Forms, Policies, and Procedures

Contracts and Procurement

• CSU Contracts and Procurement Policy
• After-the-Fact Form (PDF)
• Exception To Competition Requirements Sole Source and Sole Brand Form (PDF)
• How to Create a Requisition Guide (PDF)
• Procurement Training (PPT)

Travel

• CSU Travel Policy

Travel Documents/Forms

Travel completed using state funds please submit though CONCUR.  If travelor is student, non-employee, or Research Foundation, the NEW SDSU Travel Policy must be used for reimbursement.

• Account Request Form (Excel)
• CSU Travel Per Diem Frequently Asked Questions (PDF)
• How to Complete the 2024 Travel Per Diem Worksheet (Youtube)
• SDSU Per Diem PowerPoint (Download)
• SDSU Per Diem Worksheet (effective Jan. 1, 2024) (Download)
• SDSU Travel Policy (PDF)
• How to Access Adobe Sign Workflows (PDF)
• How to Submit the T1/T2 Form (PDF)
• Travel Expense Claim Form 2024 (Download)
• Monthly Report of Official Mileage by Private Car 2024 (Download)
• Request for Authorization for Reimbursement of On-Campus Interview Expense (PDF)

Supplier/Vendors

• CSU Contracts and Procurement Policy
• CSU Guest/Special Lecture Form (PDF)
• Domestic Guest/Special Lecture Form (PDF)
• Foreign Guest/Special Lecture Form (PDF)
• Foreign National Information Form (PDF)
• SDSU Guest/Special Lecturer Payment Procedure (PDF)
• W8BENE (Foreign Company) (PDF)
• W8BEN (Foreign Individual) (PDF)

Payment Methods

• Abatement Form - CONCUR Prepayment (PDF)
• Abatement Form - Non-CONCUR Prepayment (PDF)
• Accounts Payable Exception Request (PDF)
• Credit Card Change Request Form (Adobesign login required)
• Credit Card Request for Participation (Adobesign login required)
• Direct Payment Request Form (PDF)
• Domestic Wire Transfer Request (PDF)
• International Wire Transfer Request (PDF)
• Non-PO Procure to Pay Policy (PDF)
• Payment Authorization for Business-Related Cell Phone (Download)
• Payment Authorization for University-Owned Cell Phone (Download)
• SDSU Credit Card Programs Maintenance Procedures (PDF)

Supplemental P2P Services

• AB 20 Form (.docx)
• Budget Template (.docx)
• Business Associate Agreement (BAA) (PDF)
• Departmental Instructionally Related Activities (IRA) Policy and Procedures (PDF)
• IRA/SSF ARP Cash Advance Reconciliation Form (PDF)
• IRA/SSF ARP Student Travel Authorization (PDF)
• Service Learning Agreement (SLA) (PDF)
• Service Learning Agreement (SLA) Master List (Download)
• SLA Master List Guide (PDF)
• Student Success Fee Academic Related Programs (SSF ARP) Policy and Procedures (PDF)

Hospitality

• Award and Incentive Payments Reconciliation Form (PDF)
• Hospitality Justification Form (Adobesign login required)
• Hospitality Policy (PDF)