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)

  • 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

Policy

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

Policy

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

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)

 

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)

  • Please work with your unit's development office to initiate the approval process for a Fundraising Event.

Instructions / Training Guides

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.

Exception to Policy FormPDF File Opens in new window

 

Delegation of Signature Authority

The Delegation of Signature Authority is used to delegate an Administrator’s authority to another with sufficient knowledge of CSFPF Policies and Procedures.

Note: A copy of the CSFPF approved "Delegated of Signature Authority" is to be attached to every request authorized by the delegate.

Form(s)