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MTU Procedures Manual

Chapter Table of Contents Table of Contents Procedures Manual Search Engine MTU Home

Quick Navigation for Complete Table of Contents
1. Introduction
2. Acctg. Svcs.
3. Admissions
4. Affirm. Prog.
5. BOC/Gov. R.
6. Central Stores
7. Ed. Opp.
8. Fac. Mgmnt.
9. Human Res.
10. Info. Tech.
11. Intell. Prop.
12. Int. Auditor
13. Library
14. FFU
15. MUB
16. Merch. Grp.
17. Tech Fund
18. OSHS
19. Budgets
20. Prov. Office
21. Public Safety
22. Purchasing
23. Rec. Fac.
24. Res. & Sp. Prog.
25. Risk Mgt.
26. OSRR
27. Univ. Rel.

Complete Table of Contents for the MTU Operating Procedures Manual

1. Introduction
2. Accounting Services
2.1. Basic Principles
2.1.1. Assets Administered by Others
2.2. Fund Principles
2.2.1. General Fund
2.2.2. Designated Fund
2.2.3. Auxiliary Activities Fund
2.2.4. Expendable Restricted Fund
2.2.5. Student Loan Fund
2.2.6. Plant Fund
2.2.6.1. Capitalization of Physical Assets
2.2.6.2. Capitalization Guidelines
2.2.7. Agency Fund
2.3. Account Classifications and Descriptions
2.4. Establishing an Index
2.4.1. Changing Index Information
2.4.2. Deleting An Index
2.4.3. Residual Funds in Closed Accounts
2.5. Monthly Accounting Closing Policy
2.2001 Special Fees and Use Charges(NEW format)
2.7. Accounts Payable
2.7.1.Payment of Invoices
2.7.1.1. Purchase Orders of $1,000 or More
2.7.1.2. Purchase Orders Less than $1,000
2.7.1.3. Blanket Orders
2.7.2. Check Requests
2.7.3. Exemption From State Sales/Use Tax
2.7.4. Bank Drafts In Foreign Currency
2.7.5. Payment of Freight Invoices
2.7.6. Travel and Moving
2.7.6.1. Travel Advances
2.7.6.2. American Express Corporate Credit Card
2.7.6.3. Registration Fees
2.7.6.4. Lodging
2.7.6.5. Travel By Personal Vehicle
2.7.6.6. Travel by Pool Vehicle
2.7.6.7. Rental Car
2.7.6.8. Travel to/from Houghton County Airport
2.7.6.9. Travel by Commercial Airlines
2.7.6.10. Travel by Chartered Aircraft
2.7.6.11. Travel by Privately-Owned Aircraft
2.7.6.12. International Travel
2.2002 Meal Per Diem Rates(NEW format)
2.7.6.14. Expense Reporting
2.7.6.14.1. Completing the Travel Expense Voucher
2.7.6.14.2. Completing a Day Travel Expense Voucher
2.7.6.14.3. Misc. Expenses
2.7.6.14.4. Telephone
2.7.6.14.5. Tips
2.7.6.14.6. Taxi
2.7.6.14.7. Dependent Care
2.7.6.14.8. Moving Expenses
2.7.6.14.9. Interview Expenses
2.2003 Reimbursement for Business Expenses: Events, Meals, and Banquets (NEW format)
2.7.7. Membership Fees
2.7.8. Stop Payment/Canceled Check
2.7.9. Payment Requests Made to Michigan Tech Fund
2.7.9.1. Fellowship Payments
2.7.10. Petty Cash Funds
2.7.10.1. Security of Petty Cash Funds
2.7.10.2. Establishing a Petty Cash Fund
2.7.10.3. Petty Cash Fund Purchases
2.7.10.4. Replenishment of Petty Cash Fund
2.7.10.5. Transferring Petty Cash Fund Custodianship
2.7.10.6. Increasing Petty Cash Funds
2.7.10.7. Decreasing Petty Cash Funds
2.7.10.8. Closing Petty Cash Funds
2.8. Accounts Receivable
2.8.1. Cash Receipts
2.8.1.1. Authorized Departments
2.8.1.1.1. Departments of Auxiliary Services
2.8.1.1.2. Departments of Residential Services
2.8.1.1.3. Other Departments
2.8.1.2. Extraordinary Receipts
2.8.2. Sales and Use Taxes
2.8.2.1. Items Subject to Sales Tax
2.8.2.2. Rentals Subject to Use Tax
2.8.2.3. Exempt Transactions
2.8.2.4. Calculation of Sales and Use Tax
2.8.2.5. Deposits of Sales and Use Tax
2.8.2.6. Revenue Handling
2.8.2.7. Draft Instruments
2.8.2.8. Depositing Receipts
2.8.2.9. Return Checks
2.8.3. Special Transactions
2.8.3.1. Check Cashing Service
2.8.4. Admission Tickets
2.8.5. Personal Use of University Copiers
2.8.6. Cash Banks
2.8.6.1. Refund Bank
2.8.6.2. Container Bank
2.9. Cashiers Office
2.9.1. Check Cashing
2.10. BANNER
2.10.1. BANNER Finance Access
2.10.2. Accessing BANNER Forms
2.10.3. Passwords - Admin1 and BANNER
2.10.3.1. Forgotten Password
2.10.4. Financial Reports
2.10.4.1. Discoverer Reports Naming Convention
2.10.4.1.1. Reports on the Web
2.10.4.2. Reports for Departments
2.10.4.3. How to Read Month End Financials
2.11. Credit and Collections
2.11.1. Credit Sales
2.11.2. Sponsored Research Agreements
2.11.3. Collections
2.11.3.1. Research and Sponsored Programs Collections
2.11.4. Interaccount Bill
2.11.5. Instructions on How to Use the Web IB Form
2.2006 Property Management (New policy format)
Top of Page
3. Admissions
3.1. Recruiting Activities and Promotional Materials
3.2. Prospective Undergraduate Student Referrals
Top of Page
4. Affirmative Programs
4.1. Hiring
4.2. Workplace Issues
4.2.1. Employee Concerns (Not Based on Discrimination or Protected Class Status
4.3. Discrimination
4.3.1. Harassment
4.4. Sexual Harassment/Sex Discrimination
4.5. Filing a Complaint
4.5.1. Informal Complaint Process
4.5.2. Formal Complaint Process
4.6. Appeal Process
4.6.1. Informal Complaint Appeal
4.6.2. Formal Complaint Appeal
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5. Board of Control/Governmental Relations
5.1. Board of Control
5.1.1. Meetings of the Board
5.1.2. Formally Addressing the Board
5.1.3. Addressing the Board through Public Comments
5.1.4. Including Items in the Board Agenda
5.1.5. Contacting Board Members
5.2. Governmental Relations
5.2.1. Michigan Lobbyist Registration and Report Act
5.2.2. Federal Lobbying Disclosure Act
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6. Central Stores
6.1. Ordering Supplies
6.1.1. Returns to Central Stores
6.2. Central Receiving and Delivery
6.3. Motor Pool Vehicles
6.3.1. Travel Logs
6.3.2. Gasoline and Oil Purchases
6.3.2.1. Gasoline Credit Cards
6.3.3. Emergency Maintenance
6.3.4. Automobile Insurance
6.3.5. Accident Reporting
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7. Educational Opportunity
7.1. Special Academic Programs
7.1.1. Conferences & Institutes
7.1.1.1. Room Reservation
7.1.1.2. Elderhostel Programming
7.1.2. Youth Programs
7.1.3. National Student Exchange
7.2. Summer Session
7.3. Outreach/Multiethnic Programs
7.4. Women’s Programs
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8. Facilities
8.1. Emergency Maintenance
8.2. Running Maintenance
8.3. Operational Services
8.4. Remodeling, Equipment Installation, and Major Maintenance
8.5. Monthly Summary Report on Account
8.6. Facility Use and Postings
8.7. Planning, Engineering, and Construction
8.7.1. Construction Projects
8.7.1.1. Selection of Architects/Engineers
8.7.1.2. Competitive Bids
8.7.1.3. Over Budget Bids
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9. Human Resources
Top of Page
10. Information Technology
10.1. Advising Committees
10.1.1. Computer Executive Committee
10.1.2. Computer Advisory Committee
10.2. Administrative Computing Services
10.2.1. User Support
10.2.2. System Modification
10.3. Data Solutions
10.3.1. Color Printing
10.3.2. PostalSoft Automated Mailings
10.3.3. PrintForm Automated Mailings
10.3.4. ELIXIR
10.3.5. Test Scoring
10.3.6. SURVEY
10.4. Distributed Computing Services
10.4.1. Electronic Mail and Messaging
10.4.1.1. E-mail Lists
10.4.1.1.1. Campus Announcement List (alldepts-l)
10.4.1.1.2. Campus Standing Lists
10.4.1.1.3. Ad-Hoc Mailing Lists and Mass Mailings
10.4.2. Online Directory Search Form
10.4.3. Usenet News
10.5. Educational Technology Services
10.5.1. Instructional Resources
10.5.1.1. Lecture Hall Network Access
10.5.2. Electronic Display System
10.5.3. Media Production
10.5.3.1. Distance Learning and Studio Classroom
10.5.4. Satellite Uplink Services
10.5.4.1. Satellite Downlink Services
10.5.5. Videoconferencing
10.6. Systems Administrative Services
10.7. Telecommunications and Maintenance
10.7.1. Telecommunication Services
10.7.1.1. Telephone Conferencing
10.7.1.2. Telephone Equipment
10.7.1.3. Other Services
10.7.2. Network Management
10.7.3. Cabling
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11. Intellectual Properties/Trademarks
11.1. Patent and Other Proprietary Rights
11.2. Advisory Linkages
11.2.1. Technology Commercialization Advisors Network
11.2.2. Informal University Senate Liaisons
11.3. Disclosures
11.4. Technology Transfer
11.4.1. Spin-Off Enterprises
11.4.2. Return of Rights
11.5. Trademark Logo
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12. Internal Audit Department
12.1. Internal Audit
12.2. Special Investigations
Top of Page
13. Library
13.1. General Operations
13.1.1. Operating Hours
13.1.2. Departments and Services
13.1.3. Gifts and Donations
13.1.4. Material Acquisition Requests
13.1.5. Patron Identification
13.1.6. Security (Exit Control)
13.1.7. Lost and Found
13.2. Copyright Law Summary
13.3. Loan Policies
13.3.1. Borrowing Privileges for Faculty
13.3.2. Loan Periods and Renewals
13.3.2.1. Faculty, Staff, Graduate and Research, and Teaching Assistants
13.3.2.2. Undergraduates
13.3.3. Recalls
13.3.4. Overdue Penalties
13.3.5. Overdue Notice
13.3.6. Damaged or Lost Materials
13.3.7. Returning Materials
13.4. Locating and Borrowing Materials
13.4.1. Library of Congress Classification System
13.4.2. Online Public Catalog
13.4.3. Print Format Indexes and Abstracts
13.4.4. Electronic Indexes and Databases
13.4.5. Reference Stack Ranges
13.4.6. General Collection (Books & Bound Mat’ls)
13.4.7. Serial Collection (Journals & Periodicals)
13.4.8. Microfiche/Film Readers/Printer
13.4.9. Government Publications and Maps
13.5. Specialized Facilities
13.5.1. Archives
13.5.2. Listening Booths and VCR’s
13.5.3. New Book Stack
13.5.4. Public Telephone
13.5.5. Study Facilities
13.6. Specialized Services
13.6.1. Photocopying
13.6.2. Display Cases
13.6.3. Interlibrary Loan Service
13.6.4. Reference
13.6.5. Reserve
13.6.6. Technical and Automated Services
13.6.6.1. Theses and Dissertations
13.6.6.1.1. Project Reports
13.6.6.1.2. Masters Theses
13.6.6.1.3. Doctoral Dissertations
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14. For Future Use
Top of Page
15. Memorial Union
15.1. General Operations
15.2. Reservations
15.2.1. Facility Rooms
15.2.2. Food Service and Catering
15.2.3. Billiard and Bowling
15.3. Tech Express Card
15.3.1. Lost or Stolen Card
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16. Merchandise Group
16.1. Campus Store
16.1.1. Textbook Requisition
16.1.2. Departmental Publications
16.1.3. Special Book Orders
16.1.4. Departmental Desk Copies
16.1.5. Book Purchase Discounts
16.1.6. Department Office Supplies Purchases
16.2. University Images and Catalog Operations
16.3. Purchasing Office Supplies
16.3.1. Purchasing Card
16.3.1.1. Purchasing Card Discounts
16.3.2. Purchase Requisition
16.3.3. Petty Cash
16.3.4. Charged Purchases
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17. Michigan Tech Fund
17.1. Receipt and Acknowledgment of Gifts
17.1.1. Monetary Gifts
17.1.2. Gifts-in-Kind
17.1.3. Gifts of Real Property
17.2. Fund Authorization
17.3. Payment Requests
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18. Occupational Safety and Health Services (OSHS)
18.1. Safety, Health, and Environmental Protection
18.2. Responsibilities
18.3. Emergency Reporting
18.3.1. Reporting Any Emergency
18.3.2. Reporting a Fire
18.3.3. Chemical Spills
18.3.4. Reporting Incidents and Injuries
18.4. Government Safety, Health, and Environmental Regulations
18.4.1. Waste Disposal
18.5. Employee Safety Shoe Program
18.6. Respirator Use
18.7. Hazardous Chemicals
18.8. Children in the Workplace
18.9. Building Safety
18.9.1. Construction, Renovation, and Change of Use
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19. Planning and Budgeting
19.1. Operating Funds
19.1.1. Preparation and Review-General Fund
19.1.2. Preparation/Review of Other Operating Funds
19.1.3. General Fund Revisions
Top of Page
20. Provost's Office
Top of Page
21. Public Safety
21.1. Campus Traffic Regulations
21.1.1. Insurance
21.1.2. Reporting Incidents
21.1.3. Abandoned Vehicles
21.2. Parking
21.2.1. Registration of Vehicles
21.2.2. Full-Time Employee Parking
21.2.3. Part-Time & Temporary Employee Parking
21.2.4. Pay Parking
21.2.5. Visitor Parking
21.2.6. Temporary Parking
21.2.7. Winter Overnight Parking
21.2.8. Residence Hall Parking
21.2.9. Snow Removal - Residence Halls
21.2.10. Metered Parking
21.2.11. Handicapped Parking
21.2.12. Motorcycle and Moped Parking
21.2.13. Bicycle Parking
21.2.14. Violations
21.3. Key and Building Access Control
21.3.1. Obtaining Keys
21.3.2. Obtaining After-Hour Building Access
21.3.3. Return of Key and Tech Express Card
21.3.3.1. Transfer of Employment
21.3.4. Building Security Devices - Keyed
21.4. Building and Property Rules and Regulations
21.5. Pets on University Property
21.6. Security Clearance
21.7. Weapons Registration
21.8. Services
21.8.1. Property Identification
21.8.2. Personal Assistance
21.8.3. Centrex
21.8.4. Lost and Found
21.9. Suspected Wrongdoings
21.10. Threatening and Violent Behavior in the Workplace
21.10.1. Responsibilities
21.10.2. Threats of Violence
21.10.3. Acts of Violence Not Involving Injuries or Weapons
21.10.4. Acts of Violence Involving Injuries or Weapons
21.10.5. Communication
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22. Purchasing
22.1. Purchasing Guidelines
22.1.1. Prohibited Purchases
22.1.1.1. Alcohol
22.1.2. Methods of Purchasing
22.1.3. Approvals for Purchases
22.1.4. Unauthorized Purchases
22.1.5. Selection of Vendors
22.1.6. Pricing Agreements
22.1.7. Competitive Bids
22.1.7.1. Sole Source
22.2.Placing an Order
22.2.1. Preplanning
22.2.2. Small Orders
22.2.3. Item Classification and Consolidation
22.2.4. Purchase Requisitions
22.2.4.1. Delivery Ship-to Addresses
22.2.4.2. Changes by Purchasing
22.3. Types of Orders
22.3.1. Purchase Orders
22.3.2. Change Orders
22.3.3. Confirming Orders
22.3.4. Blanket Orders
22.3.4.1. Payment Approval
22.3.5. Release Orders
22.4. Special Purchases
22.4.1. Emergency Orders
22.4.2. Advertising - Nonelectric Media
22.4.3. Business Cards
22.4.4. Unusual Equipment
22.4.5. Computers
22.4.6. Printing Services
22.4.7. Repair Work
22.4.8. Central Stores
22.4.9. Merchandise Group
22.4.9.1. Books and Materials
22.4.10. Federal and State Surplus
22.4.11. Petty Cash Fund
22.4.12. Prepayment Purchases
22.5. Agreements and Contracts
22.5.1. Service Agreements
22.5.2. Software License Agreements
22.5.3. Professional Services Contracting
22.5.3.1. Independent Contractor Agreement
22.6. Follow-Up and Returns
22.6.1. Follow-Up with Vendors
22.6.2. Returns to Vendors
22.6.3. Freight Claims
22.7. Receiving Orders
22.7.1. Invoice Verification
22.8. Purchasing Card
22.8.1 Lost or Stolen Purchasing Card
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23. Recreational Facilities
23.1. General
23.2. Gates Tennis Center
23.2.1. Gates Tennis Center Membership
23.2.2. Court Reservations
23.2.3. Facility Rental
23.3. Mont Ripley Ski Hill
23.3.1. Use of Runs and Lifts
23.3.2. Alpine Skiing Lessons/Coaching
23.3.3. Equipment Rental
23.3.4. Locker Rental
23.3.5. Chalet Rental
23.4. Portage Lake-Golf Course
23.4.1. Golf Club Membership
23.4.2. Tee Off Reservation/Registration
23.4.3. Locker, Storage, and Equipment Rental
23.4.4. Clubhouse Facility Rental
23.5. Student Development Complex
23.5.1. SDC Membership
23.5.2. Information Equipment Center
23.5.2.1. Nordic Ski Equipment Rental
23.5.3. Squash/Racquetball Court Reservations
23.5.4. Membership Refunds
23.5.5. Facility Rentals
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24. Research and Other Sponsored Programs
24.1. Research and Sponsored Programs
24.2. Research Projects
24.2.1. Sponsored Research
24.2.1.1. Source of Funds
24.2.2. Individual Research Effort
24.2.3. Research Proposal Preparation
24.2.4. Writing a Formal Proposal
24.2.4.1. Authorization and Requirements
24.2.4.2. Formal Proposal Submission
24.2.4.3. Proposals to Foundations
24.2.5. Contracts/Grants Negotiation
24.2.6. Project Responsibility
24.2.6.1. Research Notebooks
24.3. Teaching and Research
24.4. Scientific Misconduct
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25. Risk Management and Insurance
25.1. Special Services
25.1.1. Hepatitis B Vaccinations
25.1.2. Certificates of Insurance
25.1.3. Drug and Alcohol Substance Abuse
25.2. Alcoholic Beverages on Campus
25.2.1. Selling Alcoholic Beverages
25.2.2. Serving Alcoholic Beverages
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26. Student Records and Registration
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27. University Relations
27.1. Consulting Service
27.2. Michigan Tech Graphic Symbols
27.3. University News and Information Services
27.3.1. News Bureau
27.3.2. Video Reporter
27.3.3. Tech Topics
27.3.4. Alumni Communications
27.4. Print Publications and Design
27.4.1. Photographic Services
27.4.2. Printing Services
27.4.3. Mail Services
27.5. Electronic Publications and Design
27.5.1. Web Page Design/Production
27.5.2. WebCal
27.5.3. All-Departments E-mail List
27.6. Athletic Communications and Marketing

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