Business Liaison Resources

What's new? 

Currently, there are three interrelated polices being drafted:

  • Foundation Reimbursement - Direct Pay (Joint Policy presented by both the University and the Foundation)
  • Foundation Reimbursement - Indirect Pay (Foundation)
  • Food & Hosting Policy (University)
    • The Direct Pay Policy will indicate what costs may be paid directly by the Foundation through a WU-FD Form. Direct Pay will be limited to the following:
      • Invoices that include alcohol
      • Charitable giving
      • Bonuses over $3,000
      • Name, Image, Likeness royalty payments
    • The Indirect Pay Policy will update the Foundation's current "Disbursement Policy" to align with University's policies for travel, food, and hosting.
    • The Food & Hosting Policy will establish what types of expenses may be paid with what sources of University funds. It will also establish a process for pre-approval of food & hosting expenditures.

    These policies will increase:

    • Financial transparency and stewardship, which is important to tax payers, students, donors, alumni, community members, and employees. 
    • Internal consistency, which is fundamental to a healthy workplace culture.
    • Compliance, which is critical for managing risk and maintaining good standing with the State.

    These will be finalized in March 2026 and become effective immediately. Communication will include notifications on Daily Digest, updates to web pages, and a list of day/times for "open office hours" to discuss the policies and procedures.

    Business Liaison meeting on February 23, ...

    Two opportunities for discussion with Finance and Foundation leadership will occur on date/time and date/time. Please email moralesk@winthrop.edu with your preferred time to be added to the Teams meeting invite.

Are you an employee of Winthrop University with responsibilities like purchasing, booking travel, budgeting, and invoice handling?  We can fast track answers to your most common questions here:

    • The Budget Committee is responsible for making budget recommendations to the President's Cabinet. Its membership is comprised of faculty, staff, and a student representative. Learn more from the Budget Committe Charter.
    • Every individual involved in preparing or reviewing budget should familiarize themselves with the FY27 Budget Calendar and the FY27 Budget Process.
    • There are many rules to follow and system applications to understand for purchasing.
    • Most small purchases can be made with a P-Card. 
    • If a purchase can not be made on a P-Card, a requisition is required BEFORE the purchase is made.
    • Review more basics on Procurement's page here.