Forms


Accounts Payable

Form NameExcelPDFWordExternal LinkRevision Date
Authorization to Use Private Vehicles (STD. 261) LINK - Vehicle Purchase Policy and Procedure
Direct Deposit Enrollment Authorization PDF - Authorized Signature Nov-2014
Direct Pay Request PDF - Direct Pay Request Oct-2014
Invoice for Petty Cash Reimbursement - $50 and Under PDF - Invoice for Petty Cash Reimbursement - $50 and Under Nov-2014
Moving & Relocation Preauthorization (coming soon)
Payee Data Record PDF - Payee Data Record Apr-2014
Pre-Travel Direct Payment or Reimbursement Request PDF - Pre-Travel Direct Payment or Reimbursement Request Nov-2014
Signature Authorization PDF - Authorized Signature Oct-2014
Travel Request Approval - travel on/after 01/01/2015 PDF - Travel Approval Request Jan-2015
Travel Request Approval - travel on/prior to 12/31/2014 PDF - Travel Approval Request Jun-2014
Travel Expense Claim - travel on/after 01/01/2015 EXCEL - Travel Expense Claim Jan-2015
Travel Expense Claim - travel on/prior to 12/31/2014 EXCEL - Travel Expense Claim Sep-2014
Travel Hotel Tax Waiver PDF - Travel Hotel/Motel Occupancy Tax Waiver Oct-2014
Travel Transportation Cost Comparison PDF - Travel Transportation Cost Comparison Jan-2015

Financial Accounting & Reporting

Form NameExcelPDFWordRevision Date
Campus Trust Fund Agreement PDF - Campus Trust Fund Agreement Mar-2015
Employee Expenditure Adjustment Template EXCEL - Employee Expenditure Adjustment Template
General Fund Payback-Expenditure Transfer Request EXCEL - Employee Expenditure Adjustment Template May-2014
Receipting Instructions for Miscellaneous Receipts/Abatements WORD DOC - Receipting for Miscellaneous Receipts Nov-2013

Procurement & Contract Services

Form NameExcelPDFWordExternal LinkRevision Date
Hospitality Expense and/or Reimbursement Request PDF - Hospitality Expense Approval Jul-2014
Independent Contractor vs. Employee Worksheet (HR) LINK - Vehicle Purchase Policy and Procedure Nov-2011
Invoice PDF - Unauthorized Purchase Approval Request Nov-2014
IT Procurement Review PDF - Unauthorized Purchase Approval Request Nov-2014
Justification for Sole Source or Sole Brand PDF - Unauthorized Purchase Approval Request Jul-2014
Marketplace Transfer Cart Authorization PDF - Unauthorized Purchase Approval Request Dec-2014
Procurement Card - Department Expenditure Summary WORD DOC - Procurement Card Dept Expenditure Feb-2008
Procurement Card - Lost Receipt Notification PDF - Unauthorized Purchase Approval Request Jul-2014
Procurement Card - Request and Update PDF - Unauthorized Purchase Approval Request Jul-2014
Unauthorized Purchase Approval Request PDF - Unauthorized Purchase Approval Request Jul-2014

Student Financial Services

Form NameExcelPDFWordRevision Date
Appeal to Refund Policy PDF - Appeal to Refund Policy Jul-2014
Authorization to Release Information PDF - Authorization to Release Information Aug-2014
Parent PLUS Loan Direct Deposit PDF - Parent PLUS Loan Electronic Funds Transfer (EFT) Jul-2014
Reversal of Graduate MBA Fee for Elective Course PDF - Professional Program Fee Reversal Request May-2014
Sponsored Guest Parking Permits PDF - Sponsored Parking - Fund Transfer Authorization Jun-2014

University Budget Office

Form NameExcelPDFWordRevision Date
Budget Transfer Template EXCEL - Budget Transfer Template Jul-14

Accounts Payable

Policy/Procedure NameExcelPDFWordExternal LinkRevision Date
Academic Affairs Travel Procedures PDF - CSU Travel Policy Mar-2014
CSU Travel Procedures and Regulations PDF - CSU Travel Policy Dec-2014
Direct Pay PDF - Hospitality Expense Approval Mar-2015
Moving and Relocation PDF - CSU Travel Policy Mar-2015
Petty Cash Procedures (coming soon)
Pre-tax Parking Deduction WORD DOC - Pre-Tax Parking Deduction

Financial Accounting & Reporting

Policy/Procedure NameExcelPDFWordExternal LinkRevision Date
Chargeback (CAF) Manual WORD DOC - Chargeback (CAF) Manual Aug-2009
CPO Guidelines WORD DOC - CPO Guidelines
Payroll Warrant Stop Payments LINK - Payroll Warrant Stop Payments
Position Data Management Guide WORD DOC - Position Management Guide Oct-2014
State Administrative Manual LINK - State Administrative Manual
Year End - Encumbrance Rollover Process PDF - Year End - Encumbrance Rollover Process
Year End - Obligation Process WORD DOC - Year End - Obligation Process
Year End - Prepaid Expenditure Process PDF - Year End - Prepaid Expenditure Process

Procurement and Contract Services

Policy/Procedure NameExcelPDFWordExternal LinkRevision Date
Buy Recycled Campaign LINK - Buy Recycled Campaign
Direct Pay PDF - Hospitality Expense Approval Mar-2015
Hospitality/Expense Procedures (effective 7/1/2014) PDF - Hospitality Expense Approval Jul-2014
iPad Tablet Procurement Procedures LINK - iPad Tablet Procurement Procedure
Procurement Card Procedures PDF - Procurement Card Procedure Mar-2012
Reimbursement to Campus Employees PDF - Reimbursement Procedure Jul-2009
Small Business/DVBE Policy LINK - Small Business/DVBE Policy
Small Business/DVBE Vendor List EXCEL - Small Business/DVBE Vendor List Sep-2013
Unauthorized Purchase Policy PDF - Unauthorized Purchase Policy Jul-2011
Vehicle Purchase Policy and Procedures LINK - Vehicle Purchase Policy and Procedure Sep-1999
Vendor Driving on Campus LINK - Vehicle Purchase Policy and Procedure Oct-2014

Student Financial Services

Policy/Procedure NameExcelPDFWordExternal LinkRevision Date
Under Construction

University Budget Office

Policy/Procedure NameExcelPDFWordExternal LinkRevision Date
Expenditure Guidelines for Campus Fees PDF - Expenditure Guidelines for Campus Fees Sep-2013
Guidelines for MBA Fees PDF - Guidelines for MBA Fees May-2010
IRA Expenditure Guidelines PDF - IRA Expenditure Guidelines May-2014
Lottery Guidelines PDF - Lottery Guidelines Sep-2013
Miscellaneous Course Fees/Student Learning Fees PDF - Lottery Guidelines Sep-2014

Accounts Payable

How Do IExcelPDFWordRevision Date
Direct Deposit Enrollment Information PDF - Procurement & Contract Services - Goods, Services & Construction Processing

Financial Accounting & Reporting

How Do IExcelPDFWordRevision Date
Account Codes Matrix - IT Equipment, Furniture PDF - Procurement & Contract Services - Goods, Services & Construction Processing Mar-2015

Procurement and Contract Services

How Do IExcelPDFWordRevision Date
Account Codes Matrix - IT Equipment, Furniture PDF - Procurement & Contract Services - Goods, Services & Construction Processing Mar-2015
Choose the Correct Category Code EXCEL - Small Business/DVBE Vendor List May-2002
Ordering Process for Goods, Services & Construction PDF - Procurement & Contract Services - Goods, Services & Construction Processing Jul-2009
Purchase Order - View Status WORD DOC - Position Management Guide Mar-2014
Requisition - Copy an Existing Requisition WORD DOC - Position Management Guide Mar-2014
Requisition - Entering WORD DOC - Position Management Guide May-2014
Requisition - Find an Existing Requisition WORD DOC - Position Management Guide May-2014
Requisition - Log into PeopleSoft WORD DOC - Position Management Guide May-2014
Requisition - Multiple Chartfields WORD DOC - Position Management Guide May-2014
Requisition - Personalize My Entry Fields WORD DOC - Position Management Guide May-2014
Requisition - Personalize My Print Fields WORD DOC - Position Management Guide May-2014
Requisition - Printing WORD DOC - Position Management Guide Mar-2014
Requisition - View Status WORD DOC - Position Management Guide Mar-2014

Student Financial Services

How Do IExcelPDFWordRevision Date
Coming Soon!

University Budget Office

How Do IExcelPDFWordRevision Date
Coming Soon!