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Marcus Institute Finance Policies & Forms


The Purchasing Policy outlines the internal procedures and the routing necessary to obtain approvals required for purchasing goods and services from an outside Vendor. 

Instructional guides and purchasing forms are provided below.


The Reimbursement Policy establishes how the Hinda and Arthur Marcus Institute for Aging Research at Hebrew Senior Life (HSL) will reimburse faculty and staff for business related expenses with clear guidelines and expectations to assure compliance with applicable federal and state regulations as well as institutional policies. As a not for profit entity that benefits from gifts by donors and sponsored awards, the Marcus Institute/HSL has a stewardship obligation to use its funds prudently. While no policy can address every scenario, this document is intended to cover most common reimbursement related situations; where unusual circumstances arise, the spirit of this policy-along with good judgment-should prevail.

Instructional guides and reimbursement forms are provided below.

Account Signatories:

Cost Transfers (Federal Funding):

The Hinda and Arthur Marcus Institute for Aging Research receives substantial funding from the federal government and other sources to support research projects. As a recipient of federal funding this policy assures compliance with the policies and procedures set forth by our Federal Sponsors. 

Study Participants Stipends:



Expense Codes:

Biostatistical & Data Sciences Services: