Finance policies and guidelines are listed below.

  • 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
  • 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.
Policy and procedure#Related documents
AdvancesPAY006 
AssetAST001 
Broad Based Black Economic EmpowermentPUR005 
Business continuityGEN014 
Delegation of authoritiesGEN002 
Disposal of IT equipmentICT002 
Fraud and corruption prevention policy and response planGEN005 
Fund deficit managementGEN011 
Funds deposited with or held by UCTGEN001 
Gifts and hospitalityGEN009 
Goods or services provided to UCT by staff or connected partiesPAY007 
Handling cashINV001 
Investment portfoliosINV002 
Libraries acquisition of information resourcesPUR008Collection development implementation guidelines
Special Collections collection development implementation guidelines and procedures
Mileage claimsPAY004 
Mobile PaymentsPAY010 
Non-Audit ServicesGEN008 
Petty cash (discontinued)PAY003 
PurchasingPUR003 
Purchasing Card (PCard)PUR002 
Purchasing thresholdPPP002 
Quotations, tenders and requests for proposalPUR004 
ReimbursementsPAY005 
Remote connectivityGEN006Data connectivity staff guideline
Replacement cycle of end user ICT equipmentICT001 
Risk ManagementGEN007 
Short Courses, Continuing Professional and Lifelong LearningREV006 
Student Fee & Debt RecoveryREV001 
Student Fee RefundsREV002 
Student Fee WaiversREV003 
Subsistence and travel (S&T)PAY002SARS table: daily amount for travel outside the Republic
WhistleblowingGEN010 

 

Practice Note#Related documents
Disposal of redundant and second-hand goodsPUR001 
Gift vouchersPAY008 
Import and export of goodsPPP001 
PCard policy compliancePUR009 
Staff functions and giftsPAY009 
Vendor take-onPUR007 

 

Practice Note (Finance)#Related documents
Employment of connected persons in FinanceFND004 
Professional subscription feesFND001 

 


 

Guidelines#Related documents
Insurance documentationFG001 
Contractor's questionnaireFG002Individual/Sole Proprietor
Private Company/CC/Trust
Labour Broker
Forms: Which one? Advance, reimbursement or subsistence and travelFG003 
Catering at UCT meetings and eventsFG004 
High risk portable devicesFG005 
UCT loyalty pointsFG006 
Customer Foreign Currency (CFC) bank accountsFG007 
Insurance Cover GuidelinesFG008 
Business continuity frameworkFG009 
Business continuity strategyFG010 
Combined Assurance FrameworkFG011 
Enterprise Risk Management FrameworkFG012 
ProcurementPG001 
Green procurementPG002