Documents and Forms

Adaptive

• Adaptive User Guide (DOC)

Budget Management

• Reserve Designations & Initial Budget (PDF)
• Budget Account Codes (NACCTs) Reference (XLS)
  • Reference for NACCTs for use in initial  budget process.
• Budget Transfer Request Form (XLS)
  • Use the Budget Transfer Request Form when requesting a budget transfer between expenditure accounts.
• CarryForward & Reserve Account Codes Reference (XLS)
  • Reference for CarryForward ENDVs and Designated Reserve NACCTs that are available for current and future year budget planning purposes.

Cost Recovery

• New University Account Request Form (DOC)
  • Use the Request to Establish a University Account when requesting to establish a cost center (a program or activity that charges for the goods and/or services that it provides to internal and/or external users).
• University Account Rate Structure Template (XLS)
• University Account Policy & Procedures (PDF)
  • University guidelines for direct reimbursements and cost centers.

Position/Payroll Management

• Payroll Charge Correction Form (Legacy) (XLS)
  • University guidelines for direct reimbursements and cost centers.
• Payroll Charge Correction Form (LDA) (XLS)
  • Use the Labor Cost Distribution Adjustment (LDA) Request Form to correct the charge account for posted payroll transactions.
• Position Action Request (PAR) Form (XLS)
  • Use the Position Action Request (PAR) Form to request that position management data, to include funding source, be created or modified.
• PAR Completion Guide (PDF)
  • Refer to this document for additional guidance in completing the Position Action Request (PAR) Form.
• PAR vs. Position Description Decision Guide (PDF)
  • Refer to this document to determine whether a Position Action Request (PAR) and/or Position Description (PD) is necessary to update a position.
• Position Incumbent Report – How-To Guide (PDF)
• Departmental Pool ID Query – How-To Guide (PDF)

Student Fees

• Student Fee Request Form (XLS)
  • Use the Request to Establish or Revise Student Fee form when requesting to revise an existing student fee or to establish a new student fee.
• SDSU Fee Policy & Procedures (PDF)

Misc.

• External Reimbursement Agreement Template (DOC)
• On-Campus Reimbursement Agreement (DOC)
• Position Management Guide (DOC)