Policies, Guidelines and Resources

Policy, GuideLine or ResourcePrimary Contact

ACCOUNTING

Accounting Cheat Sheet Dave Berglund
Activity Codes Dave Berglund
Banner Account Code Descriptions (Expenses) Tracy Arndt
Banner Account Code Descriptions (Revenues) Tracy Arndt
Commonly Used Accounting Codes Tracy Arndt
Equipment Sale/ Donation/Disposal Dave Berglund
Looking for Forms? Accounting Forms

Contracts, Purchasing AND Discounts

How to Order Office Supplies Matt Rumpza
Standard Engagement Contracts Planning Checklist Matt Rumpza
When to use a Purchase Order Matt Rumpza
Purchase Order Terms and Conditions Matt Rumpza
ACTC Consortium Contracts Matt Rumpza
ACTC Hotel Discounts Matt Rumpza
E&I Consortium Contracts

Without logging in, any site visitor can use the navigation pane in the lower left corner to select a vendor and view an overview of the contract. Within the overview window, click on "Discount/How to Order" to see more details, contact info, and needed discount codes.

Matt Rumpza
Staples Advantage Quick Guide Matt Rumpza
Looking for Forms? Contract, Purchasing and Discount Forms

Finance Systems Access and Approvals

Approver Responsibilities Lois Welch
Looking for Forms? Access and Approvals Forms

TAX and TAXATION

Macalester College Minnesota Tax-Exempt Certificate (ST-3) Patricia Langer
Macalester College W-9 (completed and signed) Patricia Langer
Taxable Prize or Award/Gifts Guidelines to Macalester Students, Faculty, or Staff Patricia Langer
Looking for Forms? Tax and Taxation Forms

TRAVEL

Airfare Mileage Calculator Lois Welch
Business Purpose Description Lois Welch
Currency Codes by Country Lois Welch
Currency Conversion Calculator Lois Welch
Currency Conversion Worksheet Lois Welch
Faculty Travel and Research (FTR) Fund Guidelines 
Reimbursable Travel Expenses Lois Welch
Travel Advance Request and Reporting Guidelines Lois Welch
Travel Expense Documentation Lois Welch
Looking for Forms? Travel Forms
Grant Travel Policies, Guidelines and Resources

VENDOR PAYMENTS

Wire Transfer Guidelines Doug Rosenberg
Looking for Forms? Vendor Payment Forms