FINANCIAL SERVICES

INFORMATION

TRAINING MODULES

CUSTOMER SERVICE

Cal Poly Pomona Foundation, Inc.

Policies and Procedures

Policies and Procedures
No.	Policy Name(Link)	Date
AP 120	Introduction	4/10/2010
AP 130	Public Relation Expense Policy	8/10/2015
AP 131	Public Relation Grid of Allowable Expenditures	3/14/2016
AP 132	University Event Expense Limits	8/10/2015
AP 140	Payment Processing	10/23/2018
AP 150	AP 150 Petty Cash Fund Procedures	5/15/2013
AP 157	Purchasing and Capitalization Policy	5/23/2013
AP 160	AP 160 Advance Non Receipted	3/23/2010
AP 170	Classification as Independent Contractor or Employee.doc	12/14/2006
AP 210	Documentation of Expenditures	4/10/2010
AP 220	Tax ID	12/13/2006
AP 245	Procedures for Scholarships Paid Through the University	2/27/2008
AP 251	Prize, Awards and Gifts	7/18/2017
AP 252	Prize, Awards and Gifts (Employee)	3/18/2010
AP 260	Unclaimed Property	3/18/2013
AP 270	Consultant Activity	12/15/2006
AP 280	Invoice Processing Foundation and University - AP280	10/20/2015
AP 281	Conditional_Final_Release	10/31/2006
AP 290	Purchasing/Commerical Card Procedure	8/1/2015
AP 291	Commercial Card Expense Reporting: Cardholders, Reconcilers, Approvers Training	9/25/2014
AP 292	Purchasing WellsOne Chip and PIN Activation Reference Guide	9/25/2014
AR 350	Accounts Receivable	8/2/2018
AR 355	Aging Report - Procedure to run A/R aging report	12/9/2010
CR 310	Change Fund Procedure	6/24/2010
CR 370	Cash Receipts and Deposits	5/31/2019
CR 380	PCI Policy and Procedure for Accepting Payment (Credit) Card and Ecommerce Payments	12/1/2015
FA 110	Fixed Asset Policy	4/1/2014
FDN 100	Records Retention Policy	4/2/2009
IDT 101	IDT Procedure	11/26/2013
NA 101	Establishing New Foundation Account	5/2/2001
NA 102	Foundation Programs, Scholarship, Quasi-Endowment Procedures	11/14/2018
NA 103	Project Transaction Control and Donor Restrictions	6/17/2010
NA 104	Gift Pledge Processing	6/17/2010
NA 105	Scholarship Checklist	11/15/2012
NA 106	NA 106 S Corp Gift Acceptance Procedures	3/21/2014
PR	Payroll Segregation of Duties.doc	5/16/2002
RM 2	Indeminfication Clause.doc	10/20/2004
RM 4	Volunteer Guidelines	12/15/2005
RM 5	Hired Auto Physical Damage for Rented Vehicles	2/18/2006
RM 7	RM 7 EO 1041 Student Travel	9/9/2009
RM 8	International Travel & Requirement to Purchase Insurance	3/26/2013
TR 101	Travel Policy	10/30/2018

Our Commitment

The Cal Poly Pomona Foundation, Inc., established in 1966, is an integral component of the educational mission of the University. In pursuit of this mission, the Foundation is a partner in the University community that includes students, faculty, staff, administrators, alumni and members of the larger community. The Foundation exists to provide the highest level of service and financial support while maintaining corporate fiscal integrity. [ Read More About The Foundation's Commitment ]

Investing In Ourselves

Your continued loyalty to Cal Poly Pomona Foundation, Inc., (Bronco Bookstore, Dining Services, University Village, Kellogg West, and the Farm Store) makes many scholarships, campus programs and activities a reality.

Cal Poly Pomona Foundation, Inc.is a non profit organization, serving Cal Poly Pomona for over 50 years. The Foundation employs over 1,000 Cal Poly Pomona students each year [Read More About The Foundation's Investing In Ourselves ]

Cal Poly Pomona Foundation, Inc

3801 W. Temple Ave.,
Building 55
Pomona, CA 91768

909-869-2950 Voice
909-869-4549 Fax

Office Hours (Building 55):
M-F: 8 a.m. – 5 p.m.

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