M8 Business and Finance
Click on underlined headings and titles to access websites and information links.
M8.100 General
M8.101 Meals and Tips (PDF)
M8.103 Designated UH Official Delegation Guidelines (PDF)
Related Policies, Procedures and Guidelines:
Interim Administrative Procurement Procedures: July 1, 2010 (PDF)
Automated Vacancy Report Instructions (PDF)
Hawaiʻi Revised Statutes: Chapter 103D Hawaiʻi Public Procurement Code
Board of Regents Policies
- RP 8.201: Contracts and Official Documents
- RP 8.202: Designation of Depositories, Checks and Vouchers
- RP 8.203: Reserve Policy
- RP 8.204: University Budget (Operating and Capital Improvements)
- RP 8.205: University Projects
- RP 8.206: Purchases and Equipment Capitalization
- RP 8.207: Investments
- RP 8.208: Travel
- RP 8.209: Gifts
- RP 8.210: Fund Raising
UH Systemwide Executive Policies
- EP 8.105: Delegation of Authority to Execute Contracts for Goods, Services, and Construction; Granting Concessions and Cooperative Agreements
- EP 8.107: Delegation of Authority to Execute Contracts Goods, Services, and Construction Less Than $25,000
- EP 8.108: Delegation of Authority to Develop Purchasing Card Program Policies and Procedures
- EP 8.110: Delegation of Authority to Execute Contracts for Ticket Sales for Non-University of Hawai‘i Athletic Events Using University Ticketing System
- EP 8.111: Delegation of Authority to Execute Contracts for Procuring Goods and Services and Entering into Athletic Contest and Revenue-Generating Agreements for the Office of Intercollegiate Athletics, University of Hawai‘i at Mānoa
- EP 8.112: Delegation of Authority to Execute Revenue-Generating Corporate Sponsorship Agreements for the Office of Intercollegiate Athletics, University of Hawai'i at Hilo
- EP 8.200: Policy on Contracts and Signing Authority
- EP 8.201: Cash Management And Short-Term Investment of Operating Funds
- EP 8.204: University Audits
- EP 8.205: Indicia and Licensing Policy
- EP 8.207: Risk Management
- EP 8.208: Travel
- EP 8.209: Fund Raising
- EP 8.210: Systemwide Financial Reserves
UH Systemwide Administrative Procedures
- AP 8.025: Fiscal Responsibilities within the University
- AP 8.026: Appointment of Fiscal Administrators and Assistant Fiscal Administrators
- AP 8.200: Overview
- AP 8.215: Definitions
- AP 8.220: General Principles
- OPM Form 138 - Request for Exemption from Chapter 103D
- OPM Form 149 - Amendment to Request of Exemption from Chapter 103D
- OPM Form 150 - Notice of Exemption from Chapter 103D
- OPM Form 151 - Notice of Amendment to Exemption from Chapter 103D
- OPRPM Form 100: Purchase Order Log
- OPRPM Form 89: Annual Declaration of Receipt of Gifts and Gratuities Compliance with Standards of Conduct
- Publication-1: Information on Hawaii State Taxes Administered by the Department of Taxation
- AP 8.225: Limitations in Purchasing
- AP 8.230: Contracting for Services
- AP 8.235: Competitive Sealed Bidding
- AP 8.240: Competitive Sealed Proposals
- AP 8.245: Professional Services Procurement
- AP 8.246: Professional Services Procurement for Architects, Engineers, Land Surveyors, and Landscape Architects
- AP 8.250: Small Purchase – Goods and Services
- OPM Form 144 - Sole Brand Justification
- OPM Form 148 - Request for Exception to Use of SuperQuote
- OPM Form 31 - Record of Verbal Quotations
- OPM Form 32 - Request for Quotation (RFQ) Form
- OPM Form 95 - Determination of Cost or Price Reasonableness
- OPM Form 31 - Instructions
- OPM Form 32 - Instructions
- AP 8.255: Sole Source Procurement
- OPM Form 110 - Notice of Sole Source
- OPM Form 111 - Notice of Amendment to Sole Source
- OPM Form 144 - Sole Brand Justification
- OPM Form 65 - Request for Sole Source
- Instructions for Preparation of University of Hawaii Notice of Amendment to Sole Source Form
- Instructions for Preparation of University of Hawaii Notice to Sole Source Form
- AP 8.260: Emergency Procurement
- AP 8.265: Specialized Purchasing
- AP 8.266: Purchasing Cards
- AP 8.270: Types of Contracts
- AP 8.275: Contract Formation and Administration
- AP 8.281: Construction and Professional Services in Support of Construction
- FCO-001 - Request for Procurement Services
- FCO-006 - Request Approval of Consultant Selection
- FCO-007 - Recommendation to Award
- OPM Form 95 - Determination of Cost or Price Reasonableness
- OPRPM Form 110 - University of Hawaii Notice of Sole Source
- OPRPM Form 111 - University of Hawaii Amendment to Notice of Sole Source
- OPRPM Form 127b - Completion Report for Contract Purchase Order
- OPRPM Form 144 - Sole Brand Justification
- OPRPM Form 152 - University of Hawaii Request for Emergency Procurement
- OPRPM Form 155 - Construction Awards Reporting Info
- OPRPM Form 65 - Request for Sole Source
- SPO-024 - Attestation Serving on Committee
- SPO-036UH - University Procurement Delegation
- SPO 44 - Review Select Evaluate Committee Member Qualifications
- UH CIP Contract Encumbrance and Payment Form
- FCO-003 - Individual Eval Form (RFP)
- FCO-003 - Individual Evaluation Form (Prof. Services)
- AP 8.285: Cost or Price Reasonableness
- AP 8.290: Requirements of Federally Funded Purchases
- AP 8.300: Interests in Real Property
- AP 8.305: Use of Non-University Space and Facilities
- AP 8.350: Concessions
- AP 8.375: Fund Raising by a Recognized University Affiliated Volunteer Group or Non-Profit Organization
- AP 8.400: Risk Management Guidelines and Procedures AP 8.509: Property and Equipment Overview AP 8.510: Loaned Property, Personally Owned Property, and Collections
- AP 8.512: Identification of Property
- AP 8.516: Property and Equipment Valuation (formerly Valuation of University Equipment)
- AP 8.521: Property and Equipment Acquisition AP 8.523: Receiving Property and Equipment
- AP 8.524: Property and Equipment Maintenance
- AP 8.530: Property and Equipment Storage and Movement
- AP 8.536: Subcontract Control of Government Property
- AP 8.539: Property and Equipment Record Maintenance
- AP 8.540: Physical Inventory
- AP 8.541: Property and Equipment Management Reports
- AP 8.542: Property and Equipment Utilization
- AP 8.543: Property and Equipment Transfer and Retirement
- AP 8.550: Capitalization
- AP 8.555: Impairment of Capital Assets and Retirement of Real Property AP 8.560: Post-Issuance Tax Compliance Procedures for Tax-Exempt and Build America Bonds
- AP 8.561: Tax Treatment of Non-Service Financial Assistance for Individuals
- AP 8.571:University of Hawai‘i at Mānoa Athletics Ticket Sales for Events that are not University of Hawai‘i Athletic Competitions and that Involve Payments to Non- University of Hawai‘i Entities
- AP 8.602: General Ledger
- AP 8.611: Account Code AP 8.612: Establishment and Maintenance of Account Codes
- AP 8.615: Object Codes AP 8.617: Revenue and Higher Education Function Codes
- AP 8.619: Fund Groups
- AP 8.620: Gifts
- AP 8.621: Delinquent Financial Obligation Tax Setoff Hearings
- AP 8.622: University Endowments AP 8.635: Accounting For Leases
- AP 8.636: Supply Inventory
- AP 8.641: Journal Entries
- AP 8.650: Continuation and General Clearing Accounts AP 8.651: Non-Student Accounts Receivable and Delinquent Financial Obligations
- AP 8.671: Year-End Accounting Data
- AP 8.685: Cancellation or Replacement of University of Hawaii General Account Checks
- AP 8.686: Terminal Vacation Payout
- AP 8.701: Receipting and Depositing of Funds Received by the University
- AP 8.702: Establishment of Electronic Funds Transfer and Receipt of Funds
- AP 8.710: Credit Card Program
- AP 8.731: Student Accounts Receivable and Delinquent Financial Obligations
- AP 8.740: Dishonored Checks
- AP 8.750: Establishment and Maintenance of Change Funds
- AP 8.760: IRS Compliance for Reporting Cash Payments Over $10,000
- AP 8.770: Student Refunds
- AP 8.802: Requirement of Direct Deposit and/or ACH
- AP 8.806: Roles and Responsibilities for Payment Transaction Processing
- AP 8.808: Bank Wire Transfer
- AP 8.851: Employee Out-of-State and Intra-State Travel
- AP 8.852: Personal Automobile Mileage Voucher
- AP 8.853: Mobile Devices and Related Communications Services Program
- AP 8.863: Relocation Allowances
- AP 8.867: Information Reporting on 1099-MISC and Backup Withholding on Payments
- AP 8.868: Reporting and Withholding on Payments to Nonresident Aliens and Foreign Corporations
- AP 8.870: Pay Types and Pay Days
- AP 8.871: Distribution and Security of Paychecks
- AP 8.872: Emergency (Priority) Payroll
- AP 8.873: Payroll Processing Cycle Deadlines
- Attachment 1: Lag Payroll (external link)
- Attachment 2: After-the-Fact Payroll (external link)
- Attachment 3: Student Timesheets (SECE) Payroll (external link)
- AP 8.877: Salary and Wage Overpayment Recovery
- Attachment 2: Exhibit B - Overpayment Worksheet
- Attachment 3: Exhibit C - Response to Salary or Wage Overpayment Notice
- AP 8.926: Administrative and Financial Management Requirements for Extramurally Financed Research and Training Programs/Activities of the University of Hawai`i (UH
- AP 8.927: Facilities & Administrative Cost Charges in Contracts and Grants
- AP 8.951: Accounting for Federally Matching Equipment Grants
Mānoa Policies - Archives (Abolished and Superseded Policies)
M8.102 Management of Non-Capital Theft Sensitive Assets (PDF) - Repealed July 2011