Campus User Forms

General Campus User Information

Financial Services Authorized Signature Form (link to Financial Services/ Accounting Operations Forms)
Combined form for Accounts Payable, Procurement & Contract Services and Travel Accounting. Use to authorize individuals to sign hard copy Purchase/Service Requisitions and authorize increases to existing orders and contracts. Approval by department head is required, and new forms must be submitted each year. Instructions also posted on Accounting Operations Forms website. Send form to Accounts Payable, Zip 243.

Direct Pay Form (doc)
Use when paying for advertisements in local newspapers for staff vacancies (excludes faculty vacancies), memberships, Orion, film rentals, note-takers, subscriptions, lodging agreements when no other travel costs are incurred, or non-travel professional development registrations. Send form to Accounts Payable, Zip 243.

Feasibility Study Report
(Replaced by IT Procurement Review.)

Hospitality Expense Approval Form (pdf)
Use for hospitality expense requests of any amount. For information on acceptable expenses refer to the University Policy on Hospitality Expenses.
For Catering services, review the Information on Insurance and License / Permit Requirements for Caterers and Food Providers (pdf), and contact Procurement & Contract Services for more information on approved caterers. Send the Hospitality Expense Approval Form as an attachment, including the corresponding Purchase Order number, to Procurement & Contract Services, Zip 245.

Independent Contractor vs. Employee Worksheet (pdf)
Use when wishing to contract with an individual (versus a company). This includes lecturers, musicians, proof readers, writers, etc.

Invoices

IT Procurement Review
Use to provide information on Information Technology (IT) requests for hardware and software $10K and over. Approval by Information Resources is required. Attach the form to the Requisition and send to Procurement & Contract Services, Zip 244.

Moving Relocation Funds

Off Campus Printing Authorization
This form is required for any request to use off campus vendors for printing, copying or any other service provided by CSU, Chico Printing Services. Send as an attachment, including the corresponding Purchase Order number, to Procurement Services & Contract Services, Zip 244.

Payee Data Record (xls)
This form is required from any vendor conducting business with CSU, Chico. Instructions (doc) for completing the Payee Data Record Send as an attachment, including the corresponding Purchase Order number, to Procurement & Contract Services, Zip 245.

Purchase/Service Requisition (xls)
Use this form only when instructed by Procurement & Contract Services staff to use it. Almost all transactions are to be submitted through the CMS (PeopleSoft) system. Instructions (doc) for completing the Purchase/Service Requisition. Completed sample (xls) of the Purchase/ Service Requisition. Send to Procurement Services, Zip 244, or Contract Services, Zip 245.

Reimbursements:  See Accounts Payable Forms

Sole Source/Brand Justification Form (xls)
Use this form to provide justification for eliminating or limiting bidding for purchase or service or IT requests $50,000 and over, or as required by Procurement & Contract Services staff. Attach the form to the Requisition and send to Procurement & Contract Services, Zip 244.

Unauthorized Purchase Approval Request Form (pdf)
Use this form to provide justification when goods or services were purchased in the name of the University without delegated authority or use of an authorized purchase request, service order or contract. See the Unauthorized Purchase Policy.


Procurement Credit Card Forms

Card Request & Update Form (doc)
Use this form to request a card for a new cardholder or to request changes for an existing cardholder.

Department Expenditure Summary Form (doc)
Use this form when there are multiple cardholders in department. Form is to identify chartfield(s) and dollar amount(s) to be charged for department's monthly procurement card transactions.

Lost Receipt Notification Form (doc)
Use this form to provide detail on purchase when receipt has been lost.
Note: Excessive use of this form may result in suspension or revocation of procurement card privileges.

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