Procure to Pay University Wide Documents

    Document Type Numbersort descending Extension Documents Revision Date
    Policies 3201 General Purchasing July 1, 2018
    Procedures 3201 PR.01 Purchase Requisition Process July 21, 2017
    Forms 3201 FR.01 Request for Proposal (RFP) July 1, 2017
    Forms 3201 FR.02 Request for Quotations (RFQ) July 1, 2017
    Forms 3201 FR.03 Request for Information (RFI) July 1, 2017
    Procedures 3201 PR.02 Competitive Bidding Process July 1, 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.08 ACH-EFT Supplier Enrollment Form July 1, 2017
    Forms 3205 FR.09 Supplier Change Request April 19, 2018
    Forms 3205 FR.04 Application for IRS Individual Taxpayer Identification Number (IRS Form W-7) May 31, 2017
    Forms 3205 FR.03 Explanation for Sole Source Supplier July 1, 2017
    Procedures 3210 PR.01 Professional Services and Consulting Process June 11, 2018
    Forms 3210 FR.01 Professional Services and Consulting Agreement June 14, 2018
    Forms 3210 FR.02 Guest Speaker Agreement July 1, 2017
    Forms 3210 FR.05 Professional Services and Consulting Agreement (PSCA): Exhibit A - Scope of Work (Services, Milestones, and Deliverables) October 23, 2017
    Forms 3210 FR.03 Professional Services and Consulting Certification Form June 11, 2018
    Forms 3210 FR.04 Standard Performance Agreement July 1, 2017
    Policies 3210 Professional Services and Consulting July 1, 2017
    Procedures 3210 PR.02 Employee vs. Independent Contractor July 1, 2017
    Forms 3215 FR.03 Purchasing Card Application for Reactivation of Individual Card July 1, 2017
    Forms 3215 FR.09 120-366 Day Taxable Expense Reimbursement April 6, 2018
    Forms 3215 FR.06 Purchasing Card Request Form July 13, 2017
    Policies 3215 Yale Purchasing Card July 1, 2018
    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.01 Yale Purchasing Card Procedure July 1, 2017
    Forms 3215 FR.10 Individual & Department PCard Exceptions July 13, 2017
    Forms 3220 FR.01 Restricted Items Approval Request June 20, 2017
    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
    Policies 3220 Purchase of Restricted Items July 1, 2017
    Forms 3301 FR.05 Missing Receipts Form March 29, 2018
    Policies 3302 Business Meals, Entertainment, and Other Social Events February 25, 2014
    Policies 3305 Expense Advances May 4, 2018
    Procedures 3401 PR.07 Requesting Accounts Payable (AP) Check Voids and Reissues July 1, 2017
    Policies 3401 General Payment July 1, 2017
    Forms 3401 FR.06 Invoice Cover Sheet for International Activities July 1, 2017
    Forms 3401 FR.01 Wire Payment Setup Form January 18, 2018
    Procedures 3401 PR.04 Submitting Invoices for Payment July 1, 2017
    Procedures 3401 PR.02 Supplier Invoice Request July 1, 2017
    Procedures 3401 PR.05 Accounts Payable Invoice Remediation October 17, 2017
    Forms 3401 FR.04 Centralized Billing Account Maintenance January 18, 2018
    Policies 3410 CT Income Tax Withholding for Nonresident Athletes and Entertainers July 20, 2015
    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