Skip to main content
It’s Your Yale
Menu
Yale University
News
Workday
Yale Status Board
Get Help
About Operations
Our Strategy & Initiatives
Administrative Operations
Business Operations
Facilities
Finance
Hospitality
Human Resources
Information Technology
Office of New Haven Affairs
Public Safety
Search
It’s Your Yale
Working at Yale
Working at Yale
Working at Yale
Explore Working at Yale
Careers
Applicant Resources
Search Careers
Benefits
Your Finances
Your Well-Being
Your Work + Life
Employee Engagement & Workplace Culture
Accommodations
Employee Resource Groups
Human Resources Business Partner
Learn & Grow
I am a Learner
I Manage People
I Want to Grow
Manager Toolkit
Onboard
Recruit & Hire
Team Experience Builder
New Employee Information
Important Actions to take
New Employee Contest
Stay in Touch
Staff Recognition
Recognition Resources
Staff Service Recognition Program
Workplace Guidelines
Faculty Handbook
Integrity and Ethical Conduct
Union-Management Relations
Yale University Hotline
Campus Essentials
Campus Essentials
Campus Essentials
Explore Campus Essentials
Community Safety
Campus Safety Support
Lockout Services
Victim Services
Public Safety Event Support
Lost & Found
Dining Around Campus
Dining at The Shops at Yale
Eli Bucks
Yale Restaurants/Cafés
Getting Around Campus
Accessible Transit
Bike
Bus
EV Charging
Parking
Rideshare
Train
Using the Shuttle
Walking in New Haven
Zipcar
Off-Campus Living
Find an Apartment
Local Overnight Accommodations
Workplace Services
Workplace Services
Workplace Services
Explore Workplace Services
Building & Grounds
Campus Planning & Programming
Custodial Services
Landscaping & Snow Removal
Lockshop Key Request
Maintenance Request
Recycling
Business Travel
Air
Booking Travel
Ground
Hotels
Travel Guidance
Facilities Safety Systems
Automated External Defibrillator (AED) Program
Security Cameras & Card Access Control Support
Mail, Shipping, & Receiving
Campus Mail
Courier
Express Shipping
Outbound Bulk Mail & Shipping
Moving & Storage
Office & Equipment Moves
Relocation & Logistics
Warehouse
Planning an Event or Program
Conference & Event Planning
Event Registration Platform
Kitting & Fulfillment
Summer Housing
Venue Rentals
Yale Catering
Printing & Design
BluePrint Copier Rental
Custom Merchandise
Digital Design
Digital Printing, Binding, & Finishing
Experiential Graphics
Graphic Design
Place an Order
Poster Printing
Print Procurement & Consulting
Research Support
Grant Support Offices
Office of Research Administration
Research Compliance & Regulatory Affairs
Sponsored Projects
Technology
IT Requests
IT Services
IT Support Articles
Software Catalog
University Vehicles
Charter Services
Fleet Management
Yale Trademark Licensing
Filming & Photography on Campus
Yale Brand Guidelines
Yale Swag
Financial Resources
Financial Resources
Financial Resources
Explore Financial Resources
Accounting
Accounting Manual
Chart of Accounts
Closing Schedules
External Reporting
Gift Administration
Budgeting & Financial Planning
Budget & Planning Resources
Planning, Budgeting and Forecasting Overview
University Budget Books
Yale Budgeting Tool (YBT)
Business & Travel Expenses
Gifts from University Funds
Meals & Entertainment
Travel for Yale
Finance Basics & Tools
Finance Chatbot
Reporting & Analytics
Treasury Services
Internal Controls & Compliance
Approval & Signature Authority
Financial Compliance
Financial Integrity
Internal Auditing
Tax Information
Paying People
Payee Setup
Payroll
Payroll Costing Allocations
Student Employment
Purchasing & Paying
Expense Reports
International Transactions
Purchasing Card ("PCard")
Purchasing Contracts
Source to Pay Process
Supplier Management & Payment
Research & Sponsored Projects
Certifying Effort
Cost Transfers
Office of Sponsored Projects
Sponsored Accounting & Grant Management
Study Participant Remuneration
University Service Providers & External Sales
Policies & Procedures
Policies & Procedures
Policies & Procedures
Explore Policies & Procedures
University Policy Library
University Policies, Procedures, Forms, and Guides
Policies & Procedures by Topic
Policies & Procedures Development
Policies & Procedures Drafts
Yale University
News
Workday
Yale Status Board
Get Help
About Operations
Our Strategy & Initiatives
Administrative Operations
Business Operations
Facilities
Finance
Hospitality
Human Resources
Information Technology
Office of New Haven Affairs
Public Safety
Search
Show all breadcrumbs
Policies & Procedures
Home
Policies & Procedures
Procure to Pay
Procure to Pay
Policies
3201 General Purchasing
3210 Purchase Contracts
3215 Yale Purchasing Card
3220 Purchase of Restricted Items
3302 Business Meals, Entertainment, and Other Social Events
3305 Expense Advances
3401 General Payment
3410 CT Income Tax Withholding for Athletes and Entertainers
3415 Payments to Individuals Who Are Neither Citizens nor Permanent Residents of the United States
Procedures
1305 PR.02 Cost Transfers Involving Sponsored Projects
3201 PR.01 Purchase Order Process
3201 PR.02 Pricing Documentation Process
3210 PR.01 Services Contracts Process
3210 PR.02 Employee vs. Independent Contractor
3210 PR.03 Process for Purchase Contracts for Software, Web Development Services, Electronic Applications, and Data Use Agreements
3210 PR.04 Statements of Work
3210 PR.05 Goods Contracts Process
3215 PR.01 Yale Purchasing Card Procedure
3215 PR.02 Yale Expense Management (PCard and Out-of-Pocket Expenses)
3301 PR.02 Obtaining Cash for Yale Activities Abroad
3305 PR.01 Spend Authorization Process for Expense Advances
3401 PR.01 Supplier Setup and Change
3401 PR.02 Supplier Invoice Request
3401 PR.03 Disbursing Funds for Prizes, Awards, Stipends, and Fellowships
3401 PR.04 Submitting Invoices for Payment
3401 PR.07 Requesting Accounts Payable Check Voids
3401 PR.08 Recurring Payments
Forms
3201 FR.04 Independent Cost Estimate
3201 FR.05 Pricing Documentation
3201 FR.06 Sole Source Documentation
3205 FR.04 Application for IRS Individual Taxpayer Identification Number (IRS Form W-7)
3205 FR.05 Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)(IRS Form W-8BEN)
3205 FR.05A Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)(IRS Form W-8BEN-E)
3205 FR.06 Request for Taxpayer Identification Number and Certification (IRS Form W-9)
3205 FR.07 Application for a Social Security Card (SSA Form SS-5)
3205 FR.09 Supplier Change Request
3210 FR.01 Services Agreement
3210 FR.02 Guest Speaker Agreement
3210 FR.04 Standard Performance Agreement
3210 FR.05 Statement of Work / Exhibit A to Services Agreement
3210 FR.06 Services Agreement for Freelance Photographers
3210 FR.09 Yale University Music Commission Agreement
3215 FR.01 Yale Purchasing Card Cardholder Agreement
3215 FR.03 Purchasing Card Application for Reactivation of Individual Card
3215 FR.06 Purchasing Card Request (New/Cancel/Change) Form
3215 FR.07 Request to Delegate Authority to Prepare Expense Reports and Spend Authorizations
3215 FR.09 120-366 Day Taxable Expense Reimbursement
3215 FR.10 Individual and Department PCard Limit Changes/Exceptions
Guides
No results found.