Financial Rules and Procedures

CSU Financial Rules (Revised 5/1/2013)

CSU Financial Procedure Instructions (FPIs)
  1. ACCOUNTING
    1. Accounts
    2. Object and Sub Object Codes
    3. Funds and Subfunds
    4. Administration of Agency Funds
    5. Journal Entry Corrections
    6. Kuali Financial Overview
    7. Kuali Financial System Related Systems
    8. Administrative System Online Access
    9. Distribution of Interest Earnings
    10. Financial Statements
    11. External Audit
    12. Student Short Term Loan Fund
  2. EXPENDITURES AND REVENUES
    1. Authorized Business Function
    2. Educational Business Activities
    3. Department of Self Funded Activities
    4. Sales Tax, Lodging Tax, and UBIT
    5. Payments to Students
    6. Moving Expenses
    7. Federal Unreimbursable Costs
    8. Contract Grants Revenue
    9. Direct and Indirect Costs
    10. Research, Survey, and Other Related Incentives
    11. Special Course Fees Technology Fees
    12. Continuing Education Disbursement Fund
    13. Inventory of Consumables and Merchandise
    14. Facilities Rentals
    15. Personal Use of Telephones
    16. Classification of Revenue as Gifts or Sponsored Agreements
    17. Accounts Receivable
  3. CONTRACTS
    1. Revenue Contracts Research or Service
    2. Revenue Contracts Use of Purchase Orders
    3. International Agreements_Export Control
    4. Scope of Work
    5. Use of University Marks
  4. CAPITAL CONSTRUCTION AND PROPERTY, PLANT & EQUIPMENT
    1. Capitalization Thresholds
    2. Equipment Loan Return and Renew
    3. Acquisition
    4. Physical Capital Equipment Inventory
    5. Trade-in, Retirement, Cannibalization, and Surplus
    6. Non-Capital Assets
    7. Work in Process & Equipment Fabrication
    8. Classification of external lease agreements, rent, and use charges
    9. CSURF Lease Program
    10. LT Debt
  5. TRAVEL
    1. Travel
  6. CASH and Credit
    1. Receipt and Deposit of Cash and Checks
    2. Petty Cash Change Funds
    3. Credit Card Merchant Accounts
    4. Incoming electronic payments
    5. Wire Transfers
    6. PCI Compliance Program
    7. ACH enrollment
    8. Special Operations Imprest Account