Finance policies, procedures, practice notes & guidelines
The University of Cape Town's financial policies are in the process of being converted from manual to online format. The converted policies, as well as new policies and guidelines, are listed below. If a policy has not yet been converted, then the policy as it appears in the paper-based Finance manual stands. Contact your area Finance Manager for information on policies that are not listed below.
| Policy & Procedure | # |
| Advances | PAY006 |
| Asset | AST001 |
| Cell phone | GEN004 |
| Delegated authority limits | GEN002 |
| Funds deposited with or held by UCT | GEN001 |
| Goods or services provided to UCT by staff or connected parties | PAY007 |
| Handling cash | INV001 |
| Internet connectivity and Mobile devices | GEN005 |
| Mileage claims | PAY004 |
| Petty Cash | PAY003 |
| Purchasing Card (PCard) | PUR002 |
| Reimbursements | PAY005 |
| Subsistence & Travel (S&T) | PAY002 |
| Practice Note | # |
| Staff functions and gifts | PAY009 |
| Uncashed cheques | PAY001 |
| Gift vouchers | PAY008 |
| Import & export of goods | PPP001 |
| Threshold values for purchasing | PPP002 |
| Disposal of redundant and second-hand goods | PUR001 |
| Practice Note (Finance) | # |
| Professional subscription fees | FND001 |
| Employment of connected persons in Finance | FND004 |
| UCT-wide finance communication | FND005 |
| Guidelines | # |
| Contractor's questionnaire | FG002 |
| Forms: Which one? Advance, Reimbursement or Subsistence & Travel | FG003 |
NOTE: A policy provides principles to guide decisions in terms of UCT governance, and legal requirements. A practice note provides clarity to the UCT community in terms of how the policies are applied in practice, whilst a finance specific practice note details practices within the finance department itself. A guideline provides additional or explanatory information in support of the policies and practice notes.
Forms: Contractor's Questionnaire
Downloads
Links
