Policy, Guideline or Resource Primary Contact

Accounting

Accounting Cheat Sheet (PDF) Dave Berglund
Activity Codes (PDF) Dave Berglund
Activity Codes Excel Format (XLSX) Dave Berglund
Banner Account Code Descriptions Account Category (Expenses) (PDF) Tracy Arndt
Banner Account Code Descriptions (Revenues) (DOCX) Tracy Arndt
Commonly Used Account Codes (PDF) 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
Macalester College Sustainable Purchasing Guidelines Matt Rumpza
ACTC Consortium Contracts Matt Rumpza
ACTC Hotel Discounts Matt Rumpza
Car Rental Discounts (PDF) 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 (PDF) Matt Rumpza
Looking for Forms? Contract, Purchasing and Discount Forms

Finance Systems Access and Approvals

Approver Responsibilities Matt Rumpza
Looking for Forms? Access and Approvals Forms

Tax and Taxation

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

Pcard

Chip and Pin Pcard – Forgot your PIN Grace Wood
Pcard Statement Schedule Grace Wood
Looking for Forms? Pcard Forms

Travel

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

Vendor Payments

Wire Transfer Guidelines Matt Rumpza
Looking for Forms? Vendor Payment Forms