University Policies, Procedures, Forms, and Guides

Discover all University-wide policies, procedures, forms, and guides below.  Sort by number, name, or revision date.

Policies

Numbersort descending Policies Revision Date
Towards a Tobacco Free Yale November 18, 2019
Provision of Meals to Students at Virtual Meetings of Student Organizations (Interim) September 28, 2020
1000 Development, Revision, and Posting of University Policies, Procedures, and Forms January 27, 2020
1001 Compensation Above Salary January 25, 2016
1010 Training and Other Requirements September 12, 2016
1101 Guiding Principles for University Operations December 4, 2020
1104 University Signature Authority December 4, 2020
1105 Retention of University Financial Records December 4, 2020
1106 Preserving Records for Legal Purposes April 27, 2021
1107 Reporting Foreign Gifts and Contracts July 3, 2024
1109 Internet Access from Home June 20, 2024
1110 Personal and Off-Campus Use of University Property Including Vehicles February 1, 2006
1200 Post-Issuance Tax-Exempt Bond Compliance September 17, 2015
1300 Chart of Accounts Governance July 24, 2024
1301 Sponsored Projects Financial Reporting and Financial Closeout May 15, 2023
1304 Distinguishing Between Gifts and Sponsored Awards (Grants and Contracts) September 24, 2024
1305 Cost Transfers Involving Sponsored Projects January 24, 2024
1306 Cost Sharing on Sponsored Projects May 25, 2017
1307 Subrecipient - Establishing, Managing, and Monitoring March 12, 2024
1308 Program Income Associated with Sponsored Projects November 12, 2020
1310 Principal Investigator Eligibility Requirements on Sponsored Projects November 10, 2023
1311 Institutional Base Salary for Sponsored Projects March 9, 2022
1315 Effort Reporting: Certifying Effort on Sponsored Projects August 21, 2024
1316 Effort Commitment: Managing Effort Associated with Sponsored Projects October 1, 2024
1360 Human Research Protection January 30, 2023
1370 Export-Controlled Information November 4, 2022
1403 Charging of Administrative and Clerical Salaries and Certain Other Expenses to Federal Funds September 25, 2019
1405 Charging of Facilities and Administrative Type Expenses to Non-Federal Sponsored Projects June 6, 2017
1410 University Service Providers February 28, 2024
1415 Allocating the Cost of University Services February 3, 2012
1420 Waste Stream, Scrap Material, and Recycling Management April 4, 2024
1430 Shipping January 27, 2020
1501 University Auditing February 1, 2006
1510 Ethics Policy for the Staff of University Collections June 29, 2023
1601 Information Access and Security December 14, 2020
1602 Protecting the Security and Confidentiality of Social Security Numbers October 1, 2008
1603 Red Flags Policy August 13, 2013
1604 Data Classification Policy December 8, 2023
1605 Web Accessibility Policy March 26, 2021
1607 Information Technology Appropriate Use Policy August 11, 2020
1609 Media Control December 14, 2020
1610 Systems and Network Security December 14, 2020
1611 Program for the Security of Customer Financial and Related Data January 31, 2014
1612 Software Licensing March 22, 2024
1614 Vulnerability Management January 22, 2024
1615 Information Technology Infrastructure and Applications Change Management Policy April 17, 2015
1705 University Fleet Policy November 15, 2022
1800 Real Estate Leases April 30, 2024
1901 Mass Email Distribution and Appropriate Use July 17, 2024
2100 Revenue Principles, General April 26, 2023
2200 Gifts to the University August 16, 2023
2201 Gifts from External Parties to Employees August 16, 2006
2202 Endowment Spending and Distributions March 1, 2023
2203 University Funds Functioning as Endowment ("UFFEs") January 20, 2023
2801 Depositing and Recording University Funds April 4, 2024
2805 Establishing and Maintaining University Bank Accounts January 26, 2023
2810 Sales & Use Tax January 13, 2022
2815 Petty Cash Funds September 14, 2021
2820 Acceptance of Payment Cards January 14, 2021
3201 General Purchasing August 23, 2023
3210 Purchase Contracts November 1, 2022
3215 Yale Purchasing Card May 2, 2019
3220 Purchase of Restricted Items July 2, 2021
3301 Travel on University Business March 29, 2023
3302 Business Meals, Entertainment, and Other Social Events June 24, 2022
3303 Gifts from University Funds June 24, 2022
3305 Expense Advances January 9, 2020
3401 General Payment July 29, 2021
3410 CT Income Tax Withholding for Athletes and Entertainers February 7, 2023
3411 Joint Venture June 30, 2009
3415 Payments to Individuals Who Are Neither Citizens nor Permanent Residents of the United States August 19, 2009
3501 Payroll April 14, 2022
3502 Timekeeping April 4, 2022
3505 Out-of-State Work Locations August 3, 2018
3510 Faculty & Staff Relocation Expenses August 13, 2024
3600 Student Employment and Student Stipends September 6, 2023
4202 Capitalization, Depreciation, and Disposal of Capital Assets January 25, 2018
4203 Accounting for Internal Use Software Costs, Including Cloud-Based Computing Arrangements, and Business Process Reengineering March 24, 2017
4209 Moveable Equipment March 27, 2024
4210 Valuation of Inventory December 18, 2013
4300 Automated External Defibrillator ("AED") July 6, 2022
4301 Working Alone in Laboratories December 20, 2022
4400 Service Animals and Emotional Support Animals August 16, 2022
4500 Electric Vehicle Charging Policy March 27, 2024
5000 Pre-Employment Screening March 27, 2024
5001 Hybrid Work Policy August 31, 2022
5002 Remote Work Policy August 31, 2022
6001 Research Data & Materials Policy October 4, 2018
6002 Application of Facilities and Administrative Rates and Costs Recovery September 29, 2023
7000 International Research, Programs, and Activities January 21, 2020
8000 University’s Permanent Collections of Cultural Property April 8, 2022
9000 Yale University Policy Against Discrimination and Harassment January 19, 2024
9001 Recording Policy January 10, 2024