Financial Services

Guidelines and Policies

Accounts Payable, Payments and Purchasing

  • General Purchasing Guidelines (PDF File 502.4 KB)
    This guideline is the first document that purchasers should read. General information regarding purchasing is provided, with references to other guidelines where applicable. This guideline also provides details regarding unusual purchase categories, or those that are often queried by staff. Technical information on the use of T1 Financials is available separately on the training page.
  • Invoice Payment Guidelines (PDF File 369.3 KB)
    This guideline provides instruction on how to make payments. Technical information on the use of T1 Financials is available separately on the training page.
  • Miscellaneous Staff Payment Guidelines (PDF File 381.3 KB)
    This guideline provides information on various payments made to staff, not paid through the payroll, and the conditions under which they are made.
  • Petty Cash Custodian Guidelines (PDF File 317.3 KB)
    This guideline provides instruction on the maintenance of petty cash floats. For information on petty cash payments refer to the General Purchasing Guidelines above.

Accounts Receivable, Revenue Collection and Banking


BCMS


Budget Management


Budget Operational


Insurance

  • Insurance Guidelines (PDF File 552.0 KB)
    The insurance guidelines provide details of the insurance policies in place for the University, including information on coverage, exclusions and claims procedures. This information is a summary designed to assist staff in understanding and acting on insurance matters. Further detailed insurance policy information is available from the Insurance Office.

Taxation

  • FBT Guidelines (PDF File 470.6 KB)
    The fringe benefits taxation (FBT) guidelines provide general information on FBT and how this impacts on the University. Additional information on the administration of FBT is also provided, but staff should first consult the relevant purchasing or revenue guideline.
  • GST Guidelines (PDF File 925.7 KB)
    The goods and services (GST) guidelines provide general information on GST, not covered under the relevant purchasing or revenue guidelines.

Tendering

  • Expression of Interest Guidelines (PDF File 291.9 KB)
    The Expression of Interest Guidelines provide instruction on situations that are similar to, but not exactly the same as a tender. This includes Requests for Information and other marketplace communications that may in turn give rise to a tender. In all instances, the Tendering Guidelines are the main reference document and the Expression of Interest Guidelines should be used to clarify the steps involved in particular cases.
  • Probity in Tendering Guidelines (PDF File 549.0 KB)
    This document provides probity information related to tendering, including information on conflicts of interest, confidentiality and how probity relates to the various tender steps. Also included is legislative information and case studies.
  • Tendering Guidelines (PDF File 502.2 KB)
    This guideline is the first document that purchasers should read. This guideline describes the situations where a tender applies, the manner in which a tender should be conducted, and the major steps to be undertaken during the tender. General information is also provided, such as tips for handling communications with the marketplace. A range of useful documents are referred to, and a link for these is available under forms below.

Travel

  • Travel Guidelines (PDF File 832.2 KB)
    The travel guidelines provide general information on travel and are designed to be the first source of information for travellers and travel organisers. Included in the document is information on the authorisation process, risk management, booking of travel, travel expenditure and a range of other relevant information. Staff should consult this document first.

All Financial related policies and copies of approved guidelines can be found at Policy & Delegations.