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Budget & Planning
Back
  • General Budget Development
Controller's Office
Back
  • Accounting & Reporting
  • Bursar
  • General Accounting and Plant Fund
  • Fund Accounting
    • Trust Accounting
    • Investment Accounting
  • Payroll Services
    • Payroll Toolbox
    • Withholding Toolbox
    • Information & Resources
    • Org Chart
  • Tax Office
    • Tax Compliance and Information
    • Forms and Publications
    • Sales and Use Tax
    • Income Tax
    • Property Tax
Cost Studies
Back
  • Policies & Procedures
  • Cost Studies Org Chart
  • Training Materials
  • Web Space Tool
Post Award Administration
Back
  • Policies & Procedures Related to Post Award Administration
  • Agency Policies and Regulations
  • Resources
  • Salary Cap Calculator
  • Uniform Guidance Single Audit Reports
  • Forms
  • Training
  • Frequently Asked Questions
  • Contact Us
Property Services
Back
  • Equipment Screening
  • FAQs
  • Forms
  • Policies & Procedures
  • Property Services Org Chart
  • Property Recycler
Treasury Services
Back
  • Cash Services
  • E-Commerce (Web-Based Credit Card Transactions)
  • Electronic Payments
  • Merchant Information (PCI DSS)
  • Organization Chart
  • Petty Cash
  • Policies, Procedures & Forms
  • 2006 CEFA Bond Swap
Open search form
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Welcome to the Office of Financial Services and Treasurer's web site. The Office of Financial Services exists to provide the highest quality service and support to Caltech's faculty, students, and staff in their pursuit of Caltech's mission "to expand human knowledge and benefit society through research integrated with education."

The Office of Financial Services also has a fiduciary responsibility to protect the long-term interests of the Institute and to operate with the highest levels of professionalism and integrity. In concert with this mission, the values of service, accountability, and passion are embraced and fostered.

This website is intended to serve as a useful resource providing current information about the services we provide. Please use the menu above to learn more about the specific department or topic you are interested in. The menu also provides quick access to some of the more common resource requests. Please feel free to contact us if you have any questions or comments.

~Sharon E. Patterson


Sharon E. Patterson
Associate Vice President for Finance and Treasurer
626-395-3937
Fax 626-395-5944
Mail Code 229-6

Lorianne Bowers
Administrative Assistant
626-395-3655
Mail Code 231-6

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