Foundation Financial Services

Forms, Guides & Policies

Forms and policies are available as Microsoft documents or in Adobe Acrobat PDF file format.

Attn: Some web browsers attempt to open these forms in a lightweight pdf viewer. These forms are interactive and require the full version of Adobe Acrobat Reader. If you have problems viewing the forms, right click the link and save the form to your desktop. Then open the form using Adobe Acrobat Reader.

Adobe Acrobat Sign Upload Instructions

***UPDATE EFFECTIVE APRIL, 2023***

When submitting forms to the Fresno State Foundation, please send them to fdndocuments@mail.fresnostate.edu for efficient handling. If your form is being processed using Adobe Acrobat Sign, please add fdndocuments@mail.fresnostate.edu as a CC (and NOT as a signer or approver) when someone at the Foundation should receive the final document for processing.

Forms

Account Application
Additional Employment Agreement
- NOTE: THIS MUST BE COMPLETED ELECTRONICALLY using the form at the page linked above.
- (Previously Payroll Agreement or Overload Agreement)
Certificate of Insurance: Property/Equipment Lease or Event Agreements
- If you require a Certificate of Insurance, please contact Keith Kompsi (Director of Foundation Financial Services).
Change Employee Personal Information Form
Community Relations Authorization
Cost Share Project Contribution Report (Excel)
Cost Shared Effort Work Activity Exempt Employees & Faculty (Excel)
Cost Shared Effort Work Activity Hourly & Non-exempt Employees (Excel)
Customer Invoice and Billing Request
DirectPay Activation Form
Effort Reporting Forms
- If your sponsored program requires effort reporting, hourly employees will certify through the payroll process and salaried employees will be contacted by your Post Award Analyst to certify once per semester.
- Effort Certification System Educational Guide
Federal Equipment Relocation (Excel)
Hourly Time and Effort Report (Available on Auxiliary HR Employee Resources Page)
Independent Contractors Approval Form, Contract, and Addendum
JDE System Inquiry Application (Available under Auxiliary IT Forms)
Journal Entry (Cost Transfer) Form
Payment Authorization
Payment Authorization for Student Support
- Student Support Spreadsheet (Excel)
Private Vehicle Use Authorization(Available on Auxiliary HR Employee Resources Page)
Purchase Order (Word)
Released Reimbursement Time Computation Agreement
Transaction Form (Available on Auxiliary HR Employee Resources Page)
Travel Approval Form
Travel Expense Claim Form
Vendor Data Form