Financial Services


Photo of the Financial Services counter

ABOUT FINANCIAL SERVICES:

Financial Services is here to provide you with guidance on financial matters regarding your department, club or organization.
Whether you need a simple form or instructions on how to complete one, ASI Financial Services has the answers you need.
As the corporate accounting department for ASI, its services are critical to the operations of many groups, departments, clubs and other student entities on campus.
All financial transactions including investments, audits and scholarships for ASI, the Bronco Student Center (BSC), Agency and Instructional Related Activities accounts are currently handled by ASI Financial Services, which also offers financial workshops for students, faculty and staff.

Bldg. 35-2123
(909) 869-2800
Hours: 8:15 a.m. – 5 p.m.

 

Forms & Materials


Administrative Processing Timeline

Administrative Processing Timeline for FY 2017-18
3/29/2018 PDF
Download

 

Smart Spending Manual

Smart Spending: Financial Forms, Policies, and Procedures
09/19/2017 PDF
Download

 

General Forms

Agency Fund Administration Agreement
PDF
Download
Annual Budget Presentation
PDF
Download
ASI Budget Request Packet
XLS
Download
ASI Budget Transfer Form
XLS
Download
ASI Signature Form
PDF
Download
ASI Signature Form (DEPARTMENTS ONLY)
PDF
Download
Cash Handling
(please download
all forms)
Cash Handling Policy and Procedures
5/26/2016 PDF
Cash Handling Presentation – Students
5/2016 PDF
Cash Handling: Acceptance and Security of Cash
Video
Cash Handling: Segregation of Duties
Video
Cash Receipt Log
6/13/2016 PDF
Deposit Form
1/19/2017 PDF
Download

Download

Watch Video

Watch Video

Download

Download

Disbursement Request Form
PDF
Download
Financial Guidelines and Stipulations
2018 – 2019 PDF
Download
Independent Contractors Form
PDF
Download
Mid-year Budget Form
XLS
Download
Mid-year Budget Request Walkthrough
PDF
Download
Prize and Award Form (Under $50)
PDF
Download
Prize and Award Form ($50 and Over)
PDF
Download
Purchase Order Form
PDF
Download
Scholarship Award Form
PDF
Download
Vendor Data Record via DocuSign
Webpage
DocuSign

Student Travel Forms

 

Domestic State Travel Ban
Webpage
Go to the Website
Authorization to Travel Form (Individual)
PDF
Download
Authorization to Travel Form (Group)
PDF
Download
Student Estimated Travel Expense Form for 2017
8/2017 XLS
Download
Student Estimated Travel Expense Form for 2018
12/2017 XLS
Download
ASI and Club Funding Release of Liability Form
PDF
Download
Travel Expense Claim Form for 2017
8/2017 PDF
Download
Travel Expense Claim Form for 2018
12/2017 PDF
Download
Miscellaneous Forms International Travel Approval Form
10/2016 PDF
Download

Staff Travel Forms

Domestic State Travel Ban
Webpage
Go to the Website
Travel Request Policy
1/2016 XLS
Download
Authorization to Travel Form
PDF
Download
Estimated Travel Expense Form for 2017
8/2017 XLS
Download
Estimated Travel Expense Form for 2018
12/2017 XLS
Download
Travel Expense Claim Form for 2017
8/2017 PDF
Download
Travel Expense Claim Form for 2018
12/2017 PDF
Download
Mileage Reimbursement Form for 2017
8/2017 XLS
Download
Mileage Reimbursement Form for 2018
12/2017 XLS
Download
Travel Procedures
9/2016 PDF
Download

Insurance Requirements Forms

ASI-Special Event Liability Insurance Requirements
PDF
Download

How-to Forms

How to Complete Budget Request Form
PDF
Download

Presentations

Cash Handling Presentation – Students
PDF
Download
Fundamentals of Club Accounts
PDF
Download

Annual ASI Audit Report

ASI 2016-2017 Audit Report
2016 – 2017 PDF
Download
ASI 2015-2016 Audit Report
2015 – 2016 PDF
Download
ASI 2014-2015 Audit Report
2014 – 2015 PDF
Download

Annual BSC Audit Report

BSC 2016-2017 Audit Report
2016 – 2017 PDF
Download
BSC 2015-2016 Audit Report
2015 – 2016 PDF
Download
BSC 2014-2015 Audit Report
2014 – 2015 PDF
Download

Note: documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe Acrobat Reader.

Note: documents in Excel format (XLS) require Microsoft Viewer, download excel.