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University Resources, Operations and Policies

Service Catalog


Business and Finance

Advances Policy

Standards and procedures to enable appropriate stewardship of its assets, cost-effective business practices, and accurate financial reporting.



Guidelines regarding the University’s responsibilities for conducting auctions to the public.


Authorized Signature Policy

It is the policy of Adelphi University that appropriate internal controls and accepted best practices be utilized in the approval of all financial transactions.


Bill Payment

Guidance to students on the tuition and fee payment procedure.


Budget Preparation

Each department must carefully prepare and monitor its approved budget in detail on at least a monthly basis.


Capital Assets, Purchasing and Initiating a Purchase

University purchasing policies and procedures apply uniformly to all funds administered by the University, whether they are unrestricted or restricted funds.


Capitalization Policy

Provides consistent and accurate capitalization of all assets held by the University.


Cash Receipts

Procedures for determining when and how the university will advance its financial resources and collect, or otherwise clear, these advances.


Consultant Services

Process for approving and managing service or consulting agreements that faculty undertake under the auspices of Adelphi University.


Contract Review

It is imperative that employees intending to enter into a contract with outside parties adhere to established procedures to protect Adelphi and themselves against this risk exposure.


Credit Card Acceptance and Processing

Rquirements for the acceptance and processing of credit card payments and for the protection of Cardholder Data in accordance with the Payment Card Industry Data Security Standards.


Establishing and Maintaining Bank Accounts at Financial Institutions Policy

The University must institute consistent financial controls for establishing and maintaining all bank accounts to enable appropriate stewardship of its assets, cost-effective business practices, and accurate financial reporting.


Grants and Award Management and Closeout

The policy provides requirements that are intended to facilitate the timely and accurate processing and recording of financial transactions and the management and closeout of sponsored projects.


Investment Policies

Adelphi intends to typically use pooled or mutual funds as the investment managers in the University’s Endowment Fund.



Travel Policies are to provide clear directions on how to plan and organize travel with the safety of the students, sports teams, educational groups, faculty, staff and administrative representatives in mind.


Post-Covid Discretionary Expenditures Control Policy

Post-Covid Discretionary Expenditures Control Policy Policy Statement This policy provides updated guidance for controlling discretionary expenditures post-Covid pandemic. Reason for Policy The purpose of this policy is to help mitigate the financial harm to the University caused by the pandemic’s impact on University operations. Who is Governed by this Policy All academic and administrative staff […]


Refund Policy

The University’s policy is to resolve eligible credit balances in student accounts as promptly as possible—in compliance with all applicable regulations and by the end of the term in which the credit balance is created— by issuing refunds to the student.



Solicitation Policy Statement For the convenience of its community, Adelphi University allows limited sales to be conducted on its campus in ways that are consistent with the university’s mission, take account of off-campus businesses, and comply with applicable laws and regulations. Reason for Policy Adelphi regulates the use of its property for sales and other […]


Taxes on Unrelated Business Income

In accordance with Internal Revenue Code Section 501(c)(3), Adelphi University is a tax-exempt organization.


Taxpayer Identification Number Form (W-9) Requirement

This policy helps the University with its compliance with IRS regulations concerning the issuance and accuracy of annual tax statements to vendors.


Telecommunications Policy

Adelphi University provides telephone service for individuals undertaking mission-related activities. The university recognizes the need for personal telephone use, but expects individuals to pay directly for personal long-distance telephone calls.


Travel Expenses and Reimbursements

The university supports appropriate and legal uses of Adelphi funds for travel in furtherance of the university’s mission.


University Vehicles

Adelphi University vehicles are available under certain circumstances for use in support of the university’s mission of education, research, and community service.