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Deferment
of Registration/Tuition Fees - Students who will
be receiving stipends from an ORSP project to pay tuition
can complete this form to request a tuition and fee
deferment in the case that there is not enough time
to get a stipend check cut for the student to pay by
the registration deadline. The deadline for submitting
a fee deferment request for Fall 2008 is July
10, 2008. This form is to be completed and and
should be submitted to the Bursar’s Office in ADM
155, attn: Linda Nguyen. For more information, please
see the Payment
of Student Expenses policy on the Accounts Payable
website.
Direct
Payment Request - This form is used to pay for the following types of expenses: membership fees, phone, freight/mail, subscriptions, utilities and registration. Fiscal Affairs Direct Pay policy is posted at: http://fiscaff.sfsu.edu/services/onlineform/forms/pdf/direct_payment_low_value_purchase_policy.pdf
FMS
Access Request Form for ORSP Users - This form should
be used to request new access, change current access
or delete access to the Financial Management System
(FMS). ORSP PIs and administrative staff working on
ORSP projects need access to FMS in order to place orders
online through the SFSU purchasing department (create
requisitions and purchase orders) and to run financial
reports on ORSP projects. Need training on how to use
FMS? Check out the FMS webpage at: http://fiscaff.sfsu.edu/services/onlineform/index.jsp
Fund
Advance Request Form - Fund Advances, in the past
known as Pre-Award Spending Accounts, provide Principal
Investigators with an opportunity to initiate sponsored
research projects and begin incurring associated expenses
prior to institutional acceptance of an award from an
external sponsor.
(Fund
Advance Policy & Procedure).
Honorarium
Payment - This form is used to request a one-time
payment for part-time faculty members, both SFSU and
non-SFSU, to serve as guest speakers, lecturers, etc.
OfficeMax
Request Form for ORSP Users - This form is used
to request an OfficeMax account so that supplies may
be ordered and directly billed to an ORSP project.
OfficeMax
Change Order Form for ORSP Users - This form is
used to make changes (i.e. PI approver, chartfield or
user name) to an existing OfficeMax account.
Petty
Cash Reimbursement Request (for requests of $50 or less)
- This form is used for reimbursements of $50 or less.
Petty Cash requests must be submitted to ORSP for review/approval
by the Grants Administrator for your project before
they will be processed by the Bursar’s Office.
Once the request has been approved by ORSP, ORSP will
contact the payee to pick up the approved form and the
payee will then submit the claim to the Bursar’s
Office. For location, hours of operation and contact
numbers, of the Bursar’s Office please see: http://www.sfsu.edu/~bursar/contact/contact.html.
Please note: For hospitality related petty cash requests
under $50, a hospitality form must be attached to the
petty cash request form before it is submitted to ORSP.
Once the request has been approved by ORSP and the hospitality
coordinator in Fiscal Affairs, the payee will be contacted
to pick up the approved form. The payee can then submit
the claim to the Bursar’s Office. The Petty Cash
procedure is posted at: http://www.sfsu.edu/~bursar/staff/petty/petty_cash.html.
Procurement
Credit Card - Participant Request Form and Procurement
Credit Card Agreement Form - To request a procurement
card for use on your ORSP project, please complete both
the Procurement Credit Card – Participant Request
Form and the Procurement Credit Card Agreement form
and submit to ORSP for approval. The following information
will help you to complete the forms: The Approving Official
for procurement card purchases charged to ORSP projects
is your Grants Administrator. (Note: If you do not know
who your Grants Administrator is, please review the
Post Award distribution
list). The Cardholder Backup for Documentation is:
ORSP. Backup Approver is Susan Pelton, Post Award Manager,
ORSP.
Request
for Payment/Reimbursement of Hospitality Expenses
– This form is used for reimbursements for hospitality
expenses.
Stipend,
CSU - This form is used to request stipend payment(s)
for SFSU/CSU students. Please note that Accounts Payable
only issues stipend checks on the 15th of the month.
When completing section IV of the Stipend Appointment
Form, please schedule payments to be issued on the 15th
of the month (i.e. Sept 15, Oct 15, Nov 15, etc.). Vendor
Data Record - Page one of this form is also required
in conjunction with the Student Stipend form.
Stipend,
Non-CSU - This form is used to request stipend payment(s)
for students at institutions other than SFSU/CSU. Please
note that Accounts Payable only issues stipend checks
on the 15th of the month. When completing section IV
of the Stipend Appointment Form, please schedule payments
to be issued on the 15th of the month (i.e. Sept 15,
Oct 15, Nov 15, etc.). Vendor
Data Record - Page one of this form is also required
in conjunction with the Non-CSU Student Stipend form.
Sub-recipient
vs. Vendor Determination Form
Transfer
Payment Request - This form is used to pay another
department on campus for an internal supply or service
(i.e. Vista Room tickets, lab usage, etc.). An invoice
from the department that provided the supply or service
should be attached before submitting to ORSP for processing.
Travel and Expense Advance - Effective February
1, 2007 San Francisco State University is discontinuing
all travel advances for routine university related business
travel. This directive includes all travel pertaining
to projects administered through ORSP. For more information
or further details regarding the discontinuance of travel
advances at SFSU, contact Tapati Shah, travel coordinator,
at ext. 8-2629; Cecile Vidallo, travel coordinator,
at ext. 8-2604; or David Chelliah, accounts payable
supervisor, at ext. 5-3693.
Travel
Expense Claim - This form is used for reimbursements
for all travel expenses.
Travel
Reservations - This online form is used to make
travel reservations through the SFSU's contracted travel
agency, Fell Travel, Inc.
Tickets will be billed directly to your ORSP project.
For more information on SFSU's travel procedures, please
see SFSU's
Travel website (Note: If travel charged to a grant
is deemed to be unallowable, either due to the grant
terms and conditions, lack of funding, or some other
reason, ORSP will ask you to provide an alternate source
of funding for the travel. ORSP encourages you to check
with your Grant Administrator before making travel reservations
if you are unsure if travel is allowable on your project.)
Vendor
Data Record - This form is required when you use
a vendor that has not done business previously with
SFSU. This form is also required in conjunction with
the Honorarium, Student Stipend, Non-CSU Student Stipend
and Travel Stipend Appointment forms.
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