
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
- Cash/Check Handling & Deposit Procedures
- Gift Card Procedures
- Hospitality Policy and CSUSM Hospitality Guidelines
- Independent Contractor vs. Employee
- Investment Policy
- Mobile Device Use for Bussiness Development 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
- Human Resources & Payroll
- Bonus Pay Policy
- Conflict of Interest Policy - Board of Directors
- Conflict of Interest Policy - Employees & Interested Parties
- Employee Compensation Policy
- Independent Contractor vs. Employee
- Injury & Illness Procedures
- Overload/Additional Employment Guidelines
- Performance Appraisal Policy and Procedures
- Separation Procedures
- Telecommuting Policy
- Vacation, Paid Time Off, Holiday, and Personal Holiday Policy
- Risk Management
- Sponsored Projects
- Conflict of Interest Policy
- Conflict of Interest Procedure
- Cost Principles Policy
- Cost Transfers Policy
- Cost Share Guidelines
- Fixed Price Contracts Policy
- Policy on the Allocation of Facilities and Administrative Costs (Indirect Costs)
- Research Incentive Payments Policy
- Residual Funds from Sponsored Projects Policy
- Service Centers Policy
- Transfer of a Sponserd Project Policy
- Useful Information
- CSU Academic Affairs Coded Memos
- CSU Executive Orders
- CSU HR Coded Memos
- CSUSM Policies and Procedures
- Office of Graduate Studies and Research Policies and Procedures
- OMB Circulars on Cost Principles and on Audit Requirements
- OSP Policies & Procedures page
- Requisition and Purchase Order Guidelines
- Terms and Definitions for CSUSM Corporation Policies and Procedures
Forms
- Business Services, Finance & Accounting 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
- Hospitality Guidelines and Form Page
- Independent Contractor Forms
- 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: FA-Accounts_Payable-ProCard_Agreement_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
- Human Resources & Payroll Forms
- Application for Employment (Non-Student)
- Application for Employment (Student)
- Application Rating Form
- Career Development Educational Reimbursement Program
- Change of Address/Name Form
(Select: AX-CSUSM_Corporation-Personal_Data_Change_Form)* - DE 4 California Withholding Allowance Certificate (2025 CA State Tax Form) PDF
- W-4 Employee's Withholding Certificate (2025 Federal Tax Form) PDF
- Direct Deposit - Payroll Distribution Form (DOC)
- Employment Authorization Form_2/20/24 (standard for most employees)
- Employment Requisition (form is required for pre-approval when hiring non-student
CSUSM Corporation employees)
(Select: AX-CSUSM_Corporation-Employment_Requisition)* - Flexible Spending Plan Benefit Summary and Forms
- Independent Contractor Forms
- Injury & Illness Prevention Program (IIPP) Form
- Interview Rating Form
- Job Description(Non-Student Assistant)
- Job Description(Student Assistant)
- Payee Data Record Form 204 (PDF)
(Select: FA-Accounts_Payable(AP)-Payee_Data_Record_Form_204) - Performance: 90-Day Form
- Performance: Annual Performance Appraisal
- Performance: Employee Self Evaluation
- Reference Check
- Reimbursed Time Form
- Retirement Plan Reduction Agreement - Part-time and/or Temporary Employee
- Retirement Plan Reduction Agreement - Regular Employee
- Separation Notice
- Telecommuting Agreement
- Time Sheet (Non-Student Assistants) (XLS)
- Time Sheet (Student Assistants) (XLS)
- Volunteer Application
- Property Forms
- 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
(Select: AX-CSUSM_Corporation-Release_of_Liability)* - Report of Injury or Illness form
- Transportation Providers Insurance Requirements (PDF)
- Worker's Compensation Declaration (DOC)
- Sponsored Projects Forms
- Change in Principal Investigator on a Sponsored Project
- Conflict of Interest Disclosure Form - Federal
- Conflict of Interest Form 700-U
- 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
- Project Agreement Form (Sponsored Projects)
- Property Status Change Form
- Purchase Order Amendment Form
(Select: AX-CSUSM_Corporation-PO_Amendment)* - Sponsored Projects - Reimbursed Time Form
- Scholarship Request Form
- Sole Source Request Form
- Subrecipient Commitment Form
- Supplier Selection and Cost Justificication Form
* all eSignature forms have changed to Adobe Sign