Policies

Below is a list of procedures and guidelines that reflect the business practices of the Division of Business and Financial Affairs.  Additional guidelines and policies relating to the Division of Business and Financial Affairs come from CSUCI's University Policy Manual and the CSU Policy Library, the repository for systemwide policies, including executive orders, ICSUAM, SUAM, coded memoranda, and technical letters. 

Operational changes in response to the Covid-19 pandemic can be found here.

Committees & Advisory Groups

• AD 00-1 BFA Committees Advisory Groups (PDF, 110KB)
  
  • Org. Chart (PDF, 104KB)

Internal Audit

• AD 00-3 CSU Channel Islands Records Retention Compliance Program (PDF, 175KB)

Business Services

• AD.70.1 Agreement Routing (PDF, 81.1KB)
• AD.70.1 Agreement Routing Form (PDF,193KB)

Financial Services

• FA.01.005-Policy on Hospitality, Prizes, Awards, Gifts
• FA.02.001-Policy on Business Travel

• AD.30-1 Payroll Warrant Distribution (PDF, 33.9KB)
  • AD.30-1 Warrant Officer Authorization Form (PDF, 54.8KB
  • AD.30-1 Pay Warrant Distribution Form (MS Word, 90.5KB)
• AD.30-2 Resolution of Year-end Deficits (PDF, 54.2KB)
• AD.30-3 Professional Memberships (PDF, 23.5KB)
• AD.30-4 Travel Reimbursement (PDF, 116KB)
• AD.30-5 CPO Request (PDF, 740.5KB)
• AD.30-6 Retirement Spending Limit (PDF, 41KB)
• AD.30-7 Morale Money Spending (PDF, 36KB)
• AD.30-8 Management of Cash and Investments/Reporting of Fiscal Improprieties (PDF, 33KB)
• AD.30-9 Automated Clearing House (ACH) Account Change Requests (PDF, 200KB) 
• AD.30-10 Cost Allocation Plan Process and Methodology  (PDF, 86KB)
• AD.30-11 Use of Divisional Contingency Funds (PDF, 86KB)
• AD.30-12 University Travel Advances for Employees Traveling with Students (PDF, 152KB)
• AD.30-13 University Travel Card for Employees Traveling with Students (PDF, 351KB)
• AD.30-14 Fiscal Management of Extended University and International Programs (PDF, 136KB)
  • AD.30-14 Professional and Continuing Education (PaCE) Pre-Authorization Certification Form (PDF, 182KB)

Human Resources

• FA.31.010-Policy on Drug-Free Campus & Workplace
• FA.31.012-Policy on Composition of MPP Search Committees
• FA.31.014-Policy on Telecommuting

Facilities Services

• FA.01.003-Policy on Chargebacks
• FA.40.005-Policy on Access Management and Facility Security
• FA.45.001-Policy on University Space Allocation

• AD.60.002-Internal Campus Events Cost Recovery (PDF, 397KB)

• Space Request Form (PDF, 59.4KB)
• Space Advisory Committee (PDF, 42.8KB)
• Scope and Responsibilities (PDF, 93.3KB )

Procurement

• FA.60.003-Policy on Procurement

• AD.30.15 Procurement of Stationery Supplies IT Hardware-Accessories (PDF, 228KB)
• AD.50.1 Santa Rosa Island Procurement (PDF, 37.1KB)

Public Safety

• FA.30.002-Policy on Animal Control
• FA.31.011-Policy on Campus Violence
• FA.43.002-Policy on Motor Vehicle Use
• FA.81.002-Policy on Bicycles, Skateboards, and Other Similar Devices
• FA.81.003-Policy on Driving and Parking on Campus Property

• AD.10.1 Access Control Security CCTV Systems (PDF, 147KB)

Risk Management

• FA.32.002-Policy on Risk Management

Conferences & Events

• AD.70-2 Conferences & Events Operating Plan (PDF, 95.1KB)

Auxiliary Services

• AD.130.01-Administration of Exclusive Rights for Catering, Food and Beverage Services (PDF, 103KB)