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Policies & Procedures

Financial Services

Accounts Payable

  • Direct Expenditures
  • Employee Reimbursement Direct Deposit Instructions
  • Employee Reimbursement Direct Deposit Questions/Answers
  • Hospitality Policy
  • Independent Contractor Determination and Payment Procedures

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

Auxiliary Financial Services

Student Financial Services

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)

Purchasing Office

  1. Purchasing Overview
    • Oveview
    • 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
  9. Accounts Payable (Procedures)
    • Direct Expenditures
    • Employee Reimbursement Direct Deposit Instructions
    • Employee Reimbursement Direct Deposit Questions/Answers
    • Hospitality Policy
    • Independent Contractor Determination and Payment Procedures

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