POLICIES & PROCEDURES | CURRENT MONTH | PREVIOUS UPDATE | ARCHIVES | 4-08 A New Policy 1109 Internet Access From Home has been created and posted on our Policy website. The following General Accounting related documents have been revised. Procedures 1300 PR.01 Requesting a New Organizational Unit 1300 PR.02 Requesting a New Operating Project 1305 PR.01 Journal Entries 1315 PR.01 LD Procedures 2810 PR.01 Sales Tax Collection (the number has changed from 2100) Guides 1302 GD.01 Functional Classification Projects 1305 GD.05 Reclassification and Transfer of Funds 1305 GD.06 – DELETED 1310 GD.01 JE Source System Codes and Contacts Quick Steps 1315 QS.05 Work Outside Home Department 1315 QS.06 Create or Modify Labor Schedules 1315 QS.07 Labor Distribution Adjustments Form 2810 FR.01 Sales Tax Report (originally listed as 2805 FR.02) The Form 1410 FR.02 Request for Services has been revised. The two ITS Procedures 1601 PR.02 and 1610 PR.02  Disposal of Computers been revised. The title of the Procedure 1601 has  been changed from 1601 PR.02 Multiple IDs Sharing IDs.doc to the new title 1601 PR.02 NetID’s Identity Management. The Procedure 3417 PR.01 Payments to Study Subjects was moved from the Draft site to the main site. 4-08 The Procurement department made the following changes to its Forms and Guides. Please refer to the department website for more details. A new Guide 2200 GD.01 Group Gift Guidelines had been created by the Development Office. 2-08 A new Draft Procedure 1315 PR.04 Effort Reporting via Effort Reporting System has been posted on the Draft site for a period of 7 days.  Please send us feedback on it. A email communication has been sent to administrators.  The following Forms have been revised. 2815 FR.02 Petty Cash Quick Voucher  ( "Initiator" has replaced "Requestor") 2815 FR.01 Petty Cash Voucher  ( "Initiator" has replaced "Requestor") 2-08 Please see Procurement Documents Revisions at a Glance for detailed revisions. The following documents have  been revised. Procedure  3215 PR.01PCard/EMS Form 3201 FR.01 Purchase Requisition Form 3201 FR.01 Purchase Requisition Instructions Form 3401 FR.02 Check Request Form 1410 FR.04 Lock Shop Key Request Transmittal Form 1304 FR.04 was removed Removed Draft from Form 1304 FR.03 Renamed Form 1304 FR.06 as "Clinical Trial-Addendum" and  linked to the Form posted on the Medical School website. 2-08 The following key revisions were made to the Policy 3301 Travel on University Business and is posted on the Policy website. Section 3301.2 Lodging: Travel greater than 30 days If a business trip will be greater than 30 days, it needs pre-approval of the cognizant Provost. Reimbursement of actual lodging expenses will be up to 50% of the current published federal per diem lodging rates, available at domestic per diem or foreign per diem. The reimbursement limits apply for the entire duration of the trip, not just the portion of the trip greater than 30 days. Any exceptions to these reimbursement limits must be pre-approved by the cognizant provost for faculty and by the Controller for staff. Section 3301.4 Business Meals and Entertainment: Travel greater than 30 days If a business trip will be greater than 30 days, it needs preapproval of the cognizant Provost. Reimbursement of meals for such trips will be available at 50% of the current published federal (M&IE) per diem allowance, available at domestic per diem or foreign per diem for the actual number of days that food expenses were incurred. The reimbursement limits apply for the entire duration of the trip, not just the portion of the trip greater than 30 days. Any exceptions to these reimbursement limits must be pre-approved by the cognizant Provost for faculty and by the Controller for staff. 2-08 The following documents were revised to capture the three distinct participants for most Procurement transactions: Initiator, Preparer, and Approver:  3401 FR.02 Check Request 3401 FR.02 Check Request Instructions 3201 FR.01 Purchase Requisition 3201 FR.01 Purchase Requisition Instructions Contents of the Policies & Procedures web sites are Copyright © 2003 Yale University. All rights reserved.