Page Comparison

100% Foundation Funded:

Submit reimbursement request via Faculty/Staff Reimbursement Request Form (must include 7 digit account number on form) to Foundation.

Split Foundation Funded:

1. Submit travel reimbursement request via Travel Reimbursement Form to CAS, submit personal reimbursement requests via Personal Reimbursement Form to CAS (must include 7 digit account number on form).

2. Department also needs to submit check request form, copy of reimbursement form, and copies of receipts covered by foundation to PSU Foundation. Payee on the check request form should be the index the expense was charged against (XXXFXX).

100% Non-Foundation Funded:

Submit travel reimbursement request via Travel Reimbursement Form to CAS, submit personal reimbursement requests via Personal Reimbursement Form to CAS

100% Foundation Funded:

1. Provide contracted agency index number along with traveler information.

2. Email Phuong Lam lamp@pdx.edu with traveler’s name and travel dates, foundation index, 7 digit account number & dollar amount.

3. Agency will email Foundation for approval.

4. Once Foundation has approved the airfare request, department also needs to submit check request form with copy of final itinerary to Foundation.

5. CAS prepares JV monthly distributing charges to various indexes

Split Foundation Funded:

1. Provide contracted agency index number along with traveler information.

2. Email Phuong Lam lamp@pdx.edu with traveler information and travel dates, foundation index, 7 digit account number & dollar amount.

3. Agency will email both department authorized individual and Foundation for approval.

4. Once Foundation has approved the airfare request, department also needs to submit check request form with copy of final itinerary to Foundation.

5. CAS prepares JV monthly distributing charges to various indexes

100% Non-Foundation Funded:

1. Provide contracted agency index number along with traveler’s name.

2. Agency will email authorized individual for approval.

3. CAS prepares JV monthly distributing charges to various indexes

PSU Foundation

• Travel Guidelines
• Personal Reimbursements Guidelines

Campus Accounting Services (CAS)

• /wiki/spaces/~655483049/pages/992478215Travel Policy
• /wiki/spaces/~655483049/pages/992414195

PSU Foundation

• If first establishing a new foundation account, complete the Account Agreement Form with list of signers and send to Foundation. 
• If account has already been established and new signers are needed, complete the Account Signature Card and submit to Foundation. 

Campus Accounting Services (CAS)

• Complete the PSU Signature Authorization form and submit to CAS.  

PSU Foundation

• Submit form to Foundation if donated property is to be retained for less than 3 years or sold upon acceptance.
• See the Gift-in-Kind procedures for additional guidelines.

Campus Accounting Services (CAS)

• Submit form to CAS if donated property is to be retained for the University’s operations use if they are to be retained for 3 years or more.
• See the Gift-in-Kind procedures  procedures for additional guidelines.