Fillable Uf Gift-account-authorization 2018.07 University Foundation Gift Account Authorization Form

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Uf Gift-account-authorization 2018.07 University Foundation Gift Account Authorization Form

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The Uf Gift-account-authorization 2018.07 University Foundation Gift Account Authorization Form form is 3 pages long and contains:

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  • 51 check-boxes
  • 38 other fields

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University Foundation Gift Account
Authorization Form
☐ NEW or ☐ UPDATE
Date:
All gift accounts must comply with the guidelines, policies and procedures set forth by the CSU and by the
University Foundation, California State University, Chico. Completion of application in FULL is required.
ACCOUNT DETAILS:
Account Number:
Account Name:
College:
Department:
Project Director:
Campus Zip:
Date from:
to:
*End date is 5 years from start date. Accounts are reviewed prior to renewal.
Purpose of Account:
Gifts and Contributions
Other:
Fundraising Events
Workshops/Conference Income:
(please explain)
Student Support
Support to provide operating funds for colleges, departments, centers, etc.
Other:
NATURE OF ANTICIPATED EXPENDITURES:
*select all that may apply
Advertising/Promotional
Independent Contractors
Printing
Telephone
Conference Fees
Meeting Expenses
Program Expenses
Travel
(in and out of state)
Dues/Memberships
Mileage
Salaries
Other:
Equipment over $5,000
Participant Costs
Specialized Trainings
Equipment under $5,000
Payroll
Stipends
Hospitality
Postage
Supplies
for each occurrence. Failure to follow Risk Management policies and procedures could result in account closure.
• Special events that may require a certificate of insurance (events involving increased liability or high risk)
• Special events where you anticipate serving alcoholic beverages
• Using hazardous materials
• Involvement in a hazardous activity
• Working with minors, disabled, or elderly
Page 1 of 3
Revised 6/27/2018
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University Foundation Gift Account
Authorization Form
☐
NEW or
☐
UPDATE
Account Number:
Date:
Transfer to existing University Foundation account: *
Indicate account number to credit
CSU, Chico University Foundation agrees to monitor and
enforce the following terms and conditions: • Ensuring all funds expended on this account will be
for the purposes described herein. • The account has an administrative fee set by University
Adv
ancement in the amount of 5% of monthly • Signature authority on this agreement.
Project Director’s Responsibilities include:
r
eve
nue. • Ensuring expenditures will be made by his/her
d
esignated signatories. • The
account funds will not earn interest.
•
Negative balances ar
e not allowed. Accounts with • Reviewing and monitoring this account and
reporting any discrepancies upon discovery. negative balances may be closed and will become the
li
ability/responsibility of the department associated • Updating the signature authority each time the
designee changes.
with the project director.
Approving Signatures: By signing, you acknowledge that accounts with negative balances may be closed and will
become the liability/responsibility of the department associated with the project director.
Project Director:
Date:
College Dean or Vice President:
Date:
Executive Director of Advancement Services:
Date:
Vice President for Business and Finance
Date:
Directions:
Please return completed UF Gift Account Authorization and Project Signature Authorization forms to University
Advancement at zip 0155.
– For Foundation Use Only –
Account Number Issued:
☐
11 – Current Restricted (
16000/06000)
Division Code:
Function:
Officer: ☐ 1 ☐ 3 ☐ 5 ☐ 7 ☐ 9
☐ 01 Instruction
☐ 02 Research
☐ 03 Public Service
☐ 04 Academic Support
☐ 05 Student Services
☐ 06 Institutional Support
☐ 07 Oper. and Maintenance
☐ 08 Scholarship (17xxx)
☐ 09 Enterprise Auxiliary
☐ 99 Exclude – Net with Revenue
Page 2 of 3
Revised 6/27/2018
_______________________________ ____________________
Authorized to sign on (check all that applies):
The CSU, Chico Research Foundation University Foundation, CSU, Chico
Project Signature Authorization Form
Project Number: Effective Date:
Project Title: ___________________________________________________________________________________________________
The
purpose of this document is to secure signatures for verification by the Foundation Administration
Office of those individuals authorized to approve expenses incurred in the completion of this project.
You may designate signature authority to another individual(s). Please print his or her name in space
provided below, have each person sign on the signature line provided, and check the appropriate boxes
below their name indicating the types of expenses for which you are authorizing authority (i.e. timesheets-
-not their own, PAFs--hiring and termination of employees, check or cash requests, purchase orders, or
CAF--campus charge centers, i.e., print shop or motor pool). If you wish this person to receive project
notifications via email in addition to yourself, please check the appropriate box and include an email
address for the designee.
Please note requests for reimbursement may not be approved by self or subordinates and require one-up
approval for PI.*
If any of the information below changes, a new form must be submitted.
Project Director
: Signature:
Please print name
Email Address:
*One-up for
Project Director
: Signature:
Please print name
Designee: Signature:
Please print name
Receives project notification (email) Email Address:
Authorized to sign on (check all that applies):
Please print name
Timesheets (not their own) PAFs (hire/terminate) Check/Cash Request POs CAF’s
Designee:
Sign
ature:
Please print name
Receives project notification (email) Email Address:
Authorized to sign on (check all that applies):
Timesheets (not their own) PAFs (hire/terminate) Check/Cash Request POs CAF’s
Designee: Signature:
Receives project notification (email) Email Address:
T
imesheets (not their own) PAFs (hire/terminate) Check/Cash Request POs CAF’s
Page 3 of 3
Revised 6/27/2018
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Uf Gift-account-authorization 2018.07 University Foundation Gift Account Authorization Form

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Completed 8 February 2020

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