CHABSS Professional Development (PD) Spending Request Form

Teaching and working in CHABSS means belonging to a community of scholars. Our community is dedicated to teaching students a wide range of subjects while providing a depth of understanding for those who choose to study a discipline further.

Professional development is defined as the pursuit of knowledge or skill through study, research and creative activities, professional travel, conferences, workshops or courses that directly support and develop discipline or career. Appropriate expenditure may include supplies, equipment*, books, professional memberships or subscriptions, and other costs related to professional development. Hiring students to assist with research, scholarly and/or creative activities is permissible. All purchases must follow CSUSM policies.

• Supplies and equipment must relate to advancement/development of faculty teaching, and/or research study/scholarship. (e.g. Printing directly related to research study/scholarship).
• General office supplies are not able to be purchased using professional development per this definition.
• It is not our policy to use funds on home offices, supplies, and equipment. 
• Professional Development funds must be spent in the year received.
• Faculty must be active in the semester that they use professional development funds. Faculty are ineligible on the semester they are FERPing. 

 For additonal info see the:  Academic Affairs PD

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GUIDELINES FOR COMPLETING THE CHABSS SPENDING REQUEST FORM

Please verify your funding and funding source with your administrative coordinator before submitting this form.

• All individual faculty (TT and Lecturer) requests to spend professional development funds from stateside, extended learning, startup, etc. (does not include C-Corp or Foundation funds) must complete the form (link on the right).
• When completed and submitted – the form will generate a confirmation email that will automatically be sent to the Submitter and the Dept. Administrative Coordinator. The Submitter and Administrative Coordinator will receive an email within 5 business days from the Dean’s Office with further instruction(s) (approval, request for additional info, etc.)
• For technology requests please note that there may be additional prcess/approval time from IITS after spending request approval. 
• If you wish to request travel, consult the travel website before completing this request form. Once approved for travel follow all travel processes and allow for additional process/approval time.

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Pre-Approved Items: The following items are considered pre-approved, excluded from Deans Office review, and do not require a Spending Request Form

• Books
• Conference Registrations only
• Memberships (single year, no multiple year memberships or lifetime memberships)
• Subscriptions – Requires an ITR approval through IITS before purchase

Items Requiring Approval: The following items need Deans Office review and require a Spending Request Form.

• Supplies
• Travel
• Hiring Students
• Hiring Contractors/Consultants (editorial, transcription, translation services)
• Technology i.e., computers, monitors, iPad, apple pencil, tablets, cameras
• Ergonomic items required through SH&S ergonomic evaluation
• Gift Cards for research study participants
• Online course, seminar, workshop

Items Not Approved: The following items are not appropriate use of PD funds and are not approved

• Furniture
• Regalia
• Decorative items for office such as frames, posters, pillows, etc.
• Cash payments to students
• Cash payments for research study participants
• Guest Speakers

*If you need to inquire about spending outside of the items listed please submit a Spending Request Form

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ACKNOWLEDGEMENTS:

• Any items purchased with professional development funds are the property of CSUSM and must be returned to CSUSM for proper decommissioning, disposal or reuse per applicable policies.
• Professional development funds must cover the entire cost of an ITEM: co-mingling of funds (i.e. 50% PD, 50% personal) is not allowed, with the exception of travel. For TRAVEL, any expense above or beyond available funding will be out of pocket.
• Using university purchasing processes is strongly encouraged (e.g. ProCard; Purchase Order) for all purchases rather than reimbursement.