FAQ - PSU Foundation and Campus Accounting Services

Owned by Chad
Last updated: Jun 14, 2021

Question: I need to submit a travel/personal reimbursement; who do I submit it to?

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


Question: When seeking travel/personal reimbursement, where do the original receipts belong?

100% Foundation Funded:

Submit reimbursement form through Foundation along with all original itemized receipts.

Split Foundation Funded:

1. Submit reimbursement to CAS along with all original receipts.

2. Follow step 2 outlined in question above. In addition, send a copy of the reimbursement form and copies of receipts to PSU Foundation. 

100% Non-Foundation Funded:

Submit travel reimbursement form to CAS along with all original itemized receipts.

Question: I need to book airfare through one of the contracted agencies; what is the process?

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


Question: When are payments for travel/personal reimbursements processed?

PSU Foundation

  • Check runs in Foundation are once a week on Fridays for reimbursements submitted by 5pm on Monday.
  • Direct deposit is currently not available;
  • Employee needs to specify on form how they would like to receive check (mail, pickup etc.)

Campus Accounting Services (CAS)

  • Check runs in CAS are once a week on Wednesdays
  • Direct deposit is done daily
  • For check payments, default is to mail checks unless a special check request is submitted to CAS


Question: Where can I find policies pertaining to travel/personal reimbursement?

PSU Foundation

Campus Accounting Services (CAS)

Question: How can I be added as a signature authority?

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.  


Question: I have gifts in kind; who do I submit the Gift In-Kind form to?

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 for additional guidelines.


Question: I have questions, who can I go to for help?

PSU Foundation

Campus Accounting Services (CAS)