Procure to Pay University Wide Documents

    Document Type Numbersort descending Extension Documents Revision Date
    Procedures 3201 PR.02 Pricing Documentation Process November 30, 2022
    Forms 3201 FR.04 Independent Cost Estimate October 2, 2020
    Forms 3201 FR.05 Pricing Documentation (Comparative Pricing & Competitive Bidding) November 30, 2022
    Forms 3201 FR.06 Sole Source Documentation November 30, 2022
    Policies 3201 General Purchasing August 23, 2023
    Procedures 3201 PR.01 Purchase Order Process July 19, 2023
    Forms 3205 FR.04 Application for IRS Individual Taxpayer Identification Number (IRS Form W-7) May 31, 2017
    Forms 3205 FR.05A Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)(IRS Form W-8BEN-E) May 31, 2017
    Forms 3205 FR.05 Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)(IRS Form W-8BEN) May 31, 2017
    Forms 3205 FR.06 Request for Taxpayer Identification Number and Certification (IRS Form W-9) May 31, 2017
    Forms 3205 FR.07 Application for a Social Security Card (SSA Form SS-5) May 31, 2017
    Forms 3205 FR.09 Supplier Change Request July 28, 2021
    Forms 3210 FR.01 Services Agreement November 1, 2022
    Forms 3210 FR.02 Guest Speaker Agreement December 21, 2020
    Forms 3210 FR.09 Yale University Music Commission Agreement January 12, 2021
    Forms 3210 FR.04 Standard Performance Agreement February 8, 2023
    Policies 3210 Purchase Contracts November 1, 2022
    Procedures 3210 PR.03 Process for Purchase Contracts for Software, Web Development Services, Electronic Applications, and Data Use Agreements November 1, 2022
    Procedures 3210 PR.04 Statements of Work November 1, 2022
    Procedures 3210 PR.05 Goods Contracts Process November 1, 2022
    Forms 3210 FR.06 Services Agreement for Freelance Photographers November 1, 2022
    Procedures 3210 PR.02 Employee vs. Independent Contractor June 13, 2023
    Procedures 3210 PR.01 Services Contracts Process November 1, 2022
    Forms 3210 FR.05 Statement of Work / Exhibit A to Services Agreement November 1, 2022
    Procedures 3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses) January 9, 2020
    Forms 3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations January 24, 2023
    Policies 3215 Yale Purchasing Card May 2, 2019
    Forms 3215 FR.09 120-366 Day Taxable Expense Reimbursement August 18, 2021
    Procedures 3215 PR.01 Yale Purchasing Card Procedure March 21, 2023
    Forms 3215 FR.01 Yale Purchasing Card Cardholder Agreement May 2, 2019
    Forms 3215 FR.03 Purchasing Card Application for Reactivation of Individual Card July 1, 2017
    Forms 3215 FR.10 Individual and Department PCard Limit Changes/Exceptions March 21, 2023
    Forms 3215 FR.06 Purchasing Card Request (New/Cancel/Change)Form March 21, 2023
    Policies 3220 Purchase of Restricted Items July 2, 2021
    Forms 3220 FR.02 Application for Controlled Substance Laboratory License - State of CT June 20, 2017
    Forms 3220 FR.04 COA Approval for State DCD Controlled Substance License June 20, 2017
    Forms 3301 FR.05 Missing Receipts Form August 23, 2022
    Policies 3302 Business Meals, Entertainment, and Other Social Events June 24, 2022
    Policies 3305 Expense Advances January 9, 2020
    Forms 3401 FR.03 Supplier Contact Information Form January 11, 2021
    Forms 3401 FR.06 Invoice Cover Sheet for International Activities July 1, 2017
    Forms 3401 FR.05 Supplier/Contractor Registration & Questionnaire March 11, 2023
    Forms 3401 FR.02 Supplier Payment Setup: ACH/EFT August 22, 2023
    Forms 3401 FR.01 Supplier Payment Setup: Wire Transfer May 26, 2023
    Procedures 3401 PR.04 Submitting Invoices for Payment December 9, 2020
    Policies 3401 General Payment July 29, 2021
    Procedures 3401 PR.02 Supplier Invoice Request December 9, 2020
    Forms 3401 FR.04 Centralized Billing Account Maintenance April 12, 2023
    Procedures 3401 PR.07 Requesting Accounts Payable Check Voids September 21, 2020
    Procedures 3401 PR.01 Supplier Setup and Change April 19, 2021
    Procedures 3401 PR.03 Disbursing Funds for Prizes, Awards, Stipends, and Fellowships April 19, 2021
    Procedures 3401 PR.08 Recurring Payments September 21, 2020
    Policies 3410 CT Income Tax Withholding for Athletes and Entertainers February 7, 2023
    Policies 3415 Payments to Individuals Who Are Neither Citizens nor Permanent Residents of the United States August 19, 2009
    Forms 3501 FR.04 Direct Deposit Request October 20, 2017