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Office of Financial Services and Controller
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Business Expense Guidelines Presentation (.pps)
Financial Information Systems Group (.pps)
Our Organization Charts
Our Policies and Procedures
Business Expense Guidelines (.pdf)
Payroll Distribution Confirmation Policy (.pdf)
Protocol for External Auditor Interaction with Caltech (.pdf)  

Business and Accounting Services

  

Business and Accounting Services Organization Chart

  

Business and Accounting Services GL Segment set up form (.pdf)

  

Budget and Planning

  
Budget Development Timeline  
Budget Planning Variables  

Bursar

  

Caltech Tax Policy

  
Common Data Set (excerpts) (.pdf)  

Financial Asset Accounting

  

Income Tax

  

Investment Accounting

  

Investment Accounting Staff

  

Property Tax

  

Sales and Use Tax

  

Sales and Use Tax Guide (.pdf)

  

Sales and Use Tax Presentation (.pps)

  

Tax

  

Trust Accounting

  

Trust Accounting Staff

  
Cost Studies  
Cost Studies Organization Chart  
Cost Studies Policies and Procedures  
Gift and Endowment Accounting Services  
Procurement Services  
Determining which expenditure type to use  
Equipment Definition  
Equipment disposal  
Equipment donated to Caltech  
Equipment search  
Expenditure type clarification for computer purchases (.pdf)  
Impact of acquiring government owned equipment  
Movement of equipment  
Property Services Organization Chart  
Purchasing equipment with p-card  
Setting up a fabrication account  
When is equipment tagged?  
Project Accounting  
Project Accounting NCURA workshop series  
Project Accounting Organization Chart  
Project Accounting Agency Policies and Regulations  
Project Accounting Policies and Procedures  
Project Accounting Cost Transfers to Federally Funded Awards Policy  
Project Accounting Forms  
Project Accounting Training Materials  

Treasury Services

  
Treasury Services: Cashier's Office  

Treasury Services Organization Chart

  

Treasury Services Petty Cash Policy and Procedures

  

Treasury Services Petty Cash Envelope Information (.pdf)

  

Treasury Services Petty Cash Envelope (.xls)

  

Treasury Services Petty Cash Slip (.xls)

  
Treasury Services Policies and Procedures  
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