Policy & Procedure updates – Feb. 28, 2024

The following policy document, which previously completed its full review and approval process, is now published and effective.  Please discuss the document with the appropriate people in your department and send any questions to controllers.office@yale.edu.

Related documents:

• Policy 1410 University Service Providers – Revised

This revised policy comes from the Controller’s Office, in consultation with the USP Operating Committee (the policy sponsors). The revisions reflect an ongoing effort to redesign the classifications of USPs so that requirements and responsibilities better align with the type of service(s) being offered.

Specifically, under the now-former classification system, many USPs are labeled Recharge Centers, which imposed certain requirements like preparing an annual Rate Schedule and being subject to various quality assurance (QA) processes. Some such USPs are more administrative in nature, as opposed to research focused. As such, they do not necessarily need to be subject to the same level of requirements.

The redesigned classifications in the revised policy allow for better distinctions to be drawn between those USPs that are research focused and those that are more administrative in nature. In so doing, the USP Operating Committee can also continue to explore where opportunities may exist within some of these administrative USPs to allow for charging to sponsored awards, where appropriate.

In addition, several revisions were made to the policy section regarding Rate Schedules to more clearly articulate the obligations for each USP classification.

Always check the Policies & Procedures Website for the latest revisions of all documents.  This will ensure that you are utilizing the most up-to-date version.

If you have any questions, please contact Policy & Compliance Services at controllers.office@yale.edu.