Policies, Procedures & Guidelines

Accounts Payable

Budgeting Services

Customs & Traffic

Financial Services

Investment (Treasury)

Strategic Procurement

Student Accounts

Student Fees Comittee Policies, Procedures and Guidelines

Trust Funds

University Policies, Procedure and Guidelines


Financial Services

Acceptance of Payment Cards, Policy on

Affiliates, Charging for Space and Services, Policy on

Accounts Receivable and Billing (Non Student)- MacBill

Accounts Receivable (non student)- Interest Guideline

Cash Control Policy and Procedures

Capital Assets Policy

Capital Assets Procedures (Tracking, Loss, Damage and Disposition)

Central Bank Borrowing Policy

Clearing and Holding Accounts

Debt Management Policy

Declaration of Conditions of Employment (T2200) Form

CRA T2200 - Interpretation Guide

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

Guaranteed Housing Loans to Faculty and Staff

In Kind Contributions - Research

Intellectual Property Related Payments

Journal Entry Policy

Guideline for Journal Entries not subject to Workflow

Librarian Professional Development Allowance Plan (LPDA)

Guidelines for Treatment of External Payments for Existing Employees

Engagement of Independent Contractors

**Please Note:
1. Revised Contract for Services, changing "consulting/consultant" with Contracting/Contractor
2. May be used for both, engaging Professional Services as well as Consulting Services (specify on Schedule A)
3. To be used along with Schedule A (Services and Fees). This is in Word format to allow specifying the services/deliverables and fees, etc.
4. May only be executed/signed according to the Execution of Instruments Bylaw of the Board of Governors
5. The Contract is now in PDF format, in order to disallow changes to the Legal Terms, which may not be altered without prior approval from procurement or Legal

PDA Clinical Faculty of HSc - Policy

PDA Clinical Faculty of HSc - Procedure

Petty Cash Funds

Unclaimed Payment Procedure


Student Fees Comittee Policies, Procedures and Guidelines

Guidelines for Digital Learning Resources - Policy effective from September 2014

Financial Accountability Policy for Student Organizations that receive Fee Remittances from the University - Policy Effective December 1st, 2014