Financial Management
We will continuously improve our policies and procedures in order to meet campus needs to the fullest extent possible. We will take advantage of technological advances to improve the efficiency of our processes for the benefit of our campus partners.
COVID-19 current update
Thank you all for your hard work and continued efforts helping to meet the needs of the campus community. Amid all the daily announcements, please find below operational updates and reminders from the Financial Management team.
Hours of Operation
Financial Management team members are available Monday through Friday and are ready to serve the campus community during the primary hours of 8am to noon and 1pm to 5pm.
While the majority of the Financial Management team is working remotely and the entire team works remotely on Fridays, the following areas are open with a limited number of staff as follows:
- Cashiering: Monday –Thursday from 8am to noon and 1pm – 5pm.
- Student Financial Services: Monday – Thursday from 8am – noon and 1pm – 5pm.
- Accounts Payable: Monday - Thursday from 8am to noon.
Tax Services
Effective April 7, by Governor Newsom’s Executive Order N-46-20, the following purchases made by the University are exempt from Sales Tax: “masks, personal protective equipment, and other critical materials that protect public health.” All such purchases should be made through George Alfaro, Manager of Environmental Health and Safety. Send requests to him via email. He will obtain the best price available, ensure that signage and decals comply with university standards, take advantage of the sales tax exemption, coordinate delivery to the department, and charge the cost to a special COVID-19 fund.
Risk Management
Travel
The CSU System guidance for campuses is to suspend all international travel and non-essential domestic travel through 06/30/2021.
Accounts Payable
Remote Approvals – Instructions for AP approval routing information. The continued use of electronic submission and approval of your invoices is greatly appreciated.
Additionally, please encourage employees to sign up for an electronic funds transfer (EFT) when submitting their reimbursements. This will allow their funds to be deposited directly into their bank accounts and they will be paid faster than having to receive a check in the mail. The Direct Deposit Authorization (XLSX) form is located in SSO and can be submitted electronically.
Department Contacts
| Used For | Email Address |
|---|---|
| Suppliers to submit invoices for payment | ap-uploads@csulb.edu |
| Submission of supplier 204's, EFT banking information, request check reissuance | ap-checks@csulb.edu |
| General Communications for Research Foundation AP | fnd-ap@csulb.edu |
| Supplier Invoices for payment for Research Foundation | fnd-invoices@csulb.edu |
| Submission of travel requests, claims & advances | ap-travel@csulb.edu |
| General Accounting | fisgl@csulb.edu |
| Foundation Accounting | fnd-gl@csulb.edu |
| Financial Reporting | fisgl@csulb.edu |
| Tax Department | ap-tax@csulb.edu |
| Procurement Services | purchasing@csulb.edu |
| CMS Financial Services | fishelpdesk@csulb.edu |
| Contract Services | fm-contractservices@csulb.edu |
| Risk Management | fm-riskmanagement@csulb.edu |
| Student Financial Management - Student Accounting Services | studentaccountservices@csulb.edu |
| Student Financial Management - 1098T Help | 1098Thelp@csulb.edu |
| Student Financial Management - Cashiers Office | cashiers@csulb.edu |
| Financial Management Information Systems | fmsupport@csulb.edu |
The values that are vital to our Financial Management team are listed below.
Competency
We will use our skills and training to perform our job duties at a high level of proficiency.
Efficiency
We will take advantage of technological advances to improve the efficiency of our processes for the benefit of our campus partners.
Flexibility
We will continuously improve our policies and procedures in order to meet campus needs to the fullest extent possible.
Integrity
We will speak honestly and courageously, and practice strong moral values.
Professionalism
We will behave in a courteous, conscientious, and ethical manner.
Respect
We will give consideration to the feelings, values, and traditions of others at all times.
Responsibility
We will be diligent in the fulfillment of the duties of our positions.
Service Excellence
We will strive to understand the needs of our clients and respond quickly, accurately, and completely.
Teamwork
We will be trustworthy, actively seek collaboration, and contribute constructively at every opportunity.
The Financial Management Intranet Portals (SSO login)
Norms and Values
The Norms & Values Intranet site is a dedicated hub of resources in one location for the Financial Management departments to give easy access to our employee recognition program, training resources, our values. You will need to be a Financial Management employee and access through your Single Sign On credentials. There you will find tabs to each of our Norms & Values categories.
Employee Recognition
An employee modeled behavior that demonstrated commitment to the Financial Management values. Norms & Values Committee receives nominations, reviews the recognitions then recommends and selects winners at the end of each month.
Financial Management Information Systems
The Financial Management Information Systems (FMIS) Intranet site is a dedicated hub of resources in one location for submitting tickets and incidents. In addition, you will be able to access forms and technical training. You will need to be a Financial Management staff to access these resources via Single Sign-on.