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Fiscal Forms and Policies

• CFS Portal Login Link
• CLA Database Department Link

Direct Payment Forms

• Direct Payment Request Form - NEW Form
• Invoice for Direct Payment Form
• Vendor Data Record (204 & W-9 Form) - NEW Form
• Petty Cash Disbursement Voucher - 2013 Form
• Direct Deposit Reimbursement Enrollment Form - NEW Form
• Deposit Transmittal Form (State & Foundation Deposits) - NEW Form

Hospitality Payment Forms

• Hospitality Payment Request - Single Event Form - NEW Form
• Hospitality Payment Request - Multi Event Form - NEW Form
• Hospitality Guest List
• Gifts and Awards Payment Request Form - NEW Form

Scholarship Award Profile and Payment Forms

• Scholarship Award Profile Form-New Set-up
• Scholarship/Educational Award Payment Form


• Scholarship Web Site for Faculty & Staff Reference

Foundation Forms

• Independent Contract Agreement
• Direct Payment Request Form - NEW Form
• Vendor Data Record (204 & W-9 Form) - NEW Form


• Foundation Web Site – More Forms

Purchasing Forms

• Requisition-Purchase-Change Request Form - NEW Form

Property Inventory

• Property Survey/Transfer Request Form


• Property Management Web Site

Support Services Link

• Parking Request - Department Guests & Events
• Office Max Login
• Facilities Online Work Order
• Print Shop Online Work Order
• Telecom Online Work Order
• Copy Program

College of Liberal Arts

Fiscal Office Information

CSULB
CLA Dean’s Office
1250 Bellflower Blvd., MHB 214
Long Beach, CA 90840

Fiscal Contacts

Julie Ortiz

• Fiscal Manager
  • Oversees State & Foundation Expenses
  • Student Assistant, ISA, FWS Hiring & Payroll
  • Purchasing Card Coordinator
  • Scholarship Payment Approver
  • Campus Support Services
  • Summer & Winter Schedule Coordinator
  • Department Training

Phone number: 562-985-7802
E-mail address: Julie.ortiz@csulb.edu

Jo Overton

• Fiscal & Grant Coordinator
  • Foundation Project Set-up & Expenses
  • Non-CSULB Student Award/Stipend Payments
  • Student Assistant, ISA, FWS Hiring & Payroll
  • Coordinator for Office Max, Copy Program, Print Shop, Work Orders, Telecomm.
  • CLA Commencement Coordinator

Phone number: 562-985-1338
Email address: Jo.overton@csulb.edu

Joyce Morfe

• Fiscal Coordinator & Travel Support
  • Stateside Expenses
  • Reconciles Accounts & Payroll
  • Travel Support Coordinator
  • Property Inventory Coordinator
  • Procurement Card Reports

Phone number: 562-985-2066
E-mail address: Joyce.morfe@csulb.edu

Harvey Hunt

• Travel, Fiscal, & Scholarship Support
  • Travel Requests & Expenses
  • State Expenses
  • Scholarship Profile & Payment Support

Phone number: 562-985-7812
E-mail address: harvey.hunt@csulb.edu

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