Administrative Fee FAQs [PDF*]

Business Expense Guidelines [PDF*]

Business Expense Guidelines:
Entertainment [PDF*]

Capital Construction Policy [PDF*]

Check Cashing Policy [PDF*]

Check Pick-Up Policy [PDF*]

Cost Sharing on Sponsored Projects

Cost Transfers to Federally Funded Awards Policy -- updated 11/2005
(click here* for a printable copy)

Endowment Payout Policy and Procedure [PDF*]

Fabrications [PDF*]

Guidelines on Investing Discretionary Funds [PDF*]

Guidelines on Underwater Endowment Accounts [PDF*]

How an Endowment Operates at Caltech [PDF*]

Payroll Distribution Confirmation Policy [PDF*]

Petty Cash Funds Procedures [DOC] [PDF*]

Protocol for External Auditor
Interaction with Caltech [PDF*]

Service Center Policy [PDF*]

Tax Policy [PDF*]

• Financial Services, Controller and Accounting Offices
• Procurement Services