Fund Administration & Use Handbook

Table of Contents

1.0 Introduction

2.0 Overview of Fund Types and Fund Administration

3.0 Fund Account Representatives

4.0 Additions to Funds

4.1 Contributions, Deposits and Other Payments Received

4.2 Fund Account Establishment Requirements

5.0 Disbursements

5.1 General

5.2 Employee vs. Independent Contractor Defined

5.3 Award Payments

5.4 Gifts to Individuals (University Employees and Others)

5.5 Employee Fringe Benefit Payments

5.6 Meals and Entertainment

5.7 Travel

5.8 Student Payments — Scholarships, Awards and Other

5.9 Equipment/Book/Furnishing Purchases

5.10 Payments for Admission Fees to KU or KU Endowment Events

5.11 Retired Employees/Volunteers/Adjunct Faculty

5.12 Loans to Faculty/Staff/Students

5.13 Payments Processed Through the University to be
Reimbursed by KU Endowment Funds

5.14 Nonresident Alien Payments

6.0 Fund Account Financial Reports

6.1 Electronic Check Request

7.0 Endowment: How to Reach Us and Whom to Contact

8.0 Index