Policy and Procedure Manual

The Policy & Procedure Manual (PPM), along with the Academic and Staff Personnel Manuals, serves as the primary reference guide for campus operating policies and procedures which apply to academic, administrative, research and service units. The policies connect the campus’ mission to the everyday actions of its community, clarify the institution’s expectations of its individual members, mitigate institutional risk, enhance efficiency and support the university’s compliance with laws and regulations. If you have questions, contact Information Governance and Policy at policy@ucsd.edu.

Policy Name	PPM #	Category	Effective Date
Account Code Validation	300-51	Accounting Procedures	02/01/2000
Accounts Receivable Policy	300-13	Accounting Procedures	02/23/2022
Audits & Investigations by External Agencies	300-5	Accounting Procedures	11/17/2023
Certification of Possession of University Funds	300-11	Accounting Procedures	04/18/1983
Chart of Accounts Policy	300-14	Accounting Procedures	06/07/2023
Financial Deficit Policy	300-2	Accounting Procedures	07/01/2025
Internal Controls Policy	300-15	Accounting Procedures	02/29/2024
Non-Payroll Expense Transfers	300-3	Accounting Procedures	07/01/1991
Payment Card Processing and Compliance Policy	300-86	Accounting Procedures	12/13/2023
Petty Cash Funds	300-10	Accounting Procedures	01/17/1991
Revenue & Expense Recognition Policy	300-12	Accounting Procedures	04/06/2022
Sales & Service of Educational Activities: Recharges by Academic Support Unites and, Sales & Services to External Entities Polic	300-87	Accounting Procedures	07/01/2025
Student Fee Deferments, Waivers, Exemptions and Refunds	300-70	Accounting Procedures	01/09/1984
UC San Diego ISIS Centralized Accounts Receivable System Student Billing and Collection - Aging	300-29	Accounting Procedures	11/01/2021