1. Your Designated Position determines the CSU Disclosure Categories for which you must report.
    • Find your broad position title and disclosure categories in the Designated Positions list.
    • Review the CSU Disclosure Categories you've been asked to report on.  Only report on those areas.  
    • Why the difference? A director may be asked to report on property they own as they may make or influence decisions about renting or leasing property for an event.  A procurement card holder may only be asked to report on business relationships at which they can use a credit card.
  2. Complete the portions of the Form 700 and schedules that apply to you.
    • The Form 700 PDF file includes all related instructions, forms and schedules needed.  Do not use a previous year’s form
    • At a minimum, each position needs to complete the Form 700 "Cover Page" which is page 6 of the PDF document.  View a sample.
    • Print only the necessary pages – not all 23 pages.
    • If you do not have interests to report for a particular schedule, you do not need to print that schedule.  Simply check "No reportable interests" for that schedule on the Cover Page. 
    • All campus Procurement Card Holders must complete a form for Disclosure Category 5.  If you receive multiple notifications to complete a Form 700 due to another designated position you are in, one form can be used for multiple positions held by an individual.
    • Note: The CSU disclosure category numbers are not the same as the Form 700 schedule numbers.
  3. If you are new to the designated position, in Section 3 (Type of Statement), select the Assuming Office box, and enter the date you began the specific duties (i.e., when you received your procurement card, when you began to have fiduciary responsibility, when you received this notice).
    • If you receive multiple notifications to complete a Form 700 due to another designated position you are in, one form can be used for multiple positions held by an individual.
  4. Sign and date the cover page of the Form 700 in blue or black ink.
  5. Annual forms are due April 1.  Please send your completed (paper) Form 700 with the original signature to:
    Human Resources
    Campus Zip 0010
  6. Avoid common errors.
  7. Keep a copy for your records.
  8. Receipt: You can review the date your Form 700 was received in HRSC by logging into the DTS, select My Menu > and then My Transcript. If you recently mailed your form to our office, we are still processing those forms and will post the date in the DTS shortly.

Send questions, comments, or suggestions to form700@csuchico.edu