Finance policies and guidelines are listed below.
- A policy provides principles to guide decisions in terms of UCT governance, and legal requirements.
- A practice note provides clarity to the UCT community in terms of how the policies are applied in practice
- A finance-specific practice note details practices within the finance department itself.
- A guideline provides additional or explanatory information in support of the policies and practice notes.
| Practice Note | # | Related documents |
|---|---|---|
| Disposal of redundant and second-hand goods | PUR001 | |
| Gift vouchers | PAY008 | |
| Import and export of goods | PPP001 | |
| PCard policy compliance | PUR009 | |
| Staff functions and gifts | PAY009 | |
| Vendor take-on | PUR007 |
| Practice Note (Finance) | # | Related documents |
|---|---|---|
| Employment of connected persons in Finance | FND004 | |
| Professional subscription fees | FND001 |
| Guidelines | # | Related documents |
|---|---|---|
| Insurance documentation | FG001 | |
| Contractor's questionnaire | FG002 | Individual/Sole Proprietor Private Company/CC/Trust Labour Broker |
| Forms: Which one? Advance, reimbursement or subsistence and travel | FG003 | |
| Catering at UCT meetings and events | FG004 | |
| High risk portable devices | FG005 | |
| UCT loyalty points | FG006 | |
| Customer Foreign Currency (CFC) bank accounts | FG007 | |
| Insurance Cover Guidelines | FG008 | |
| Business continuity framework | FG009 | |
| Business continuity strategy | FG010 | |
| Procurement | PG001 | |
| Green procurement | PG002 | |