Policies, Procedures & Forms
For additional information or questions, please contact CSFPF at (657) 278-2786 or foundation@fullerton.edu.
Jump to: Accounts Payable | Accounts Receivable | General Foundation Information & Forms
Accounts Payable
Account Transfer
An Account Transfer is used to transfer funds from one CSFPF account to another.
Forms
Change Fund
Change Fund is used to make change at approved fundraising events and other events where the CSFPF serves as the fiscal agent.
Form(s)
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Please work with your unit's development office to complete a Change Fund request.
Policy
Check Request
A Check Request is a request to process payments or reimbursements on qualifying expenditures.
Forms
Foundation Credit Card Program
The Foundation Card provides a simplified method to acquire small dollar purchases of approved goods or supplies outside of the formal Procurement Process.
Forms
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Foundation Card Delegate Form
-- NEW!
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Foundation Card Reconciliation Form -- Coming soon
IT Purchase Policy
Any related purchases need to adhere to the IT purchasing policy.
Procurement/Requistion Request
The Procurement Process facilitates the purchases of goods or services requiring, but not limited to: contractual agreements, legal interpretation, liability risk, hazardous materials, international contracts.
Form(s)
Instructions / Training Guides
Check List
Policy
COVID-19 Refund Form
A COVID-19 Refund is a request to refund an individual or entity due to a cancellation of an event. The form and supporting documentation must be submitted via email to giftadmin@fullerton.edu for credit card refunds or foundation@fullerton.edu for check refunds.
Scholarship Distribution
The Scholarship Distributions is a request to distribute funds to a scholarship recipient.
Form(s)
Special Consultant and Payroll
CSFPF provides no payroll services. The Special Consultant Pay and Payroll Reimbursement is for paying individuals already employed by the University or another Auxiliary.
Policy
Travel
CSFPF follows all State policies for travel reimbursements. Please refer to the Campus Travel Operations site for more information.
Form(s)
Accounts receivable
Foundation Deposit
The Foundation Deposit is required for, but not limited to, charitable funds received.
Form(s)
Gift of Stock and Wire Transfer
Donors who wish to make a donation via domestic or through an international wire transfer, please call the Foundation directly at 657-278-2786 or email foundation@fullerton.edu for additional instructions.
Instructions / Training Guides
General Foundation Information & Forms
Cash Management
Cash Management is to ensure cash and cash equivalent is appropriately handled and document.
Forms
Fundraising Event
A Fundraising Event is conducted through CSFPF, as it relates explicitly to accepting charitable contributions for a declared purpose from entities solicited on behalf of the University.
Form(s)
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Please work with your unit's development office to initiate the approval process for a Fundraising Event.
Instructions / Training Guides
Hospitality (D11)
The Foundation requires all expenditures adhere to the Presidential Directive 11.
Forms
Instructions / Training Guidelines
Account Setup
To create a new Foundation account with a gift or gift agreement, please contact Advancement Services at (657) 278-2118. Signers on the account must be at a director level or above, and each division head must approve the establishment of a new Foundation account.
Changes to an existing account will be processed through the Account Signer Update Form and sent directly to the Foundation at CP-850.
Form(s)
Exception to Policy Form
Exception to Policy is considered on a case by case basis. All requests must be approved by CSFPF prior to any action.
Request for Invoice
A Request for Invoice (RFI) is a request by CSUF personnel to generate a bill or invoice for an external (organizations not related to CSUF) or internal (CSUF unit, department, college, the University (CSUF,) and or its auxilliaries (ASC, ASI)) entitity.
Form(s)
