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 
  • 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
  • COVID-19 I-9 Completion Signed
  • 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
  • Risk Policy
  • Temporary Food Facility Guidelines for Commercial Operations 
• 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
• 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-Procurement-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 (PDF)
  • Direct Deposit - Payroll Distribution Form (DOC)
  • Employment Authorization Form_August 2021 (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
  • W-4 2021
• Property Forms
  • Partner 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
    (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
  • 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