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ABA Forms
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Accounting
For more information on accounting policies, procedures, training, and more, please visit the Accounting Services webpage. Information on how to contact Accounting Services is located here.
| Form | Revision Date |
|---|---|
| Agreements Worksheet - GASB | August 2022 |
| Chargeback Fee Request | September 2012 |
| SACST Campus Cost Recovery/Chargebacks Transfer Request (for Service Providers only) | May 2020 |
| SACST Expenditure Transfer Request | May 2020 |
| SACST Revenue Transfer Request | May 2020 |
| SACST Sponsorship Transfer Request | September 2020 |
| Public User Fee Request | March 2022 |
| Request for Closure of Trust Fund | February 2014 |
| Request for Closure Scholarship Fund | June 2013 |
| Request for Revision of Trust Fund | October 2014 |
| Request for Trust Fund | August 2016 |
| Payment to Student Request Form | April 2023 |
| SAFDN Transfer Request | October 2023 |
Accounts Payable & Travel
The Accounts Payable & Travel webpage has resources and information, including policies, procedures, and updates on travel.
Benefits
The Benefits Office webpage provides information and resources on faculty and staff health benefits, benefit FAQs, leaves of absence, COVID resources, and much more.
| Form | Revision Date |
|---|---|
| Affidavit of Parent-Child Relationship | June 2015 |
| Affidavit of Marriage | January 2018 |
| CalPERS Beneficiary Designation Form | May 2016 |
| Dependent Care Reimbursement Account | Sept 2020 |
| Health Care Reimbursement Account | Sept 2020 |
| Health/Dental/Vision New Hire Worksheet | February 2021 |
| Notice of Intent to Retire - Faculty | May 2017 |
| Notice of Intent to Retire - Staff/MPP | August 2020 |
| Part-Time, Seasonal or Temporary (PST) Retirement Plan Benefit Payment Application | June 2017 |
| Standard Insurance Beneficiary Designation | May 2018 |
| Vision Service Plan CVC Claim Form | Dec 2020 |
Budget Planning & Administration
Budget Planning & Administration partners with numerous campus entities, including the President, to develop and the Campus Operating Budget. They also ensure compliance and transparency by producing the university's annual report. They can be reached here.
| Form | Revision Date |
|---|---|
| Budget Transfer Instructions | February 2023 |
| Budget Transfer | February 2023 |
| Class Chartfield Request | June 2021 |
| HR Adjustment Request (LCD/Payroll Adj.) | October 2021 |
| Staff Release Time | March 2023 |
| "Reports To" Change | September 2022 |
| Request for New Position Number (Acrobat Sign) | September 2022 |
| Category IV and V Fee Proposal - For Presidential Review | November 2023 |
| Category IV and V Fee Proposal - Chartstring Change | November 2016 |
| Position Vacancy Extension Request | March 2023 |
| New Position Questionnaire | June 2023 |
Bursar's Office
The Bursar's Office manages all of the university's cashiering needs, including refunds, financial aid disbursements, and payments to the university. Their website has resources for due dates, online payment options, and others. They can be reached here.
| Form | Revision Date | |
|---|---|---|
| Declined Aid Form | January 2017 | |
| Invoice Request Form | March 2024 | |
| Petty Cash Reimbursement | December 2019 | |
| Petty Cash No Receipt Reimbursement Request | January 2024 | |
| Refund Application | March 2024 | |
| (FALL) Residency Reclassification Packet | December 2023 | |
| (SPRING) Residency Reclassification Packet | December 2023 | |
| Temporary Mailing of Paycheck Form [Acrobat Sign Form] |
Form Instructions | April 2020 |
CapRadio
| Form | Revision Date |
|---|---|
| CapRadio Travel Request | February 2024 |
| CapRadio Direct Payment Request | November 2023 |
| CapRadio Reimbursement Request | November 2023 |
| CapRadio Travel Expense Claim | January 2024 |
Central Receiving
The Central Receiving warehouse manages the delivery of packages to campus locations. Their website offers information on how campus personnel can track the status of their packages on campus.
| Form | Revision Date |
|---|---|
| Stock Received Report | June 2016 |
Classification & Compensation
Classification & Compensation is part of Human Resources. Their role is to ensure consistency in classification and compensation processes, applicable laws, policies, and procedures. The department can be reached here.
| Form | Revision Date |
|---|---|
| Appeals Form | May 2022 |
| Independent Contractor Request Form | January 2019 |
| Management Position Description Form | March 2021 |
| Staff Position Description Form | March 2021 |
| Temporary Hire - Position Description Form | August 2020 |
| In-Range Progression Form | August 2020 |
| Interim MPP Appointment Request Form | July 2020 |
Employee & Labor Relations
Employee & Labor Relations is part of Human Resources and works to improve the workplace environment, interpret policies and procedures, and fosters positive relationships between all university employees. Their website offers information on performance evaluations, the university telecommuting program, and much more. They can be reached here.
Employment Services
Employment Services is part of the Human Resources family and coordinates personnel policies. Their website provides information on new staff orientation and support regarding all recruitment activities for staff, managers, students, and even temporary hires. They are reached by email here.
| Form | Revision Date |
|---|---|
| 2024 Hiring Chill - Request for Exception | January 2024 |
| Volunteer Background Check Worksheet | February 2018 |
| Employment of Immediate Family Members Form | October 2021 |
| Leave Of Absence Without Pay Request Form | May 2022 |
| Personnel Transaction Form (link to OnBase form) | June 2021 |
| Personnel Transaction Form (Instructions) | June 2021 |
| Request for Exemption Form | October 2013 |
| Request for Temporary Agency Employee | May 2022 |
| Special Consultant Timesheet - Monthly | December 2011 |
| Special Consultant Timesheet - Hourly | January 2024 |
| Temporary Employment Request | August 2020 |
| Temporary Staff Application Form | January 2018 |
| Voluntary Resignation | May 2022 |
| Voluntary Resignation Instructions | May 2022 |
| Volunteer Identification Form | April 2023 |
Facilities Management
| Form | Revision Date |
|---|---|
| Key Authorization Form (Annual Signature Required) | May 2022 |
| Student Key Request | 2020 |
| Part Time Faculty/Staff Key Request | 2020 |
| Faculty/Staff Key Request | 2020 |
| Contractor Key Request | 2020 |
| Project Planning Form with Instructions | October 2018 |
| Service Request for Tables & Chairs | NA |
| Work Order & Estimate (Service & Maintenance Request) | NA |
OneCard Services
| Form | Revision Date |
|---|---|
| Department Approval for Employee OneCard | August 2019 |
| Gift Certificate Request | March 2019 |
| Mail-In Deposit Form | October 2019 |
| Refund Application | October 2019 |
| Vendor Discount Program | August 2021 |
Payroll Services
| Form | Revision Date |
|---|---|
| CalPERS Reciprocal Self-Certification Form (complete and print page 3 only) | June 2018 |
| Designation of Person Authorized to Receive Paycheck Warrants | no date |
| Paycheck Direct Deposit (via Cal Employee Connect) | January 2024 |
| Employee Action Request (EAR) (withholding, address, name changes) Form Instructions |
December 2020 |
| Year-End Vacation Rollover Request Form | October 2021 |
Procurement & Contract Services
Property Management
| Form | Revision Date |
|---|---|
| Equipment Loss Report | August 2018 |
| Equipment Turn-in / Transfer Request | August 2018 |
| Equipment Check-Out / Online | October 2019 |
Police Department
| Form | Revision Date |
|---|---|
| Alarm, Hardware and General IT Inquiry | November 2023 |
| Bicycle Registration | October 2011 |
| Citizen Complaint Form | March 2023 |
| Community Service Officer Application | March 2023 |
| Customer Service Survey | December 2011 |
| Lost and Found | NA |
| Ride-a-Long Program Application | December 2011 |
Records Management
| Form | Revision Date |
|---|---|
| Records Inventory Worksheet STD 70 | May 1992 |
| Records Transfer List STD 71 | March 1996 |
Risk Management Services
Space Management
| Form | Revision Date |
|---|---|
| Request to Use University Classroom or Conference Room (Quick Form) | August 2023 |
| Request to Use University Facilities (Standard Form) | June 2022 |
| Space Allocation/Change Request | January 2020 |
Student Employment
| Form | Revision Date |
|---|---|
| Off Campus FWS Hiring Packet | April 2021 |
| Student New Hire Paperwork | March 2021 |
| Student Employee Timesheet | March 2021 |
| Student Employee Performance Evaluation Form | November 2017 |
| Teaching Assistant (TA) Substitute Form | May 2017 |
University Foundation at Sac State (UFSS)
| Form | Revision Date |
|---|---|
| Acrobat Sign Payment Approval - Check Request | April 2021 |
| Acrobat Sign Payment Approval - Invoice | April 2021 |
| Acrobat Sign User Guide - Check Request | July 2021 |
| Acrobat Sign User Guide - Invoice | April 2021 |
| Check Request | May 2023 |
| Invoice Request | September 2018 |
| Petty Cash Form | November 2019 |
| Receipt Form | March 2021 |
| SAFDN Expenditure Transfer Request | May 2020 |
| UFSS Travel Claim | January 2023 |
| Vendor Data Record (204 Form) | November 2017 |
| UFSS Authorized Approvers Updates | April 2020 |
University Print
| Form | Revision Date |
|---|---|
| Business Card Options | June 2016 |
| Envelope Options | July 2013 |
| Letterhead Options | July 2013 |
University Transportation & Parking Services (UTAPS)
| Form | Revision Date |
|---|---|
| Appeal Level 1, Request for Administrative Review | June 2021 |
| Appeal Level 2, Request for Appeal Hearing | June 2021 |
| Carpool Form | March 2021 |
| Departmental Permit Purchase Form | July 2020 |
| Lost or Stolen Permit Form | July 2020 |
| Non-teaching Faculty Form | April 2017 |
| Refund Application | October 2019 |
| Student Assistant Job Application | Sept 2020 |
| AUE Event Parking Request Form | NA |