Hi Christine,

A big topic that should permeate the culture and policy expectations of any 
organization that engages in and deals with fiscal matters.  For Indiana 
University I'll point you to a few policies:


1.     Segregation of Duties for Payroll Processing: 
http://policies.iu.edu/policies/categories/financial/payroll-administration/FIN-PAY-IV-200-segregation-of-duties-for-payroll-processing.shtml
 (which Internal Audit departments conduct audits often as this is critical 
area where nefarious activity is uncovered...hence, the need to have separate 
people doing separate duties for payroll duties).

2.     Internal Controls: 
http://policies.iu.edu/policies/categories/financial/accounting-administration/FIN-ACC-I-470-internal-controls.shtml
 (do note, in the "Definitions" section, where the text is bolded for an 
"internal control environment", the second bullet states: "An organizational 
structure that promotes separation of duties and decreases conflicts of 
interest." (permeate the culture and policy expectations...).

3.     Fraud: 
http://policies.iu.edu/policies/categories/financial/accounting-administration/FIN-ACC-I-35-fraud.shtml
 (pretty self-explanatory).

4.     Fiscal Misconduct: 
http://policies.iu.edu/policies/categories/financial/accounting-administration/FIN-ACC-I-30-fiscal-misconduct.shtml
 (ditto)

Hope this is helpful and feel free to contact me if you have any questions.

Best,
T. Michael Ford
Indiana University

From: [email protected] 
[mailto:[email protected]] On Behalf Of Christine Tata
Sent: Wednesday, April 01, 2015 11:25 AM
To: [email protected]
Subject: [acupa-l] Separation of Duties policies

Good afternoon, all -

How have your institutions handled your policies on the separation or 
segregation of fiscal duties? Although we are currently working on some 
detailed anti-fraud policies, we have so far thought we would have a separate 
policy, fairly brief, requiring appropriate separation of duties.

Does anyone else have a separate policy on separation of duties? Or do you have 
that provision rolled up into your comprehensive anti-fraud policies?

Thanks so much to all those who can share examples or just thoughts in general.

Christine

* * *

Christine Tata, Ph.D.
Director of Policy Administration
UT Southwestern Medical Center
5323 Harry Hines Boulevard
B2.100 / Mail Code 9002
Dallas, Texas 75390-9002
214-648-2866


________________________________

UT Southwestern


Medical Center



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