1. ABI Advancement Business Intelligence – Portfolio Analysis Tool. There is a link from AWA where staff can go to obtain on-demand reports related to campaign progress, annual giving reports, prospect management, research, facilities naming, proposal logs, individual/unit progress toward metrics, etc. Questions should be directed to ddarprogramming@psu.edu
2. Activity Codes / Code Event Related Activates in Advance – Follow the steps as directed on the Workfront Homepage.
3. Advance Web (AWA) – Advance Oracle database that houses data on alumni, donors, and prospects. DDAR IS Training Resources.
4. Advance Web (AWA) Password – You will use your Penn State ID and Password to access AWA. Your account will become active during the Introduction to Advance Web (AWA) training session (go into LRN to register). You cannot access AWA prior to attending this session.
5. Advance Web (AWA) – Prospect Tracking: Send all proposal tracking and prospect management related questions directly to pmaoffice@psu.edu; Examples of requests or information to send to this email are creation of prospect ids for entities; updates or changes to contact report date, contact type, purpose, associated entity ids, or outcome; updates regarding staff changes; proposal back-up documentation to email to approvers as part of solicitation workflow; policy or procedure-related questions. Brent Laskowski, Executive Director.
6. Advance Web (AWA) – Training Registration LRN for Sessions at IS Training Lab located at 329 Innovation Blvd., Suite 311.  Training questions and other needs: Chrissy Long, Information Technology Trainer.
7. Alcohol Policy: The Permission to Possess/Use Alcoholic Beverages Form has been decommissioned effective October 1, 2023.  There is a new online form employees are required to complete if the event is held on university property and alcohol is being served AND they’re not utilizing Catering@PennState. We are still required to obtain budget executive approval.  I’ve instructed staff who frequently use the form to send you an email requesting approval.  That approval email will be uploaded and saved into SIMBA and/or the Concur report reconciliation process. Please review AD18 Possession, Use, and Distribution of Alcoholic Beverages for the current business process.
8. ­Allocation Codes – If a new allocation code is needed, submit the request via the Allocation Request link on the Advanced Web (AWA) Home page. Donor and Member Services (DMS) will create the code based on the information provided. If the new allocation code is for a named endowment or named annually funded account, please ensure that the request for the Guideline Agreement (GA) or Statement of Donor Intent (SODI) is submitted through GuideLION before submitting the allocation code request.  Once the Office of Gift Planning has drafted and approved the GA or SODI, DMS can proceed with creating the allocation code from the submission request. The submitter of the allocation code request will receive a system-generated email when the code has been created. For questions about allocation codes, call (814) 863-4858.
9. Alumni Association connects alumni to the University and to each other, provides services to members, and supports the University’s mission of teaching, research, and service. Mailing address is 150 Homecoming Drive, Penn State University, Hintz Family Alumni Center, University Park, PA 16802. Phone: (814) 865-6516 or toll free (800) 548-LION.
10. Alumni Association Staff Directory
11. Alumni Association Membership – Request to join or renew.  The contact person is Kristen Schrenk or email membership@psu.edu.
12. Amazon Purchasing – there is an Amazon Business partnership for Penn Staters that offers business pricing, quantity discounts and our tax-exempt status is recognized. Details can be found here. Please note eligible for Amazon.com purchases only.
13. Annual Giving Office mission is to raise funds and build awareness for Penn State priorities by renewing, acquiring, and upgrading donors and providing education on the importance of philanthropy. Examples of what they do: Annual leadership gift staff; Strategic support for unit-level special appeals across every Penn State college and campus; Leadership of segmented broad based appeals, Lion Line Telefund; Data collection and management of mail and email lists; Let’s Grow State crowdfunding platform; Analytics on donor affinities and giving histories; Special giving campaigns including Penn State’s #GivingTuesday; Leadership of student philanthropy efforts; Collaborative leadership of Renaissance Fund and President’s Club. Mailing Address: 329 Innovation Boulevard, Suite 210, State College, PA 16803-6606. Phone: (814) 863-2052 or toll free (888) 800-9163. Email: AnnualGiving@psu.edu.
14. Athletics Memorabilia Request for Donations:  contact Monica Mock, Assistant Director of Athletics Compliance and attach completed Athletics Memorabilia Donation Request Form.
15. Bio Updates for Entities – to submit an update (address, email, name changes, etc.) send an email to alumni-address@psu.edu
16. Board of Trustees of The Pennsylvania State University is the corporate body established by the charter with complete responsibility for the government and welfare of the University and all the interest pertaining thereto including students, faculty, staff and alumni.  Current Membership. Upcoming Meeting Dates, Agendas, and Minutes.
17. CASE – the University’s CASE Institution ID is 15262. With CASE membership comes unlimited access to the Advancement Resource Center—a trove of research studies, sample documents, org charts, and other useful information—as well as CASE communities, a calendar of professional development seminars and workshops, webinars on myriad topics, and networking opportunities. Questions about membership and/or the products and services offered can be directed to 202-328-2273 or support@case.org.
18. Catering – Penn State has multiple catering options to suit your needs including Bryce Jordan Center Catering, Penn Stater Hotel and Conference and Panera Bread. To determine the best fit for your meeting or event, contact Bryce Jordan Center Catering at 814-867-1231 and bjccatering@psu.edu or visit Bryce Jordan Center Catering web page.
19. Caterers for Penn State – A complete list of non-University approved caterers that may caterer for university events in which University Policy AD26 allows the use of outside caterers.
20. Compliance and Ethics Hotline Reporting: Provides an avenue for employees and/or others to report serious concerns or violations, perceived or known in the work environment. Submit a report on-line. The Penn State University Hotline: (800) 560-1637.
21. Corporate Engagement Office assists and collaborates with college and campus units on corporate fundraising and research. The office creates a bridge for partnerships with the University, while acting as a one-stop resource for corporations in need of knowledgeable faculty and staff, talented students, high-tech facilities, and opportunities for philanthropic support of activities. Address: 200 Technology Center, Suite 119. Phone: (814) 863-4304. Corporate Engagement
22. DDAR Office for Talent for Advancement Responsibilities are DDAR Professional Education and Development of Employees including Donor Centered Fundraising Curriculum, Summer DDAR Internship Program, Recruitment and Appointment of New Employees. An OUD Recruiting Agreement, MGO 1-3 Hiring Manager Phone Screen template, and an On-Campus Interview Schedule can be found on Launchpad in the DDAR Talent Management section. Website: recruitment.giveto.psu.edu.  Drew Kovacs, Director of Talent for Advancement. Address: 120 South Burrowes Street (508 James Elliott Building) State College, PA 16801.
23. Deceased Alumni or Friend (Death, Obituary) – How to Report Deceased Alumni or Friend
24. Development Administration Office encompasses the areas of Gift Administration, Donor and Member Services, Information Systems, and Prospect Management and Analytics. Cost to Raise a Dollar, Gift Reporting, Budget Reporting, Interpretation of PSU policies and procedures. Address: 120 South Burrowes Street, Office 505, State College, PA 16801. Jean Songer, Assistant Vice President for Development Administration.
25. Development Communications Office This team of writers, designers, media specialists, and marketers is committed to raising critical support for Penn State and elevating the donor experience through communications that are persuasive, impactful, and beautiful – communications that both reflect Penn State’s status as an institution of higher learning and motivate our donors to support our great University. Examples of what they do: Major gift proposals for asks of $250,000 or more; Creative and strategic contributions for annual appeals and special audience engagement efforts; @RaisePennState social platforms; A suite of design services including print, web, photo, and video; Scripting for senior development and University leadership; Press releases for major gifts and support for donor recognition events; Communications support for leadership gift staff; Design and editorial leadership of Launchpad3, raise.psu.edu, and DDAR’s recruitment page; Analytics on donor motivation, engagement, communication preferences, and more. Address: 2601 Gateway Drive (Bristol II), Suite 350, State College, PA 16801. Phone: (814) 867-0569. Angie Peechatka, Director of Development Communications, Cathy Carlson, Director of Leadership Communications and Creative Strategy, Kaitlin Hedberg, Director of Engagement Strategy.
26. Diversity, Equity, Inclusion, and Belonging (DEIB) in DDAR: As an employee of DDAR, you can join Employee Resource Groups, Book Clubs, and engage in a variety of trainings and conferences hosted by the Diversity, Equity, and Inclusion office. Be on the lookout for monthly newsletters from the DEI office for more information.
27. Division Quarterly Meetings – Karen Adams-Cox, administrative assistant for University Development, sets the schedule and sends agenda. Upcoming meeting dates and agendas are posted on Launchpad.
28. DocFinity or eDDs-Electronic Document Distribution System is a tool that enables users to access and view reports through the Web – https:dms.ais.psu.edu choose eDDS. If you are not paid by DDAR, you will need to contact the ASR for your unit to request access.
29. Donor Advised Funds (DAF) are IRS-approved public charities generally managed by investment companies which serve as conduits for gifts. The donor’s contribution is made to the fund. The donor reserves the right to recommend which charities receive grants from the fund. Payments from a DAF cannot be applied to an individual donor’s personal pledge; therefore, it is important to identify the source of funds the donor will use to fulfill a commitment prior to having the donor sign a pledge form. Contact David McGoron in the Office of Gift Acceptance with questions.
30. Donor-Centered Fundraising Curriculum – this is an on-line training program on LRN that builds a shared culture of philanthropy across the university and a common understanding on the philosophy of our development program. It provides DDAR team members with key foundational knowledge of Penn State’s approach to fundraising in a reasonably paced, easy-to-digest format. All DDAR employees are required to complete modules 1-3. For questions, contact Jill Toto.
31. Donor and Member Services -The Office of Donor and Member Services records and receipts charitable contributions to the University; processes all Alumni Association memberships; and maintains the database utilized for these purposes (i.e., AWA).  Other processes related to these responsibilities include *Recording of Major and Future Pledges, *Pledge Reminders, *Allocation Code creation, *EFT – Gift and Membership, *Payroll Deduction, *Employer Matching, and *Entity creation or deceasing. *** Questions related to these processes can be directed to their office at 814.865.7940. Mailing Address: 329 Innovation Blvd, Suite 311, State College, PA 16803-6606.
    Lauri Catalano (lmc68@psu.edu or 814.863.4864) is the Executive Director. DMS Helpful Contacts, Deceasing Form, & Requests for Mass Add of Biographical Data
32. Donor Relations and Special Events Office – provides strategic, event planning, and recognition support for all Penn State development units. These efforts are critical for the cultivation of meaningful, lifelong relationships with Penn State donors. Examples of what the office does: Donor cultivation events such as President’s Tailgates; Donor recognition events for Mount Nittany Society, President’s Club, and the Atherton Society; Dedications, groundbreakings, ribbon cuttings; Campaign kick offs/closing, donor retreats, volunteer summits, and other special development events; Scholarship events for donors and beneficiaries, Unit-specific event support or consulting available to all development units; eSteward administration; Personalized endowment reporting; Stewardship strategic planning and training; President’s stewardship communications; Gift acknowledgements; and Facilities Naming Committee. Address: 2601 Gateway Drive, (Bristol II), Suite 300, State College, PA 16801. Phone: (814) 863-4300. Email: specialevents@psu.edu.  Kelly Nguyen, Executive Director.
33. Endowment Statistics – visit the President’s Report on Philanthropy and Endowments (website). There is a semi-annual report that shows 1, 5, 10, and 20-year returns.
34. Endowments – permanent, ongoing support for our students and programs. Endowments exist in perpetuity: the fund is invested for long-term growth; only a small percentage (typically 4.5 percent) of the market value is spent each year, so that the endowment—and the legacy of our donors—endures for the life of the University. To learn more, click here.
35. eSteward – provides a unified interface to the many sources of stewardship-related data. Access and training for the system is customized and should be coordinated through your unit stewardship contact or send an email to stewardship@psu.edu. Access and training for the eSteward system is customized and should be coordinated through your unit stewardship contact or send an email to stewardship@psu.edu. eSteward can be used to view endowments, annually funded accounts, gift information, scholarships and other account beneficiaries, and transactions associated with spending from accounts. eSteward pulls data from five systems (SIMBA, AWA, LionPATH, EASIS, GuideLION).
36. Facilities Naming Requests: Policy AD05 Naming University Facilities. Contact Kelly Nguyen, Executive Director, Donor Relations and Special Events; or Haley Conaway.
37. Finance Inquiries for Alumni Association: Doreen Ferretti, Executive Director of Finance.
38. Finance Office for DDAR Resource for Guidance on Financial Policies and Procedures, Training on Financial Systems, Sap Concur Expenses, Internal and External Audits, Purchasing Card Pcard Liaison, Travel Policy, Budgets, Contracts: Corinna Bressler, Financial Officer; Cindy Gates, Financial Coordinator; and Kim Stitzer, Financial Coordinator, Finance Office Resources page on Launchpad. Group email: ddarfinance@psu.edu. Address: 120 South Burrowes St., State College PA 16801 (5th Floor James Elliott Building).
39. Fleet Access to Use Development Budget, contact the DDAR Finance Office. Access is not immediate so if you have an immediate need, contact Fleet Operations directly at (814) 865-7571.
40. Fleet Vehicle Reservations: Form to request a vehicle; View how to reserve a vehicle at Penn State Fleet at https://procurement.psu.edu/car. Questions about reservations contact Fleet at (814) 865-7571 or email fleet@psu.edu. Check with your Finance Office to determine if zero deductible insurance is required to be purchased for your unit.
41. Foundation Relations. Address: 120 South Burrowes Street (5th Floor Elliott Building) State College, PA 16801. Phone: 814-865-6468. The Senior Director position is vacant as of 5/31/24.
42. Gift Acceptance Policy: Gift-Acceptance-Policy
43. Gift Planning Office is responsible for Planned Gifts including Estates, Trusts, Charitable Gift Annuities (CGA), Charitable Remainder Trust (CRT), Securities, Guidelines/Statement of Donor Intent, Life insurance, Real Estate, Gifts-In-Kind). Contracts for Gift Administrative Questions dated 1-08-2025. Address: 329 Innovation Boulevard, Suite 313, State College, PA 16803-6606. Phone: 814-865-0872 or toll free 1-888-800-9170. email: giftplanning@psu.edu. Website: https://pennstate.planmygift.org/.
44. Gift receipt information or if a donor needs a new receipt, contact the Office of Donor and Members Services at (814) 863-4862.
45. Gifts-in-Kind (GIK) are gifts of personal property made by an individual, corporation, or foundation for the University’s ownership and use. The Office of Gift Planning oversees the process of accepting, recording and acknowledging GIKs for all units across the University.
46. Gifts in Pending (XXXPE) Pending gifts with unit allocation codes, but no budget/fund established. These gifts are counted in your unit totals, but they are not in a budget and fund. If these funds are for an endowment and you have not initiated guidelines in the GuideLION application of IBM Notes, please submit a request using the link available from the Home page of AWA titled “GuideLION Login”. If the guidelines already exist, let Donor and Member Services know this information so a budget/fund can be requested, and the money moved into the budget and fund. If the gift listed is not for an endowment, you will need to obtain a budget and fund from your financial officer and then forward it to DMS to have the budget and fund assigned to the allocation code and arrange for the pending money to be moved to the budget and fund provided.
47. Giving history questions should be directed to the Office of Donor and Member Services at (814) 863-4862.
48. Giving Societies: Mount Nittany Society, President’s Club, Nittany Lion Club, Golden Lion Society
49. Goal Setting: Reference Material and Templates/Forms for Goal Setting
50. Group Meal Calculator: Alcohol and food calculator for SAP/Concur reconciling: Group Meal Calculator
51. Guideline Agreements and Statements of Donor Intent: they are only drafted by the Office of Gift Planning.  These documents describe the benefactor’s intent and specify how the funds will be used.  These documents are signed by the donor(s) and the University. A Guideline Agreement is created and executed when the University has cash in hand, or a signed pledge commitment is forthcoming. A Statement of Donor Intent is created and executed when the funding will be received at a future date, most times after the donor’s death (i.e., monies from their future estate, the remainder of a charitable remainder unitrust, the residuum of a charitable gift annuity, a beneficiary designation of a life insurance policy, etc.).  Requesting Agreements and Process.
52. GuideLION: is the Guideline Agreements and Statements of Donor Intent application. To access: guidelion.psu.edu. Uses IBM Notes Username and Password (see IBM Notes).
53. GURU website provides access to official forms, procedures, and related-business tools for Penn State. The GURU HelpDesk is (814) 863-8592.
54. Historical Receipt/Commitment Totals by Unit: contact Jean Songer.
55. Human Resources Central: This website will provide you with information on medical cards, benefits, insurance, retirement, educational privileges, sick time, vacation time, funeral time, paid holidays, discounts, employee assistance program, performance management, compensation and classification, job reviews, job responsibilities worksheet JRW, etc.
56. Human Resources for DDAR: Amy English, Strategic Partner, 222 Boucke, (814) 863-9430. Lisa Temple, HR Consultant, 120 South Burrowes Street, Office 507, State College, PA 16801, (814) 863-0530.
57. Hyperlinks: Are you still using CTRL+ Click to open links? If so, please check out these steps to direct link:
    On the File tab, click the Options button, in the Outlook Options dialog box, on Mail tab, click the Editor Options. In the Editor Options dialog box, on the Advanced tab, under Editing Options uncheck Use CTRL+ Click to follow hyperlink. Click OK
58. IBM Notes is an application that contains Division databases and web applications. As a new DDAR employee, you receive your initial IBM Notes password via email. If you need your password reset, email ddarsupport@psu.edu.
59. Information Systems Office provides the technology leadership and direction for DDAR. Executive Director position is vacant. The office maintains access, security and the proper controls to protect the access of our database. Information Systems also manages the technology infrastructure, the Alumni/Development Database including Advance C/S and all technology projects within DDAR. Visit their website DDAR Information Systems website to view sections on Getting Help, Systems Access, Training, Selects, Policies, Archived Newsletters, and FAQs. The easiest way to open a new incident is via email. Send an email to one of the addresses listed to ensure that an incident gets assigned to the correct group.
    General Support:  DDARSupport@psu.edu
    Request Access: DDARSecurity@psu.edu
    Information Systems Training: DDARTraining@psu.edu
    Reports, Mailing Lists, Downloads: DDARSelect@psu.edu
    Infrastructure/Networking, PCI Compliance: DDARNetwork@psu.edu
60. IT Systems – Access links, password information and definition for Advance Web AWA, Launchpad, IBM Notes, eDDS (Electronic Document Distribution System), iFiles, ABI (Advancement Business Intelligence), GuideLION, eSteward, SAP Concur, WorkLion by viewing this document: New User Information (last updated 1/23/2023).
    Emergencies such as being locked out of your system or hardware failures should be directed to the general support desk at 814-865-0382.
61. Launchpad is an internal website for DDAR staff. For updating content and new story submissions: launchpadstories@psu.edu.
62. Lion Ambassador Request Form:  For when donors visit and may be bringing their children to campus and request a campus tour.  http://www.lionambassadors.com/tours.html.
63. Lion Surplus/Salvage Send to Surplus | Lion Surplus to send your department’s surplus materials, you must complete a work request in SIMBA. Warehouse hours are Monday – Friday, 8:00 a.m. – 2:30 p.m. Email: surplus@psu.edu.
64. Major Gift Officer Specialized Training is held quarterly for MGOs/Gift Planning Officers/Advancement & Giving Specialists. The purpose of this roundtable session is to provide each newly hired development officer with specialized training from the following five offices within University Development which will increase knowledge of fundraising policies and concepts:
    Donor and Member Services – Lauri Catalano; Gift Administration – David McGoron; Principal Gifts – Tina Hennessey; Finance Office – Corinna Bressler; Prospect Management and Analytics – Brent Laskowski. Contact Jill Toto
65. Mailing Services Quadient S.M.A.R.T.® – to create USPS mail meter slips and package shipments forms click here. Questions regarding mailing slips and parcel shipping should be emailed to mpcmail@psu.edu
66. Maps and Visitor Guides for all campuses. Maps and Guides.
67. Memberships. The Purchasing Card (PCard) is used for situations where the membership is an incidental result of the transaction, such as conference registrations where membership provides a net cost savings for registration (code as registration) and for journals or other data sources where membership is required to obtain the journal or information (code as books or journals). Restrictions on use and acquisition see Policy HR12.
68. Multimedia & Print Center website (Copy Services, Order Stationery, Mail Services, UPS Shipment Form, Meter Slip). Promotional Products can be purchased through https://promo.psu.edu/
69. Nameplates for employees are ordered through Signs on Site, Attn: Deb Perry, DebPerry@290signs.com 5350 Corporate Grove Blvd., SE Grand Rapids, MI 49512. Phone: (616) 656-4305. Fed ID#: 38-3308651.
70. New Employee Orientation for DDAR is held bimonthly. Contact Jill Toto
71. Nittany Lion Club website.
72. Nittany Lion Inn – Popular Inn for events and rooms. https://thenittanylioninn.com/
73. Office Quick Starts for work or at home.
74. Office365 – To check your email from home or through a web browser navigate to Outlook online. Use your Penn State user id and password.  If you have problems logging in, call the DDAR Support Team at (814) 865-0382 or create a ticket by sending an email to DDARSupport@psu.edu. Here is an Outlook Mobile Device Setup Cheat sheet if you would like to setup your mobile device.
75. Office365 cheat sheets. Get up to speed in minutes, quickly refer to things you’ve learned, and master keyboard shortcuts.
76. Organizational Charts: These can be found on Launchpad.
77. Organizational Professional Development – Karen Michel sets the schedule and sends agenda. Upcoming meeting dates and agendas are also posted on Launchpad. These meetings occur quarterly.
78. Payment Decision Matrix SIMBA and General Ledger Accounts: Determining the use of purchasing card (Pcard), Non-PO Invoice, or Lion Marketplace as well as to find General Ledger Accounts. GENERAL LEDGER ACCOUNTS, PRODUCT CATEGORY & PAYMENT DECISION PORTAL
79. Penn State Policies website (Academic, Administrative, Budget, Business Services, Financial, Human Resources, Intellectual Property, Payroll, Research, Safety, Travel).
80. Penn Stater Magazine is a benefit of membership in the Penn State Alumni Association. Ryan Jones is the editor. Learn more about the magazine here.
81. Per Diem Rates for SAP Concur/travel and events per diem rates
82. Posting an Event on LaunchPad A report of all upcoming events will be posted to the shared events calendar to senior management. This will be done bimonthly. Here are the Instructions for Posting an Event on LP.
83. Press Releases All press releases that announce gifts to the University, fundraising achievements, volunteer staffing, and related news should be shared with the Office of Development Communications BEFORE the text is reviewed and approved by the donors in question. If the press release is announcing a gift of $1 million or more, you must share the final version with the VP for DDAR after the release has been approved by Development Communications and before the release is reviewed by the donors or published.
84. Principal Gifts Office leads strategy development and execution on all principal gift prospects ($5M+). The office works with the President, Provost, and Deans in developing marquee cross-institutional proposals that stem from the University’s Campaign Imperatives and strategic plan and build support of those signature programs through partnerships across the University. Tina Hennessey, senior assistant vice president for principal gifts. Address: 119 Old Main, University Park, PA 16802.
85. Prospect Management and Analytics – central office that provides information and analysis to development units to assist them in identifying lifetime donor relationships with our alumni, friends, and corporate and foundation partners. Donor Screening, Prospect Referrals, Research Reports, Pipeline Prospects, Travel Lists/iFiles. Brent Laskowski, Executive Director. Address: 120 South Burrowes Street (534 James Elliott Bldg.) State College, PA 16801. Send email to PMAOffice@psu.edu for Prospect ID changes; ROC modifications beyond text or description; Staff table updates; Proposals updates after entry, status changes, and receipt updates; Circulation of proposal backup and workflow of approval process; and Policy or procedure questions.
86. PSUBuy: is an online marketplace where Penn State faculty and staff can purchase goods and services from catalogs or templates. For questions or assistance, review the provided guides or contact Penn State Procurement using the Procurement Assistance Request form.
87. Purchasing Card Pcard is a Visa charge card that enables authorized Penn State employees to purchase certain goods and services and travel expenses directly from a supplier. It eliminates the need for additional paperwork (such as purchase orders and invoices) and it can be used for transactions up to a predetermined limit, which varies by employee. SAP Concur is used to settle all purchasing card transactions – both for travel as well as for good and services. Lion Marketplace should be used in lieu of the Purchasing Card whenever possible.
88. Purchasing Card Pcard Obtaining a Card To get a Purchasing Card, you must complete the Purchasing Card online tutorial and electronically sign the Purchasing Card agreement.  Please go to the following site for procedures on obtaining a card. click here
89. Purchasing Card Pcard PIN.  You will set up your PIN when you call to activate your new card.   It will be important to memorize the PIN for your chip card. For PIN entry issues, call the number on the back of the card for assistance in resetting the PIN.
90. Purchasing Card Pcard statements – PNC Centre Suite https://www.centresuite.com/Centre/Public/Logon.aspx?PNC The web ID/activation code is the cardholders Penn State ID #.  Purchasing Card statements are not mailed since the cardholder is responsible for verifying and submitting all pcard charges through SAP Concur. For questions, email pcard@psu.edu.
91. Purchasing Card Reporting Unauthorized Purchases – you should immediately call PNC Bank to report the card as lost/stolen. You should then inform your finance office and file a dispute with PNC Bank to receive credits for the unauthorized purchases. You have 60 days from the transaction date to file a dispute with PNC Bank.
92. Purchasing Cardholder Pcard assistance Call (814) 863-6224. The line is monitored by several Pcard staff during regular business hours allowing for a prompter response time. You may also email pcard@psu.edu. For after-hours assistance, contact PNC Bank directly at (877) PSU-4PNC or (800) 685-4039.
93. Rental Car Contract Information (National Car and Enterprise Corporate Discount Numbers). View contracts with National Care Rental and Enterprise Rent-a-Car at https://procurement.psu.edu/car.
94. Retention Periods of Financial Documents you can find the policy here. The website will update as the rules for retention change.
95. SAP Concur (sapconcur.psu.edu) automates the entire reimbursement process – from submission of expenses to approval and payment. SAP Concur allows you to use your Penn State Purchasing Card with travel spending limits to pay for expenses like lodging and meals. Training, Administration, & User Guides. ‘How To’ Documents.
96. SAP Concur DDAR focused training in small groups or individually – email ddarfinance@psu.edu.
97. SAP Concur questions can be directed to the Concur Support by sending an email to erssupport@psu.edu, by completing the Contact Form, or by phone at (814) 863-9713.
98. Alumni Lounge in Old Main To schedule this conference room, contact Karen Adams-Cox.
99. Schedule Rooms and Events with 25Live a scheduling platform for CollegeNET. Reserve a conference room through 25Live here. To request training, view training videos, facility policies and reservation fees at University Park, click here.
100. Securities Transfers All delivery instructions are to be provided by the Office of Gift Administration. Donors interested in gifting securities should be directed to Terri Hewitt or 888-800-9170.
101. SIMBA (System for Integrated Management Budgeting and Accounting) simba.psu.edu. This is the University’s financial system.
102. Solicitations: Submit & Track Solicitation Approval Requests/Proposals
103. Tax Deductibility of Charitable Contributions 2025.01.14 Tax Exempt Status Letter.
104. Tax Exemption Penn State is tax exempt for sales tax in Florida, Idaho, Illinois, Kansas, Kentucky, Maine, Maryland, Mississippi, Missouri, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, and Vermont. Penn State is not exempt from hotel occupancy taxes. You should be making your best efforts to avoid paying sales tax that we are not liable for when making purchases on the University’s behalf. Sales tax exempt certificates can be found on the purchasing website at: Purchasing- exemption forms Don’t forget to input the seller’s information and the date near the signature before sharing the certificate with a supplier. Select “state government” for online registrations since the university is not considered an educational institution in this context. If a vendor erroneously charged tax, please reach out to that vendor to see about getting a credit. If you are unable to obtain a credit, reach out to your finance office for guidance.
105. Tax ID Penn State’s Federal Tax ID is 24-6000-376
106. Transfer/Separation Checklist for resigning employee Contact Lisa Temple.
107. Transportation at University Park Information on transportation and parking (including parking permit rates) can be found at transportation. Visit your unit’s parking chair to obtain an employee parking permit, if needed.
108. Travel Expenses University Policy requires all travel expenses to be completed and submitted in SAP Concur within 60 days of the end of business travel. In order for an expense report to be considered “submitted,” a traveler or his/her delegate, must log into the SAP Concur system and click on the “submit” button for the report. Having the expenses entered in the system, but not submitted by the traveler, is not enough. If you have any questions regarding this policy, or about the SAP Concur process, contact ddarfinance@psu.edu.
109. Travel Policies (Meals, Lodging, Transportation, Expenses and Receipts, Insurance, Payment Methods, Nonemployee Travel, Combining Business and Personal Travel, Travel Settlement).
110. University Police You can find the University Police or Security Office phone numbers for each campus at www.police.psu.edu. University Park Campus Police: (814) 863-1111.
111. University Staff Advisory Council (USAC). The University Staff Advisory Council consists of dedicated staff who act in an advisory capacity to central administration; explore issues, policies, and practices that impact staff; suggest revisions to policies and new policy initiatives; and advocate for staff welfare and development. USAC serves the PSU president and administration through the vice president of human resources and accepts new members annually. Council Website. Contact: askusac@psu.edu
112. USPS Stamp Purchases this is an unallowable purchase on the purchasing card except if you are at a campus. At University Park, Mailing Services must be used to purchase stamps and for all other mailing services. Obtain pink card from MPC (sample here: live stamps pdf) and route to Jean Songer, DDAR Budget Administrator, and Corinna Bressler, DDAR Financial Officer, for signature. Electronic signatures are not accepted.  Andria Wasson at Multimedia Print Center (ajw6317) is the point of contact for live stamp requests.
113. Vehicle Accident Report http://guru.psu.edu/formpublic/8-04VehicleAccidentReportFRM.pdf.
114. Visits by the President of the University Visits with major gift prospects, particularly those with seven-figure capacity, is strongly encouraged. Time on the President’s calendar, be it while she is traveling or on campus, must be coordinated through the Office of Principal Gifts. Any post-visit stewardship communication is coordinated by the Office of Donor Relations and Special Events.
115. Volunteer Programs Mission is to provide development and oversight of volunteer recruitment, on-boarding, engagement, education, evaluation, and recognition practices within the Office of University Development. Examples of what they do: Leadership and oversight of all aspects of management, correspondence, meeting/event preparation and implementation for the Campaign Executive Committee, Volunteer Engagement Committee, Presidential Counselors, and unique committees to support women’s leadership in philanthropy; Oversee the selection and implementation of OUD’s three annual awards – corporate partner, fundraising volunteer, and philanthropist of the year; Create meaningful partnerships with university leadership, OUD executives, and unit fundraising leaders to ensure strong management processes and systems are in place to effectively engage volunteers; Maintenance of the volunteer website, a resource for providing training and education, timely news articles, meeting dates, pertinent volunteer materials, and announcements and messages from the campaign chair and other fundraising leaders. Address: 2601 Gateway Drive, Suite 225 (Bristol II), State College, PA  16801-3213
116. Volunteers – Adding/Removing Contact your assigned researcher in the Office of Research and Analytics anytime throughout the year to provide details on new committee volunteers to ensure volunteers are consistently updated. All campaign volunteers are coded in AWA. If campaign volunteers are not updated in AWA they potentially could be omitted from important communication, invitations, and training. Inform the Vice President of DDAR when you transition a new committee chair; appropriate welcome letters will be prepared from the Advisory Council chair and the appropriate vice chairs.
117. Ways to Give Checks, Credit, EFT Securities: Guidelines for Gifts of Securities
118. Wire Transfer instructions can be found on Launchpad under the “Resources” tab. Click on Procedures.
119. Workday is a website for all PSU staff used to input time worked, time off, request time off, payroll, benefits, and personal information.
120. WorkLion is an internal website for all PSU staff with human resource tools such as Workday, Penn State policies, Penn State Jobs, Workers’ Compensation Claims, new employee information and links, Learning Resource Network, and Employment Verification
121. Zoom: To change profile name, go to https://it.psu.edu/get-support and select “Chat” on the right and the PSU service desk person can change for you.  You can also send an email to ITservicedesk@psu.edu
122. Zoom Help Center for additional support resources created by Zoom.
123. Zoom Learning Path for Hosts to find online resources for hosting in meetings and webinars.
124. Zoom Learning Path for Participants to find online resources for participating in meetings and webinars.

Still didn’t find the answer? Please use the “Have a Question” form on the right side of the page or email any of the DDAR Staff Support Committee members. Our email addresses are listed on the “About Us” page.