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Finance Operations
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Policies & guidelines

The University of Cape Town's financial policies are in the process of being converted from manual to online format. The converted policies, as well as new policies and guidelines, are listed below. If a policy has not yet been converted, then the policy as it appears in the paper-based Finance manual stands. Contact your area Finance Manager for information on policies that are not listed below.

Policy & Procedure #
Advances PAY006
Asset AST001
Broad Based Black Economic Empowerment PUR005
Cell phone GEN004
Delegated authority limits GEN002
Disposal/Internal transfer of ownership of UCT IT Equipment ICT002
Funds deposited with or held by UCT GEN001
Goods or services provided to UCT by staff or connected parties PAY007
Handling cash INV001
Mileage claims PAY004
Petty Cash PAY003
Purchasing PUR003
Purchasing Card (PCard) PUR002
Reimbursements PAY005
Replacement cycle of end user ICT equipment ICT001
Subsistence & Travel (S&T) PAY002
Threshold values for purchasing PPP002
UCT Investment Portfolios INV002
UCT Quotations, Tenders & Requests for Proposal PUR004


Practice Note #
Disposal of redundant and second-hand goods PUR001
Gift vouchers PAY008
Import & export of goods PPP001
Staff functions and gifts PAY009
Uncashed cheques PAY001
Vendor Take-on PUR007


Practice Note (Finance) #
Employment of connected persons in Finance FND004
Professional subscription fees FND001
UCT-wide finance communication FND005


Guidelines #
Insurance Documentation FG001
Contractor's questionnaire FG002
Forms: Which one? Advance, Reimbursement or Subsistence & Travel FG003
Catering at UCT meetings and events FG004
High risk portable devices FG005
UCT Loyalty Points FG006
Procurement PG001
Green Procurement PG002

NOTE: A policy provides principles to guide decisions in terms of UCT governance, and legal requirements. A practice note provides clarity to the UCT community in terms of how the policies are applied in practice, whilst a finance specific practice note details practices within the finance department itself. A guideline provides additional or explanatory information in support of the policies and practice notes.