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1000 PR.01 Creating and Revising University Policies, Procedures, and Forms |
January 27, 2020 |
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1001 PR.01 Compensation Above Salary |
January 25, 2016 |
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1101 PR.01 Controls and Business Process Questionnaire |
September 12, 2024 |
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1101 PR.02 Financial Transaction Review and Budget Monitoring |
July 6, 2021 |
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1101 PR.03 Journal Entries |
November 16, 2017 |
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1101 PR.04 Balance Sheet Ledger Account Reconciliation & Certification |
May 31, 2024 |
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1101 PR.06 Approval Authority |
January 20, 2022 |
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1101 PR.07 Accounting Corrections and Adjustments |
September 25, 2024 |
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1103 PR.01 University Budgeting: Year-End General Appropriations ("GA") Surplus or Deficit Requests and Approvals |
April 26, 2024 |
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1103 PR.02 University Budgeting: Out-of-Budget Requests and Approvals |
June 28, 2023 |
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1104 PR.01 Electronic Signatures |
December 4, 2020 |
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1110 PR.01 Personal Use of a University Vehicle |
January 15, 2021 |
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1200 PR.01 Identification and Approval of Private Business Use Activities |
April 17, 2018 |
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1200 PR.02 Procedure for Ensuring Post-Issuance Tax-Exempt Bond Compliance |
July 29, 2019 |
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1300 PR.01 Requesting, Modifying, and Closing Chart of Accounts Segments |
July 24, 2024 |
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1301 PR.04 Applying Facilities and Administrative Rate to Genomic Array Purchases |
June 2, 2017 |
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1301 PR.05 Residual Balance Fund Transfers |
May 15, 2023 |
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1301 PR.06 Sponsored Projects Financial Reporting and Closeout |
June 29, 2022 |
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1304 PR.01 Award Set-Up Process for Sponsored Accounts |
June 23, 2020 |
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1304 PR.02 Distinguishing Between Gifts and Sponsored Awards |
August 16, 2023 |
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1305 PR.02 Cost Transfers Involving Sponsored Projects |
January 24, 2024 |
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1305 PR.04 Unallowable Costs |
April 22, 2022 |
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1306 PR.01 Cost Sharing |
October 26, 2021 |
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1307 PR.01 Establishing Subrecipients Associated with Sponsored Programs |
March 12, 2024 |
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1307 PR.02 Managing Subrecipient Activity Associated with Sponsored Programs |
March 15, 2024 |
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1307 PR.03 Monitoring Subrecipient Activity Associated with Sponsored Programs |
March 12, 2024 |
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1315 PR.03 Salaries Above a Sponsor Imposed Rate Cap and Other Program Salary Limitations |
June 26, 2017 |
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1315 PR.04 Effort Reporting |
August 21, 2024 |
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1410 PR.01 University Service Providers: Registration and Annual Renewal |
February 28, 2023 |
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1410 PR.02 University Service Providers: Rate Calculations |
June 8, 2020 |
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1410 PR.03 University Service Providers: Accounting and Billing |
June 27, 2023 |
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1410 PR.04 Lockshop Key Distribution |
June 20, 2017 |
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1415 PR.01 Allocating the Cost of University Services |
February 6, 2012 |
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1430 PR.01 Shipping Policy Exception Requests |
May 15, 2019 |
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1601 PR.02 NetIDs and Identity Management |
December 14, 2020 |
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1601 PR.03 Access Control for Protected Health Information (PHI) |
December 14, 2020 |
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1601 PR.04 VPN Eligibility & Access Procedure |
July 2, 2017 |
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1601 PR.07 Identity Data Access Requests |
June 21, 2024 |
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1601 PR.08 Sponsored Identity Access |
May 16, 2018 |
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1604 PR.01 Data Classification Procedure |
December 8, 2023 |
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1605 PR.01 Web Accessibility Procedure |
March 26, 2021 |
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1607 PR.01 Endorsed Encryption Implementation Procedure |
December 2, 2019 |
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1609 PR.01 Disposal of Media Containing Confidential or Protected Health Information |
December 14, 2020 |
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1610 PR.01 Systems and Network Security |
December 14, 2020 |
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1610 PR.02 Disposal of Obsolete Computers and Peripherals |
December 14, 2020 |
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1610 PR.03 Network Configuration Security |
December 2, 2019 |
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1610 PR.04 Multifactor Authentication |
December 2, 2019 |
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1610 PR.05 Device Security Standards |
December 14, 2020 |
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1615 PR.01 Information Technology Infrastructure and Application Change Management |
April 17, 2015 |
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1615 PR.02 Change Notification Standards for Non-ITS-managed Configuration Items |
April 17, 2015 |
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1800 PR.01 Leasing Commercial Space |
April 30, 2024 |
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1800 PR.02 Leasing Residential Space |
April 30, 2024 |
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1800 PR.03 Tenant Services Agreements |
April 30, 2024 |
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1901 PR.01 Mass Email Communications: Responsibilities and Guidelines |
July 17, 2024 |
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2100 PR.01 Executing Revenue Agreements |
April 26, 2023 |
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2100 PR.02 External Sales Approval Process |
April 26, 2023 |
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2200 PR.01 Gift Receipt and Processing |
December 14, 2021 |
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2200 PR.02 Gift Stewardship |
December 14, 2021 |
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2203 PR.01 Establishing and Liquidating a University Fund Functioning as Endowment ("UFFE") |
January 20, 2023 |
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2801 PR.01 Recording and Depositing Cash Receipts |
April 13, 2020 |
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2801 PR.02 Patient Account Collections in Clinical Practices |
January 25, 2023 |
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2810 PR.01 Sales Tax Collection |
January 13, 2022 |
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2815 PR.01 Administering a Specialized Petty Cash Fund |
February 23, 2023 |
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2820 PR.01 Payment (Credit & Debit) Card |
December 14, 2020 |
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3201 PR.01 Purchase Order Process |
July 19, 2023 |
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3201 PR.02 Pricing Documentation Process |
November 30, 2022 |
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3210 PR.01 Services Contracts Process |
November 1, 2022 |
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3210 PR.02 Employee vs. Independent Contractor |
June 13, 2023 |
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3210 PR.03 Process for Purchase Contracts for Software, Web Development Services, Electronic Applications, and Data Use Agreements |
November 1, 2022 |
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3210 PR.04 Statements of Work |
November 1, 2022 |
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3210 PR.05 Goods Contracts Process |
November 1, 2022 |
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3215 PR.01 Yale Purchasing Card Procedure |
April 19, 2024 |
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3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) |
January 9, 2020 |
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3215 PR.03 Yale Spend Authorization (Cash Advance) |
February 18, 2022 |
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3301 PR.01 Travel Arrangements for University Business |
March 29, 2023 |
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3301 PR.02 Obtaining Cash for Yale Activities Abroad |
December 10, 2014 |
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3301 PR.03 Air Travel on University Business |
March 29, 2023 |
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3401 PR.01 Supplier Setup and Change |
April 19, 2021 |
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3401 PR.02 Supplier Invoice Request |
December 9, 2020 |
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3401 PR.03 Disbursing Funds for Prizes, Awards, Stipends, and Fellowships |
April 19, 2021 |
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3401 PR.04 Submitting Invoices for Payment |
December 9, 2020 |
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3401 PR.07 Requesting Accounts Payable Check Voids |
September 21, 2020 |
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3401 PR.08 Recurring Payments |
September 21, 2020 |
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3410 PR.01 Obtaining Exemption or Reduced Rate of Withholding for CT A&E Tax |
February 7, 2023 |
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3417 PR.01 Human Research Study Participant Remuneration Process |
March 19, 2024 |
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3501 PR.01 Payroll Costing |
June 28, 2024 |
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3501 PR.03 Payroll Obligations |
July 22, 2022 |
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3501 PR.04 Overpayments and Underpayments |
October 31, 2019 |
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3502 PR.01 Timekeeping Procedure |
April 8, 2024 |
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3503 PR.01 Hiring New Staff Employees |
March 7, 2022 |
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3503 PR.02 Promotions & Transfers |
January 31, 2023 |
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3503 PR.03 Staff Layoffs |
June 4, 2021 |
|
3503 PR.04 Staff Resignations |
June 4, 2021 |
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3503 PR.25 Has been replaced by 3503PR.17 |
July 23, 2021 |
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3505 PR.01 Out-of-State Work Locations Procedure |
August 3, 2018 |
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3510 PR.01 Faculty & Staff Relocation Expense Payments & Reimbursements |
August 13, 2024 |
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3600 PR.01 Student Employment Procedures |
September 6, 2023 |
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4203 PR.01 Accounting for ITS Capital Projects |
June 28, 2017 |
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4209 PR.01 Acquisition and Maintenance of Moveable Equipment |
March 27, 2024 |
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4209 PR.02 Capitalization of Moveable Equipment Accessories and Composite Assets |
March 27, 2024 |
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4209 PR.03 Transfer, Sale, Disposal, or Release of Moveable Equipment |
March 27, 2024 |
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4301 PR.01 Procedures for Principal Investigators for Establishing Working Alone Protocols for Their Laboratories |
December 20, 2022 |
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5000 PR.01 Pre-Employment Screening Procedures |
March 27, 2024 |
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5001 PR.01 Hybrid Work Expectations and Implementation |
August 31, 2022 |
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5002 PR.01 Remote Work Expectations and Implementation |
August 31, 2022 |
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7000 PR.01 International Research, Programs, and Activities: Consultation, Review, and Approval |
January 21, 2020 |
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9000 PR.01 General Procedures Supporting the Yale University Policy Against Discrimination and Harassment |
August 1, 2021 |
