Business Forms & Procedures

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PAGE CONTENTS MOVING: Business Forms and Procedures can be found on the Business Services intranet site accessible by MESD staff. Links on this page are in the process of being updated accordingly.

Billing

Billing Request Form (XLS) (If you need Business Services to produce an invoice for your department/program, please complete this form and submit to Business Services)

Budget Monitoring

* GL Codes: General Structure Information (PDF)

* GL Codes: Organizational Key Listing (PDF)

* GL Codes: Object Code Listing (PDF)

Journal Entry Request Form (XLS) (Need a JE? Just complete this form and submit to Business Services!)

Budget Realignment Request (XLS) (Please contact Sara Bottomley for details)

*Please note, GL Codes are subject to change throughout the year. You can find current listings in BusinessPlus, at ifas.mesd.k12.or.us, (the  report path is Reports\CDD Reports\GL\Account Listings). If you need additional help finding these reports, please contact accounting@mesd.k12.or.us. 

Business Cards & Letterhead Ordering Process

Process for Ordering Business Cards and Letterhead (PDF)

Contracts: Acquisition & Administration of Goods & Services Provided to MESD by a Vendor

Before taking any action, contact Don Hicks, Contracts & Risk Manager, at 503-257-1518, or via email at dhicks@mesd.k12.or.us for a roadmap through the contracts process.

How to Create a Contract Record in BusinessPlus (PDF)

How to Add a Contract Amendment in BusinessPlus (PDF)  

Contracts: For Services provided by MESD

Contact your department's Contracts Manager (your Business Partner, Department Secretary or Administrative Assistant) for templates and process. For additional questions, please contact Brian Altman at 503-257-1794 (email: baltman@mesd.k12.or.us) or Don Hicks at 503-257-1518 (email: dhicks@mesd.k12.or.us).

Payables

Payment Request Form (XLS) (If you need Business Services to make a payment for your department/program, please complete this form and submit to Business Services, ATTN: Accounts Payable)

The AP check run is every Thursday

Additional Forms & Procedures (Alphabetical List)

Deposit Request Form (XLS)

Expense Reimbursement: Please do this is in BusinessPlus, at the Employee Services tab, using the Expense Reimbursement Webform. For help with this process, please contact the Technology Services Help Desk. You can place a ticket here: MESD Help Desk

Mileage Reimbursement Rate: Effective January 1, 2017, the rate for business miles driven is 53.5 cents per mile, down from 54 cents in 2016

Facilities Services Requests & Transportation / Delivery Requests: Please request help from Facilities Services is by submitting a Schooldude ticket, which you can do here: http://login.myschoolbuilding.com/msb.

MESD Donation Receipt (Word)

MESD W-9 (PDF)

Mileage Chart - Round-trip from MESD (PDF)

Office Depot Online Ordering (Contact Brian Altman, Purchasing Support Analyst, at baltman@mesd.k12.or.us for login information)

Office Depot Print Order Form (PDF)

Tax Treatment of State & Local Governments (PDF)