Operational Self-Assessment

Process        Areas Covered Self- Assessment Tools           Best Practices
Contracts and Grants
  • Budget
  • Purchases
  • Salary Charges/Effort Reporting
  • Transfers/Journal Vouchers
  • Subrecipients/Subcontracts
  • Cost Sharing
  • Program Income
  • American Recovery and Reinvestment Act (ARRA) Funding
  • Closed Grants
Contracts and Grants Tool
Business Practices
  • Budget & Account Management
  • Budgets & Accounts
  • Unit Approval Process
  • Recordkeeping
  • Phone Bills
  • Equipment
  • Safe
Business Practices
Disbursements
  • Small Purchase Vouchers
  • Travel
  • General Purchasing Controls
  • Purchase Orders (PO)
  • Purchase Card(s)
  • Other Purchasing
  • Imprest Checking Accounts
  • Imprest Cash Accounts (Petty Cash)
Disbursements
Receipts
  • Receipts
  • External Accounts Receivable
  • Internal Accounts Receivable
  • Gifts
Receipts
Human Resources
  • Employment
  • Personnel Files
  • Payroll and Timesheets
  • Leave
  • Conflict of Interest (COI)
  • Termination Process
  • Access
Human Resources