Financial Policies and Forms

FINANCIAL POLICIES

Reimbursement Policy 05.23.18

Meal and Mileage Resolutions as of April 2022

Union County Credit Card Policy

GIFT CARD USAGE

The Union County Auditor’s Office highly discourages the use of gift cards.  If you decide to still use gift  cards, you will need to create a department specific policy that includes the following, but not limited to, 

1. Keeping a log with date purchased, vendor use, tracking identification, amount, and who/when  it was distributed 

2. At year‐end, the department must report a balance of any gift cards still in their possession 

3. Policy must adhere to IRS guidelines – i.e. taxable fringe, etc. 

4. Department policy MUST be on file with the Union County Auditor’s Office prior to purchasing  any gift cards  See link for example policies.  Please note, these policies must be tailored to your specific department. 

Gift Card Usage Sample Policy 1

Gift Card Usage Sample Policy 2

Gift Card Usage_Sample Policy 3

FEDERAL POLICIES

CASH MANAGEMENT OF GRANTS

COST PRINCIPLES SPENDING FEDERAL FUNDS

INTERNAL CONTROLS

FEDERAL PROCUREMENT

TIME AND EFFORT REPORTS

MEMOS

End of Year Memo 2019

End of Year Memo 2018

End of Year Memo 2017

Purchase Order Updates and Reminders Dec 2017

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FINANCIAL FORMS

Unclaimed Funds

Travel Reimbursement Form (v041322)

Expenditure Correction Transfer Form

Revenue Correction Transfer Form 03.31.17

Transfer Form Fillable 12.28.22

Application for Replacement Warrant

FIXED ASSETS/INVENTORY

Fixed Asset Accounting Policy Manual 2022 

DISPOSAL OF INVENTORY

NEW INVENTORY

CHANGES TO MUNIS

Munis Account Creation Form 08.21.17

Munis Inactivation Form 08.21.17

New Munis User form 06.07.18