Financial Policies and Guidelines

This section contains policies and guidelines on the management of USMS financial operations. The USMS Finance Committee is tasked with the responsibility to develop Financial Operating Guidelines ("FOG") pertaining to the financial affairs of USMS and to develop the annual budget. The committee also manages the implementation of the policies and interfaces with USMS leaders through various financial forms.

• 2022 Approved Budget
• Financial Policy
• Financial Operating Guidelines (FOG)
• Please use the appropriate USMS reimbursement form based on the dates provided and when the expense was incurred:
  • Jan 1-June 30, 2022 - PDF and Excel versions
  • July 1-Dec. 31, 2022 - PDF and Excel versions
• USMS Investment Policy
• USMS Spending Policy
• Audit Committee Charter
• Audited Financial Statements
  • 2021
  • 2020
  • 2019
• IRS Group Exemption Letter