McMaster University administrative policies, procedures and guidelines can be accessed from this site. Within each of the categories there are titles which narrow the subject information. From these titles the policy document can be selected.
Each policy, procedure or guideline contains information at the start which includes the position responsible for developing and maintaining the document and a contact department. If you require further information or clarification, simply click on the contact department name to send them a message via e-mail.
Documents on this site are deleted, amended or added on an ongoing basis by the Office of the Vice-President (Administration). For information concerning adding a document or a link to this listing, please e-mail us at vpadmin@mcmaster.ca. Your comments and suggestions are welcome.
McMaster University policies, procedures and guidelines specific to the Board and Senate can be found here.
ADMINISTRATIVE POLICIES AND PROCEDURES:
Quick Links:
| Accounts Payable (back to top) |
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AP-010 - Travel Policy and Procedures |
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AP-030 - Policy on Reimbursement of Goods and Services(formerly Cheque Requisition Policy) |
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AP-070 - Reimbursement of Business Entertainment Expenses |
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AP-080 - Professional Membership Fees for Eligible Full-Time Employees |
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Cheque Requistion Guidelines (ECR) |
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Electronic Cheque Requistion Procedure (ECR) |
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Guidelines - MPDA - Reimbursement of Internet Monthly Fees |
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Guidelines - Payments to Research Study Participants |
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Guidelines - Renting Vehicles |
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Instructions - Completing the Acquisition Card & AP Summary Sheet |
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Policy on Faculty Professional Development Allowance Plan (PDA) |
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Social Memberships |
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Support Fund Raising Activities |
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| Budgeting Services (back to top) |
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Academic Revenue Generating Activities |
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Operating and Ancillary Budgets Policy |
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Guidelines for Preparation of Budgets by Ancillary Departments for the fiscal years 2010/11, 2011/2012 and 2012/2013 |
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Guidelines for Preparation of Budgets by Operating Departments for the fiscal years 2010/2011, 2011/2012 and 2012/2013 |
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Authorization for Commitment: Governed by the University Operating Budget Policy: Faculty |
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Authorization for Commitment: Governed by the University Operating Budget Policy: Staff |
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| Customs and Traffic (back to top) |
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CT-010 - Selection of Carriers and Routing |
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CT-020 - Expediting and Tracing of Shipments |
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CT-030 - Loss or Damage to Property During Transportation |
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CT-040 - Provincial Sales Tax |
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CT-060 - End Use Information Requirements |
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CT-070 - Importation Tax & Duty Information |
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CT-080 - Foreign Shipment - Imports |
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CT-090 - Foreign Shipments - Exports |
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CT-100 - Import Licenses and Permits |
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CT-110 - Export Permits |
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CT-120 - Goods and Services Tax (GST) - Importations |
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CT-130 - Preparation of Freight Bills |
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CT-140 - Insurance |
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Policy on Relocation Expenses |
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| Financial Services (back to top) |
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Acceptance of Payment Cards, Policy on |
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Approval Authorities for Construction and Maintenance Projects |
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Asset Capitalization Guidelines |
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Banking Resolution |
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Borrowing Resolution |
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Cash Control Policy and Procedures |
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Central Bank Borrowing Policy |
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Debt Management Policy |
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Declaration of Conditions of Employment (T2200) Form |
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Departmental and Research Bookstore Charges |
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Departmental Charges Made to Student Accounts |
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Directions to the CIBC Mellon Global Securities Services Company by McMaster University, a Resolution Respecting |
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Dishonest or Fraudulent Activities Related to Funds
or Property Owned by or in the Care of McMaster University |
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Equipment Internal Loan Policy |
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Execution of Instruments, A Resolution Respecting the |
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Expenditure Policy for Restricted Capital Fund |
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Expenditure Policy: Internally Restricted Endowments |
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Expenditure Policy: General Trust Funds (Externally Restricted Endowments) |
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Faculty Professional Development Allowance Plan (PDA) Policy and Procedures |
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Financial Instruments Accounting Policy - Automatic Election as "Hold for Trading" |
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Guaranteed Housing Loans to Faculty and Staff |
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In Kind Contributions - Research |
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Librarian Professional Development Allowance Plan (LPDA) |
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Operational Policy & Procedures for Trust and Endowed Fund Management |
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Payments to Individuals (Independent Contractors) Versus Employees |
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° Appendix E - Independent Contractors Questionnaire |
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° ICQ Interpretation Guidelines |
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° Appendix F-1 - Sample contract for Services with Individuals |
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° Appendix F-2 - Sample Contract for Services with Personal Services Corporation |
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° Appendix G -Supplemental Contract for Research Services |
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Petty Cash Funds |
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Professional Development Allowance, Clinical Faculty, Faculty of Health Sciences - Policy |
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Professional Development Allowance, Clinical Faculty, Faculty of Health Sciences - Procedures |
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Project Prioritization Policy |
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Specifically Funded Programmes (Ledger 4 Accounts) |
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Student Societies Annual Financial Reporting Requirements, Guidelines for |
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University Equipment and Moveable Assets - Loss Prevention and Compensation Policy |
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| Investment (Treasury) (back to top) |
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Audit of Estate Accounts Policy |
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Investment Policies and Objectives - Contributory Pension Plan for Salaried Employees, Statement of |
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Contributory Pension Plan for Salaried Employees, Statement of Contributory Pension Plan for Hourly-Rated Employees, Statement of |
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Investment Policies and Objectives - Investment
Pool, Statement of |
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Cash and Short Term Investment (formerly Working Capital) |
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Safekeeping Resolution |
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Sale of Securities, Resolution for the |
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Social Responsibility and McMaster's Investment Policy |
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| Mail Services (back to top) |
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MS-010 - Internal Mail System |
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| Purchasing Services (back to top) |
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Code of Labour Practices for University Suppliers and Licensees |
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Execution of Instruments, A Resolution Respecting the |
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Fair Trade Purchasing Policy for University Suppliers & Licensees |
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SP-01 Strategic Procurement |
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P-130 - Confidentiality |
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P-140 - Departmental Acquisition Card |
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P-150 - Prepayment Policy For Non-Travel Related Expenses |
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P-160 - Disposal of University Surplus Assets |
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P-170 - Ethical Practices |
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P-190 - Gifts & Gratuities |
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P-330 - System Contracts |
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P-360 - Supplier Obligation |
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P-390 - Supplier Samples |
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P-410 - Supplier Visitations |
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P-500 - Environmentally Green Purchasing |
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P-N/A- Operating Guidelines for the Purchasing and Development Departments |
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| Student Accounts (back to top) |
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Miscellaneous Fees |
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Tuition Fees |
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| Trust Fund (back to top) |
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Expenditure Policy External Restricted Endowments |
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Expenditure Policy Internal Restricted Endowments |
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Operational Policy and Procedures for Trust and Endowment Fund Management |
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Charitable Giving |
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Undergraduate Award |
May 2, 2012
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