Athletics
Business Office Guidelines
The Athletics Business Office facilitates Athletics
business activities with other institutional units, including
Business and Financial Affairs, CSUF Foundation, University
Advancement Foundation and Associated Students CSUF, Inc.
Included in this section of the Department of Intercollegiate
Athletics Policies and Procedures Manual are the items most
commonly used in daily Athletics operations, or the preferred
alternative when more than one option is available from the
institutional units. Detailed policies and procedures for
these units are available through the Athletics Business Office.
General Guidelines:
- Cost center managers (i.e., head coach, Sports Information
Director, etc.) are to sign for all expenditures for their
particular cost center prior to submission to the Athletics
Business Office. Expenditures for the Director of Athletics,
Senior Associate Director of Athletics and the Assistant
Director of Athletics, Business, are to be approved by his
or her supervisor prior to processing.
- Original detailed receipts are mandatory and the responsibility
of the individual seeking payment.
- Meal expenditures require a detailed receipt (not a credit
card charge slip) and the names and affiliations (recruit,
coach, etc.) of those in attendance.
- Since the Athletics Business Office is facilitating financial
activities with other campus units, plan for a turn around
period of up to 10 business days for requests such as purchase
orders, checks, etc.
- While campus policies and procedures are the guiding principles
for Athletics business activities, NCAA and conference rules
may place further restrictions that are to be followed in
addition to the aforementioned. Each Athletics representative
is expected to be current in these areas.
- Campus resources, including credit cards, mail, phones
and calling cards, are not to be used for personal or private-camp
business.
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Budget Management
The budget planning process begins approximately four months
prior to the upcoming fiscal year. Coaches and cost center
managers will be asked to justify the total amount requested
for their area, including grants, supplies and travel line
items. This process is the means for a coach to obtain approvals
for competition schedules, additional grants, and funding
for projects.
Once the budget is approved, coaches and cost center managers
are expected to manage their budgets by maintaining expenditures
for each line item within the budgeted amount, unless permission
is otherwise granted. Current budget status reports and line
item details can be quickly obtained by contacting the Assistant
Director of Athletics, Business.
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Expenditures
Purchases exceeding $250, and vendors unwilling to invoice
or accept campus credit cards for items under $250, require
a completed Equipment
Request Form to be submitted in advance with the appropriate
signature authorization. Individuals making these requests
and the head coach or cost center manager are expected to
ensure price and quality meet acceptable standards. Purchases
exceeding $1,000 may require three formal bids from vendors
prior to proceeding. The Athletics Business Office will notify
the requestor of the purchase order, or other method of requisition,
to be used to initiate the formal purchase process with the
vendor. Office supplies (pens, paper, business cards, envelopes,
toner cartridges, etc.) are to be requested through and ordered
by the Department Secretary.
For reimbursement for items purchased with personal resources,
submit an Statement
of Travel Exp/Request for Reimbursement. If this exceeds
$250, submit the claim and a memo justifying the reason to
the immediate supervisor, prior to submitting it to the Athletics
Business Office.
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Credit Cards
University issued credit cards are intended to be used for
official business only, primarily for travel expenses, including
hotel bills and vehicle rentals, wherever possible in place
of requesting a travel advance or reimbursement. Strictly
unauthorized uses of the credit card are outlined in the State
of California Educational Code, CSUF Business & Financial
Affairs and Associated Students Policies and Procedures, and
include prohibitions against cash advances and use to circumvent
the purchase order process.
Promptly submit monthly statements (which arrive around the
first of each month) indicating the nature of the expense
(travel, recruiting, etc.), attaching receipts and obtaining
signature of the head coach or cost center manager for approval.
Credit card use is ultimately the responsibility of the cardholder
and will be reflected on his or her personal credit history.
Meeting payment deadlines, resolving billing discrepancies
and accounting for unauthorized charges are the cardholders
responsibility.
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Travel
An Authorization
to Travel Form is to be submitted 10 business days prior
to travel. Travel advances are to be reconciled and returned
within 10 business days of the last travel day. Failure to
return advances within 60 days may result in the advance being
reported as income on the advance holders W-2.
Selection of the travel method (i.e., private car, rented
vehicle, charter, etc.) is to be made by the individual traveling,
or the group coordinator, and approved by the cost center
manager or supervisor. Safety, time away from campus, and
budget are factors to weigh in selecting the best alternative.
If a student-athlete cannot utilize official campus travel,
a Travel
Waiver Form must be completed and submitted prior to departure
from Cal State Fullerton. One form is to be completed for
each event exception. Cost center managers are urged to use
caution in approving these exceptions, as any unusual activity
may reflect upon Cal State Fullerton, despite the waiver.
For team travel, itineraries must be left with the Athletics
Business Office five business days prior to the trip. If the
Team
Travel Itinerary form is not used, one may be submitted
that is legible and includes the same information.
Ground Transportation
Only drivers authorized by Cal State Fullerton, or charter
services, may transport members of the official travel party.
Contact the Athletics Business Office to initiate the driver
authorization procedure, or for information on charter services.
CAMPUS VEHICLE RENTALS
Cal State Fullerton has a few vans and cars available for
reduced-cost rental for authorized drivers on official business.
Contact the Athletics Business Office and use the Vehicle
Reservation Form to reserve these vehicles.
OTHER VEHICLE RENTALS
For other car rentals the following rental car agencies have
contracts with State of California for use by State employees
renting cars on official business:
Alamo (800) 732-3232 Corporate #191259*
Budget (800) 527-0700 Corporate #:T434700*
Enterprise (800) 228-2325 Corporate#: CD5260
National (800) 227-7368 Corporate#: 5400321*
Thrifty (800) 367-2277 Corporate #: 001-0190955
*Preferred for Out-of-State Travel (for insurance an other
reasons, cars may be rented only from Alamo, Budget, or National
when driving outside the State of California).
In order to obtain the special State employee rates, please
provide the corporate number when making the booking and retain
all receipts for submittal with your travel claim.
For vehicle rentals other than midsize
vehicles through the state rate, the collision damage and
personal injury insurance options should be purchased upon
rental. If a claim occurs and these insurance options were
not purchased, the renter becomes liable for the claim, or
a personal insurance policy may be utilized to resolve the
claim. Note that purchasing the rental with a credit card
does not substitute the need for purchasing the insurance
options.
For private agency vehicle rentals, insure return vehicles
with the fuel level full. Fuel expenses incurred from the
rental agency may not be reimbursed.
CHARTER SERVICES
Local bus companies authorized for Athletics use are Gold
Coast Tours and Brea Charter. Contact the Athletics Business
Office if neither of the companies can accommodate your travel
plans.
For charter services outside of Southern California, contact
the host institution for referrals. Inquire about safety and
reliability records and use discretion in booking these services.
Airline Transportation
Airline travel will be considered for travel destinations
east of Las Vegas and north of Fresno. Team travel flights
are to be coordinated by the Athletics Business Office. Consult
with the Athletics Business Office on all other air travel.
Lodging
Actual hotel room and tax charges will be approved if the
costs are reasonable, commensurate with the area, and consistent
with the nature and purpose of the program, conference, etc.
Per Diem
Unreceipted per diem for meals is as follows:
Type of Travel: |
Team or
Recruiting |
Championship
or Administrative |
Breakfast (travel 6-10 a.m.) |
4.00 |
6.00 |
Lunch (travel 10 a.m.-2 p.m.) |
6.00 |
9.50 |
Dinner (travel 3-7 p.m.) |
10.00 |
16.50 |
Miscellaneous |
|
5.00 |
The full day per diem is allowed for travel beginning at
least two hours prior to 8:00 a.m. and continuing at least
two hours past 5:00 p.m. Departure and return times are the
on-campus (CSUF) time of departure or arrival.
Post Season Travel
Coordinate all post season travel through the Athletics Business
Office. For teams qualifying for NCAA competitions, the Assistant
Director of Athletics, Business, or designee will travel with
the team to manage on-site arrangements.
Recruiting
Refer to Section 5 of the Department of Intercollegiate Athletics
Compliance Manual for detailed recruiting instructions. From
a financial standpoint, both on-campus and off-campus recruiting
are managed under the same travel policies and procedures
as outlined in this manual, with the possible inclusion of
a Student-Athlete Host Expense Report when applicable.
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Convention &
Other Travel
A head coach or cost center manager may travel to his or
her national championship/convention at departmental expense,
pending budget availability. The department generally does
not sponsor assistants. Exceptions are determined on a case
by case basis by the sports or cost centers supervisor.
Travel that results from a coach or staff member performing
work away from Cal State Fullerton may be considered for goodwill
purposes if each of the following conditions exist: 1) prior
written approval is obtained from the Director of Athletics,
2) no remuneration is received for the work (excluding reimbursement
for actual expenses), and 3) such travel does not interfere
with the performance of the employees primary job responsibilities.
This could include activities such as clinics, presenting
at or holding an office in a professional organization, and
support services for international competitions.
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Mail
Campus mail, including express packaging systems, is for
official university business only. Personal mailings, including
those from private camps, are not to be done through campus
mailing resources.
When mailing 200 or more items, utilize the campus bulk mailing
system. Envelopes must be placed in zip order (they may be
left unsealed) along with a bulk mailing form, available in
the Athletics Business Office. This will reduce the mailing
expense by approximately half of the regular first-class rate.
Plan for an extra five to seven day delivery time using this
process.
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Returned
Checks
Checks not accepted by the bank and returned to Athletics
will be assessed a $25 processing fee. Immediately upon notification
of the bad check, collection efforts will begin on the original
amount of the check plus the $25 fee. If unsuccessful after
90 days, depending on the amount, it will be written off as
a bad debt or legal collection efforts may be enlisted.
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Record Retention
Schedule
Athletics financial records remain on file as follows:
- Daily activity records, including check requests, purchase
orders, credit card statements, deposits and year-end auxiliary
statements, are kept on file for the succeeding five fiscal
years.
- Financial status records, including year-end department
financial statements and the annual NCAA external financial
audit, are kept on file permanently.
Note: This is the record retention schedule for Athletics
copies of financial records. Official documentation is housed
by the appropriate campus agency (Associated Students, Business
& Financial Affairs, etc.) according to its policies and
procedures.
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Athletics Cellular
Telephone Policy
Obtaining a Cellular Telephone
Individuals needing a cellular telephone for
job responsibilities are to make a written request to the
Director of Athletics. The request should include justification
as to why the cellular telephone is necessary and the anticipated
use of the phone, including monthly minutes, roaming and long-distance
needs.
Set Up and Equipment
Cellular telephone
accounts - will be set up by the
Athletics Business Office on a university sponsored calling
plan. Cellular telephone accounts established in any other
way are the personal responsibility of the employee and will
not be reimbursed.
Cellular telephone - the free or lowest
cost phone available through the calling plan will be provided.
Accessories - a battery, recharging
unit and car adapter will be provided.
All other equipment, including additional batteries,
upgraded cell phones, replacements and other accessories,
are the personal responsibility of the employee.
Covered Calls
The university will pay for the monthly calling
plan. Charges beyond the scope of the calling plan, including
additional minutes, long-distance charges, roaming fees, charges
for replacing equipment, etc., become the personal responsibility
of the cell phone user and are to be paid to the Athletics
Business Office within 10 business days of the invoice date.
The Director of Athletics may approve charges
exceeding the monthly calling plan for out of the ordinary
circumstances. To receive such approval, submit a written
request to the Director of Athletics along with the invoice
from the Athletics Business Office within 10 business days
of the invoice date. Include justification for incurring the
additional charges.
Calls made from and received on university cellular
phones are to be for business purposes only
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