Policies, Procedures & Guidelines

Accounts Payable

Budgeting Services

Customs & Traffic

Financial Services

Investment (Treasury)

Mail Services

Purchasing Services

Student Accounts

Trust Funds

University Policies, Procedure and Guidelines

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Accounts Payable

AP-010 -Travel Policy and Procedures

AP-030 -Policy on Reimbursement of Goods and Services
(formerly Cheque Requisition Policy)

AP-070 Reimbursement of Business Entertainment Expenses

AP-080 Professional Membership Fees for Eligible Full-Time Employees

Electronic Cheque Requistion Procedure (ECR)

Guidelines - MPDA - Reimbursement of Internet Monthly Fees

Guidelines - Payments to Research Study Participants

Guidelines - Renting Vehicles

Instructions - Completing the Acquisition Card & AP Summary Sheet

Policy on Faculty Professional Development Allowance Plan (PDA)

Social Memberships

Support Fund Raising Activities

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Budgeting Services

Academic Revenue Generating Activities

University's Operating and Ancillary Budgets Policy

Guidelines for Preparation of Budgets by Ancillary Departments for the fiscal years 2010/11, 2011/2012 and 2012/2013

Guidelines for Preparation of Budgets by Operating Departments for the fiscal years 2010/2011, 2011/2012 and 2012/2013

Authorization for Commitment: Governed by the University Operating Budget Policy

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Customs and Traffic

CT-010 - Selection of Carriers and Routing

CT-020 - Expediting and Tracing of Shipments

CT-030 - Loss or Damage to Property During Transportation

CT-040 - Provincial Sales Tax

CT-060 - End Use Information Requirements

CT-070 - Importation Tax & Duty Information

CT-080 - Foreign Shipment - Imports

CT-090 - Foreign Shipments - Exports

CT-100 - Import Licenses and Permits

CT-110 - Export Permits

CT-120 - Goods and Services Tax (GST) - Importations

CT-130 - Preparation of Freight Bills

CT-140 - Insurance

Policy on Relocation Expenses

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Financial Services

Acceptance of Payment Cards, Policy on

Approval Authorities for Construction and Maintenance Projects

Asset Capitalization Guidelines

Banking Resolution

Borrowing Resolution

Cash Control Policy and Procedures

Central Bank Borrowing Policy

Debt Management Policy

Declaration of Conditions of Employment (T2200) Form

Departmental & Research Bookstore Charges

Departmental Charges Made to Student Accounts

Directions to the CIBC Mellon Global Securities Services Company by McMaster University, a Resolution Respecting

Dishonest or Fraudulent Activities Related to Funds
or Property Owned by or in the Care of McMaster University

Equipment Internal Loan Policy

Execution of Instruments, A Resolution Respecting the

Expenditure Policy for Restricted Capital Fund

Expenditure Policy: Internally Restricted Endowments

Expenditure Policy: General Trust Funds (Externally Restricted Endowments)

Faculty Professional Development Allowance Plan (PDA) Policy and Procedures

Financial Instruments Accounting Policy - Automatic Election as "Hold for Trading"

Guaranteed Housing Loans to Faculty and Staff

In Kind Contributions - Research

Librarian Professional Development Allowance Plan (LPDA)

Operational Policy & Procedures for Trust and Endowed Fund Management

Payments to Individuals (Independent Contractors) Versus Employees


PDA Clinical Faculty of HSc - Policy

PDA Clinical Faculty of HSc - Procedure

Petty Cash Funds

Project Prioritization Policy

Specifically Funded Programmes (Ledger 4 Accounts)

Guidelines for Student Societies Annual Financial Reporting Requirements

University Equipment and Moveable Assets - Loss Prevention and Compensation Policy
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Investment (Treasury)

Audit of Estate Accounts Policy

Investment Policies and Objectives - Contributory Pension Plan for Salaried Employees, Statement of

Contributory Pension Plan for Salaried Employees, Statement of Contributory Pension Plan for Hourly-Rated Employees, Statement of

Investment Policies and Objectives - Investment
Pool, Statement of

Cash and Short Term Investment (formerly Working Capital)

Safekeeping Resolution

Sale of Securities, Resolution for the

Social Responsibility and McMaster's Investment Policy

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Mail Services

MS-010 - Internal Mail System

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Purchasing Services

Code of Labour Practices for University Suppliers and Licensees

Execution of Instruments, A Resolution Respecting the

Fair Trade Purchasing Policy for University Suppliers & Licensees

Plastic Bag Policy

P-000 - Foreward

P-010 - Purchasing Policy Manual

P-020 - Purchasing Policy

P-030 - Establishing New Policies & Procedures

P-040 - Changing Existing Policy & Procedures

P-050 - Purchasing Resources Department

P-060 - Purchasing Procedures

P-070 - Purchasing Resources Organization

P-090 - Cost Savings

P-110 - Sealed Bids/Tenders

P-120 - Bid, Quotations & Tenders - Evaluation

P-130 - Confidentiality

P-140 - Departmental Acquisition Card

P-150 - Prepayment Policy For Non-Travel Related Expenses

P-160 - Disposal of University Surplus Assets

P-170 - Ethical Practices

P-180 - Freight Cost

P-190 - Gifts & Gratuities

P-230 - Negotiations

P-240 - Price Validation

P-260 - Purchasing Law

P-280 - Purchase Requisition Processing Priorities

P-290 - Purchase Requisition Review Policy

P-300 - Purchase Order Expediting

P-310 - Purchase Order Cancellation

P-320 - Purchase Order Delay Documentation

P-330 - System Contracts

P-360 - Supplier Obligation

P-370 - Supplier Performance Evaluation

P-380 - Supplier Relations

P-390 - Supplier Samples

P-400 - Supplier Selection

P-410 - Supplier Visitations

P-420 - Supplier Visit Report

P-500 - Environmentally Green Purchasing

P-N/A- Operating Guidelines for the Purchasing and Development Departments

S-010 - Scientific Stores

S-020 - Standardization of Material

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Student Accounts

Miscellaneous Fees

Tuition Fees

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Trust Fund

Expenditure Policy External Restricted Endowments

Expenditure Policy Internal Restricted Endowments
Operational Policy and Procedures for Trust and Endowment Fund Management

Charitable Giving

Undergraduate Award

Resources