FACULTY DEVELOPMENT REIMBURSEMENTS

Reimbursement requests should be submitted to Accounts Payable within 60 days of expense, or upon returning to campus from a trip.  Attach original itemized receipts to the Payment Request Form and submit to Accounts Payable.  Please include the following documentation: who attended; what was purchased; date; location; business purpose.   To ensure that reimbursements are in compliance with internal and external regulation, policies have been provided for your assistance.

PDA SPENDING Guideline

If you receive PDA funds to pay for expenses related to professional development, please review the PDA Spending Guideline, guidelines are updated annually.

MANAGING YOUR BUDGET

Your budget information can be viewed on The Hub.  Log in, click on Employee, then Budget Manager Reports.  Highlight your account number under “departments” and submit.  The Summary report will give you your account balance.  Click on blue numbers for more detail.  The Detail report is a snapshot of all activity, but it will not include any carryover funds.  Professional development funds may not be over spent. 

Budget Manager Report Instructions

CARRYOVER FUNDS

Unspent PDA funds will carry over from one academic year to the next.  Carryover funds will post to your account in September, they are available to spend in advance of that date.  If you accumulate a large carryover balance over several years, you may be asked to explain the plan for your funds.  Upon retirement, any balance remaining in your account will be returned to the Dean of the College.

TAX EXEMPT 

Carleton College is exempt from paying Minnesota sales tax on the purchase of sales and goods in the state of Minnesota.  However, we must pay certain taxes, such as hotel and restaurant taxes.  The college will not reimburse individuals for sales tax paid for equipment and supplies.  Please present the Certificate of Exempt Status when making qualifying purchases.

CARLETON PURCHASING CARD

Charge against your faculty development account using your Carleton Purchasing Card.  To obtain a card, please contact Kara Lloyd at klloyd@carleton.edu to set up a 30 minute training session on how to use the College Visa card and the responsibilities associated with the program.

ON CAMPUS CHARGES:  Make internal charges such as Bookstore or Printing/Mailing.  Simply give your faculty development account number at the time of your order.

If you have any questions regarding your Faculty Development account or your grant funds,  please contact Susan Benson.

Susan Benson
sbenson@carleton.edu
507-222-5990