BUSINESS & FINANCE: SALES, REVENUE, AND ROYALTIES

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In an effort to preserve and maintain its history, Yale University seeks to retain certain documentation concerning sales, revenue, and royalties at Yale.  Specific topics of interest include:

• Development and implementation of policies, procedures, and instructions, and
   
• Interaction and flow of information among various offices with sales, revenue, and royalties responsibilities.
   

Archival records (Permanent records should be transferred to the Archives.  Please arrange timing and frequency of records transfer with Archives staff.) Annual reports and/or summaries of Treasury Services and university units that take in revenue or royalties   Policies, procedures, guidelines, and instructions for handling sales and revenue   Meeting minutes and committee reports that deal with sales and revenue policies and services   Publications regarding sales and revenue services for departments (2 copies)   Topical files of the assistant treasurer

Office of record The Office of Finance and Administration, the Office of Cooperative Research, Tax Department, Treasury Services, Peabody Museum of Natural History, Yale Center for British Art, Yale Art Gallery, and any other units that maintain the record copy of documentation about sales and revenue.  Business managers and other designated staff may also hold record copies of certain unique materials.  Individual units that are not responsible for the creation of such records, but that maintain duplicates of such works or related materials, should destroy these files after they are no longer needed.

• Accounts receivable records
   
• Petty cash records, including fund requests, financial statements, receipts, and reimbursement records
   
• Sales records, including bank records, cash register tapes, check records, charge card records, ticket sales records, and receipts
   
• Small gift records