Financial Management University-Wide Policy Documents

Financial Review

Document Type Numbersort descending Extension Documents Revision Date
Procedures 1101 PR.02 Financial Transaction Review and Budget Monitoring October 27, 2014
Guides 1101 GD.10 Financial Review Principles May 5, 2011
Forms 1101 FR.01 Financial Review Checklist June 12, 2018
Forms 1101 FR.02 Manual Journal Entry Request June 20, 2017
Procedures 1101 PR.03 Journal Entries November 16, 2017
Procedures 1101 PR.01 Controls and Business Process Questionnaire August 28, 2013
Procedures 1104 PR.02 Reviewing User Access Security and Review Procedures April 23, 2013
Procedures 1301 PR.04 Applying Facilities and Administrative Rate to Genomic Array Purchases June 2, 2017
Procedures 1301 PR.05 Residual Balance Fund Transfers June 30, 2017
Procedures 1304 PR.01 Requesting and Modifying Sponsored Project Accounts March 11, 2016
Procedures 1305 PR.04 Unallowable Costs June 30, 2017
Procedures 1305 PR.05 Reclassification and Transfer of Funds April 25, 2014
Procedures 1305 PR.06 Reclassification and Transfer of Funds - CENTRAL August 19, 2014
Forms 1305 FR.15 Manual Journal-Cost Transfer Justification June 29, 2017
Forms 1306 FR.01 Cost Sharing Approval Request April 4, 2018
Procedures 1315 PR.03 Salaries Above a Sponsor Imposed Rate Cap and Other Program Salary Limitations June 26, 2017
Procedures 1315 PR.04 Effort Reporting February 26, 2016
Guides 1316 GD.01 Effort Percent/Calendar Month Conversion Tables November 30, 2016
Procedures 1410 PR.01 Internal Service Providers: Registration and Annual Renewal January 18, 2011
Forms 1410 FR.13 Internal Service Providers: Registration May 31, 2018
Procedures 1410 PR.02 Internal Service Providers: Rate Calculations March 11, 2014
Forms 1410 FR.14 Internal Service Providers: Rate Calculation (Manual) May 31, 2018
Procedures 1410 PR.03 Internal Service Providers: Accounting and Billing March 11, 2014
Procedures 1415 PR.01 Allocating the Cost of University Services February 6, 2012
Policies 1501 University Auditing February 1, 2006
Procedures 2100 PR.01 Executing Revenue Agreements July 6, 2017
Procedures 3101 PR.01 Expenditure Item Date February 1, 2006
Procedures 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) July 1, 2017
Forms 3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations July 13, 2017
Procedures 3215 PR.03 Yale Spend Authorization (Cash Advance) July 1, 2017
Forms 3215 FR.09 120-366 Day Taxable Expense Reimbursement April 6, 2018
Forms 3401 FR.04 Centralized Billing Account Maintenance January 18, 2018
Procedures 4203 PR.01 Accounting for ITS Capital Projects June 28, 2017
Procedures 4209 PR.02 Non-Building Capital Project Requests June 28, 2017
Forms 4209 FR.04 Request for Capitalization of MEI Composite Assets and Accessories May 18, 2017
Forms 4209 FR.05 Capital Equipment Transfer Release Form June 1, 2017
Procedures 4209 PR.04 Moveable Equipment Accessories and Composite Assets June 2, 2017
Procedures 4209 PR.05 Capital Equipment Under Departing Prinicpal Investigator (PI) Jurisdiction June 2, 2017
Procedures 4209 PR.06 Transfer, Sale, or Release of Equipment to Other Institutions or Third Parties June 2, 2017
Procedures 4209 PR.01 Fabricated Moveable Equipment June 2, 2017