Policy Announcements
Explore policy announcements by date or by policy topic.
- 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
- Procedure 3215 PR.01 Yale Purchasing Card Procedure – Revised
- Form 3215 FR.06 Purchasing Card Request (Add/Cancel/Change) Form – Revised
- Form 3215 FR.10 Individual & Department PCard Limit Exceptions – Revised
- Procedure 1410 PR.01 University Service Providers: Registration and Annual Renewal – Revised
- Procedure 1410 PR.03 University Service Providers: Accounting and Billing – Revised
- Policy 2202 Endowment Spending and Distributions – New
- Policy 3201 General Purchasing – Revised
- Procedure 3201 PR.01 Purchase Requisition Process – Revised
- Procedure 3201 PR.02 Pricing Documentation Process – Revised
- Form 3201 FR.05 Pricing Documentation (Comparative Pricing & Competitive Bidding) – Revised
- Form 3201 FR.06 Sole Source Documentation – Revised
- Policy 1370 Export-Controlled Information – Revised