Tax-Exempt Debt Compliance

VPFI-001

The use of tax-exempt debt plays an important role in funding a significant portion of the University’s capital projects. As a result, the University realizes the importance of complying with federal and institutional requirements regarding the issuance and ongoing management of its tax-exempt debt. The policy is intended to define compliance practices including compliance actions, records management, and process continuity within the Office of Treasury Management and Financial Reporting and Operations.

Applies To
Academic Division
Approved On
Contact Office
Treasurer (Office of the)
Keywords
tax-exempt bonds
tax-exempt debt
private use
debt funds
bond compliance
tax compliance
IRS compliance
Internal Revenue Service compliance
Last Revised
Major Category
Finance Policies for the Vice President for Finance area only
Oversight Executive
Vice President and Chief Financial Officer