Policy Announcements
Explore policy announcements by date or by policy topic.
Are you interested in having the University Policy Office come out to speak with your department and answer your policy questions? Read on for more information on what these sessions offer and how to schedule your roadshow.
Policy 3220 Purchase of Restricted Items
- Procedure 1101 PR.03 Journal Entries
- Policy 3201 General Purchasing
- Policy 3215 Yale Purchasing Card
- Procedure 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses)
- Policy 3305 Expense Advances (revised)
- Procedure 3305 PR.01 Spend Authorization Process for Expense Advances (revised and renumbered)
- Form 3305 FR.01 Travel and Expense (“T&E”) Expense Advance Budget Development Form (new)
- Procedure 3301 PR.02 Obtaining Cash for Yale Activities Abroad (revised)
- Policy 1315 Effort Reporting: Certifying Effort on Sponsored Projects
- Procedure 1315 PR.04 Effort Reporting
- Procedure 1101 PR.07 Accounting Corrections and Adjustments
- Form 1101 FR.03 Non-Sponsored Accounting Correction and Adjustment Documentation Matrix
- Form 1101 FR.04 Non-Sponsored Change Reason and Code Usage
Procedure 1101 PR.01 Controls and Business Process Questionnaire
- Policy 1901 Mass Email Distribution Governance and Appropriate Use
- Procedure 1901 PR.01 Mass Email Communications: Responsibilities and Guidelines
- Policy 5000 Pre-Employment Screening; and:
- Procedure 5000 PR.01 Pre-Employment Screening Procedures
- Policy 4500 Electric Vehicle Charging Policy
- Policy 4209 Moveable Equipment; and:
- Procedure 4209 PR.01 Acquisition and Maintenance of Moveable Equipment
- Procedure 4209 PR.02 Capitalization of Moveable Equipment Accessories and Composite Assets
- Procedure 4209 PR.03 Transfer, Sale, Disposal, or Release of Moveable Equipment
- Form 4209 FR.01 Government Furnished Property Form
- Form 4209 FR.02 Asset Tag Exemption Request Form
- Form 4209 FR.03 Request for Capitalization of MEI Composite Assets and Accessories
- Form 4209 FR.04 Capital Equipment Transfer Release Form
- Policy 1410 University Service Providers – Revised
- Policy 1305 Cost Transfers Involving Sponsored Projects – Revised
- Procedure 1305 PR.02 Cost Transfers Involving Sponsored Projects – Revised
- Form 1305 FR.01 Late Cost Transfer Calculator – New
- Form 1305 FR.02 Manual Journal – Cost Transfer Justification – Revised and Renumbered
- Form 1305 FR.03 Cost Transfer Documentation Matrix – New
- Form 1305 FR.04 Cost Transfer Change Reason and Code Usage – New
- Procedure 3417 PR.01 Human Research Study Participant Remuneration Process – Revised
- Form 3417 FR.01 Study Participant Disbursement Request Form – New
- Form 3417 FR.02 Participant Research Record Log – New
- Form 3417 FR.03 Monthly Reconciliation Form – New
- Form 3417 FR.04 Reloadable Debit Card Tracker – New
- Form 3417 FR.05 Study Participant Remuneration Methods Summary Matrix – New
- Policy 3600 Student Employment and Student Stipends – New
- Procedure 3600 PR.01 Student Employment Procedures – New
- Policy 3201 General Purchasing – Revised
- Policy 1304 Distinguishing Between Gifts and Sponsored Awards (Grants and Contracts) – New
- Procedure 1304 PR.02 Distinguishing Between Gifts and Sponsored Awards – Revised
- Procedure 3201 PR.01 Purchase Order Process – Revised
- Procedure 1103 PR.01 University Budgeting: Year-End General Appropriations (“GA”) Surplus or Deficit Requests and Approvals – New
- Procedure 1103 PR.02 University Budgeting: Out-of-Budget Requests and Approvals – New
- Form 1103 FR.01 University Budgeting: Year-End General Appropriations (“GA”) Surplus or Deficit Request – New
- Form 1103 FR.02 University Budgeting: Out-of-Budget Request – New
- Policy 2100 Revenue Principles, General – Revised
- Procedure 2100 PR.01 Executing Revenue Agreements – Revised
- Procedure 2100 PR.02 External Sales Approval Process – Revised
- Policy 3301 Travel on University Business – Revised
- Procedure 3301 PR.01 Travel Arrangements for University Business – Revised
- Procedure 3301 PR.03 Air Travel on University Business – Revised