Documents & Policies

Documents

Custodian of Public Records

Jennifer Cerasa

Jennifer Cerasa

Legal Counsel

12424 Research Parkway,
Suite 250
Orlando, FL 32826
407.882.1295
jennifer.cerasa
@ucf.edu

Public Comment Request Form

Gift-Giving Documents

Foundation Governing Documents

UCF Foundation Bylaws

Florida Statute 1004.28

Amended and Restated Articles of Incorporation UCF Foundation

Audited Financial Statements

IRS Documents

Miscellaneous

Internal Forms

Policies

Executive

(2.00) Naming Opportunities Policy
(3.00) Board Conflict of Interest Policy and Duty to Disclose
(3.01) Board of Directors Code of Conduct
(3.05) Records Management Policy
(5.00) Internal Data/Information Sharing Policy
(10.02) IT Acceptable Use Policy
(10.03) IT Procurement Policy
(10.04) Procedure Compliance Policy
(10.05) Data Integrity Policy
(10.06) Information Technology Change Management Policy
(10.10) Information Security Policy

Development

(9.00) Prospect Development and Research Policy
(9.01) Bundled Gifts
(9.02) Gift Acceptance for Life Insurance Policy
(9.03) Deferred Gift Acceptance Policy
(9.04) Solicitations Policy
(9.05) Donor Relations and Stewardship Policy

Alumni

(4.01) Alumni Board Policy
(4.02) Annual Giving and Philanthropic Engagement Policy

Finance And Accounting

(7.00) Mobile Device Policy
(7.01) Purchases of $75,000 or Greater Policy
(7.02) Loans to Directors, Officers and Employees Policy
(7.03) Accounting for Pledges in the Financial Accounting System
(7.04) Gift-in-Kind Acceptance Policy
(7.05) Real Estate Policy
(7.06) New Project and Project Authorizer Policy
(7.07) General Spending Guidelines from Foundation Accounts
(7.08) Student Scholarship Award Processing Policy
(7.09) Spending on Endowment Policy
(7.10) Accounting Guidelines Policy
(7.11) Business Manager Responsibilities
(7.12) Club Membership Policy
(7.13) Endowment Policy
(7.14) Entertainment and Ticket Certification Policy
(7.15) Financial Risk Management Policy
(7.16) Gift Acceptance Policy for Securities
(7.17) Investment Policy
(7.18) Salary Supplements Payment Policy
(7.19) Written Acknowledgement Policy
(7.20) Advertising, Royalty and Other Misc Income
(7.21) Budget Development and Approval Policy
(7.22) Changes to a Foundation Project
(7.23) Conflicts of Interest in Authorizing Expenditures Policy
(7.24) Disposition of Securities
(7.25) Fringe Benefit Reporting
(7.26) Fundraising Events Advertising, Trade Shows, Conferences and Exclusive Arrangements Guidelines
(7.27) Fundraising Events Publicity and Printed Materials
(7.28) Fundraising Events Risk Management Policy
(7.29) Fundraising Events Sponsorship Guidelines
(7.30) License Plate Funds
(7.31) Management and Spending of Unrestricted Contributions
(7.32) Meals for Business Meetings and Banquet Reception Events Policy
(7.33) Outside Revenue from Work Performed (assignment of Income) Policy
(7.34) Travel Reimbursement Policy
(7.35) W-9 Distribution/Society Security Number Collection Policy

Human Resources

(1.01) Direct Support Organization Compliance Policy
(1.02) Human Resources Policy
(1.03) Code of Ethics Policy
(1.04)Ethics Reporting and Whistleblower Policy
(1.05) Compliance Training Policy

Legal

(6.01) Confidentiality of Records Policy
(6.02) Open Meeting Policy
(6.03) Gifts in Lieu of Honoraria Policy
(6.04) External Communication Policy
(6.05) Gift Acceptance Policy for Real Estate
(6.06) Real Estate Liquidation Policy
(6.07) Gift Acceptance Policy
(6.08) Foundation Development of Policies
(6.09) Gift Agreement Pollicy
(8.00) Governing Documents Policy
(8.01) Donor Restrictions Policy