The OSA Guide to Financial Procedures explains how to spend student government money once it is allocated to your organization.
- C-1 Form
To report Travel and Entertainment expenses for individuals not affiliated with Penn only
- C12 Contractor Form
To pay individuals not affiliated with Penn for speaking or other services
- Foreign National Information Form
Necessary for non US citizens not affiliated with Penn when reimbursing them or paying them for speaking or other services
- Payment to Individual
To pay any individual for services
- Performance Contract
Use for individuals speaking or performing or agencies providing speakers or performers when they don't supply their own contract.
- Petty Cash Reimbursement
To report any expenses for reimbursement, $35 or less
- Purchase Order Request
Making purchases from University recognized vendors
- PCard Report Form
Required for documenting PCard purchases.
- W-9 Form
To pay individuals not affiliated with Penn or companies, reimbursements and payments
To pay non-US citizens with out a social secuity number who are not affiliated with Penn.
- Travel and Expense Reimbursement
To report any expenses for reimbursement for University affiliates, over $35. These all go through Concur,* the University's new reimbursement system.
- PCard Application
Required for groups who would like to acquire a ProCard.
- Car Rental Insurance Tip Sheet
The University has a new system for reporting expenses for reimbursement called Concur.
Go to http://cms.business-services.upenn.edu/penntravel/ to create an expense report after submitting the Travel and Expense Reimbursement form to your Financial Advisor. All instructions are available on that website.
Helpful Tips for Navigating Concur:
The PennBook contains important policies relating to extracurricular activities. Of special note are:
- Poster and Banner Policy
- Alcohol and Drug Policy
- Antihazing Regulations
- Code of Student Conduct
- Use of Facilities
- Nondiscrimination Statement
- Open Expression Guidelines
- Structures on College Green