Policies and Procedures
Quicklinks:
Purchases of Goods and Services
CSFPF provides a purchase order process to facilitate purchases of goods or services where the vendor requires a purchase order number or signed contract. Most purchase orders will be processed through the University's Contracts & Procurement Department with a reimbursement from the CSFPF. Please read the policy for more details and the PO process.
Forms
CSFPF Requisition Request (formerly Purchase Request)
Check Requests
There are two types of check requests that are used to authorize payment for expenditures and scholarships. The CSFPF takes no responsibility for ensuring that goods or services have been received for check requests approved by authorized account signers. Scholarship funds are transferred directly from CSFPF to Student Financial Services. SFS then generates payment to the student.
No payroll services are provided by CSFPF. Any transactions involving payroll must be processed through the university or another auxiliary. Refer to the section 'Special Consultant Pay & Payroll Reimbursement for paying individuals already employed by the university.
Foundation Credit Card
Cal State Philanthropic Foundation offers a credit card program for colleges and programs for which philanthropic monies are utilized on a regular basis. In order to differentiate the Foundation's program from that of the University's procurement card program, the program will be referred to as the Foundation Credit Card Program or Foundation Card, for short. Please email foundation@fullerton.edu with any questions.
Foundation Credit Card Program Policy
Foundation Card Revision Request
Foundation Accounts
All funds deposited with Cal State Fullerton Philanthropic Foundation (CSFPF) are placed in one of several types of accounts. If you would like to create a new account in the Foundation 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 College Park 830.
Forms
Gift of Stock and Wire Transfer
Donors have additional ways to make a gift to the University. These include gifts of Securities and Wire Transfers.
Instructions for Security Transfers
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 foundation@fullerton.edu for instructions.
Additional Procedures
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Travel for CSUF Employees and Students
CSFPF follows all State policies for travel reimbursements. Please refer to Campus Travel Operations site for more information.
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Transfers Between Foundation Accounts
A CSFPF Transfer Request will be used to facilitate the transfer of funds between accounts.
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Change Fund
Change funds are used to make change at approved Fundraising events and other events where the CSFPF serves as the fiscal agent.
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D11
The Foundation requires all expenditures adhere to the Presidential Directive 11
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IT Purchases
Any purchases considered IT will need to adhere to the IT purchasing policy
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Cash Management
In order to ensure the appropriate management of cash and cash equivalents, the Philanthropic Foundation has adopted this cash management policy.
