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What's New

POLICY CHANGES, DELETIONS, ADDITIONS

Note: Housekeeping changes are in the following section at the bottom of the page.

September 16, 2019

AGM 9.2.1: Organization chart: Provost

  •  Updated with one new position and one modified position, as recently announced

August 27, 2019

AGM 2.1.13: Paid Holidays

  • Replaced the "Christmas" holidays terminology with "Winter Holidays" when referring to the December 24 and 25 paid holidays.

August 13, 2019

AGM 2.3.3: Tuition Privileges

  • Applicability: Clarified that the policy applies to “regular staff”.
  • Section 2.B: Clarified who is eligible for a fee waiver when auditing classes to be consistent with current practice. Added link to required audit form.

June 5, 2019

AGM 2.1.3: Personnel Files and Data

  • Section 3.a: Removed general correspondence between employee and supervisor from list of appropriate content for personnel files.
  • Section 3.b: Clarified that workplace investigation records and letters of reference are not retained in personnel files.
  • Section 4.a: Clarified that authorized representatives may request a copy of a current employee’s personnel file; clarified timeframes by which copies of personnel files must be furnished.
  • Section 4.b: Clarified that authorized representatives may request a copy of a former employee’s personnel file; clarified timeframes by which copies of personnel files must be furnished.

May 21, 2019

AGM 1.8.1: Protection of Minors

  • Section 1: Clarified that Live Scan background checks must include both California DOJ and FBI results.
  • Section 4: Updated definition of Program Sponsor to be consistent with OSEP’s requirements. Also specified that the Program Sponsor must be represented by a Department Chair, Senior Staff, Institute Director, or designee.
  • Housekeeping edits throughout.

April 29, 2019

AGM 5.4.2: Business and Travel Expenses

  • Updated throughout to emphasize the core responsibility of financial stewardship and the guiding principle to spend appropriately with regard to business and travel expenses and purchases of items to be owned by Stanford. In addition, an outline of the university’s reimbursement policy and associated IRS Accountable Plan requirements were added. Finally, examples of appropriate and inappropriate business expenses were added to provide clarity on common expense types. Detailed information around transportation guidelines, fare options and meal guidance was removed but will continue to be available on Fingate.

AGM 5.4.3: Reimbursable Expenses

  • This Guide Memo was deleted, and the content was added to the updated 5.4.2: Business and Travel Expenses.

March 27, 2019

AGM 4.3.1: Operating Policies for Development

  • Section 2.e: Volunteers; added councils to the list of groups for whom solicitation of volunteers must be coordinated through the Office of the Vice President for Development.

March 19, 2019

AGM 1.9.1: Signature and Financial Approval Authority

  • New policy detailing the fiduciary responsibilities governing signature and financial approval authority for execution of both financial and non-financial agreements on behalf of the university.

AGM 4.2.1: Receiving and Processing Gifts

  • A new subsection was added: Section 2.h(5): Matching Programs, which explains the need for Office of Development oversight of any gift matching programs across the university. The administrative oversight required for matching programs is described, including the requirement that all such programs must be approved by the Vice President for Development.

February 13, 2019

AGM 2.3.5: Disability and Family Leaves

  • Eliminated Section 6.d.3., which required employees to use two weeks of earned but unused vacation time before receiving FTD insurance benefits. 

February 8, 2019

AGM 3.8: Account Balance Reconciliation and Attestation

  • A new sub-chapter in Chapter 3 was added, along with two new policies. The new sub-chapter identifies the policy and responsibilities related to Account Balance Reconciliation and Attestation of the University’s Statement of Financial Position.

    • AGM 3.8.1: Account Balance Reconciliation: Outlines the policy and responsibilities for reconciling account balances in the University’s general ledger and on the Statement of Financial Position.
    • AGM 3.8.2: Account Balance Attestation: Outlines the policy and responsibilities for attesting to account balances in the University’s general ledger and the Statement of Financial Position.

January 8, 2019

AGM 5.4.1: Expense Advances

  • Updated to reflect current policy around appropriate use of cash advances. Specifically, the use of advances to pay for visitor airfare was removed, as this presents a risk to the university and is not currently practiced. In addition, clarifications were made in language describing the process for requesting and returning advances. Housekeeping updates to correct department names and URLs were also made.

December 21, 2018

AGM 9.1.1: Organization Chart: President

December 19, 2018

AGM 4.1.1: Gifts to the University

  • Section 2.b.: Updated to clarify how gifts of tangible personal property are recorded.
  • Section 2.c.: Removed reference to staff attorney.
  • Section 4: Removed reference to staff attorney.
  • Section 5.b(1): Replaced “investment returns” with “Board determined payout,” and updated the Fund Accounting phone number.
  • Section 5.b(2): Updated Office of Planned Giving information.
  • Section 5.b(3): Added Fund Accounting phone number.
  • Section 6.c(1): Corrected Office of Planned Giving title.
  • Section 6.c(2): Added language about donors consulting with tax advisors on filing requirements.
  • Section 7: Removed reference to staff attorney.

AGM 4.2.1: Receiving and Processing Gifts

  • Section 2.c.: Replaced Securities information with new text to clarify how stock certificates should be forwarded to the Gift Securities team, including addresses.
  • Section 2.f.: Updated to reflect that memorial and honorarium gifts are used to “support the objects and purposes of the University.”
  • Section 2.g.: Added references to the Office of Planned Giving in the last two sentences.
  • Section2.h.: Changed the Manager of Trusts and Bequests title to Manager of Estate Services.

AGM 4.3.1: Operating Policies for Development

  • Section 2.b.: Added exception to the approval process for previously-approved annual solicitation requests for prospects rated at $1,000,000 and above.

AGM 4.4.1: Fundraising Approval and Priority-Setting

  • Section 2.a(1): Certain small projects: Added new process for reviewing gifts with central development staff if there are any unusual terms or circumstances related to the gift.
  • Section 3.b: Removed reference to the Office of Vice President for Development.
  • Section 3.c.: Removed first reference to the Office of the Vice President for Development, and replaced reference to the Office of the Provost with Office of the Vice President for Development in second to last sentence.
  • Section 3.d.: Removed reference to the School Dean or cognizant Cabinet member in last sentence.
  • Section 3.e.: Added Office of the Vice President for Development to list of approvers.

December 18, 2018

AGM 9.2.1: Provost Organization Chart

November 30, 2018

AGM 5.2.1: Financing of Purchases

  • Section 4.f.: Updated to clarify amortization of internal loans, particularly with regard to new Bridge Financing loan terms, and how debt service will be charged after substantial completion of the project to the school or unit responsible for repaying the loan. 

October 6, 2018

AGM 2.1.8: Miscellaneous Authorized Absences

  • Section 1.d.: Renumbered to add 1.d(1), 1.d(2), 1.d(3) and 1.d(4), to clarify how PTO is reported and scheduled
  • Throughout: Changed references to "his/her" to "they" or "their"

September 9, 2018

AGM 2.1.3: Personnel Files and Data

  • Section 5.b Maintenance and Retention: Terminated Employees: Updated to reflect that records are to be maintained for eight years following a termination.
  • Housekeeping edits throughout to clarify who to contact related to personnel files.

 

Housekeeping Changes

Changes do not affect policy content, but may include corrected cross-references to other policies, corrected titles, change of authority for the policy, changed URLs, addresses, and phone numbers or very minor text changes for clarity. Policies are not re-dated when housekeeping edits are made; the date is only updated if the policy content is changed.

June 19, 2019

Added "Academic Staff – Teaching" to the Applicability section and also updated the link for “Academic Staff – Research” to point to the correct policy in the Research handbook.

February 11, 2019

Updated the URL to the CA Labor Code Section 2802.

January 31, 2019

Updated to be consistent with AGM 2.1.6: Vacations, which exempts clinician educators in the School of Medicine.

Section 7: Staff Employees: Clarified that for clinician educators in the School of Medicine, the procedures established by the Dean of the School of Medicine includes "time off with pay".

November 29, 2018

All were updated to refer to Lincoln Financial and their URL as the university's leave administrator, replacing Liberty Mutual.

November 13, 2018

Updated 2.h. with the current USCIS fee, which is $1,410.00