Forms, Policies & Procedures

Forms

Delegation of Expenditure Authority Form

Complete and submit this form when a department is looking to update fiscal signing authority for a department or a division.
Gift Card Form

Required when any gift card is provided.
ProCard Participation Form

Sonoma State University ProCard Participant Request Form.
Sole Source/Sole Brand Justification

Utilized by depts to justify a sole source (or brand) vendor for procuring goods or services in lieu of formal bidding (valued at or exceeding $50K).

Accounts Payable and Procurement 101 Training

Accounts Payable and Procurement 101 Training Document
Direct Pay Procedures

How to set up direct pay
ProCard Step By Step Documentation

ProCard CFS documentation which explains the ProCard Adjustment page.
Procurement Card Handbook

Procurement Card (ProCard) handbook for University and Auxiliary cardholders and Approving Officials
Smartsheet EREQ Instructions

Smartsheet EREQ Instructions