Policies, Procedures and Forms

Policies

• Hospitality Policy
• Procurement Policy
• Travel Policy 
• CSUSM Code of Ethics

Procedures and other Resources

• Procurement and Contract Guidelines
• Req and PO Guide
• Requisition Training Manual CMS 9.2
• Requisition Quick Reference Guide CMS 9.2
• Requisition Online Video Tutorial
• Insurance Requirements

Forms

• Billing Upload (XLS)
• Campus Programs Project Agreement & Change Form
  (Select: AX-CSUSM_Corporation-Campus_Program_Project_Form)*
• Clearing of Advances Form (XLS)
• Computer Service Agreement
• Deposit Form
• Direct Deposit Authorization Form
• Direct Pay Form and Guidelines
• Expenditure Transfer (XLS)
• Fraudulent Charge Documentation Form
• Guest Lecturer Form
• Hospitality Form and Hospitality Guidelines
• Independent Contractor Determination Form and Amendment Template
• Lack of Itemized Receipt Form
• Payee Data Record Form 204 (PDF) 
  (Select: FA-Accounts_Payable(AP)-Payee_Data_Record_Form_204)*
• Petty Cash Voucher (PDF)
• ProCard Agreement & Change Form
  (Select: AX-CSUSM_Corporation-ProCard_Agreement_and_Change_Form)*
• Purchase Order Amendment
  (Select: AX-CSUSM_Corporation-PO_Amendment)*
• Release of Liability (AdobeSign) (PDF)
• Sole Source Request Form
• Tax Accrual Form
• Travel Forms and Instructions 
• Travel Participant Forms: Release of Liability (AdobeSign)
  (Select: AX-CSUSM_Corporation-Release_of_Liability)*
  Student Code of Conduct Agreement
• Unauthorized Purchase Request for Approval (Select: FA-Procurement-Unauthorized_Purchase_Approval_Requests)
• Unauthorized Purchase Request Instructions