Forms


Accounts Payable

Form NameExcelPDFWordExternal LinkRevision Date
Authorized Signature PDF - Authorized Signature Jul-13
Authorization to Use Private Vehicles (STD. 261) LINK - Vehicle Purchase Policy and Procedure
Direct Deposit Enrollment Authorization PDF - Authorized Signature Nov-14
Direct Pay Request PDF - Direct Pay Request Oct-14
Invoice for Petty Cash Reimbursement - $50 and Under PDF - Invoice for Petty Cash Reimbursement - $50 and Under Nov-14
Moving & Relocation Authorization Request PDF - Moving and Relocation Jun-14
Payee Data Record PDF - Payee Data Record Apr-14
Pre-Travel Direct Payment or Reimbursement Request PDF - Pre-Travel Direct Payment or Reimbursement Request Nov-14
Travel Request Approval PDF - Travel Approval Request Jun-14
Travel Expense Claim EXCEL - Travel Expense Claim Jan-14
Travel Expense Claim - NEW EXCEL - Travel Expense Claim Sep-14
Travel Hotel Tax Waiver PDF - Travel Hotel/Motel Occupancy Tax Waiver Oct-14
Travel Transportation Cost Comparison PDF - Travel Transportation Cost Comparison Aug-14

Financial Accounting & Reporting

Form NameExcelPDFWordRevision Date
Campus Trust Fund Agreement PDF - Campus Trust Fund Agreement Nov-14
Employee Expenditure Adjustment Template EXCEL - Employee Expenditure Adjustment Template
General Fund Payback-Expenditure Transfer Request EXCEL - Employee Expenditure Adjustment Template May-14
Receipting Instructions for Miscellaneous Receipts/Abatements WORD DOC - Receipting for Miscellaneous Receipts Nov-13

Procurement & Contract Services

Form NameExcelPDFWordExternal LinkRevision Date
Hospitality Expense and/or Reimbursement Request PDF - Hospitality Expense Approval Jul-14
Independent Contractor vs. Employee Worksheet (HR) LINK - Vehicle Purchase Policy and Procedure Nov-11
Invoice PDF - Unauthorized Purchase Approval Request Nov-14
IT Procurement Review PDF - Unauthorized Purchase Approval Request Nov-14
Justification for Sole Source or Sole Brand PDF - Unauthorized Purchase Approval Request Jul-14
Marketplace Transfer Cart Authorization PDF - Unauthorized Purchase Approval Request Dec-14
Procurement Card - Department Expenditure Summary WORD DOC - Procurement Card Dept Expenditure Feb-08
Procurement Card - Lost Receipt Notification PDF - Unauthorized Purchase Approval Request Jul-14
Procurement Card - Request and Update PDF - Unauthorized Purchase Approval Request Jul-14
Unauthorized Purchase Approval Request PDF - Unauthorized Purchase Approval Request Jul-14

Student Financial Services

Form NameExcelPDFWordRevision Date
Appeal to Refund Policy PDF - Appeal to Refund Policy Jul-14
Authorization to Release Information PDF - Authorization to Release Information Aug-14
Parent PLUS Loan Direct Deposit PDF - Parent PLUS Loan Electronic Funds Transfer (EFT) Jul-14
Reversal of Graduate MBA Fee for Elective Course PDF - Professional Program Fee Reversal Request May-14
Sponsored Guest Parking Permits PDF - Sponsored Parking - Fund Transfer Authorization Jun-14
Stop Payment Request PDF - Sponsored Parking - Fund Transfer Authorization Jul-14

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-14
CSU Travel Procedures and Regulations PDF - CSU Travel Policy Apr-13
Moving & Relocation (coming soon)
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-09
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-14
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
Hospitality/Expense Procedures (effective 7/1/2014) PDF - Hospitality Expense Approval Jul-14
iPad Tablet Procurement Procedures LINK - iPad Tablet Procurement Procedure
Procurement Card Procedures PDF - Procurement Card Procedure Mar-12
Reimbursement to Campus Employees PDF - Reimbursement Procedure Jul-09
Small Business/DVBE Policy LINK - Small Business/DVBE Policy
Small Business/DVBE Vendor List EXCEL - Small Business/DVBE Vendor List Sep-13
Unauthorized Purchase Policy PDF - Unauthorized Purchase Policy Jul-11
Vehicle Purchase Policy and Procedures LINK - Vehicle Purchase Policy and Procedure Sep-99
Vendor Driving on Campus LINK - Vehicle Purchase Policy and Procedure Oct-14

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-13
Guidelines for MBA Fees PDF - Guidelines for MBA Fees May-10
IRA Expenditure Guidelines PDF - IRA Expenditure Guidelines May-14
Lottery Guidelines PDF - Lottery Guidelines Sep-13
Miscellaneous Course Fees/Student Learning Fees PDF - Lottery Guidelines Sep-14

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 - IT Equipment, Furniture EXCEL - Small Business/DVBE Vendor List Oct-2014

Procurement and Contract Services

How Do IExcelPDFWordRevision Date
Account Codes Matrix - IT Equipment, Furniture EXCEL - Small Business/DVBE Vendor List Oct-2014
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!