Operations Policies and Procedures
The departments in the Office of Finance and Administration offer a number of services and resources. To find out more about the policies and procedures to access these resources, explore the links below:
Procurement Policies and Procedures Manual
Procurement Services for Fiscal Year 2022/2023
Policies & Procedures
This document is a guide to the policies and procedures of Loyola University for the purchase of goods and services. The Fiscal Year 2022/2023 document explains the updated policies and procedures and is published to ensure the University community's understanding of the purchasing process. It will guide the user to the correct procedures and assist in expediting departmental purchasing.
Post-Issuance Tax-Exempt Bond Compliance
The Post-Issuance Tax-exempt Bond Compliance policy sets forth the University’s methodology for ensuring continued post-issuance compliance with Internal Revenue Service (IRS) requirements pertaining to tax-exempt bonds (TEBs). This policy only applies to Loyola University facilities that are tax-exempt financed.
Retaining Records
Record Retention Policy
Effective Date: March 2, 2009
Revisions: None
Responsible Officer: Each department is responsible for their record retention and destruction.
Investment Policy Statements
The Investment Policy Statements state the objectives and policies that guide the investment decisions and asset allocation of the Restricted and Unrestricted Endowment Fund of Loyola University New Orleans.
Grants and Agency Funding
Grants and agency accounting manage the financial component of the university's externally funded research, public service, and other separately budgeted projects.