External Sales Resources

This page contains useful information for external sales, including guidance, key contact information, and links to the relevant policy, procedures, and forms. Sales to external customers must comply with Policy 2100 Revenue Principles, General.

Guidance

• ESAP Committee Memo to the Provost: Selling Technical Services to External Customers (PDF forthcoming)
• FAQs Regarding the Fair Market Value (FMV) Analysis for ESAP
• Provost’s Office Guidance Regarding Pricing for External Customers

Key Contact Information

Contact external.sales@yale.edu for general questions regarding external sales. Below are key contacts for specific areas:

• External Sales Approval Process: Danielle Feldman, Senior Financial Compliance Analyst (danielle.feldman@yale.edu)
• TouchNet/ePay: Chelsey Toong, e-commerce Manager (chelsey.toong@yale.edu)

Important Links

• Policy 1410 University Service Providers
• Policy 2100 Revenue Principles, General
• 2100 PR.01 Executing Revenue Agreements
• 2100 PR.02 External Sales Approval Process
• 2100 FR.01 External Sales Approval Request – Short Form
• 2100 FR.02 External Sales Approval Request – Standard Form
• 2100 FR.03 External Sales Annual Renewal Form
• 2100 FR.04 External Sales Compliance Checklist
• 2100 FR.05 External Sales Fair Market Value (FMV) Analysis Template