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.

 

Form

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

  • Please complete a change fund request using the Check Request Form.

 

Policy

Check Request

 

A Check Request is a request to process payments on qualifying expenditures.

 

Form

Instructions

Checklist

Policy

Additional Documentation

Faculty and Staff Award

 

Faculty and staff may be awarded cash or cash equivalent in acknowledgement of noteworthy work-related or academic accomplishments

 

Form

  • Please complete a foundation requistion request form (see Procurement/Requistion Request section for form)

 

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.

 

Policy

Requisition 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. 

 

Forms

Instructions / Training Guides

Checklist

Policy

Additional Documentation

 

Scholarship Distribution

 

The Scholarship Distributions is a request to distribute funds to a scholarship recipient.
 

Form

Additional Documentation 

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.

 

Forms

Policies

Accounts receivable

Foundation Deposit

 

The Foundation Deposit is required for, but not limited to, charitable funds received.  

 

Form

Gift of Stock and Wire Transfer

 

Donors who wish to make a donation via domestic or through an international wire transfer and ACH, please call the Foundation directly at 657-278-2786 or email  foundation@fullerton.edu  for additional instructions.

Instructions

 

Non-Gift Deposits

 

Policy

Payment Devices

 

Payment devices applies to all university employees collecting payment via electronic devices (i.e. verfiphone, terminals,  SREDS)

Forms

  • Please work with your units development office to initiate the approval process for a payment device. 

Policy

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

General Foundation Information & Forms

Cash Management

 

Cash Management is to ensure cash and cash equivalent is appropriately handled and document.

 

Form

 

Policy

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

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

 

Policy

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.

 

Forms

 

Instructions

 

Policy

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.

 

Form