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[Go to the University of California Policies page to sign up for update notification] Business and Finance Bulletins are published by the Universitywide Policy Office. September 16, 2009 BFB PM-4, Standards for University Facilities Natural Gas Piping Systems, has been rescinded. Locations will be notified about pending publication of information on this topic in the Facilities Manual. As a result of this rescission, and the rescission of BFB PM-2 (see below) on August 7, 2009, the Business and Finance Bulletin PM Series (Physical Plant Management) has now been retired. August 25, 2009 Reinstated: BFB A-17 (Housing and Food Service Operations, Uniform Cost Accounting Responsibility, May 21, 1978), BFB BUS-20, (Group A Housing System Funding for Major Maintenance, Replacement, and Improvement of Facilities, and BUS 22, Group A Housing System, Detailed Rates (February 25, 1969) August 7, 2009 BUS PM-2, Alternate Fuel Storage, has been rescinded. This topic is now covered in Facilities Manual, Section 5.3 July 20, 2009 Retired: BFB A-17 (Housing and Food Service Operations, Uniform Cost Accounting Responsibility, May 21, 1978), BFB BUS-20, (Group A Housing System Funding for Major Maintenance, Replacement, and Improvement of Facilities, and BUS 22, Group A Housing System, Detailed Rates (February 25, 1969)
May 5, 2009 BUS 50 (formerly “Material Management Acquisition and Use of Narcotics & Dangerous Drugs”) has been revised and re-titled as Controlled Substances Management. With issuance of this revision, DA 0378, “Registration and acquisition of narcotics and dangerous drugs” is rescinded. Authority of the Chancellor/Lab to designate a Responsible Official is contained in Section IV. B. January 8, 2009 Revised BUS-43, Part 3 and Addition of Exhibit C, Supplement 5.1, effective December 18, 2008 BUS-43 has been revised. See attached memo for further details. January 7, 2009 Revised BUS-34, Securing the Services of Independent Consultants, effective December 18, 2008 BUS-34 has been revised. See atttached memo for further details. December 23, 2008 Revised G-28, Policy and Regulations Governing Travel G-28 has been revised to prohibit the reimbursement of airline and airport
memberships. See attached memo on the
subject.
The new mileage reimbursement rate, effective January 1, 2009, is 55 cents per mile for expenses incurred in connection with the business use of a private automobile. See attached memo on the subject. Revised G-13, Policy Policy and Regulations Governing Moving and Relocation,
effective January 1, 2009 G-13 has been updated to reflect the new mileage reimbursement rate of
24 cents per mile for driving or shipping an automobile in connection
with a move. See attached memo on the
subject. Revised G-43, Policy on University Membership in Organizations, effective February 1, 2009 G-43 has been revised to prohibit the reimbursement of airline and airport
memberships. See attached memo on the
subject. December 17, 2008 Revised IS-2 and IS-3, effective December 16, 2008 IS-2 and IS-3 have been revised to include the new reporting requirements regarding the unlawful or unauthorized access to, use, or disclosure of patient medical information, as well as the increased financial penalties for violations. See attached memo on the subject. November 13, 2008 Revised G-13, Policy Policy and Regulations Governing Moving and Relocation G-13 has been revised. See attached memo for further details. October 24, 2008 Revised A-47 - University Direct Costing Procedures, A-56 - Academic Support Unit Costing and Billing Guidelines, and A-59 - Costing and Working Capital for Auxiliary and Service Enterprises A-47, A-56, and A59 have been revised. See attached memo for further details. September 11, 2008 Revised BUS-49, Policy for Cash and Cash Equivalents Received, effective September 8, 2008 BUS-49 has been revised. See atttached memo for further details. August 18, 2008 Revised G-28, effective September 1, 2008 Pages 38, 55 (Appendix B) and 56 (Appendix C) of G-28 have been revised to eliminate the reimbursement of meal and incidental expenses (M&IE) for travel of less than 24 hours in duration. See attached memo on the subject. July 9, 2008 Revised BUS-73, Workers' Compensation Self-Insurance Program, effective July 8, 2008 BUS-73 has been revised to include implementation of recommended changes to the Settlement Authorization Request (SAR) process and to clarify responsibilities for the administration and resolution of Workers' Compensation matters. See also memo from Executive Vice President Lapp dated July 8, 2008. June 30, 2008 Revised G-28, Appendix A, effective July 1, 2008 The new mileage reimbursement rate is 58.5 cents per mile for expenses incurred in connection with the business use of a private automobile. See attached memo on the subject. Revised G-13, effective July 1, 2008 G-13 has been updated to reflect the new mileage reimbursement rate of 27 cents per mile for driving or shipping an automobile in connection with a move. See attached memo on the subject. May 20, 2008 Revised G-45, Implementing Requirements on Expenses Incurred in Support of Official Responsibilities of the President and Chancellors, effective May 20, 2008 Appendix C, Tax Guidelines Governing Expenses of an Associate of the President/Chancellor, has been added. April 23, 2008 Revised G-41, Employee Non-Cash Awards and Other Gifts, effective April 16, 2008 G-41 has been revised to remove the $75 threshold for providing receipts. Now, all non-cash award and gift expenses must be supported by receipts in order to be reimbursed. See also memo on the subject. April 15, 2008 Revised BUS-23, Insurance Coverage for Students Engaged in Off-Campus Activities, and BUS-74, Business Travel Accident Insurance, effective April 15, 2008 BUS-23 and BUS-74 have been revised to direct members of the University
community to the new Business Travel Accident Insurance website: www.uctrips-insurance.org. April 11, 2008 Revised G-28, Policy and Regulations Governing Travel, effective April 9, 2008 G-28 has been revised. See issuance letter for more details. March 13, 2008 Revised G-41, Employee Non-Cash Awards and Other Gifts, effective March 12, 2008 G-41 has been revised. See issuance letter for more details. January 25, 2008 Revised G-24, Appointment of University Notaries Public, effective January 25, 2008 California SB 886, effective 1/1/2008, creates the following new requirements:
The new law also eliminates using the sole criterion
of "personally known" to verify identity when notarizing a document;
adds a power of attorney document to the list of documents that require
a thumbprint; creates civil penalties for willful failure to notify the
Secretary of State of an address or name change; creates a civil penalty
for failure to obtain a thumbprint; and specifies grounds for revocation
or suspension of the Notary commission including falsifications and failure
to report the theft or loss of a journal. December 21, 2007 Revised IS-2 and IS-3, effective December 18, 2007 IS-2 and IS-3 have been revised to include the new notification requirement when there is a reasonable belief of unauthorized acquisition resulting from a security breach. See attached memo on the subject. Revised G-28, Appendix A The new mileage reimbursement rate, effective January 1, 2008, is 50.5 cents per mile for expenses incurred in connection with the business use of a private automobile. See attached memo on the subject. Revised G-13, effective January 1, 2008 G-13 has been updated to reflect the new mileage reimbursement rate of
19 cents per mile for driving or shipping an automobile in connection
with a move. See attached memo
on the subject. November 28, 2007 Revised BUS-49, Policy for Cash and Cash Equivalents Received, effective November 28, 2007 BUS-49 has been revised to correct the name for PCI Data Security Standards. PCI stands for Payment Card Industry and not Purchase Card Industry. November 16, 2007 Rescinded BUS-41, Funding of Student Center Maintenance, Repairs, and Improvements References, effective November 16, 2007 BUS-41 is being rescinded. Student Center indentures are no longer maintained. Currently, student centers, like all other financed projects, are required to maintain a debt service coverage calculated annually at each fiscal year end. Revised BUS-23, Insurance Coverage for Students Engaged in Off-Campus Activities, and Revised BUS-74, Business Travel Accident Insurance, effective November 8, 2007 BUS-23 and BUS-74 have been revised to reflect the change in insurance provider to ACE USA and to include new registration requirement for out-of-state or foreign country travel. November 5, 2007 Revised G-24, Appointment of University Notaries Public, effective November 2, 2007 G-24, Section III.D, has been revised to align with the State's guidelines concerning termination of employment. October 16, 2007 BUS-1, Fine Art Insurance, effective October 15, 2007 BUS-1 has been updated. See issuance letter for more details. Technical Changes for BUS-63, Insurance Requirements/Certificates of Insurance, effective October 10, 2007 The limits for General Liability, Automobile Liability and Employment Practices Liability Self-Insurance Program and Professional Medical and Hospital Liability Self-Insurance Program have been changed from $7,500,000 to $5,000,000. Revised BUS-79, Expenditures for Business Meetings, Entertainment, and Other Occasions, effective September 12, 2007 BUS-79 has been updated. See issuance letter for more details. Revised BUS-29, Management and Control of University Equipment, effective July 1, 2007 BUS-29 has been revised. Please refer to the issuance letter for more information. Revised BUS-49, Policy for Cash and Cash Equivalents Received, effective August 16, 2007 BUS-49 has been updated. Please refer to the issuance letter for more details. Revised BUS-63, Appendix D, Insurance Requirements for Construction-Related Contracts/Service Agreements, effective August 17, 2007 Appendix D has been updated. Revised G-45, Implementing Requirements on Expenses Incurred in Support of Official Responsibilities of the President and Chancellors, effective August 21, 2007
G-45 has been revised to include additional clarification on the type of expenses to be reported. See Issuance Letter for more details. Revised BUS-43, Part 8, Procurement Card Program, effective August 6, 2007 The revision maintains the controls and integrity of Best in Class program,
while assigning the Revised IS-2, Inventory, Classification, and Release of University Electronic Information; Revised IS-3, Electronic Information Security; New IS-11, Identity and Access Management; and New IS-12, Continuity Planning and Disaster Recovery The new and/or revised bulletins reflect best practices and approaches recommended by higher education professional organizations and federal and state regulatory agencies to ensure effective protection of University information assets. See announcement letter. Revised BUS-74, Business Travel Accident Insurance, July 20, 2007 The bulletin has been updated to reflect the following changes: - The category “domestic partner” has been added, and benefits eligibility now extends to the spouse or domestic partner and child or children accompanying the eligible individual on a business trip.
- Coverage for Emergency Medical Evacuation and Repatriation has been added, as have benefits for “loss of use” of limbs/appendages, and for injuries leading to coma.
- A benefit has been added in connection with in-use and properly installed seat belts and air bags.
- A new requirement has been specified to effect coverage for eligible individuals operating a general aviation aircraft. Coverage is effected only upon a report to the location Risk Management office and pre-approval by the insurance company. Approval results in the eligible individual’s designation as a “Named UC pilot” for the specified aircraft. Revised BUS-23, effective June 1, 2007 BUS-23, Insurance Coverage for Students Engaged in
Off-Campus Activities, has been revised to reflect the addition of (1)
Domestic Partner as beneficiary, (2) paralysis to the coverage for Accidental
Death and Dismemberment (now Accidental Death, Dismemberment and Paralysis),
and (3) Emergency Medical Evacuation and Repatriation as two new coverage
categories. Revised G-46, effective March 1, 2007 G-46, Guidelines for the Purchase and Use of Cellular Phones and Other Portable Electronic Resources, has been revised to include additional clarifications. See issuance letter for more details. Revised BUS-28 and BUS-69, effective February 12, 2007; Removal of BUS-35 BUS-28 has been revised to reflect the current coverage that is provided to the University under its Master Property and Excess Insurance Policies.
BUS-69 now includes Auto Physical Damage, Auto Liability and Vehicle Accident Reporting and Claims Procedures. Auto Liability was previously included in BUS-75 and the Vehicle Accident Reporting and Claims Procedures was included in BUS-35.
BUS-35 is no longer needed and BUS-75 is under revision. Revised G-28, effective January 22, 2007 G-28, Section IV, has been updated to clarify the approval of travel
expenses incurred by the Chancellor, including the expenses of the Chancellor's
spouse or an equivalent individual. The Bulletin also provides new guidance
on the approval of travel expenses incurred by the Vice Chancellors, Deans,
and Medical Center Directors.
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