Finance

Budget Transfers – A budget transfer is a process where budget can be moved from one department/account to another department/account within the same trust fund.  These are now completed online in CFS.  Use the Budget Transfer Job Aid for instructions. 

Position Funding Form - This form is used to update the funding source for positions in CMS HR.  In order for the funding change to be reflected in the current month’s payroll cycle, we request that the PFF be received at least one week before the last day of the month.

Payroll Adjustment Spreadsheet - This form is used to correct a prior period payroll expense.  

Trust agreement forms

Budget Adobe Sign Workflow Forms

If you are having any difficulties accessing the workflows in Adobe Sign, please reach out to the Budget Office (budget_office@csumb.edu) and we will be happy to address the issue.

Vacancy Base Budget Request Form – This form is used to request budget from the vacancy pool to fund vacant positions, or any other permanent salary adjustments.  For information on how to access this form, please view the training video and user guide below.

• Vacancy Base Budget Request Form with preassigned fields – this standardized workflow requires five unique recipients. If you do not have the five recipients, please use the workflow with unassigned fields:
  • User Guide Vacancy Base Budget Request Form (preassigned fields)
  • Training Video (preassigned fields)
• Vacancy Base Budget Request Form with unassigned fields – this workflow is flexible and does not follow the standardized workflow. You can add up to five recipients, but you will need to assign each recipient to the correct fields.  For reference on which fields need to be completed by each recipient, please reference the user guide below:
  • User Guide Vacancy Base Budget Request Form (unassigned fields)
  • Training Video (unassigned fields)

Vacancy One-Time Budget Request Form – This form is used to request budget from the vacancy pool to fund fiscal/1x salary actions.  For information on how to access this form, please view the training video and user guide below.

• Vacancy One-Time Budget Request Form with preassigned fields – this standardized workflow requires five unique recipients. If you do not have the five recipients, please use the workflow with unassigned fields:
  • User Guide Vacancy One-Time Budget Request Form (preassigned fields)
  • Training Video (preassigned fields)
• Vacancy One-Time Budget Request Form with unassigned fields – this workflow is flexible and does not follow the standardized workflow. You can add up to five recipients, but you will need to assign each recipient to the correct fields.  For reference on which fields need to be completed by each recipient, please reference the user guide below:
  • User Guide Vacancy One-Time Budget Request Form (unassigned fields)
  • Training Video (unassigned fields)