Gap Analyses and Written Procedure Templates

FY2024 ProcessesGap Analysis
Tool
Written Procedure TemplatesManagement Oversight Reports
EmploymentClick here for Excel documentClick here for Word documentsClick here for M-Reports  
Journal Entry Click here for Excel documentClick here for Word documentN/A  
Cash Handling (Credit Cards)Click here for Excel documentClick here for Word documentsClick here for M-Reports  
Employee Travel & Expense (Concur)Click here for Excel documentClick here for Word documentClick here for M-Reports 
Unit Administered Financial AidClick here for Excel documentClick here for Word documentN/A
Financial Stewardship of GiftsClick here for Excel documentClick here for Word document       Click here for Tableau         Click here for M-Reports

Click here for a copy of all gap analysis tools.

Not Required for 2024 Certification

(Completion may be required at Unit's discretion)
Gap Analysis
Tool
Written Procedure TemplatesManagement Oversight Reports
PCardClick here for Excel documentClick here for Word documentClick here for M-Reports
Cash Handling (Cash/Checks)Click here for Excel documentClick here for Word documentClick here for M-Reports 
Gift CardsClick here for Excel documentClick here for Word document N/A 
Human Subject Incentives ProgramClick here for Excel documentClick here for Word document N/A 
Capital EquipmentClick here for Excel documentClick here for Word document N/A