University Policies, Procedures, Forms, and Guides

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

Policies

Number Policies Revision Date
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
1109 Internet Access from Home April 21, 2008
1110 Personal and Off-Campus Use of University Property Including Vehicles February 1, 2006
1200 Post-Issuance Tax-Exempt Bond Compliance September 17, 2015
1301 Sponsored Projects Financial Reporting and Financial Closeout February 1, 2021
1305 Cost Transfers Involving Sponsored Projects April 12, 2022
1306 Cost Sharing on Sponsored Projects May 25, 2017
1307 Subrecipient - Establishing, Managing, and Monitoring September 14, 2021
1308 Program Income Associated with Sponsored Projects November 12, 2020
1310 Principal Investigator Eligibility Requirements on Sponsored Projects November 9, 2021
1311 Institutional Base Salary for Sponsored Projects March 9, 2022
1315 Effort Reporting: Certifying Effort on Sponsored Projects December 3, 2018
1316 Effort Commitment: Managing Effort Associated with Sponsored Projects July 31, 2019
1360 Human Research Protection March 19, 2022
1370 Export Controlled Information March 20, 2017
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 March 21, 2022
1415 Allocating the Cost of University Services February 3, 2012
1420 Waste Stream, Scrap Material and Recycling Management January 18, 2012
1501 University Auditing February 1, 2006
1510 Ethics Policy for the Staff of University Collections February 1, 2008
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
1607 Information Technology Appropriate Use Policy August 11, 2020
1608 Mobile Device Management Policy December 9, 2014
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 July 1, 2013
1614 Vulnerability Management March 31, 2015
1615 Information Technology Infrastructure and Applications Change Management Policy April 17, 2015
1705 University Fleet Policy June 26, 2018
2100 Revenue Principles, General August 7, 2018
2200 Gifts to the University December 14, 2021
2201 Gifts from External Parties to Employees August 16, 2006
2203 University Funds Functioning as Endowment (UFFEs) June 2, 2017
2805 Establishing and Maintaining University Bank Accounts May 25, 2017
2815 Petty Cash Funds September 14, 2021
2820 Acceptance of Payment Cards January 14, 2021
3301 Travel on University Business February 10, 2022
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
3410 CT Income Tax Withholding for Nonresident Athletes and Entertainers July 20, 2015
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
3504 Compensation for Travel Time and On-Call Time September 9, 2014
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 Equipment June 2, 2017
4300 Automated External Defibrillator (AED) October 5, 2012
4400 Service Animals and Emotional Support Animals August 16, 2022
3502 Timekeeping April 4, 2022
3201 General Purchasing May 18, 2022
3210 Professional Services and Consulting March 15, 2019
3215 Yale Purchasing Card May 2, 2019
3220 Purchase of Restricted Items July 2, 2021
3401 General Payment July 29, 2021
4210 Valuation of Inventory December 18, 2013
2801 Depositing and Recording University Funds June 22, 2017
1000 Development, Revision, and Posting of University Policies, Procedures, and Forms January 27, 2020
1604 Data Classification Policy January 12, 2018
1605 Web Accessibility Policy March 26, 2021
1300 Chart of Accounts Governance February 2, 2018
1430 Shipping January 27, 2020
Towards a Tobacco Free Yale November 18, 2019
1800 Real Estate Leases May 4, 2018
3505 Out-of-State Work Locations August 3, 2018
6001 Research Data & Materials Policy October 4, 2018
3510 Faculty & Staff Relocation Expenses November 5, 2018
2810 Sales & Use Tax January 13, 2022
7000 International Research, Programs, and Activities January 21, 2020
Interim Purchasing and Reimbursement Policy (For Employees in Remote and Hybrid Working Arrangements) August 9, 2021
Provision of Meals to Students at Virtual Meetings of Student Organizations (Interim) September 28, 2020
1107 Reporting Foreign Gifts and Contracts October 27, 2020
9000 Yale University Policy Against Discrimination and Harassment March 3, 2022
6002 Application of Facilities and Administrative Rates and Costs Recovery May 9, 2022
8000 University’s Permanent Collections of Cultural Property April 8, 2022
5001 Hybrid Work Policy July 13, 2022
5002 Remote Work Policy July 13, 2022