News

GURU News Announcement for week ending October 9, 2026
GURU News Announcement for week ending October 9, 2026 The following documents have completed the review and approval process and have been published with the updates outlined below. Forms Non-Employee Information Form The Non-Employee Information Form instructions have been revised to provide clearer guidance on when the form is required and when an exception applies. These updates were developed collaborative by Central Procurement and University Tax Services to improve clarity, promote consistency, and assist users in determining when the form must be completed. University Intellectual Property Agreement The University Intellectual Property Agreement form has been updated to direct users to the current version of the agreement maintained on the Office of Technology Transfer website. This change helps ensure users have access to the most current documents. Questions regarding the agreement or its requirements should be directed to the Office of Technology Transfer. We appreciate the collaboration and contributions of the University offices involved in reviewing and implementing these updates.
News Published: 4:30 PM - 10/09/2026

GURU News Announcement for week ending October 9, 2026

GURU News Announcement for week ending October 9, 2026

The following documents have completed the review and approval process and have been published with the updates outlined below.

Forms

Non-Employee Information Form

The Non-Employee Information Form instructions have been revised to provide clearer guidance on when the form is required and when an exception applies. These updates were developed collaborative by Central Procurement and University Tax Services to improve clarity, promote consistency, and assist users in determining when the form must be completed.

University Intellectual Property Agreement

The University Intellectual Property Agreement form has been updated to direct users to the current version of the agreement maintained on the Office of Technology Transfer website. This change helps ensure users have access to the most current documents. Questions regarding the agreement or its requirements should be directed to the Office of Technology Transfer.

We appreciate the collaboration and contributions of the University offices involved in reviewing and implementing these updates.

News Published: 4:30 PM - 10/09/2026

Introducing “Chat with an Agent”: A New Way to Find Policy and Procedure Information
Introducing “Chat with an Agent”: A New Way to Find Policy and Procedure Information Finding answers to Penn State policy and procedure questions is now easier. The new Chat with an Agent tool is available on both the Policy Library and GURU websites. The agent lets you ask questions in everyday language and receive responses based on information from both sites. You do not need to know which site contains the information or search for each site separately. What can Chat with an Agent do? You can use the agent to: Ask questions about University policies and procedures. Find relevant policy and procedure information. Better understand requirements and processes. Identify related policies or procedures that may apply. For the most relevant response, include as much detail as possible in your question. If the response does not address your needs, try adding information or rephrasing your question. Important Information About AI Chat with an Agent uses artificial intelligence to generate responses, and AI-generated responses may contain errors or omissions. The agent is intended to help you find and understand information; it does not replace the official policy or procedure. Always review the applicable source document and verify important requirements before taking action. If you need additional clarification, contact the Subject Matter Expert identified in the applicable policy or procedure. The agent is limited to information available on the Penn State Policy Library and GURU websites. It does not search the broader internet or other University websites and should not be relied upon for information outside those resources. Questions or concerns about the tool may be submitted to the Policy and Procedure Office through the Technical Support Request. Try It Today Visit the Policy Library or GURU website and select Chat with an Agent (located in the lower right-hand corner of the screen) to ask a policy or procedure question. You can begin on either site without determining where the information is located. Chat with an Agent is part of Penn State’s ongoing effort to modernize policy and procedure resources and make official University requirements easier to find, understand, and use.
News Published: 10:32 AM - 09/22/2026

Introducing “Chat with an Agent”: A New Way to Find Policy and Procedure Information

Introducing “Chat with an Agent”: A New Way to Find Policy and Procedure Information

Finding answers to Penn State policy and procedure questions is now easier. The new Chat with an Agent tool is available on both the Policy Library and GURU websites.

The agent lets you ask questions in everyday language and receive responses based on information from both sites. You do not need to know which site contains the information or search for each site separately.

What can Chat with an Agent do?

You can use the agent to:

Ask questions about University policies and procedures.

Find relevant policy and procedure information.

Better understand requirements and processes.

Identify related policies or procedures that may apply.

For the most relevant response, include as much detail as possible in your question. If the response does not address your needs, try adding information or rephrasing your question.

Important Information About AI

Chat with an Agent uses artificial intelligence to generate responses, and AI-generated responses may contain errors or omissions. The agent is intended to help you find and understand information; it does not replace the official policy or procedure.

Always review the applicable source document and verify important requirements before taking action. If you need additional clarification, contact the Subject Matter Expert identified in the applicable policy or procedure.

The agent is limited to information available on the Penn State Policy Library and GURU websites. It does not search the broader internet or other University websites and should not be relied upon for information outside those resources.

Questions or concerns about the tool may be submitted to the Policy and Procedure Office through the Technical Support Request.

Try It Today

Visit the Policy Library or GURU website and select Chat with an Agent (located in the lower right-hand corner of the screen) to ask a policy or procedure question. You can begin on either site without determining where the information is located.

Chat with an Agent is part of Penn State’s ongoing effort to modernize policy and procedure resources and make official University requirements easier to find, understand, and use.

News Published: 10:32 AM - 09/22/2026

GURU News Announcement for week ending September 11, 2026
GURU News Announcement for week ending September 11, 2026 The following documents have been vetted, approved, and published: Procedures FN2021 Accountability of Contributions from Non-Governmental Sources Policy FN03 Receipt of Contributions from Non-Governmental Sources, has been comprehensively modernized as part of the University’s broader policy modernization initiative and transition to the Finance Shared Services business model. The revised policy establishes a clearer, more standardized governance framework that strengthens internal controls, clarifies roles, responsibilities, and accountability, and addresses evolving regulatory, compliance, and institutional risk considerations. Consistent with the University’s modernization approach, FN03 Receipt of Contributions from Non-Governmental Sources has been structured as an evergreen policy by focusing on enduring requirements, governance, and accountability, while operational processes and implementation details are addressed through supporting Procedure FN2021 Accountability of Contributions from Non-Governmental Sources. This approach reduces duplication, supports consistent application across the University, and allows business processes to evolve without requiring unnecessary policy revisions. Modernization preserves the core intent of FN03 Receipt of Contributions from Non-Governmental Sources while providing a more sustainable and standardized framework for the receipt and accountability of contributions from non-governmental sources.
News Published: 2:56 PM - 09/11/2026

GURU News Announcement for week ending September 11, 2026

GURU News Announcement for week ending September 11, 2026

The following documents have been vetted, approved, and published:

Procedures

FN2021 Accountability of Contributions from Non-Governmental Sources

Policy FN03 Receipt of Contributions from Non-Governmental Sources, has been comprehensively modernized as part of the University’s broader policy modernization initiative and transition to the Finance Shared Services business model. The revised policy establishes a clearer, more standardized governance framework that strengthens internal controls, clarifies roles, responsibilities, and accountability, and addresses evolving regulatory, compliance, and institutional risk considerations.

Consistent with the University’s modernization approach, FN03 Receipt of Contributions from Non-Governmental Sources has been structured as an evergreen policy by focusing on enduring requirements, governance, and accountability, while operational processes and implementation details are addressed through supporting Procedure FN2021 Accountability of Contributions from Non-Governmental Sources. This approach reduces duplication, supports consistent application across the University, and allows business processes to evolve without requiring unnecessary policy revisions. Modernization preserves the core intent of FN03 Receipt of Contributions from Non-Governmental Sources while providing a more sustainable and standardized framework for the receipt and accountability of contributions from non-governmental sources.

News Published: 2:56 PM - 09/11/2026

GURU News Announcement for week ending August 28, 2026
GURU News Announcement for week ending August 28, 2026 The following documents have been vetted, approved, and published: Procedures BS2003 Using University Parking Facilities Policy BS03 Parking Rules and Regulations has undergone comprehensive review to consolidate legacy Policies BS03, BS04, and BS05 into one modernized University Park parking policy. The policy was streamlined to relocate procedural and frequently changing operational content, eliminate duplication, and improve clarity and consistency to Procedure BS2003 Using University Parking Facilities. The updates enhance transparency, accountability, operational controls, accessibility, compliance, and stewardship while reducing legal and operational risk.
News Published: 2:58 PM - 08/28/2026

GURU News Announcement for week ending August 28, 2026

The following documents have been vetted, approved, and published:

Procedures

BS2003 Using University Parking Facilities

Policy BS03 Parking Rules and Regulations has undergone comprehensive review to consolidate legacy Policies BS03, BS04, and BS05 into one modernized University Park parking policy. The policy was streamlined to relocate procedural and frequently changing operational content, eliminate duplication, and improve clarity and consistency to Procedure BS2003 Using University Parking Facilities. The updates enhance transparency, accountability, operational controls, accessibility, compliance, and stewardship while reducing legal and operational risk.

News Published: 2:58 PM - 08/28/2026

GURU News Announcement for week ending August 21, 2026
GURU News Announcement for week ending August 21, 2026 The following documents have been vetted, approved, and published: Procedures FN2008 Issuing Refunds FN2008 Issuing Refunds is a new procedure which supports Policy FN08 Refunds. The policy has been comprehensively revised to modernize and streamline its requirements, strengthen governance and accountability, and establish a consistent University-wide framework for issuing refunds. This new procedure supports the policy by providing the operational requirements, responsibilities, and processes for issuing and managing refunds. FN2034 Processing Miscellaneous General Income & Expenses and Sponsored Residual Balances Policy FN34 Miscellaneous General Income & Expenses and Sponsored Residual Balances and Procedure FN2034 Processing Miscellaneous General Income & Expenses and Sponsored Residual Balances are new documents that establish a comprehensive and consistent framework for the creation, management, monitoring, and closure of 59-type Internal Orders (IOs). These Internal Orders are used to account for miscellaneous income and expenses, sponsored residual balances, royalty income, licensing activity, and approved conference and event activity. Together, the new policy and procedure strengthen financial stewardship and accountability by clearly defining responsibilities, establishing consistent internal controls, clarifying the appropriate use of 59-type Internal Orders, and supporting compliance with applicable University policies, sponsor requirements, federal regulations, and generally accepted accounting principles. Effective: August 21, 2026
News Published: 11:14 AM - 08/21/2026

GURU News Announcement for week ending August 21, 2026

The following documents have been vetted, approved, and published:

Procedures

FN2008 Issuing Refunds

FN2008 Issuing Refunds is a new procedure which supports Policy FN08 Refunds. The policy has been comprehensively revised to modernize and streamline its requirements, strengthen governance and accountability, and establish a consistent University-wide framework for issuing refunds. This new procedure supports the policy by providing the operational requirements, responsibilities, and processes for issuing and managing refunds.

FN2034 Processing Miscellaneous General Income & Expenses and Sponsored Residual Balances

Policy FN34 Miscellaneous General Income & Expenses and Sponsored Residual Balances and Procedure FN2034 Processing Miscellaneous General Income & Expenses and Sponsored Residual Balances are new documents that establish a comprehensive and consistent framework for the creation, management, monitoring, and closure of 59-type Internal Orders (IOs).

These Internal Orders are used to account for miscellaneous income and expenses, sponsored residual balances, royalty income, licensing activity, and approved conference and event activity.

Together, the new policy and procedure strengthen financial stewardship and accountability by clearly defining responsibilities, establishing consistent internal controls, clarifying the appropriate use of 59-type Internal Orders, and supporting compliance with applicable University policies, sponsor requirements, federal regulations, and generally accepted accounting principles.

Effective: August 21, 2026

News Published: 11:14 AM - 08/21/2026

URGENT MESSAGE
URGENT MESSAGE Never reply to any messages generated by l-gurunews@lists.psu.edu. This listserv is a communication tool to communicate with end-users. It is NEVER to be used to contact the GURU website team. Unsubscribe from GURU News Follow the steps below to unsubscribe yourself from the GURU Listserv: 1: Visit https://guru.psu.edu/tech-support-form.cfm 2: Select Subscribe to GURU News 3: Login 4:) Select Remove from Mailing List Submit an AskGURU Technical Support Request To submit a request, complete the following steps: Log into GURU (https://guru.psu.edu) Click the “Help” button (https://guru.psu.edu/tech-support-form.cfm) Complete the Technical Support Request Form
News Published: 10:35 AM - 10/30/2025

URGENT MESSAGE

URGENT MESSAGE

Never reply to any messages generated by l-gurunews@lists.psu.edu. This listserv is a communication tool to communicate with end-users. It is NEVER to be used to contact the GURU website team.

Unsubscribe from GURU News

Follow the steps below to unsubscribe yourself from the GURU Listserv:

1: Visit https://guru.psu.edu/tech-support-form.cfm

2: Select Subscribe to GURU News

3: Login

4:) Select Remove from Mailing List

Submit an AskGURU Technical Support Request

To submit a request, complete the following steps:

Log into GURU (https://guru.psu.edu)

Click the “Help” button (https://guru.psu.edu/tech-support-form.cfm)

Complete the Technical Support Request Form

News Published: 10:35 AM - 10/30/2025

Accessing GURU documents with Google Chrome
Accessing GURU documents with Google Chrome It has been brought to the attention of the Office of Systems & Procedures that fill-and-print forms on GURU created with Adobe Acrobat, do not function appropriately when accessed using Firefox and/or Microsoft Edge. After some research, it has been determined that a work-around is not currently available. In order to access any of the forms on GURU and have the fill-and-print functionality available, the end-user must access the GURU website using Google Chrome. If, upon opening a PDF in Google Chrome, the "Fill & Sign in Acrobat" bar does not appear in the upper right-hand corner of the screen, it will be necessary to enable Adobe Acrobat extension on that computer. Please visit the Enable Adobe Acrobat extension for Google Chrome webpage for instructions to enable individual computers. Please submit a GURU Technical Support Form for additional assistance. Thank you, in advance, for your understanding and patience. Effective 4/7/2021
News Published: 2:31 PM - 04/07/2021

Accessing GURU documents with Google Chrome

Accessing GURU documents with Google Chrome

It has been brought to the attention of the Office of Systems & Procedures that fill-and-print forms on GURU created with Adobe Acrobat, do not function appropriately when accessed using Firefox and/or Microsoft Edge. After some research, it has been determined that a work-around is not currently available.

In order to access any of the forms on GURU and have the fill-and-print functionality available, the end-user must access the GURU website using Google Chrome.

If, upon opening a PDF in Google Chrome, the "Fill & Sign in Acrobat" bar does not appear in the upper right-hand corner of the screen, it will be necessary to enable Adobe Acrobat extension on that computer.

Please visit the Enable Adobe Acrobat extension for Google Chrome webpage for instructions to enable individual computers.

Please submit a GURU Technical Support Form for additional assistance.

Thank you, in advance, for your understanding and patience.

Effective 4/7/2021

News Published: 2:31 PM - 04/07/2021

Functionality of forms when using "Print to PDF" option
Functionality of forms when using "Print to PDF" option It has been brought to the attention of the Office of Systems & Procedures that the functionality of the “print to pdf” option (clicking the printer icon and select PDF) when a form contains fill-and-print form fields has changed. When a document is saved using the “print to pdf” option, the “fill-and-print” form fields on the saved version are inactive. If you entered information on the web-version, saved the document, and now need to add or modify the information saved, that functionality is unavailable. Also, if you selected “print to pdf” by clicking the printer icon on the web-document page, before entering any information, the document contains the same issue (i.e., unable to add information). The good news is that the “download” icon (arrow pointing down) option is working appropriately. To create a version in which entering information is possible, complete the following steps: Open the desired form Click the arrow pointing down (upper right-hand corner) and download the document Open the document that you just downloaded Before entering any information on the form, Click File, “Save As” and rename the downloaded document Open the renamed version of the form Complete all information and click “Save” If you continue to encounter any issues with saving forms, please submit an AskGURU HelpDesk ticket .
News Published: 1:59 PM - 02/25/2021

Functionality of forms when using "Print to PDF" option

Functionality of forms when using "Print to PDF" option

It has been brought to the attention of the Office of Systems & Procedures that the functionality of the “print to pdf” option (clicking the printer icon and select PDF) when a form contains fill-and-print form fields has changed. When a document is saved using the “print to pdf” option, the “fill-and-print” form fields on the saved version are inactive. If you entered information on the web-version, saved the document, and now need to add or modify the information saved, that functionality is unavailable. Also, if you selected “print to pdf” by clicking the printer icon on the web-document page, before entering any information, the document contains the same issue (i.e., unable to add information).

The good news is that the “download” icon (arrow pointing down) option is working appropriately. To create a version in which entering information is possible, complete the following steps:

Open the desired form

Click the arrow pointing down (upper right-hand corner) and download the document

Open the document that you just downloaded

Before entering any information on the form, Click File, “Save As” and rename the downloaded document

Open the renamed version of the form

Complete all information and click “Save”

If you continue to encounter any issues with saving forms, please submit an AskGURU HelpDesk ticket

News Published: 1:59 PM - 02/25/2021

Enabling Adobe Acrobat extension for Google Chrome
Enabling Adobe Acrobat extension for Google Chrome The Office of Systems & Procedures is in the process of adding signature boxes to forms appearing on the GURU website. It has been brought to our attention that no all computers across the University are configured to allow for applying digital ID's or electronic signatures. If, upon opening a PDF in Google Chrome, the "Fill & Sign in Acrobat" bar does not appear in the upper right-hand corner of the screen, it will be necessary to enable Adobe Acrobat extension on that computer. Please visit the Enable Adobe Acrobat extension for Google Chrome webpage for instructions to enable individual computers.
News Published: 3:21 PM - 02/05/2021

Enabling Adobe Acrobat extension for Google Chrome

Enabling Adobe Acrobat extension for Google Chrome

The Office of Systems & Procedures is in the process of adding signature boxes to forms appearing on the GURU website. It has been brought to our attention that no all computers across the University are configured to allow for applying digital ID's or electronic signatures.

Please visit the Enable Adobe Acrobat extension for Google Chrome webpage for instructions to enable individual computers.

News Published: 3:21 PM - 02/05/2021

Unsubscribe from GURU Listserv
Unsubscribe from GURU ListServ Follow the steps below to unsubscribe yourself from the GURU Listserv: 1.) Click the link below. Unsubscribe from GURU Listserv 2.) Leave the subject of the email blank. 3.) Leave the body/message of the email blank. 4.) Send the email. You should receive an email confirming your removal from the list.
News Published: 2:14 PM - 06/12/2018

Unsubscribe from GURU Listserv

Unsubscribe from GURU ListServ

Follow the steps below to unsubscribe yourself from the GURU Listserv:

1.) Click the link below.

Unsubscribe from GURU Listserv

2.) Leave the subject of the email blank.
3.) Leave the body/message of the email blank.
4.) Send the email.

You should receive an email confirming your removal from the list.

News Published: 2:14 PM - 06/12/2018

Archived Announcements

GURU News Announcement for week ending July 31, 2026
GURU News Announcement for week ending July 31, 2026 The following documents have been vetted, approved, and published: Business Resources SIMBA Chart of Accounts - The following Budget Executive update is effective August 1, 2026: Business Area 5860 Hazleton From: David Callejo Perez (dmc6630) (interim) To: Menah Pratt (mvp6484) Business Area 6510 Scranton From: David Callejo Perez (dmc6630) (interim) To: Menah Pratt (mvp6484) Business Area 8510 Wilkes-Barre From: David Callejo Perez (dmc6630) (interim) To: Menah Pratt (mvp6484) Forms The Internal Revenue Service (IRS) establishes the mileage reimbursement rate for qualified moving expenses each year. Effective July 1, 2026, the IRS changed the mileage reimbursement rate for qualified moving expenses. As a result, two Moving Expenses Support Forms are available for Fiscal Year 2026-2027. Select the form based on the date the move occurred: Moving Expenses Support Form 2026A - For moves occurring between January 1, 2026 and June 30, 2026 Moving Expenses Support Form 2026B - For moves occurring between July 1, 2026 and December 31, 2026.
News Published: 07/31/2026

GURU News Announcement for week ending July 31, 2026

The following documents have been vetted, approved, and published:

Business Resources

SIMBA Chart of Accounts - The following Budget Executive update is effective August 1, 2026:

Business Area 5860 Hazleton

From: David Callejo Perez (dmc6630) (interim)

To: Menah Pratt (mvp6484)

Business Area 6510 Scranton

From: David Callejo Perez (dmc6630) (interim)

To: Menah Pratt (mvp6484)

Business Area 8510 Wilkes-Barre

From: David Callejo Perez (dmc6630) (interim)

To: Menah Pratt (mvp6484)

Forms

The Internal Revenue Service (IRS) establishes the mileage reimbursement rate for qualified moving expenses each year. Effective July 1, 2026, the IRS changed the mileage reimbursement rate for qualified moving expenses. As a result, two Moving Expenses Support Forms are available for Fiscal Year 2026-2027.

Select the form based on the date the move occurred:

Moving Expenses Support Form 2026A - For moves occurring between January 1, 2026 and June 30, 2026

Moving Expenses Support Form 2026B - For moves occurring between July 1, 2026 and December 31, 2026.

News Published: 07/31/2026

GURU News Announcement for week ending July 2, 2026
GURU News Announcement for week ending July 2, 2026 The following documents have been vetted, approved, and published: Business Resources SIMBA Chart of Accounts - The following Budget Executive updates have occurred: Business Area 1640 College of Earth and Mineral Sciences From: Lee Kump (lrk4) To: John Mauro (jcm426) Business Area 3860 College of Engineering From: Tonya Peeples (tzp225) To: Thomas F. La Porta (tfl12) Business Area 4190 Donald P. Bellisario College of Communications From: Denise Bortree (interim) (dsb177) To: Emily Metzgar (etm5380) Business Area 4390 Schuylkill Campus From: Cory Scherer (interim) – (crs15) To: Robert E. Bohrer, II (reb6191) The following Research Administrator updates have occurred: Business Area 8970 Outreach From: Priscila Powell (pkp5471) To: Gwen Gummo (gxk121) Effective: July 2, 2026
News Published: 07/02/2026

GURU News Announcement for week ending July 2, 2026

The following documents have been vetted, approved, and published:

Business Resources

SIMBA Chart of Accounts - The following Budget Executive updates have occurred:

Business Area 1640 College of Earth and Mineral Sciences

From: Lee Kump (lrk4)

To: John Mauro (jcm426)

Business Area 3860 College of Engineering

From: Tonya Peeples (tzp225)

To: Thomas F. La Porta (tfl12)

Business Area 4190 Donald P. Bellisario College of Communications

From: Denise Bortree (interim) (dsb177)

To: Emily Metzgar (etm5380)

Business Area 4390 Schuylkill Campus

From: Cory Scherer (interim) – (crs15)

To: Robert E. Bohrer, II (reb6191)

The following Research Administrator updates have occurred:

Business Area 8970 Outreach

From: Priscila Powell (pkp5471)

To: Gwen Gummo (gxk121)

Effective: July 2, 2026

News Published: 07/02/2026

GURU News Announcement for week ending June 12, 2026
GURU News Announcement for week ending June 12, 2026 The following documents have been vetted, approved, and published: Business Resources Table of Stipends for Postdoctoral Appointments has been updated to include fiscal year 27 rates. SIMBA Chart of Accounts - The following Strategic Finance Partner updates have occurred: Business Area 3640 Greater Allegheny From: Amanda Vresilovic (amv6301) To: Dan Cella (djc6761) Business Area 4530 New Kensington From: Amanda Vresilovic (amv6301) To: Matthew Ulmer (miu5032) Business Area 5640 College of Nursing From: Steven Koths (smk7) To: Carl Ayre (cla5626) Business Area 6190 Fayette From: Amanda Vresilovic (amv6301) To: Matthew Ulmer (miu5032) Business Area 7870 Educational Equity From: Steven Koths (smk7) To: Angela Gephart (ajk15): Effective: June 8, 2026
News Published: 06/12/2026

GURU News Announcement for week ending June 12, 2026

The following documents have been vetted, approved, and published:

Business Resources

Table of Stipends for Postdoctoral Appointments has been updated to include fiscal year 27 rates.

SIMBA Chart of Accounts - The following Strategic Finance Partner updates have occurred:

Business Area 3640 Greater Allegheny

From: Amanda Vresilovic (amv6301)

To: Dan Cella (djc6761)

Business Area 4530 New Kensington

From: Amanda Vresilovic (amv6301)

To: Matthew Ulmer (miu5032)

Business Area 5640 College of Nursing

From: Steven Koths (smk7)

To: Carl Ayre (cla5626)

Business Area 6190 Fayette

From: Amanda Vresilovic (amv6301)

To: Matthew Ulmer (miu5032)

Business Area 7870 Educational Equity

From: Steven Koths (smk7)

To: Angela Gephart (ajk15):

Effective: June 8, 2026

News Published: 06/12/2026

GURU News Announcement for week ending June 5, 2026
GURU News Announcement for week ending June 5, 2026 The following documents have been vetted, approved, and published: Procedures FN2007 Bank Deposit Bag Tracking – Procedure reviewed/revised for the launch of the finance shared services business model. Revisions include: Aligned the procedure structure with Policy FN01 to ensure each operational step supports a corresponding policy requirement. Implemented policy de-duplication, removing repeated policy language and referencing the applicable FN01 section within each procedure section. Added a Policy Authority section clarifying that Policy FN01 is the controlling document if conflicts arise between the policy and procedure. Created a Roles and Responsibilities section to clarify the duties of the Office of Budget and Finance, Auxiliary & Business Services, Strategic Finance Partner teams, and deposit preparers. Improved the logical order of the procedure, organizing the process into a clear lifecycle: enrollment → deposit preparation → bag completion → tracking → drop-off → transport → bank confirmation. Clarified internal control expectations related to safeguarding cash and documenting custody transfers during deposit preparation and bag drop-off. Strengthened audit language to align with FN01 monitoring and compliance requirements. FN2065 Non-Student Accounts Receivable - procedure reformatted and rewritten to document the Finance Shared Services business model: Ensures compliance with Policy FN02 Billing and Accounts Receivable Strengthens internal control and auditability Clarifies customer on boarding, invoice processing, collections, write-offs, and records retention. Adds compliance references to PCI-DSS, Uniform Guidance, and debt collection laws. FN2077 The Payment Clearinghouse - procedure rewritten to document the finance shared services business model. RA2062 Sponsored Awards Accounts Receivable is a new procedure to establish the Research Accounting–specific requirements for managing receivables arising from sponsored awards. RA2067 Cost Transfer Justification and Workflow – procedure revised to clarify cost transfer justification language for consistency with Policy RA67 TR2001 International Travel Approval, Compliance, and Reimbursement is a new procedure. Effective: June 5, 2026
News Published: 06/05/2026

GURU News Announcement for week ending June 5, 2026

The following documents have been vetted, approved, and published:

Procedures

FN2007 Bank Deposit Bag Tracking – Procedure reviewed/revised for the launch of the finance shared services business model. Revisions include:

- Aligned the procedure structure with Policy FN01 to ensure each operational step supports a corresponding policy requirement.
- Implemented policy de-duplication, removing repeated policy language and referencing the applicable FN01 section within each procedure section.
- Added a Policy Authority section clarifying that Policy FN01 is the controlling document if conflicts arise between the policy and procedure.
- Created a Roles and Responsibilities section to clarify the duties of the Office of Budget and Finance, Auxiliary & Business Services, Strategic Finance Partner teams, and deposit preparers.
- Improved the logical order of the procedure, organizing the process into a clear lifecycle: enrollment → deposit preparation → bag completion → tracking → drop-off → transport → bank confirmation.
- Clarified internal control expectations related to safeguarding cash and documenting custody transfers during deposit preparation and bag drop-off.
- Strengthened audit language to align with FN01 monitoring and compliance requirements.

FN2065 Non-Student Accounts Receivable - procedure reformatted and rewritten to document the Finance Shared Services business model:

- Ensures compliance with Policy FN02 Billing and Accounts Receivable
- Strengthens internal control and auditability
- Clarifies customer on boarding, invoice processing, collections, write-offs, and records retention.
- Adds compliance references to PCI-DSS, Uniform Guidance, and debt collection laws.

FN2077 The Payment Clearinghouse - procedure rewritten to document the finance shared services business model.

RA2062 Sponsored Awards Accounts Receivable is a new procedure to establish the Research Accounting–specific requirements for managing receivables arising from sponsored awards.

RA2067 Cost Transfer Justification and Workflow – procedure revised to clarify cost transfer justification language for consistency with Policy RA67

TR2001 International Travel Approval, Compliance, and Reimbursement is a new procedure.

Effective: June 5, 2026

News Published: 06/05/2026

GURU News Announcement for week ending May 15, 2026
GURU News Announcement for week ending May 15, 2026 The following documents have been vetted, approved, and published: Business Resources The 2025–2026 Fiscal Year-End Closing Schedule outlines the critical activities and deadlines required to facilitate the timely and accurate closeout of the fiscal year. All business areas are responsible for submitting financial transaction requests within the current fiscal year to ensure proper accounting and reporting. This timeline has been established to support an efficient and orderly year-end closing process. Effective: May 15, 2026
News Published: 05/14/2026

GURU News Announcement for week ending May 15, 2026

The following documents have been vetted, approved, and published:

Business Resources

The 2025–2026 Fiscal Year-End Closing Schedule outlines the critical activities and deadlines required to facilitate the timely and accurate closeout of the fiscal year. All business areas are responsible for submitting financial transaction requests within the current fiscal year to ensure proper accounting and reporting. This timeline has been established to support an efficient and orderly year-end closing process.

Effective: May 15, 2026

News Published: 05/14/2026

GURU News Announcement for week ending May 8, 2026
GURU News Announcement for week ending May 8, 2026 The following documents have been vetted, approved, and published: Forms Gift Reporting and Transmittal Form instructions have been revised for the finance shared services business model. Information pertaining to depositing cash and checks has been updated: Procedures FN2001 Cash Receipts Handling, Depositing, and Reconciliation (formerly FN2005) has been revised for the launch of the finance shared services business model, including being renumbered from FN2005 to FN2001 to better align with Policy FN01 Cash Revenues. FN2010 Other Business Expenses and Activities Payment Processing is a new procedure containing those business processes removed from Policy FN10 Other Business Expenses and Activities. These procedure revisions strengthen stewardship, improve internal controls and compliance, and align with the University’s shared services business model. Effective: May 8, 2026
News Published: 05/08/2026

GURU News Announcement for week ending May 8, 2026

The following documents have been vetted, approved, and published:

Forms

Gift Reporting and Transmittal Form instructions have been revised for the finance shared services business model. Information pertaining to depositing cash and checks has been updated:

Procedures

FN2001 Cash Receipts Handling, Depositing, and Reconciliation (formerly FN2005) has been revised for the launch of the finance shared services business model, including being renumbered from FN2005 to FN2001 to better align with Policy FN01 Cash Revenues.

FN2010 Other Business Expenses and Activities Payment Processing is a new procedure containing those business processes removed from Policy FN10 Other Business Expenses and Activities.

These procedure revisions strengthen stewardship, improve internal controls and compliance, and align with the University’s shared services business model.

Effective: May 8, 2026

News Published: 05/08/2026

GURU News Announcement for Week Ending April 17, 2026
GURU News Announcement Forms The PDF versions of the following form templates have been restored on the GURU website: Non-Employee Information form instructions University Guest Presenter Agreement form instructions University Guest Presenter Merchandising Addendum form instructions University Guest Presenter Recording Agreement form instructions University Release and Indemnification Agreement form instructions Adobe Sign remains the preferred method for completing these form templates. In limited circumstances where an individual is unable to receive an email to access Adobe Sign, the Fill-and-Print PDF version may use used as an alternate. Effective: April 17, 2026
News Published: 04/17/2026

GURU News Announcement for Week Ending April 17, 2026

GURU News Announcement

Forms

The PDF versions of the following form templates have been restored on the GURU website:

Non-Employee Information form instructions

University Guest Presenter Agreement form instructions

University Guest Presenter Merchandising Addendum form instructions

University Guest Presenter Recording Agreement form instructions

University Release and Indemnification Agreement form instructions

Adobe Sign remains the preferred method for completing these form templates. In limited circumstances where an individual is unable to receive an email to access Adobe Sign, the Fill-and-Print PDF version may use used as an alternate.

Effective: April 17, 2026

News Published: 04/17/2026

GURU News Announcement for March 30, 2026
GURU News Announcement for March 30, 2026 Forms The Gift Reporting and Transmittal Form template has been updated to reflect the correct Donor & Member Services mailing address. As part of this update, the form has also been assigned a new file name. Users who have bookmarked or saved the form as a favorite should update their links to ensure access to the most current version. Effective: March 30, 2026
News Published: 03/30/2026

GURU News Announcement for March 30, 2026

Forms

The Gift Reporting and Transmittal Form template has been updated to reflect the correct Donor & Member Services mailing address. As part of this update, the form has also been assigned a new file name. Users who have bookmarked or saved the form as a favorite should update their links to ensure access to the most current version.

Effective: March 30, 2026

News Published: 03/30/2026

GURU News Announcement for Week Ending March 13, 2026
GURU News Announcement for Week Ending March 13, 2026 Starting March 13, a new Software Request Form supports a consistent review of software before purchasing. Enhancements include: AI Assessment Questions - New questions help evaluate AI-enabled software and ensure proper review. Streamlined Experience - The entire form has been process-mapped and optimized to reduce unnecessary steps. Automated Logic and Routing - Automation directs requests to the appropriate teams based on responses or provides next steps for submission if routing through the purchase requisition/order process is intended. Clear Next Steps - Receive specific guidance on any actions needed after completing the form. The Software Request Form (Microsoft Form) improvements support consistent intake, appropriate review, and University compliance for software purchases. Use the Procurement Assistance Request (ServiceNow) for questions or support.
News Published: 03/13/2026

GURU News Announcement for Week Ending March 13, 2026

Starting March 13, a new Software Request Form supports a consistent review of software before purchasing.

Enhancements include:

AI Assessment Questions - New questions help evaluate AI-enabled software and ensure proper review.

Streamlined Experience - The entire form has been process-mapped and optimized to reduce unnecessary steps.

Automated Logic and Routing - Automation directs requests to the appropriate teams based on responses or provides next steps for submission if routing through the purchase requisition/order process is intended.

Clear Next Steps - Receive specific guidance on any actions needed after completing the form.

The Software Request Form (Microsoft Form) improvements support consistent intake, appropriate review, and University compliance for software purchases.

Use the Procurement Assistance Request (ServiceNow) for questions or support.

News Published: 03/13/2026

GURU News Announcement for week ending February 6, 2026
GURU News Announcement for week ending February 6, 2026 The following documents have been reviewed and revised: Procedure: The University has issued Procedure RA2091 Fixed Price Residual Balance, which outlines the process for managing residual balances on fixed price sponsored awards. The procedure clarifies roles, responsibilities, and required steps to ensure consistent handling of residual balances and compliance with sponsor and University requirements. RA2091 is now available and effective upon publication. Faculty and staff involved in sponsored research administration should review the procedure to understand how fixed price residual balances are identified, reviewed, and resolved. Effective: February 1, 2026
News Published: 02/06/2026

GURU News Announcement for week ending February 6, 2026

The following documents have been reviewed and revised:

Procedure:

The University has issued Procedure RA2091 Fixed Price Residual Balance, which outlines the process for managing residual balances on fixed price sponsored awards. The procedure clarifies roles, responsibilities, and required steps to ensure consistent handling of residual balances and compliance with sponsor and University requirements.

RA2091 is now available and effective upon publication. Faculty and staff involved in sponsored research administration should review the procedure to understand how fixed price residual balances are identified, reviewed, and resolved.

Effective: February 1, 2026

News Published: 02/06/2026

GURU News Announcement for week ending January 16, 2026
GURU News Announcement for week ending January 16, 2026 The following documents have been revised or decommissioned: Business Resources The SIMBA Chart of Accounts has been updated to reflect changes in the Research Administrator for Abington, Lehigh Valley, Brandywine, Great Valley, York, Mont Alto, Greater Allegheny, Schuylkill, New Kensington, Hazleton, Fayette, Scranton, Shenango, Beaver, Wilkes-Barre, and Dubois campuses. These changes were effective January 9, 2026 FORMS The Procurement Contract Intake Request Form, formerly available on the GURU website, has been decommissioned. See the PSUcontracts KB article for the current business process. Effective: January 16, 2026
News Published: 01/15/2026

GURU News Announcement for week ending January 16, 2026

The following documents have been revised or decommissioned:

Business Resources

The SIMBA Chart of Accounts has been updated to reflect changes in the Research Administrator for Abington, Lehigh Valley, Brandywine, Great Valley, York, Mont Alto, Greater Allegheny, Schuylkill, New Kensington, Hazleton, Fayette, Scranton, Shenango, Beaver, Wilkes-Barre, and Dubois campuses. These changes were effective January 9, 2026

FORMS

The Procurement Contract Intake Request Form, formerly available on the GURU website, has been decommissioned. See the PSUcontracts KB article for the current business process.

Effective: January 16, 2026

News Published: 01/15/2026

GURU News Announcement for week ending January 9, 2026
GURU News Announcement for week ending January 9, 2026 The following documents have been reviewed and revised: Forms: Moving Expense Support Form – calendar year 2025 and calendar year 2026 versions available. The Internal Revenue Service has issued different reimbursement rates for calendar years 2025 and 2026. There are two versions of the Moving Expense Support Form available for use: Moving Expense Support Form - 2025: to be completed for moves taking place in calendar year 2025. NOTE: the 2025 version will be decommissioned at the end of the current fiscal year. All reimbursements for 2025 must be submitted before the end of the fiscal year. Moving Expense Support Form - 2026: to be completed for moving taking place in calendar year 2026. Effective: January 2, 2026.
News Published: 01/09/2026

GURU News Announcement for week ending January 9, 2026

The following documents have been reviewed and revised:

Forms:

Moving Expense Support Form – calendar year 2025 and calendar year 2026 versions available. The Internal Revenue Service has issued different reimbursement rates for calendar years 2025 and 2026. There are two versions of the Moving Expense Support Form available for use:

Moving Expense Support Form - 2025: to be completed for moves taking place in calendar year 2025. NOTE: the 2025 version will be decommissioned at the end of the current fiscal year. All reimbursements for 2025 must be submitted before the end of the fiscal year.

Moving Expense Support Form - 2026: to be completed for moving taking place in calendar year 2026.

Effective: January 2, 2026.

News Published: 01/09/2026

GURU News Announcement for Week Ending December 19, 2025
GURU News Announcement for week ending December 19, 2025 The following documents have been reviewed and revised: Business Resources The following budget executive revisions have been made to the SIMBA Chart of Accounts: Business Area 2730 York From: David Christiansen (djc21) To: Marilyn Wells (mjk6807) Business Area 3420 Mont Alto From: Francis Achampong (fka3) To: Marilyn Wells (mjk6807) Business Area 4530 New Kensington From: Kevin Snider (kjs33) To: Megan Nagel (mim458) Business Area 6190 Fayette From: Lindsey Simon-Jones (interim) (lmj133) To: Megan Nagel (mim458) Business Area 2730 York From: David Christiansen (djc21) To: Marilyn Wells (mjk6807) Business Area 3420 Mont Alto From: Francis Achampong (fka3) To: Marilyn Wells (mjk6807) Business Area 4530 New Kensington From: Kevin Snider (kjs33) To: Megan Nagel (mim458) Business Area 6190 Fayette From: Lindsey Simon-Jones (interim) (lmj133) To: Megan Nagel (mim458) A Message from the Controller’s Office The close date for the month of December (Fiscal Period M06) has been extended by one day to Friday, January 9, 2026. This adjustment accommodates the extension of the Penn State winter break through January 2. Important Dates & Schedules > Month-End Closing Schedule, FY26 has been updated to reflect this change. Happy Holidays The Office of Systems and Procedures wishes you a Merry Christmas, Happy Holiday, and a New Year filled with hope and happiness. Effective: December 19, 2025.
News Published: 12/19/2025

GURU News Announcement for Week Ending December 19, 2025

GURU News Announcement for week ending December 19, 2025

The following documents have been reviewed and revised:

Business Resources

The following budget executive revisions have been made to the SIMBA Chart of Accounts:

Business Area 2730 York

From: David Christiansen (djc21)

To: Marilyn Wells (mjk6807)

Business Area 3420 Mont Alto

From: Francis Achampong (fka3)

To: Marilyn Wells (mjk6807)

Business Area 4530 New Kensington

From: Kevin Snider (kjs33)

To: Megan Nagel (mim458)

Business Area 6190 Fayette

From: Lindsey Simon-Jones (interim) (lmj133)

To: Megan Nagel (mim458)

Business Area 2730 York

From: David Christiansen (djc21)

To: Marilyn Wells (mjk6807)

Business Area 3420 Mont Alto

From: Francis Achampong (fka3)

To: Marilyn Wells (mjk6807)

Business Area 4530 New Kensington

From: Kevin Snider (kjs33)

To: Megan Nagel (mim458)

Business Area 6190 Fayette

From: Lindsey Simon-Jones (interim) (lmj133)

To: Megan Nagel (mim458)

A Message from the Controller’s Office

The close date for the month of December (Fiscal Period M06) has been extended by one day to Friday, January 9, 2026. This adjustment accommodates the extension of the Penn State winter break through January 2.

Important Dates & Schedules > Month-End Closing Schedule, FY26 has been updated to reflect this change.

Happy Holidays

The Office of Systems and Procedures wishes you a Merry Christmas, Happy Holiday, and a New Year filled with hope and happiness.

Effective: December 19, 2025.

News Published: 12/19/2025

GURU News Announcement for Week Ending December 5, 2025
GURU News Announcement for week ending December 5, 2025 The following documents have been reviewed and revised: Procedures: Policy RA64 Personnel Costs was recently updated to change the deadline for closeout effort certs from 60 to 90 days. Procedure RA2064 Effort Certification was updated to reflect this same time frame. SIMBA has also been updated to reflect this change. Effective: December 5, 2025.
News Published: 12/05/2025

GURU News Announcement for Week Ending December 5, 2025

GURU News Announcement for week ending December 5, 2025

The following documents have been reviewed and revised:

Procedures:

Policy RA64 Personnel Costs was recently updated to change the deadline for closeout effort certs from 60 to 90 days. Procedure RA2064 Effort Certification was updated to reflect this same time frame. SIMBA has also been updated to reflect this change.

Effective: December 5, 2025.

News Published: 12/05/2025

GURU News Announcement - Financial Officer title changed to Strategic Finance Partner
GURU News Announcement The SIMBA Chart of Accounts has been updated to reflect the change in role title from Financial Officer to Strategic Finance Partner. These revisions ensure alignment of the GURU business resource with the Optimized Services Team (OST) business model. Effective 11/17/2025
News Published: 11/17/2025

GURU News Announcement - Financial Officer title changed to Strategic Finance Partner

GURU News Announcement

The SIMBA Chart of Accounts has been updated to reflect the change in role title from Financial Officer to Strategic Finance Partner. These revisions ensure alignment of the GURU business resource with the Optimized Services Team (OST) business model.

Effective 11/17/2025

News Published: 11/17/2025