200 SERIES - HANDBOOK PURPOSE AND ORGANIZATION

ADMINISTRATIVE HANDBOOK
SERIES 200 - BUSINESS AND FINANCE
SUMMARY OF CONTENTS
 

201 - ENTERTAINMENT

I.  INTRODUCTION
II. WHEN ENTERTAINMENT IS APPROPRIATE
III. APPROVAL OF ENTERTAINMENT EXPENDITURES
IV. MEAL ALLOWANCES
V. SOURCE OF FUNDS
VI. PROCEDURES FOR REIMBURSEMENT
POLICIES ARE CURRENTLY UNDER REVISION.

203 - USE OF ELECTRONIC COMMUNICATIONS RESOURCES   Revised

I. INTRODUCTION
II. UC BUSINESS AND FINANCE BULLETIN IS-3, ELECTRONIC INFORMATION SECURITY
III. GUIDELINES FOR THE PURCHASE AND USE OF CELLULAR PHONES AND OTHER PORTABLE ELECTRONIC RESOURCES
IV. AUTHORIZATION TO USE UC PROPERTY IN AN OFF-CAMPUS LOCATION

204 - SECURING THE SERVICES OF AN INDEPENDENT CONSULTANT
POLICIES ARE CURRENTLY UNDER REVISION.

205 - FINANCING COOPERATIVE EXTENSION ACTIVITIES

I. IGENERAL PRINCIPALS
II. UNIVERSITY FUNDS
III. BANK ACCOUNTS
IV. COUNTY FINANCES
V. FEES
VI. REFERENCE

206 - GIFTS

I. PURPOSE OF GIFT
II. TYPES OF GIFTS
III. AUTHORITY
IV PROCEDURES FOR PROCESSING
V. ADMINISTRATION OF GIFTS
VI. GIFTS FOR OTHER ORGANIZATIONS
VII. FUNDRAISING CAMPAIGNS
VIII. REFERENCE
APPENDIX I. Statement of Economic Interest
APPENDIX II. Report of Tender of Gift

208 - LICENSE AGREEMENTS FOR USE OF FACILITIES  Revised

I. POLICY
II. AUTHORITY AND EXECUTION
III. HOLD HARMLESS CLAUSE
IV. INSURANCE CERTIFICATES
V. OTHER AGREEMENTS

209 - LEASE AGREEMENTS FOR REAL PROPERTY   Revised

I. UNIVERSITY AS LESSOR
II. UNIVERSITY AS LESSEE

210 - INSURANCE  Revised

I. INSURANCE CARRIED BY THE UNIVERSITY
II. INSURANCE FOR VOLUNTEERS
III. CERTIFICATES OF INSURANCE
IV. REPORTING ACCIDENTS AND INJURIES
V. REFERENCE

211 - SAFETY AND HEALTH PROGRAM  Revised
POLICIES ARE CURRENTLY UNDER REVISION


212 - TRAVEL 
POLICIES ARE CURRENTLY UNDER REVISION.

213 - UNIVERSITY LIBRARY SERVICES
POLICIES ARE CURRENTLY UNDER REVISION. 

260 - IDENTIFICATION OF COOPERATIVE EXTENSION

I. OFFICE
II. INDIVIDUAL

262 - TRAVEL TO ATTEND PROFESSIONAL SOCIETY MEETINGS
POLICIES ARE CURRENTLY UNDER REVISION.


263 - VISUAL MEDIA SERVICES

I. PURPOSE
II. VISUAL MEDIA MATERIALS


264 - CONTRACTS AND GRANTS FOR RESEARCH, TRAINING, AND PUBLIC SERVICE PROJECTS

I. AUTHORITY
II. PROPOSALS FOR RESEARCH AND TRAINING PROJECTS
III. PROPOSAL PREPARATION GUIDELINES FOR NEW PROJECTS
IV. INFORMAL PROPOSALS OR PRE-PROPOSALS FOR NEW PROJECTS
V. STATE AND FEDERAL MARKETING ORDER PROPOSALS
VI ESTABLISHED PROJECTS -- PROPOSALS FOR CHANGES
VII. APPROVALS REQUIRED FOR PROPOSALS
VIII. SPECIAL APPROVALS REQUIRED FOR PROPOSALS
IX. CONTACTING THE FUNDING AGENCY
X. CONTRACTS AND GRANTS
XI. CONTRACTS AND GRANTS RECEIVED ON UNAPPROVED PROPOSALS
XII. ADMINISTRATION OF CONTRACTS AND GRANTS
XIII. USE OF UNIVERSITY FACILITIES AND RESOURCES UNDER CONTRACTS AND GRANTS
XIV. CONFLICT OF INTEREST
XV. REFERENCES
APPENDIX I. Proposal Budget
APPENDIX II. Approval Data Sheet
APPENDIX III. Statement of Economic Interest

280 - FEDERAL EXCESS PROPERTY PROGRAM   Revised

I. PURPOSE
II. GENERAL
III. RESPONSIBILITY
IV. RECORDS AND INVENTORY

281 - POLICY ON PESTICIDES AND RELATED CHEMICALS: USE AND EXPERIMENTATION

I. SCOPE AND DEFINITIONS 
II. RESPONSIBILITIES INCURRED BY EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA WHEN EXPERIMENTING WITH   PESTICIDES OUTSIDE OF THE RESEARCH LABORATORY
III. REQUIREMENTS OF SELECTED CALIFORNIA PESTICIDE LAWS, REGULATIONS AND UNIVERSITY OF CALIFORNIA DANR POLICIES NOT SPECIFICALLY RELATED TO EXPERIMENTAL USE
IV. REFERENCES
APPENDIX I

I. BACKGROUND
II. STORAGE, USE OR RESEARCH OF BIOLOGICAL MATERIALS
III. TRANSFER OR TRANSPORT OF BIOLOGICAL MATERIALS
IV. REGULATIONS
 
 
 
 I. USE OF COPYRIGHTED MATERIALS FOR PUBLICATION
II. USE OF NON-COPYRIGHTED MATERIALS FOR PUBLICATION
III. USE OF COPYRIGHTED MATERIALS FOR PROGRAMS AND OTHER PURPOSES
IV. COPYRIGHT POLICY ON MATERIAL PREPARED BY STAFF
V. COPYRIGHTS ON COMPUTER PROGRAMS
VI. REFERENCES

I. FIDUCIARY RESPONSIBILITY
II. BUDGETARY RESPONSIBILITIES
III. FINANCIAL PROCESSING
APPENDIX I. Indexes to Accounting Handbooks for Berkeley, Davis and Riverside Campuses
APPENDIX II. Chapter III. Financial Operations of the USDA Extension Service Administrative Handbook  
 

I. Purpose
II. Definitions
III. Recharge and Income Activities
IV. Criteria for Recharge and Income Activities
V. Deficits/Surplus
VI. Allowable Costs to be Recovered in Activity Rates
VII. Non- University Differential (NUD)
VIII. Capital Equipment, Depreciation and Equipment Reserves
IX. Activity Inventory
X. Rate Development
XI. Rate Review and Approval
XII. Activity Budgets, Account Codes, & Sales Tax
XIII. Closure of Activity Operations
XIV. Forms XV. Records Retention
XVI. Functional Responsibilities
XVII. References
Appendix I: Examples of Possible Rate Structures
Appendix II: Steps to Establishing a New Recharge Activity

A. Purpose
B. Overview

II. Recovering ANR Academic Salaries & Benefits from Extramural Funds

A. Purpose
B. University Policy
C. Federal Guidelines
D. ANR Salary Recovery Policy
E. Procedures
III. Program Activity/User Fees

A. Purpose
B. Federal Cost Recovery Guidelines
C. University Guidelines
D. ANR Policy Guidelines
E. Accountability and Fee Administration 
F. Clientele Access Policy
G. Types of Allowable Program Activity/User Fees
H. Procedures 
 I. Uses of Recovered Program Activity/User Fees

IV. Publication Sales and Marketing

A. Purpose
B. ANR Guidelines
C. Publication Sales
D. Marketing

Appendix I: An Introduction to Effort Reporting for ANR Staff
Appendix II: A Sample Budget Listing Appropriate Staff Salaries & Benefits
Appendix III: ANR User Fees:  Educational Programs
Appendix IV: ANR User Fees:  Testing and Other Non-educational Programs
Appendix V: ANR Cost Recovery Definitions
Appendix VI: ANR Financial Waiver Request 
 
Last page update: March 12, 2007