Policies & Procedures

Financial Services 

Policies

• CSU Policies
• CFAC - Policy on Guidelines for Implementation of Campus Fees
• University Funds Overview
• Investment Allocation

Procedures

• How to submit a CSUSB Fee Proposal

Cash Handling Services

• University Cash Handling Policy
• Cash Management Guide Presentation 
• Petty Cash Disbursement Guidelines

Printing Services

• Printing Services Requests
• The Printing Services Menu of Services

Student Financial Services

• Refund policy

Mail Services Guide

• Introduction
• General Information
• Mail Quick Guide
• Inbound Mail
• Outbound Mail
• Intra-Campus Mail
• Standard Mail (Bulk)
• Overnight Delivery
• Addressing for Success
• Automation Requirements
• Helpful Links

Travel

• CSU Travel Procedures and Regulations G-001
• CSUEU Call-Back Mileage Reimbursement (PDF)
• CSUSB Interim Travel and Equipment Purchase Policy
• CSUSB Travel Advance Policy
• Policy on Authorization to Use Privately Owned Vehicles on State Business
• CSU Procedures Governing Moving and Relocation (PDF)
• Tax Information Changes to Moving and Relocation Expenses (PDF)

Procurement and Contracts

1. Procurement and Contracts Overview
   • Overview
   • Petty Cash
   • Procurement Card
   • Requisition
   • Processing Procedures
   • Descriptions, Specifications
   • Order Follow-up/Returns/Replacements/Exchanges
2. Thresholds for Competition for Goods or Services (Not including public works projects)
   • Under $50,000
   • Between $50,000 and $100,000 – Goods and Services AND Between $50,000 and $500,000 – ITR Goods and Services including IT Consulting
   • Over $100,000 – Goods and Services AND Over $500,000 – ITR Goods and Services including IT Consulting
   • Acquisitions Less than $250,00 from California Certified Small Business or Disabled Veteran-Owned Business Enterprise (DVBE)
3. Public Works
4. DVBE Participation
   • The DVBE Program
5. Special Handling
   • Check (Prepayment) Required
   • Hand Carry Orders
6. Special Requirements
   • Advertisements
   • Communication Equipment
   • Copiers
   • Electronic Information & Technology Purchases
   • Emergencies
   • Promotional Items
   • Sole Source/Brand Purchases
   • Vehicles
7. Printing
   • Printing
   • Business Cards & Letterhead
   • Business Reply Mail
   • Printing Services Requests
   • The Printing Services Menu of Services  
   • Envelopes
8. Equipment Items
   • Equipment Defined
   • Equipment Approval
   • Electric Fans, Heaters

Property Management

• Introduction
• Areas of Responsibility
  • Property Management Office
  • Campus Department (End User)
  • Department Inventory Clerks
  • Location of Property
• Property Requiring Special Handling
  • Personally Owned Property
  • Loaned Property
• Property Definitions
  • Definition of Property
  • Instructional Property
  • High Risk Property
  • Software
• Acquisition of Property
  • Purchase Order
  • Gifts
  • Transfers of Property to the University
• Inventory of Property
  • Identification of Property (Tagging)
  • Physical Inventories of University Property
• Survey (Removal) of Property from Records
  • Survey- Surplus Property
  • Survey – Disposal of Sensitive Equipment
  • Survey – Trade In of Property
  • Survey – Lost or Stolen Property
  • Survey – Junked or Salvaged for parts
  • Survey – Destroyed Property
  • Survey – Donation of Property
  • Survey – Transfers to other CSU campuses
• Relocation of Property
  • Relocation Within a Department
  • Relocation of Entire Department
  • Inter-Departmental Transfers
• Property Procedures for Computer Hardware
• Loss Prevention Techniques