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Common information required for grant applications, as well as other institutional information 

Frequently, a funder will need a copy of St. Kate's W-9 to certify our Taxpayer Identification Number (TIN)

All purchases must adhere to the Business Expense Policy.

Use if there isn't a PO/invoice, or if OOP cannot be used, to make approved payments and reimbursements to consultants, vendors, or students.

All purchases must adhere to the University's Delegation of Authority.

Prior approval is needed before purchasing IT equipment or services. Use this form when requesting to purchase IT hardware, software, or other IT services. 

Use to mail items with the St. Kate’s post office in order to charge expenses to grant/department funds.

Use to track participant incentives for research participants. Review the University’s for details and requirements. A Participant Incentive Request Form must be submitted and approved prior to this log (see below).

Submit this form to request the distribution of participant incentives. 

Application to request a university Pcard or the set up of an Out-of-Pocket account with Wells Fargo. 

Use for any purchase over $5,000 via the Purchasing Department, see .

Use when an erroneous charge has been placed on an account to transfer the charge to the correct fund-org. At the bottom of the form, you will need to justify the error in detail and describe how you will prevent this from happening in the future. 

Instructions on how to waive sales tax charges if purchasing online. If purchases are made through Amazon, reach out to the Purchasing Department to make sure you're using the University's Amazon Business account.

To avoid paying sales tax as a nonprofit organization, use this form at the time of purchase. If you are purchasing online, review the Sales Tax Refund Instructions.

A list of on-campus and off-campus resources for transcription work. 

Automatic deposit authorization form to pay vendors directly into their banking account. 

This is a mandatory form for payment to vendors. Please include with all forms for vendor payment requests. This form asks for the Taxpayer Identification Number (TIN) and Certification from a Vendor or Consultant.

All travel must be approved through a Travel Authorization Form prior to incurring expenses.

Use Carlson Wagonlit Travel to book all grant-funded travel, including hotel, lodging, , and car rental. Contact Purchasing (purchasing@stkate.edu) and use this to set up a profile.

Use this form to document grant-funded mileage reimbursement for students. Employee mileage reimbursement should be submitted through Wells Fargo Out-of-Pocket.

(International)
Use this form to document grant-funded international travel for expenses not on your PCard. Use the foreign currency of the location you traveled to. 

(Student)
Use this form to document grant-funded student travel for expenses not on a PCard.

Use this form when contracting with an external consultant. This form should be reviewed and approved by the SPREE office prior to enforcement of the contract.

Use to pay a consultant for grant-related work (not employed by St. Kate’s). Submit an for electronic payment.

Use to determine what type of relationship is most appropriate when working with an individual, company, or organization (not a St. Kate’s employee).

This form is used when St. Kate’s is the lead organization on a grant award. 

Use to pay St. Kate’s faculty/staff for one time or short term grant work under $5,000.

Employment and Recruitment Resources
See HR’s website for recruiting and hiring requirements. 

A and must be completed.

Use to inform HR about a number of personnel actions, such as new hire, rehire, increase or decrease in hours, and termination.

Use as guide for current student wage rates, student employment certifications, student employment manuals, and more.