campuses has increased for sole source purchases, Procurement Card purchases and departmental orders.  It is at the discretion of campus administrators to increase delegation to individual departments.
11/1/1998 107 Canceling Classes or Suspending Operations Changes title of “Personnel Policy Manual” to “Human Resource Policy Manual”.
11/1/1998 210 Grants & Related Contracts Changes title of “Personnel Policy Manual” to “Human Resource Policy Manual”.
11/1/1998 405 Use of University Equipment & Resources Changes title of “Personnel Policy Manual” to “Human Resource Policy Manual”.
11/1/1998 214 Disbursements-Moving Expenses Updates reference to Personnel Policy Manual (PR207) to Human Resources Policy Manual (HR103).
10/1/1998 1102 Alphabetic List of Forms Adds new forms, deletes discontinued forms, and updates form revision dates.
10/1/1998 1103 Numeric List of Forms Adds new forms, deletes discontinued forms, and updates form revision dates.
9/1/1998 TOC Table of Contents Removes reference to previously deleted Sections 910 and 911; renumbers Records Audits to 910 and Electronic Records Administration to Section 911.
9/1/1998 502 Travel Service Contacts Updates the list of campus contacts for travel service information.
9/1/1998 504 Methods of Transportation and Allowances Adds information on liability insurance for personal vehicles.
9/1/1998 804 Self-Insured Coverages Adds information on liability in for personal vehicles under Auto and General Liability.
9/1/1998 901 Organization & Services Changes the word “Microfilm Lab” to “Microfilm Facility.”
9/1/1998 902 Records Management General Policy Under “University Non-Records” removes reference to magnetized, perforated and photographically coded cards.
9/1/1998 908 Microfilming Records Changes the word “Microfilm Lab” to “Microfilm Facility.”
9/1/1998 910 Records Audits Re-numbers Section from 912 to 910.
9/1/1998 911 Electronic Records Administration Re-numbers Section from 913 to 911.
1/21/1998 105 Internal Auditing Function Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/21/1998 203 Indirect Cost Recovery (Grants & Contracts) Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/21/1998 301 Delegation of Authority Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/21/1998 403 Non-University Use of Computing Facilities Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/21/1998 410 Real Estate – General Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/21/1998 802 Purchasing Insurance Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/21/1998 803 Commercial Coverages Changes term "Executive Vice President" to "Vice President for Finance and Administration".
1/1/1998 504 Methods of Transportation and Allowances Changes the reimbursement rate for personal usage to the current IRS rate of $0.325 per mile.
6/17/1997 308 Resale, Sale or Disposal Raises the value of surplus items which may be sold by direct sale and gives the Director of UM Business Services the authority to determine method of disposal for items over $50.
5/19/1997 208 Cash Receipts Changes the terms, "Cashier Operations Manual" to "Cash Receipts Manual", and "Money Received Report (MRR)" to "Cash Receipts Report (CRR)"; changes reference for foreign funds to CRM304.
1/1/1997 504 Methods of Transportation and Allowances Changes the reimbursement rate for personal vehicle usage to the current IRS rate of $0.315 per mile.
11/1/1996 504 Methods of Transportation and Allowances Updates information on personally owned or rented aircraft that is piloted by an employee and used for official University business.
11/1/1996 203 Indirect Cost Recovery Updates base for indirect cost recovery and removes expired schedule of rates; changes title “Vice President for Administrative Affairs” to “Executive Vice President”.
10/30/1996 306 Special Purchases Changes value of University property received through the Federal Surplus Property Program that must be reported to the Inventory Control Department from $500 to $1,000.
10/1/1996 410 Real Estate – General Changes title “Vice President for Administrative Affairs” to “Executive Vice President.”
10/1/1996 403 Non-University Use of Computing Facilities Changes title “Vice President for Administrative Affairs” to “Executive Vice President.”
10/1/1996 304 Preferential Consideration Changes title “Vice President for Administrative Affairs” to “Executive Vice President.”
9/1/1996 505 Expense Allowances and Reimbursements Adds information on reimbursement for meals when traveling overnight, and when no overnight travel is involved.  Also includes information on reimbursement for meals when traveling outside the United States and Canada.  Changes the receipt requirement from $25 to $75.
8/1/1996 303 Bids & Proposals Adds statement that disciplinary action may be taken for splitting or stringing purchases.
7/18/1996 101 University Name and Symbols Updates title of new information document governing the use of the University Seal and Symbol; adds Internet address and, deletes reference to stationery and business cards.
7/1/1996 407 Inventory Changes the expected useful life of non-expendable, movable property and equipment.  Removes reference to the Surplus Property Section of the campus Purchasing Department.  Changes procedures for transfer of property to another department.
4/25/1996 103 Patents Adds the word “Plant Variety” to information on inventions.
4/10/1996 208 Cash Receipts Revises the process of receiving cash gifts by departments, other than the Development Office, that are not direct deposit locations.
4/1/1996 506 Cash Advances Revises statement on ATM usage fees.
3/20/1996 301 Delegation of Authority Increases delegation limits for purchases; changes title “Vice President for Administrative Affairs” to “Executive Vice President”.
3/10/1996 201 Account Code Assignment & Maintenance Changes the report name from “AMO” to “FBO”.
3/10/1996 202 Disposition of Checks Removes reference to payroll offices for distribution of student checks.
3/10/1996 210 Grants & Related Contracts Revises terminology and procedures for grants and related contracts.
3/1/1996 105 Internal Auditing Function Changes term “Vice President for Administrative Affairs” to “Executive Vice President.”
3/1/1996 1002 Index Changes the records retention sequence summary number for Forms, Record of Vacation and Absence Due to Illness to 41.
2/23/1996 103 Patents Updates the information on allocation of financial returns from patent and employee inventions outside scope of University duties, and other miscellaneous word changes.
1/24/1996 502 Travel Service Contacts Updates phone numbers affected by area code change from 314 to 573.
1/24/1996 507 Car Rental Service Updates phone numbers affected by area code change from 314 to 573.
1/24/1996 601 General Policy Updates phone numbers affected by area code change from 314 to 573.
1/24/1996 706 Accidents - Rented Vehicles Updates phone numbers affected by area code change from 314 to 573.
1/24/1996 901 Organization and Services Updates phone numbers affected by area code change from 314 to 573.
1/10/1996 702 Loss of Money, Securities & Property Revises statement for reporting losses of $50 or more.
1/3/1996 407 Inventory Removes reference to specific dates for review and return of inventory lists, and requires return by date prescribed by Inventory and Surplus Property.
1/1/1996 504 Methods of Transportation and Allowances Changes the reimbursement rate for personal vehicle usage to the current IRS rate of $0.31 per mile.
12/15/1995 307 Equipment Leases/Rentals Increases delegation for equipment leases and rentals, and requires approval by Chief Information Officer for certain software and computer equipment contracts.
11/15/1995 407 Inventory Changes maintenance of inventory records for all non-expandable, movable property and equipment from a single cost of $500 to $1,000.
11/1/1995 203 Indirect Cost Recovery Eliminates the schedule of rates for indirect cost recovery for the period 7/1/91 to 6/30/93.
9/15/1995 1102 Alphabetic List of Forms Adds new forms, deletes discontinued forms, and updates form revision dates.
9/15/1995 1103 Numeric List of Forms Adds new forms, deletes discontinued forms, and updates form revision dates.
7/1/1995 502 Travel Service Contacts Updates list of campus contacts for travel service information.
7/1/1995 211 Expenditure Subcodes Revises minimum value of supplies and equipment from $500 to $1,000.
7/1/1995 204 Recharge Centers Revises minimum value of equipment to be capitalized from $500 to $1,000.
7/1/1995 910 Data Bases (Creation and Management) Deleted 7/1/95; replaced with Section 108
7/1/1995 911 Security for Electronically Stored Administrative Information Deleted 7/1/95; replaced with Section 108
6/25/1995 108 Information Management New section regarding management of electronically maintained information.
6/23/1995 506 Cash Advances Adds information on Diners Card use at ATM machines and the reimbursement of the $5.00 transaction fee.
6/22/1995 502 Travel Service Contacts Updates list of campus contacts for travel service information.
5/15/1995 301 Delegation of Authority Changes delegation for software licenses less than $10,000.
2/6/1995 405 Use of University Equipment & Resources Adds information on personal long-distance telephone usage.
1/1/1995 504 Methods of Transportation and Allowances Changes the reimbursement rate for personal vehicle usage to the current IRS rate of $0.30 per mile.
12/21/1994 505 Expense Allowances and Reimbursements Removes the section on expenses not allowed, and the word  “telegraph” under other expenses.
10/1/1994 205 Sales Tax Revises tax rate for St. Louis due to St. Louis County (Normandy) imposing a 1/4% increase.
9/1/1994 901 Organization and Services Changes contacts for Records Management, Records Center, Microfilm Operations and Forms Management.
9/1/1994 902 Records Management General Policy Removes Campus Records and Archives Committee for approval of records retention and disposal schedules.  Adds electronic record and images to University Records list.  Adds cassettes under University Non-Records.
9/1/1994 903 Scheduling University Records for Retention & Disposal Changes University record retention schedules to be determined by the campus archivists, the UM Director of Records Management, the Director of Internal Auditing, and the General Counsel.
9/1/1994 904 Storage of Inactive Records Under Disposal of Stored Records, written notice will be given to departments before University records will be transferred or destroyed.
9/1/1994 905 Disposal of University Records Revises University record disposal so that record recognition is impossible.  Prior written notice must be given to department of origin before transfer or destruction will be done to records stored at Records Center.
9/1/1994 907 Vital Records Removes Campus Records & Archives Committee from vital records policy and official copy of vital records. Removes regular microfilming schedules/alternate methods from the responsibility for protection of vital records.  Deletes terminated personnel files from the designated record list.
9/1/1994 908 Microfilming Records Changes microfilming policy from requirements and standards of the Campus Records and Archives Committee to the American National Standards Institute (ANSI).  Requisitions for microfilm purchase will be sent to Records Management for review.  Materials held as reference materials are not eligible to have microfilm cost covered.  Auxiliary funded departments will be charged for microfilming of records.
9/1/1994 909 Standard File System The "straight line" filing system with colored labels in several configurations replaces the standard system.
9/1/1994 910 Data Bases (Creation & Maintenance) Changes who appoints the data base custodian.
9/1/1994 911 Security for Electronically Stored Administrative Information Changes title of Assistant Vice President for Information Technology to Chief Information Officer.
9/1/1994 912 Records Audit Changes department retention schedules for records retention authorizations. Additions, deletions and changes will be made to Records Retention Authorizations rather than submitted to the Records and Archives Committee.
9/1/1994 913 Electronic Records Administration New section regarding electronic records policy and procedures.
9/1/1994 1001 Introduction Removes reference to Campus Records and Archives Committee and Campus Archivist.
9/1/1994 1101 Forms Management General Policy Removes references to Forms Management Coordinator.