Policies, Procedures and Forms

Policies and Procedures

Summary of CSUSM Corporation Policies

• Business Services, Finance and Accounting

  • Administrative Cost Recovery Policy 
  • CSUSM Corporation ProCard Manual  
  • Delegation of Authority Policy 
  • Deposit Procedures 
  • Gift Card Procedures 
  • Hospitality Policy 
  • Independent Contractor vs. Employee  
  • Investment Policy 
  • Procurement & Contracts Guidelines
  • Procurement Policy 
  • Property Control Policy 
  • Public Relations Funds Policy 
  • Records Retention Policy and Procedure 
  • Requisition and Purchase Order Guidelines Guide
  • Reserves Policy 
  • Staples Purchasing Guidelines 
  • Travel Policy and Travel Guidelines 

• Human Resources & Payroll

  • Bonus Pay Policy
  • Conflict of Interest Policy - Board of Directors 
  • Conflict of Interest Policy - Employees & Interested Parties
  • Independent Contractor vs. Employee 
  • Injury & Illness Procedures
  • Overload/Additional Employment Guidelines 
  • Performance Appraisal Policy and Procedures
  • Procedures for Hiring Employees through CSUSM Corporation
  • Separation Procedures
  • Summary of Hiring Documents
  • Vacation, Paid Time Off, Holiday, and Personal Holiday Policy 

• Risk Management

  • Risk Policy
  • Temporary Food Facility Guidelines for Commercial Operations 

• Sponsored Projects

  • Conflict of Interest Policy
  • Cost Principles Policy
  • Cost Share Guidelines
  • Fixed Price Contracts Policy
  • Office of Graduate Studies and Research Policies and Procedures
  • OMB Circulars on Cost Principles and on Audit Requirements
  • Policy on the Allocation of Facilities and Administrative Costs (Indirect Costs)
  • Requisition and Purchase Order Guidelines

• Useful Information

  • CSU Academic Affairs Coded Memos
  • CSU Executive Orders
  • CSU HR Coded Memos 
  • CSUSM Policies and Procedures
  • OSP Policies & Procedures page
  • Terms and Definitions for CSUSM Corporation Policies and Procedures

Forms

• Business Services, Finance & Accounting Forms

  • After the Fact Memorandum Template
  • Billing Upload (XLS)
  • Campus Programs Project Agreement & Change Form (Docusign)
  • Clearing of Advances Form (XLS)
  • Computer Service Agreement
  • Deposit Form
  • Direct Deposit Authorization Form
  • Direct Pay Form (DOC)
  • Expenditure Transfer (XLS)
  • Fraudulent Charge Documentation Form
  • Guest Lecturer Form
  • Hospitality Checklist
  • Independent Contractor Packet and Amendment Template
  • Lack of Itemized Receipt Form
  • Payee Data Record Form 204 (PDF)
  • Petty Cash Voucher (PDF)
  • ProCard Agreement & Change Form (Docusign) 
  • Purchase Order Amendment (Docusign)
  • Sole Source Request Form
  • Tax Accrual Form
  • Travel Forms and Instructions (if you are a MAC user and having trouble with the forms, email corp@csusm.edu)
  • Travel Participant Forms: Release of Liability (Docsuign) and Student Code of Conduct Agreement 

• Human Resources & Payroll Forms

  • Annual Performance Appraisal (refer to Performance Appraisal Policy)
  • Application for Employment (Non-Student)
  • Application for Employment (Student)
  • Application Rating Form
  • Career Development Educational Reimbursement Program
  • Change of Address/Name Form (Docusign - preferred)
  • Conflict of Interest Forms A & B
  • DE 4 California Withholding Allowance Certificate (PDF)
  • Direct Deposit - Payroll Distribution Form (DOC)
  • Employment Authorization Form - Faculty/Exempt Level CSU Staff
  • Employment Authorization Form - Standard (for most employees)
  • Employment Requisition (form is required for pre-approval when hiring CSUSM Corp employees that are not Student/Sponsored Project – 85xxx employees)
  • Flexible Spending Plan Benefit Summary and Forms
  • Guest Lecturer Payment Form
  • I-9 Instructions and I-9 Form (Required at New Employee Orientation)
  • Independent Contractor Packet and Amendment Template
  • Injury & Illness Prevention Program (IIPP) Form
  • Interview Rating Form
  • Job Description(Non-Student Assistant)
  • Job Description(Student Assistant)
  • Payee Data Record Form 204 (PDF)
  • Performance: 90-Day Form 
  • Performance: Employee Self Evaluation
  • Reference Check
  • Reimbursed Time Form (paper) and Reimbursed Time Form (DocuSign)
  • Report of Injury or Illness
  • Retirement Plan Reduction Agreement - Part-time and/or Temporary Employee
  • Retirement Plan Reduction Agreement - Regular Employee
  • Separation Notice
  • Time Sheet (Non-Student Assistants) (XLS)
  • Time Sheet (Student Assistants) (XLS)
  • Volunteer Application
  • W-4 Form 2018 (PDF)
  • W-4 2019

• Property Forms

  • Project Request Form
  • Property Status Change Form

• Risk Management Forms

  • Application for Temporary Permit - Food and Beverage
  • Automobile Insurance Certification (DOC)
  • Catering and Food Service Vendors Insurance Requirements (PDF)
  • Indemnification and Hold Harmless (PDF)
  • Release of Liability (Docusign) 
  • Report of Injury or Illness form 
  • Transportation Providers Insurance Requirements (PDF)
  • Worker's Compensation Declaration (DOC)

• Sponsored Project Forms

  • Conflict of Interest Disclosure Form  (Governmental: DHHS/PHS/NIH)
  • Conflict of Interest Disclosure Form (Governmental: Non-DHHS/PHS/NIH)
  • Cost Sharing Approval/Verification Form
  • Financial Management Systems Questionnaire
  • Fixed-Price Contract Close-Out Certification
  • Funding Search Request Online Form
  • Pre-Award Grant Support Forms:  Research Interest Form and Sponsored Projects Approval Form
  • Project Agreement Form (Sponsored Projects)
  • Property Status Change Form
  • Purchase Order Amendment Form
  • Reimbursed Time Form
  • Scholarship Request Form
  • Sole Source Request Form
  • Subrecipient Commitment Form
  • Supplier Selection and Cost Justificication Form