Coded Memos

Coded Memos

Coded memoranda (memo) are documents that set out policies, procedures, and operational guidelines relating to virtually every aspect of the Division of Finance and Administration at UCI.

Accounting & Fiscal Services (AC)

• AC 2020-01: Process to Close Capital Projects in KFS
• AC 2021-04: Suspicious User Activity Alerts
• AC 2021-05: Vendor Setup Segregation of Duties (SOD)
• AC 2021-07: State of CA Unclaimed Property
• AC 2021-09: Balance Sheet Account Reconciliations
• AC 2021-10: Cash Bank Reconciliations
• AC 2021-11: Process for Production Deployment Approval for KFS Technical Enhancements, Modifications, Releases, or Major Upgrades

Budget Office (BO)

• BO 2020-01: Post-Financial Meeting Procedure

Campus Physical & Environmental Planning (EP)

Capital Planning & Space Management (CP)

• CP 2020-01: Space Planning

Environmental Health & Safety (EH)

Facilities Management (FM)

Human Resources (HR) includes UCPath

• HR 2020-02: Personnel and Staffing Actions
• HR 2021-03: Onboarding New Employees
• HR 2021-06: Process for Near Relative Appointment
  • Attachment

Information Technology (IT)

• IT 2021-03: DFA IT Projects

Office of the CFO and Vice Chancellor (FA)

• FA 2020-01: Maintenance of DFA Organizational Charts
• FA 2020-05: Vehical Purchases
• FA 2020-06: Requests for CFO and Vice Chancellor's Review and/or Signature
• FA 2020-08: DFA Rate and Recharge Rate Approval Process
• FA 2020-10: UCI Internal Audits - Management Action Plan Oversight
• FA 2020-14: TM1 External Financing Month-End Funding Process
  • Attachment
• FA 2020-18: Third Party Control Recommendations
• FA 2020-24: Budget Transfer Procedure and Expense Transfer Procedure
• FA 2021-02: UCI Fund Glossary
• FA 2021-11: Faculty Recruitment Allowance (FRA) Program and the Faculty Recruitment Housing Allowance (FRHA) Program
• FA 2021-16: Process for Determining Funding Source for Capital Projects
• FA 2021-17: STIP, TRIP, and GEP Tracking and Processes
• FA 2021-19: Systems Access Review
• FA 2021-20: Debt Model Management Process
• FA 2021-25: Capital Project Account Set-up

Police & Public Safety (PO)

Procurement Services (PR)

• PR 2021-01: Federal Award Rebate Allocations

Real Estate Services (RE)

• RE 2021-01: Orange County Assessor’s Office Annual Request for Information
• RE 2021-02: Orange County Property Tax Exemption Applications

Support Services (SS)

• SS 2020-01: DFA Travel & Entertainment Guidelines

Transportation & Distribution Services (TR)

• TR 2020-01: Parking Rate Approval Process