Forms and Resources
How to Request a User ID
Information regarding requesting a Dashboard user id and guidelines for creating a user id.
Account Establishment & Maintenance
UF Users Guide
This guide is to assist you with the administrative procedures associated with managing funds held by the University Foundation at Sacramento State.
This form is used to deposit non-donation funds received via cash or checks. (Donations are processed through the development office).
This form is used to process non-donation funds received via credit cards.
Expenditure Signature Authorization Change
This form is used to add or delete an authorized signer on an account.
Request for Transfer
This form is used to transfer funds or expenses.
Request to Close Scholarship Account
This form is used when closing a scholarship account and related expenditure and endowment accounts.
This form may be used when a vendor will not accept a purchase order and requires payment in advance. It may also be used for reimbursement of minor out-of-pocket expenses. However, it may not be used for payment of consultant fees.
Purchase Order Request
This form must be filled out for all purchases which do not require full advance payment.
Purchase Order Sole Source Justification
This form should be filled out to request restrictive bidding or no bidding. This form must be attached to the Purchase Order Request form.
Speaker’s Fee Invoice
This form is to be filled out for certification and invoice of speaker fees.
Consultant Agreement for Services
This form is used for independent contractor/consultant agreement for services.
Consultant Sole Source Justification
This form is used for the sole source justification of a contractor and must be submitted with the agreement for services.
Consultant’s Fee Invoice
This for is used for invoice certification for services for independent contractor/consultant.
This form must be completed and filed in advance of travel.
This form must be completed within 10 days after travel.
• For travel that occurred on or after 1/1/14