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All Financial Management Resources Forms

Bursar's Office Procedures and Forms

Student Related Instructions and Forms MS Word Files MS Excel Files PDF Files
Installment Payment Plan Agreement        PDF Document 
Refund of Fees Application  MS Word Document       
Registration Fee Short Term Loan Application  MS Word Document       
Request for Special Circumstances Refund  MS Word Document      PDF Document 
Sponsorship Agreement  MS Word Document      PDF Document 
Statement of Privileges and Responsibilities  MS Word Document      PDF Document 
Submitting Request for Special Circumstances Refund [ Instructions ]  MS Word Document      PDF Document 
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Cashiers' Forms MS Word Files MS Excel Files PDF Files
Batch Transmittal Discrepancy Form  MS Word Document      PDF Document 
Deposit/Transmittal Batch Form     MS Excel Document    
Petty Cash Disbursement Voucher         
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Miscellaneous Forms MS Word Files MS Excel Files PDF Files
Item Type Request Form  MS Word Document       
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Controller's Office MS Word Files MS Excel Files PDF Files
Controller's Office Delegation of Authority Form [Instructions]  MS Word Document      PDF Files 
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Procurement Procedures and Forms

Purchasing procedures and forms
Departmental Copier Program MS Word Files MS Excel Files PDF Files
DCP Billing Form Instructions  MS Word Document      PDF Document 
DCP Copier Supply Order  MS Word Document      PDF Document 
DCP Copy Machine Usage Monthly Reading Report     Excel Document   PDF Document 
DCP Color Copy Machine Usage Monthly Reading Report     MS Excel Document   PDF Document 
DCP Password Request Form  MS Word Document      PDF Document 
DCP Copy Machine Request Form     Excel Document   PDF Document 
DCP Non Program Paper Order Form     Excel Document   PDF Document 
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Mail Services MS Word Files MS Excel Files PDF Files
Incorrectly Addressed Mail Piece Memo  MS Word Document         
Postage Rate Increase         
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Materials Management MS Word Files MS Excel Files PDF Files
Request for Outgoing Freight Form  MS Word Document       
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Print Shop MS Word Files MS Excel Files PDF Files
Pricing Information         
Work Request  MS Word Document   Excel Document   PDF Document 
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Office Max MS Word Files MS Excel Files PDF Files
New User Setup     MS Excel Document    
Modify User     MS Excel Document    
Delete User     MS Excel Document    
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Procurement Card MS Word Files MS Excel Files PDF Files
P-Card Account Maint Form  MS Word Document       
P-Card Application Form [Instructions]  MS Word Document       
P-Card Lost/Itemized Receipt Form        PDF Document 
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Property Management MS Word Files MS Excel Files PDF Files
Custody Form
[ Procedure For Loan Of Equipment For Long Term Off Campus Use]
[ User Instruction - Custody Form]		     Excel Document   PDF Document 
Departmental Equipment Check-Out Log
[ Procedure for Loan of Equipment for Short Term Use]
[ User Instruction - Departmental Equipment Check-out log]		     Excel Document   PDF Document 
Missing Item Form     Excel Document    
Property Survey Request Form  MS Word Document      PDF Document 
Property Transfer Request Form  MS Word Document      PDF Document 
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Purchasing Procedures and Forms

Purchasing Manuals MS Word Files MS Excel Files PDF Files
CSU Manual for Contracting & Procurement         
CSULB Buy Recycled Handbook        PDF document 
CSULB Procurement Card Manual  MS Word Document      PDF document 
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Vendor Related Forms MS Word Files MS Excel Files PDF Files
Assignment Form  MS Word Document       
Bid Evaluation Sheet  MS Word Document       
Contract Checklist  MS Word Document       
CSU Agreement (CRL017)         
Disabled Veteran Business Enterprise (DVBE) Participation         
Drug Free Workplace Certification         
General Provisions for Commodity & Service Acquisitions (CRL020)         
General Provisions for Service Acquisitions (CRL050)         
Non Discrimination Clause         
Recycled Content Certification Form         
Reference Sheet  MS Word Document       
Small Business Certification         
Vendor Data Record (Form 204)  MS Word Document      PDF document 
Vendor Outreach - CSULB Opportunities Workshop  MS Word Document      PDF Document 
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Additional Forms Required on Bids for Goods and Services in Excess of $80,000 MS Word Files MS Excel Files PDF Files
Enterprise Zone Preference Program & Forms         
Target Area Contract Preference Program & Forms         
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Public Works Forms MS Word Files MS Excel Files PDF Files
Notice to Contractors and Invitation for Bid  MS Word Document       
Contractor's Bid Proposal  MS Word Document       
Bidder's Bond  MS Word Document       
Major Capital Outlay General Provisions         
Minor Capital Outlay General Provisions         
Supplemental Conditions (modified per project/campus)  MS Word Document       
Non Discrimination  MS Word Document       
Special Conditions  MS Word Document       
Payment Bond  MS Word Document       
Performance Bond  MS Word Document       
Financial Pre-Qualification         
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Sample Contract Forms MS Word Files MS Excel Files PDF Files
Model Professional Service Agreements         
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Department Related Forms MS Word Files MS Excel Files PDF Files
Abbreviated CMS Purchasing Glossary  MS Word Document       
Change Request Form     MS Excel Document    
Change Request Form - Instructions  MS Word Document       
Department Request to Create a Vendor  MS Word Document       
Department Requisition and Continuation Form (modified 07-31-07)     Excel Document    
Department Requisition and Continuation Form - Instructions  MS Word Document       
Emergency Form  MS Word Document       
EZ Requisition and Continuation Form     MS Excel Document    
EZ Requisition and Continuation Form -Instructions  MS Word Document       
Freight Term Values  MS Word Document       
Hiring and Expenditure Freeze Guidelines (modified 12/22/03)  MS Word Document      PDF document 
Hiring and Expenditure Freeze Guidelines (Revised) modified 07/07/04  MS Word Document      PDF Document 
Justification for GF Purchase over 2000     MS Excel Document    
New CSULB Units of Measures  MS Word Document       
NIGP Codes     MS Excel Document    
Purchasing Order Types Form  MS Word Document       
Sole Source Form / Sole Brand Form  MS Word Document       
Standard Comments  MS Word Document       
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Financial Reporting   Issue Date MS Word Files MS Excel Files PDF Files
Chartfield Request Form 2008-08-01  Excel Document
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If you have trouble accessing any of these documents, please contact the office whose form it is. For DAF office hours, locations and phone numbers, start here.