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Policies & Procedures
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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
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