Skip to main content |
Skip to global navigation |
Skip to local section navigation |
Skip to supplemental navigation

Top of page

Edith Cowan University

Site tools
- A+ A-
- Maps
- Pay Online
- Contact us
- Ask Us

Student/Staff Portal

Finance and Business Services

You are here:

Policies, Forms, Procedures and Templates

To meet ECU’s ongoing obligations for effective governance and financial integrity, Finance and Business Services oversees a vast number of financial management processes and systems. These involve policies, forms, standard templates and documented procedures.

Forms

Access the Finance Forms Kiosk

Policies, Procedures and Templates

Business Services

Policies

Accumulated Operating Surplus Policy

Procedures

Shared Services Finance Service Delivery Timeframes (PDF File, 287K)
Segregation of Duties Framework (PDF File, 167K)
Research Finance Paperwork Deadlines 2024 (PDF File, 166K)
Research Commercialisation Accounting Guidelines (PDF File, 132K)
Research Business Support Procedures (PDF File, 111K)
Reimbursement Guidelines (PDF File, 256K)
In Kind Contributions Guidelines (PDF File, 95K)
Giftcard Guidelines (PDF File, 260K)
Foundation Business Support Procedures (PDF File, 389K)
Field of Research & Socio Economic Objective Listing (XLSX File, 72K)
FBSC Flexible Work Arrangements (PDF File, 233K)
Acceptance of Gifts FBSC Guidelines (PDF File, 68K)

Templates

Research Costing Template (XLSX File, 134K)
FBSC Working from Home Assessment Form (DOCX File, 162K)
Approved Sources of Tied Funds (PDF File, 235K)

Commercial and Investment Services

Policies

Procedures

Pricing Policy Guidelines (PDF File, 216K)
Joint Arrangements Guidelines (PDF File, 241K)
Governance and Reporting Guidelines (PDF File, 99K)
ECU Inventors Guide (PDF File, 933K)
ECU Discount Rate Guidelines (PDF File, 1.3M)
Competitive Neutrality Anti Unconscionable Conduct Procedure (DOCX File, 246K)

Templates

Technology Readiness Levels Definitions sourced from AEA (PDF File, 306K)
Invention Disclosure Form (DOCX File, 76K)
Competitive Neutrality Declaration (DOCX File, 235K)

Financial Services, Fixed Assets and Treasury

Policies

Procedures

Year end Timetable Dec 23 to Jan 24 (PDF File, 86K)
Treasurers Instructions (PDF File, 202K)
Strategic Asset Management Framework Process Map (PDF File, 394K)
Strategic Asset Management Framework Flowchart (PDF File, 15K)
Petty Cash Guidelines (PDF File, 246K)
Management of Trade Credit and Receivables Guidelines (PDF File, 274K)
Management Reporting Timetable 2024 (PDF File, 105K)
Investment Policy Statement (PDF File, 630K)
Internal Loans Procedures (PDF File, 104K)
Cash and Cheque Collection Handling and Banking Guidelines (PDF File, 249K)
Assets and Tracked Non Capital Items Guidelines (PDF File, 162K)

Resource Planning

Policies

Procedures

Register of Applicable University Services Charge Accounts Exemptions and Delegated Nominees (PDF File, 285K)
Incidental Fees Procedure (PDF File, 123K)

Templates

USC Calculator (XLSX File, 13K)

Strategic Procurement

Policies

Purchasing and Contracting Policy

Procedures

eProcure Response Guide (PDF File, 443K)
Tendering for Goods and Services (PDF File, 630K)
Strategy and Planning Procedures (PDF File, 496K)
Strategic Sourcing Timeframes (PDF File, 45K)
Strategic Sourcing Procedures (PDF File, 622K)
Strategic Procurement FAQ (PDF File, 349K)
Social and Sustainable Procurement Guidelines (PDF File, 410K)
Purchase to Pay Procedures (PDF File, 362K)
Purchase Order Conditions (PDF File, 218K)
Procurement Tendering Handbook (PDF File, 610K)
Procurement Process Flowchart (PDF File, 185K)
Entertainment and Catering Expenditure Guidelines (PDF File, 269K)
Contract Management Procedure (PDF File, 608K)
Contract Checklist Reviewing Terms and Conditions (DOCX File, 269K)
Classifying Hazardous Substances (PDF File, 2.2M)
Category Planning Procedures (PDF File, 596K)

Templates

Verbal Quotation Template (DOCX File, 262K)
Tender Evaluation Report Template (DOCX File, 275K)
Subcontractors Pre Qualification Form (DOCX File, 259K)
Request for Quote Template eProcure (DOCX File, 268K)
Request for Quote Template OWS (DOCX File, 270K)
Request for Quote Template (DOCX File, 266K)
Re Appointment of Consultants (DOCX File, 255K)
RFT Template (DOCX File, 320K)
RFP Template (DOCX File, 319K)
Procurement WHS Self Assessment Tool (DOCX File, 157K)
Procurement Risk Assessment Tool (XLSM File, 169K)
Procurement Plan Template (DOCX File, 458K)
Preferred Supplier List (XLSX File, 45K)
Heavy Plant and Equipment Approval to Purchase Template (DOCX File, 263K)
Expression of Interest Template (DOCX File, 313K)
Evaluation Handbook Template eProcure (DOCX File, 938K)
Contractor Scope of Work Template (DOCX File, 267K)
Contract Review Meeting Agenda and Minutes Template (DOCX File, 242K)
Contract Management Plan Template (DOCX File, 397K)
Contract Expiry Letter (DOCX File, 67K)
Contract Expiry Checklist (DOCX File, 239K)
Category Plan Template (DOCX File, 150K)

Taxation

Procedures

Taxation Manual (PDF File, 1.2M)
Tax Paperwork Requirements (PDF File, 87K)
TAX Invoicing Withholding Tax (PDF File, 869K)
PED Declaration FBT Guide (PDF File, 876K)
GST Valid Tax Invoice (PDF File, 110K)
GST Cheat Sheet (PDF File, 1.5M)
FBT Entertainment Help Table (PDF File, 154K)
FBT Cheat sheet (PDF File, 188K)
Employee vs Contractor Guidelines (PDF File, 136K)
Employee vs Contractor Flowchart (PDF File, 206K)
100 Percent Business Use Declaration Flowchart (PDF File, 494K)

Templates

Gift Cards Register (XLSX File, 25K)
Example Panel Member Acceptance Letter (DOCX File, 39K)

Travel

Policies

Authorised University Travel Policy

Procedures

Uber for Business ECU Profile FAQ (PDF File, 514K)
Uber Vouchers Operators Guide and FAQs (PDF File, 948K)
Uber Central Operators Guide and FAQs (PDF File, 732K)
Plus_Responsible Officers Guide (PDF File, 1.6M)
International Travel Advice (PDF File, 125K)
FCM Travel Management Service Fees (PDF File, 719K)
FCM Travel Hub Key Points (PDF File, 119K)
ECU Travel Transition Workshop Presentation (PDF File, 1.7M)
ECU Travel Transition Training Schedule and Support (PDF File, 250K)
Cabcharge Plus How to use Digital Cabcharge (PDF File, 221K)

Templates

Travel Approval Student Form Study Abroad (PDF File, 516K)
Travel Approval Student Form (PDF File, 405K)
Post Trip Travel Diary Template (XLSX File, 79K)

University Credit Cards

Procedures

University Credit Card Terms and Conditions (PDF File, 242K)
University Credit Card Procedure (PDF File, 296K)
University Credit Card Notification Cycle (PDF File, 24K)
University Credit Card Help Guide (PDF File, 268K)
Things you should know about your CBA Corporate Card (PDF File, 101K)
Receiving Credit Card Payments Best Practices (PDF File, 264K)
Accounts Payable Credit Card Supplier Requests and Journals (PDF File, 77K)

More Information

Contacts and Useful Documents

2024 (PDF File, )
Travel Newsletter (PDF File, 257K)
Operational Plan 2024 (PDF File, 2.0M)
Operational Plan 2023 (PDF File, 5.0M)
Finance Team Contacts (PDF File, 238K)
FCM Travel Contact Details (PDF File, 282K)
FBSC Key Contacts (PDF File, 372K)
ECU Budget Book 2024 (PDF File, 743K)
ECU Budget Book 2023 (PDF File, 2.7M)
ECU Budget Book 2022 (PDF File, 24M)
ECU Budget Book 2021 (PDF File, 3.1M)
ECU Budget Book 2020 (PDF File, 4.3M)
ECU Budget Book 2019 (PDF File, 5.9M)
ECU Budget Book 2017 (PDF File, 2.6M)
ECU Budget Book 2016 (PDF File, 3.4M)
ECU Budget Book 2015 (PDF File, 4.2M)
CPA CA Contacts (PDF File, 329K)
Academic Calendar 2024 (PDF File, 252K)
Academic Calendar 2023 (PDF File, 133K)

Skip to top of page