Main Content Region

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

    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