Department Head Reference Guide
Reference guide use
The purpose of this reference guide is to support the Department Head as a reference in navigating through the numerous policies, forms, resources and tools for the Department Head in managing your business operations.
This informal reference guide may be used as both a training tool, and an ongoing reference – bearing in mind that policies are continuously updated, and the purpose of this guide is to reference various University policies, links, forms and procedures. This is only a reference guide – please confirm the current policy version online.
Reference Guide Advisory Committee
This guide incorporates support from a number of individuals and departments within the University. Initiated by Internal Audit to assist departments in areas of internal controls and policy compliance, it has been expanded to incorporate helpful review and enhancements from the following Advisory Committee members and their staff:
- Dr. Tammy Jahnke
- Dr. Helen Reid
- Ms. Nila Hayes
- Dr. Victor Matthews
- Mr. John McAlear
- Mr. Greg Rainwater
- Dr. James Baker
- Ms. Penni Groves / Mr. Clif Smart
…and many others within the various units of the University who are responsible for business functions addressed.
How often will this guide be updated?
At least annually and when a governing and/or operational policy has been updated.
What if I have questions about this guide?
Speak with your Dean, or contact Internal Audit (June McHaney) at extension 6-3162.
Index of topics addressed
This guide has attempted to collect current policies and procedures, as well as online references, to assist the Department Head in finding the right answers quickly, and if not, the right people to contact, in a number of business processes. Below is an index of areas within departmental operations addressed within this guide.
- Assets and Property Control
- Budget Management & Banner Resources
- Cash Receipts
- Conflict of Interest / Ethics and Financial Disclosure (under review Research)
- Consultants Agreements
- Expense Reports and Business Meals
- Facilities Management
- Fiscal Responsibility
- Grants & Sponsored Contracts
- HIPAA Guidelines
- Information Security
- Internal Controls & Risk
- Petty Cash
- Procurement Card Purchases
- Purchase Requisitions & Contracting
- Safety & Transportation
- Study Away
Please note that additional sections of this guide are forthcoming – such as Hiring and Administration (faculty and staff), Exclusive Excellence, and other areas of responsibility for the Department Head. Thank You!