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Policy Change Log

Manual of Business Procedures
Policy Change Log

September 2016 - Present

Date Section Number Sub-Section Number Section Name Sub-Section Name Change Additional Information
 11/14/2024  290   University Communications (and Marketing)   Updated table of contents and Section 290 to reference unit's name change from University Communications to University Communications and Marketing.   
11/4/2024 52      Employer Provided Apparel New Section.  This section provides tax guidance for when apparel is provided to employees.  
9/16/2024 19
Equipment Depreciation Policy For Revolving Accounts
Withdrawn
9/1/2024 1 II, III Fiscal Officer Responsibility Daily Activity, Overdrawn Accounts Updated Section 1 name. Clarified wording in II. Added Overdrawn Accounts policy, including central review process and policy. Added tables showing how sub-funds will be reviewed.
8/28/2024 75 Various Disbursement Vouchers
FO delegation to approve low risk agreements; updated permissible payments on DV; noted sunset date for certain permissible payments.
7/25/2024 15 XI Checking Accounts
Add language to inform staff that using personal financial services like Venmo to collect payments on behalf of MSU is prohibited
5/31/2024 14 II.6
 Returned Checks/ACH Payments Returned Item Process (In General) Added policy addressing payments after three checks have been returned to MSU.
5/23/2024 6
Service Center Policy
New Section. Definition of Services Center, terms, etc. Service Center Rate policy.
5/1/2024 270 All Procurement
Complete revision. Updated policies.
8/2/2023 270 270.11.7 Professional Service Contracts
Updated to Independent Contractors
8/2/2023 76 76.5 Examples
Deleted Added to UPL website
8/2/2023 76 76.4 FAQ
Deleted Added to UPL website under FAQs
8/2/2023 76 Multiple

References to Personal Service Contract (PSC) updated to Independent Contractor (IC) Link is the same, but the form is updated. https://upl.msu.edu/common/documents/40for06.pdf
7/13/2023 17 Various Acceptance of Payment Cards (Credit and Debit) and e-Commerce Various Updates to fax policy, phone use, fees, form names, posting dates, etc. Eventbrite Event Request, Mechant Request Form
7/7/2023 271 2.1, 2.2 PCard Application, Orientation Subsections removed, all renumbered  
7/7/2023 271 2.9 PCard Recurring payments Added language on what to do in the case of recurring payments higher than $25,000.  
7/7/2023 271 4.1 PCard Expenditure policies Added language regarding diverse suppliers and Minority/Women-owned Business Enterprises (MWBEs).  
7/7/2023 271 4.5 PCard Cardholder and fiscal officer responsibilities Clarified when PCMD eDocs need to be used for cardholder information changes, transferring between departments at MSU, and leaving the university.  
7/6/2023 220 Various Warehouse Services and Logistics   New departmental names.  
7/6/2023 220 1.3 Warehouse Services and Logistics Regulated Materials and Chemical Removed all references to “compressed gases” as this service is no longer facilitated by Warehouse Services. Added Ethanol Handling and Transportation Guide. https://upl.msu.edu/common/ documents/34tut02.pdf
7/6/2023 220 1.4 Warehouse Services and Logistics Personal Use Sales Subsection removed  
7/6/2023 220 1.6 Warehouse Services and Logistics Shop.msu.edu Subsection removed  
7/6/2023 220 2.5 Warehouse Services and Logistics Hazardous Materials Added Safety Data Sheet (SDS) requirement. Clarified dry ice weight.  
7/6/2023 220 2.6 Warehouse Services and Logistics Material Return Subsection removed  
7/6/2023 220 2.7 Warehouse Services and Logistics Desktop Shipping Clarified personal use of desktop shipping accounts not allowable.  
7/6/2023 220 2.9 Warehouse Services and Logistics Personal Use Shipping Clarified personal use of desktop shipping accounts not allowable. Removed University Stores storefront as a drop-off location. Identified that departmental shipments take precedence.  
6/6/2023 53 IV Moving Expenses Moving Expenses Sub-section removed. UPL no longer managing moving services contracts.  
03/27/2023 25 Various Field Trips   Updates to contacts, payment information and processes, and department names.  
03/20/2023 45 45.V.D. Food and Beverage, Business Functions Retirements, Stepping Down From Administrative Positions Increased allowable function cost from $17 to $25 per person.  
03/15/2023 48   Flower Purchase Guidelines   Increased amount from $100 to $150  
01/12/2023 14 IV Returned Checks/ACH Payments Bad Check List Removed  
01/12/2023 14 III Returned Checks/ACH Payments Returned Items From Students Added $25 returned item service fee for student receivables, and policy for removing ACH as student payment method after three returned items in one year.  
01/12/2023 14 II Returned Checks/ACH Payments Returned Item Process (In General) Revised procedures for handling returned items and delinquent receivables. Added delinquent policy for departmental items outstanding 90 days after goods sold or services rendered.  
11/15/2022 271 271.4.2 PCard 1-2-3 Strike Policy Added clarification around documentation requirements to avoid strikes issued for incorrect sales tax  
11/15/2022 271 271.2.13 PCard International transactions Added subsection  
11/15/2022 271 271.2.9 PCard Sales Tax Added that documentation of attempts to rectify incorrect sales tax assessment are required on eDoc  
11/15/2022 271 271.2.7 PCard Software purchases Updated to reflect the new processes resulting from MSU IT’s Approved Software List https://upl.msu.edu/procurement/it-procurement/approved-software/index.html
10/10/2022 200,201   ISPM Policies and Procedures Resource Guide   Combined Sections 200 and 201 into a single MBP Section and revised.  
10/01/2022 15 IV Cash Handling, Deposits, and Incoming Electronic Funds Depositing Cash and Checks Cashier's Office in-person service by appointment only. Drop box locations.  
10/01/2022 60 VI Cash Advances - Operational and Event Repaying Cash Advance Funds Added cash advance repayment options.  
10/01/2022 16   Check Cashing   Removed  
09/12/2022 51   Revenue Generating Activities and Unrelated Business Income Tax (UBIT)   New section to address revenue generating activities and their potential Unrelated Business Income Tax (UBIT) implications. This section includes work aides to help review revenue generating activities and examples of those that may generate UBIT.  
08/30/2022 13   Onboarding and Renewing Service Providers for Payment Card Services   New Section  
08/29/2022 57   Short-Term Advance for Living Expenses   Removed  
06/30/2022 70 X. Travel Policies & Procedures Remote Work Considerations Added section for new MSU remote work policies and reimbursement.  
05/13/2022 222 I., IV. MSU Surplus Store Location and Hours, Using the MSU Surplus Store Updated contacts, hours of operations, links, service request, fees.  
05/12/2022 61 All Cash Advances – Travel and Research Participants All Updated policy to incorporate travel advances process moving to Concur. Removed procedural steps and included exhibits instead. Updated Cash Advance Form. Link to new CAF form
04/19/2022 270 10 Procurement Special Requirements for Federally Funded Procurem Changed $10,000 to $25,000  
04/19/2022 270 7 Procurement Competitive Solicitation Process Deleted line “such as for federal programs with lower limit of $10,000”, Deleted  line “$10,000 for federal programs”.  
04/08/2022 44   Issuing Gifts, Gift Cards, and Prizes   Clarifying on when the Gift and Prize Tax Information Form needs to be completed.  
04/01/2022 75 I.A.2.o Disbursement Voucher (DV) Policies and Requirements-DV Purpose Adding requirement that reimbursements must be submitted within 90 days of the transaction/purchase date.  
03/22/2022 271 2 PCard Recurring Payments Added copy to indicate that the PCard can be used for recurring payments that do not exceed $2,000/month.  
03/01/2022 271 4.5 PCard Cardholder and fiscal officer responsibilities Clarified responsibilities of each party to match updates throughout MBP; added PCard Audit Checklist resource for fiscal officers.  
03/01/2022 271 4.4 PCard Reporting lost/stolen cards Added link to the Lost or Stolen PCard tutorial  
03/01/2022 271 4.2 PCard 1-2-3 Strike Policy Added the 1-2-3 Strike Policy  
03/01/2022 271 3.4 PCard Separation of duties Clarified that it is a requirement by OARC and the PCard team that FOs cannot oversee their own PCard transactions  
03/01/2022 271 3.3 PCard 45-day approval limit Updated approval policy to remove auto-approval of PCDO eDocs and add a 45-day approval limit  
03/01/2022 271 2 PCard General Policies Updated single purchase limit to $5,000 and monthly purchase limit to $25,000 (with increase options of $9,950 and $50,000, respectively)  
02/28/2022 325 5.3 U.S. Mail and Postage Charges International Mail Service (IMS) Removed section on International Mail Service (IMS), renumbered all following sections.  
02/28/2022 71 III Honoraria, Speaker Fee and Performer Payments Process Update language for situations that require a Requisition and utilizing Concur for travel.  
12/14/2021 220 1.3.A University Stores and Logistics Regulated Materials, Chemicals, and Compressed Gas Added link to the Distribution and Use of Tax- Free Alcohol, Part 22 of Title 27, Code of Federal Regulations  
12/14/2021 220 1.2.C University Stores and Logistics University Stores Processes Added return time limit (30 days)  
08/20/2021 49 II.D,III.C Raffle Policy Raffle Application Process, Financial Statement Process Clarify which signatures are required for each approval. Update Licence Application pdf. Michigan Raffle Licence Application.pdf
06/04/2021 24   Payments to Students   New section to clarify various ways to pay and reimburse students. This section cross references other sections of the MBP and provides examples of the various ways student can receive a payment/reimbursement.  
5/30/2021 Summary of Approval Language for Sections Below Standardized language for approvals - see chart. Summary Of Position Approval Roles.pdf
5/30/2021 45 IV.A.1 Food and Beverage, Business Functions Retreats, Workshops, Committee and Faculty/Staff Meetings Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer,Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 45 VII Food and Beverage, Business Functions Home Entertainment Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 47 I.A.5 Membership Dues, Sponsorships and Donations Membership Dues Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 47 II Membership Dues, Sponsorships and Donations Sponsorships and Donations Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 48   Flower Purchase Guidelines   Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 61 III.A Cash Advances: Travel and Research Participants Travel Advance Eligibility Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 70 I.D.5 Travel Policies & Procedures General Business Travel Policy Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 75 I.D Disbursement Vouchers Policies and Requirements Revise language to include Fiscal Officer Delegate or another separate reporting position. Removed specific Dean, Director, Chair and Budget Officer roles.
5/30/2021 78 III Mobile Communications Used Exclusively for Business Purposes: Expense Procedure Guidelines Departmental Approval Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
5/30/2021 79 III Mobile Phones Used for Both Business and Personal Purposes Departmental Approval Standarized language for approvals to be Provost, Vice President, Dean, including Assistant and Associate positions, or College/MAU level Budget Officer, Chief of Staff or CFO. College/MAU level Budget Officer, Chief of Staff and CFO was added.
03/11/2021 271 II Pcard Procedures Purchases from the MSU Amazon Business account in Spartan Marketplace must be placed using a PCard.  
03/11/2021 271 II Pcard Procedures PCard orders can ship to an MSU address, research facility location, or home address, as authorized by departmental leadership. Deliveries should not be made to MSU Central Receiving without advance special arrangements.  
02/10/2021 75 I.A.C Disbursement Voucher (DV) Policies and Requirements - Permissible Payments and Restrictions Clarified that MSU Purchasing policy must be followed and added links. Added policy that software, computers, printers, and copiers cannot be paid for using the DV. Adding link to MSU Purchasing buying methods.
02/10/2021 75 I.B. Disbursement Voucher (DV) Policies and Requirements - Preparation Noted wire information can be added to the vendor record.  
02/10/2021 75 V Disbursement Voucher (DV) Special Handling Special Handling checks are only mailed. Processing occurs on Tuesday and Thursday.  
02/03/2021 50 I.A.2. Sales and Use Tax Michigan State University as Purchaser Updated instructions for online Amazon purchases. Amazon Purchasing Link
01/22/2021 75 1.B Disbursement Voucher (DV) Policies and Requirements – DV Preparation Added information about providing wire information for individuals on the vendor record instead of within the DV  
12/15/2020 23 3 Fellowship and Traineeship Appointments Award Requirements and Restrictions Clarified necessity of student enrollment to receive fellowship funding  
09/21/2020 35 All Office of Risk Management and Insurance   Reworked section as links to resources.  
09/10/2020 76 3.3 D Independent Contractors for U.S. Citizens and Resident Aliens Preparation, Processing, and Routing Changed bid threshold from $10,000 to $25,000  
09/10/2020 270 7 Purchasing Department Competitive Solicitation Changed bid threshold from $10,000 to $25,000  
09/10/2020 270 5.2.3 E Purchasing Department Conflicts of Interest Added stakeholder requirements on bidding.  
08/04/2020 55 II.I Payroll Department Employees Not Paid Due to Error Replaced Manual Pay Disbursement with Same Day Disbursement.  
07/02/2020 17 III.C.1.a.xii Payment (Credit/Debit) Cards Processing Options - Online - CASHNet Updates to the MSUPayment (P0226) system that would have allowed daily expense recording was postponed due to the new SIS.  
06/16/2020 44   Issuing Gifts, Gift Cards, and Prizes   Provides clarification through examples, decision tree, and forms. De minimis amount were increased to match IRS examples. "Prizes, Awards, Drawings & Raffles Decision Tree" department work aide as well as a "Gift and Prize Tax Information Form" have been added to this section.
04/21/2020 315 III.C Sponsored Projects, Fee-for-Servce, and Gifts Gifts - Donations from Employees in Support of Their Own Programs Removed the Employee Donor Agreement Form. Employee and unit head will determine appropriate use of donation and keep record on file in department Employee Donor Form discontinued
03/17/2020 79   Mobile Phones Used for Both Business and Personal Purposes   Added exception to allow reimbursement for additional costs employees incur due to widespread off-campus working.  
03/17/2020 80   Residential Internet Connectivity used for Both Business and Personal Purposes   Added exception to allow reimbursement for additional costs employees incur due to widespread off-campus working.  
01/27/2020 35   Office of Risk Management & Insurance Vehicle Usage Removed traveling to Canada as not requiring additional liability and collision coverage.  
01/03/2020 17 III.A.8 Payment (Credit/Debit) Cards, Payment Card Industry Data Security Standard Training New link to training in Elevate U  
01/03/2020 17 III.B Payment (Credit/Debit) Cards, Payment Card Industry Data Security Standard Overview Updated to reflect industry and procedural changes  
01/03/2020 17 III.C Processing Options [New] Online (eCommerce) Rename sub-section  
01/03/2020 17 III.C.I Processing Options Central Online Application Rename sub-section to CASHNet  
01/03/2020 17 III.C.2 Processing Options [New] Eventbrite Add new sub section  
01/03/2020 17 III.C.3 Processing Options Solutions Other Than the Central Online Application Update for new telephone usage guidelines  
01/03/2020 17 III.C.4 Processing Options Loaner Terminals Procedural change regarding expenses  
11/13/2019 55 II.I. Payroll Department Employees Not Paid Due to Error Reworked procedure for paying employees when an error occurs. Incorporated the Manual Payroll Process from Section 56 into the main Payroll section.  
11/13/2019 56   Manual Payroll Disbursement   Removed section - incorporated into Section 55.II.I.  
10/30/2019 35   Office of Risk Management & Insurance Driver Requirements Employees and Volunteers must have had a motor vehicle record review within the last twelve months if transporting minors. Renamed "Pre-Trip Travel Authorization" to "Travel Request".
10/28/2019 270 8.2.B.1 & 8.2.B.2 Purchasing Department Purchase Orders Addition of Certification Notes for Criminal Background Checks  
09/11/2019 35   Office of Risk Management & Insurance Driver Requirements Added line allowing Registered Student Organizations to use university-owned vehicles.  
06/26/2019 70 All Travel All Entirely new Section 70 added (effective July 1st, 2019). Legacy Section 70 to be retained for about 6 months.  
06/26/2019 55 I Payroll Department Determining Employment Status - Employee Versus Independent Contractor Clarified that anyone teaching a for credit course offered by MSU must be an employee.  
06/26/2019 71 V Honoraria, Speaker Fee and Performer Payments Examples of Unallowable Payments Clarified that anyone teaching a for credit course offered by MSU must be an employee.  
06/26/2019 76 2 Independent Contractors for U.S. Citizens and Resident Aliens Determining Employment Status and/or Classification Clarified that anyone teaching a for credit course offered by MSU must be an employee.  
06/17/2019 55 II University Payrolls H Under Paychecks (Paper) options c. d. e. were dropped and option b was changed from "..by either a department representative or the employee" to "..by the employee" Policy change is actually effective on July 1st, 2019.  
06/17/2019 55       For the entire section the amount of the fee was changed from $35.00 to $40.00. Policy change is actually effective on July 1st, 2019.  
06/17/2019 55 VII Exhibits/Forms   New versions of Off Cycle Payment Request Form, Special Payment Authorization Form, and Additional Payments Form published. Policy change is actually effective on July 1st, 2019.  
06/17/2019 56 I & II Manual Payroll Disbursement   Service fee changed from $35 to $40 on the policy page and on the download (ManualPayrollDisrbusement.xlsx). Policy change is actually effective on July 1st, 2019.  
06/05/2019 5 II Accounts, Account Requests, and Sub-funds Account Number Structure Added II.B. Account attributes - Account Type Codes. Identified the 12 categories of Account Type Codes used for reporting and analysis purposes. Codes are based on the operational characteristics of the account. Chart of Account Type Codes
05/31/2019 70 I Travel Policies and Procedures General Business Travel Policy Added notice of corrective actions if policies are violated.  
05/31/2019 70 IV Travel Policies and Procedures Lodging Added new policy regarding room sharing: MSU faculty, academic staff, executive managers, and support staff are prohibited from sharing hotel rooms or bedrooms with students, or with subordinate employees.  
04/16/2019 61 All Cash Advances – Travel and Research Participants All Added alternative for obtaining research advances via MSU Cashier. Added exhibit 61-B and 61-C
1/02/2019 61 All Cash Advances – Travel and Research Participants All Updated policy verbiage for changing payment method to electronic. Removed $300 minimum. Changed issuance days from 7-14 days before travel departure date to accommodate electronic payment method. Removed restriction on obtaining an advance for one person covering multiple person’s expenses.  
1/02/2019 70 VII Travel Policies & Procedures Travel Advances All Updated policy verbiage for changing payment method to electronic. Removed $300 minimum.  
12/05/2018 49 All Raffle Policy All Clarified process for raffle applications, reporting, documentation requirements. Provided pre-filled forms and raffle checklist as a work aide for departments. Provided a definition of what constitutes a raffle that is required to be licensed by the State of Michigan. Updated Raffle Cover Letter, pre-filled the Raffle Application for MSU departments, and provided a new checklist to assist departments
10/30/2018 79 V Departmental Records   Clarified a device usage for business purpose are subject to the Michigan Freedom of Information Act in V Added Freedom of Information Act as a new subsection (VI).
10/30/2018 78 VIII Exhibits/Forms   Added Freedom of Information Act in VIII. Added Freedom of Information Act as a new subsection (VII).
10/12/2018 35 Various Office of Risk Management & Insurance   Clarified who can be a vehicle passenger; removed university approved agency members as vehicle drivers; removed reference to Study Abroad Insurance. Removed Criminal History Record Request form.
10/01/2018 70 IV Travel Policies and Procedures Lodging Clarified process and reporting for Lodging Arrangements with University Housing in IV.C.5 Revised Charge Authorization Form to be used for University Housing arrangements
10/01/2018 50 All Sales and Use Tax   Clarified sales and use tax process to provide additional examples, guidance on timing of remitting sales tax, and proper forms to complete for exemption.  
3/23/2018 315 III Sponsored Projects, Fee-for-Service, and Gifts Gifts Added language requiring a gift transmittal form to accompany funds sent to University Advancement for processing. Added gift transmittal form.
3/16/2018 44 I Issuing Gifts, Gift Cards, and Prizes Policy Introduction and Definitions Changed definition of gift cards to incude dollar denomination. Updated definition of non-cash gifts.  
3/16/2018 44 II Issuing Gifts, Gift Cards, and Prizes Employees Changed categorization of dollar denominated cards to taxable income for employees. Specified that non-cash gifts are limited to $75 dollars per calendar year. Changes match IRS regulations.  
3/16/2018 44 IV Issuing Gifts, Gift Cards, and Prizes Volunteers and Guests Clarified that Pcard may not be used to purchase gift cards for volunteers and guests. Specified that gifts may not exceed $75.  
3/16/2018 17 I Acceptance of Payment Cards (Credit and Debit) and e-Commerce Policy (was Introduction) Inserted policy statement, responsible parties, and governing law or regulation. Reworded Introduction, and reordered entire Section 17 due to new policy statement.  
2/12/2018 9 New Identity Theft Prevention Program (Red Flags Rule)   New section regarding MSU compliance with Section 114 of the Fair and Accurate Credit Transactions Act of 2003. Detection, prevention, and mitigation of identity theft in covered accounts.  
2/2/2018 53 All Moving Expenses   Removed non-taxable reimbursement as an option due to tax law changes in 2018. Moving expenses must be paid as a taxable allowance. Moving expenses must be processed as additional pay (taxable) to the employee.
1/10/2018 47 III Membership Dues, Sponsorships and Donations Exhibits Added memo providing guidance from the Secretary of the Board of Trustees regarding coordination of charitable donations.  
9/29/2017 45 Title Food and Beverage, Lodging   Title Change to: Food and Beverage Business Functions  
9/29/2017 45 All Food and Beverage Business Functions   Sub-sections re-written for greater clarity. Added worksheet to assist with budgeting functions.
9/29/2017 46 All Food and Lodging Purchased on Campus Charged to University Accounts   Removed. Content on Food included in Section 45, Lodging included in Section 70.  
9/21/2017 227 New Access to Facility Information and Critical Data   Added new section regarding access to, and distribution of, facility information.  
9/5/2017 76 All Independent Contractors for U.S. Citizens and Resident Aliens   Policy rewritten to clarify independent contractor status, rename PSC to Personal Services Contract and update form, update FAQs and examples, add employee vs. independent contractor determination guide. PSC form updated  Employee vs. Independent Contractor Determination Guide added
7/13/2017 1 I Fiscal Officer Responsibility Policy College/Major Administrative Unit Budget Officer is responsible for ensuring transaction oversight during Fiscal Officer transition.  
6/30/2017 79 I, II Mobile Phones Used for Both Business and Personal Purposes Definitions, Policy Updated languarge for qualifying devices and data plans Updated wording throughout the whole section
6/30/2017 79 IV, V, VI, VIII Mobile Phones Used for Both Business and Personal Purposes Payment Combined service and equipment payment language, updated recommended allowance amount to better reflect current offerings from vendors Updated Mixed-Use Mobile Phone Allowance Agreement form, removed Preferred Vendor sub-section
6/14/2017 70 IV Travel Policies and Procedures Lodging Added content from Section 46, separated lodging from Meals & Incidentals and Conferences "Section 46 being removed (content added to Sections 45 and 70)  Lodging Arrangements with University Housing" (form revised).
6/14/2017 70 V Travel Policies and Procedures Meal Per Diem (M&IE) Reworked M&IE for greater clarity, removed references to maids, dining stewards, etc., removed hosted meals and tips (covered in Section 45), consolidated per diem lookup locations  
6/14/2017 70 VI Travel Policies and Procedures Conference Fees Separated from lodging and M&IE  
5/3/2017 315 I, II Sponsored Projects, Fee-for-Service, and Gifts Sponsored Projects Updated various sections for general release of Kuali Coeus (KC), replacement of eTransmittal form by KC processes  
4/21/2017 70 III Travel Policies and Procedures Transportation Policies & Procedures Added reference to Section 35 (MSU Risk Management) for chartering guidelines  
3/2/2017 75 I Disbursement Vouchers Policies and Requirements Reworded and sorted polices and requirements, cleaned up repetitious language  
3/2/2017 75 II Disbursement Vouchers Vendor Added reporting requirement about cumulative payments to research participants (from Section 61) Additional information about Research Advances in Section 61
3/2/2017 75 V Disbursement Vouchers Special Handling Reworded Special Handling section for greater clarity, clarified procedure for Special Handling on direct deposit employee reimbursements  
2/6/2017 250 All Service of Legal Papers and Compliance with Discovery Requests   New section added to Manual  
1/11/2017 17 II.A Acceptance of Payment Cards (Credit and Debit) and e-Commerce Payment (Credit/Debit) Cards Added paragraph on required training  
1/11/2017 17 II.B Acceptance of Payment Cards (Credit and Debit) and e-Commerce Payment (Credit/Debit) Cards Updated policies for Face-to-Face (Card Present) processing and Mail Order/Telephone processing  
12/28/2016 315 IV Sponsored Projects, Fee-for-Service, and Gifts Noncash Gifts/Gifts-In-Kind Updated link to Consignment/Non-Cash Gift Form Consignment/Non-Cash Gift Form
11/30/2016 315 I.C Sponsored Projects, Fee-for-Service, and Gifts Procedures for Sponsored Projects Updated who may submit proposals, international activities approval requirements, various dollar limits and clarifications, renamed MSU Technologies to Business-CONNECT, subaward negotiations and execution  
11/30/2016 315 II.A Sponsored Projects, Fee-for-Service, and Gifts Fee for Service Activities in Academic Settings Updates to requirements for federal/governmental sources, publicly advertised activities  
11/8/2016 70 IV.B.3 Travel Policies and Procedures Incidentals and Tips Clarified that tips must be reasonable, and are typically 20%  
11/8/2016 45 II.B Food and Beverage, Lodging Business Functions Clarified that tips must be reasonable, and are typically 20%  
11/8/2016 45 V.D Food and Beverage, Lodging Retirements Added service fee as additional amount to the $17.00 limit to meet how policy has always been enforced Many caterers and hotels charge a service fee in place of having the customer provide a gratuity
11/4/2016 23 VIII.A.1 Fellowship and Traineeship Appointments Taxation of Payments Removed reference to 1099 issuance MSU is not required to withhold for U.S. persons
9/29/2016 222 IV, V MSU Surplus Store Using Surplus Store, Storage Services Added information about electronic items to IV, removed Storage Services subsection V Surplus no longer offering storage services
9/14/2016 70 III.A.2 Travel Regulations Taxi/Car Service/Ride Share Added best practices for travelers using this service, contemporized title  
9/9/2016 70 Title Travel Regulations   Title Change to: Travel Policies and Procedures Contemporize; Friendlier - resource oriented vs. regulatory
9/9/2016 70 I, A. Travel Regulations General Policy & Eligibility Clarification of definition of individuals to which MSU travel policies apply Combined sections
9/9/2016 70 I, C., 4.c Travel Regulations Pre Trip Authorization - Blanket Authorization Combined In State and Local travel Identifies that 1 pre trip authorization can be completed for both in state and local travel
9/9/2016 70 I, D, G-I, K Travel Regulations Travel Reservations/Purchasing Changed name of section, replaced "Direct Bill" with "Travel Profile", clarified processes for completing profile and reserving/paying for travel; "Direct Billing" becomes "Prepayment" Consolidated sections I.D,G-I in new sections B & C; differentiates how MSU pays for travel through Preferred Travel Agencies and payment arrangements (invoicing) by local hotels
9/9/2016 70 I, E Travel Regulations University Travel Office Move contact information to end of Section 70  
9/9/2016 70 I, F Travel Regulations Corporate Travel Credit Card Moved into Reserving and Paying for MSU Business Travel Flow is improved to assist readers with understanding of procedures
9/9/2016 70 I Travel Regulations Travel Regulations General Policy Overall, added more links to resources available to MSU business travelers and travel administrators  
9/9/2016 70 II Travel Regulations Types of Travel Defined Changed from Local, Domestic, and International to CONUS, OCONUS, and International to create consistency throughout Section 70; clarified definitions Meal and Lodging per diems are based upon new titles
9/9/2016 70 III.A Travel Regulations Transportation Regulations, Ground Transportation Reorganized policies to reduce redundancies - general section applies to all types of ground transportation; separated private car, motor pool, and rental vehicles Contemporized title; reduced language
9/9/2016 61 III, IV Travel Regulations Use of Travel and Research Advance Funds, Reporting of Travel & Research Advance Funds Removed references to direct billing of airfare and rail; replaced with prepay and prepaid Syncs up with Section 70, Travel Policies and Procedures