Draft Policies

Campus Legal and Regulatory Compliance

This policy states that campuses are responsible for ensuring adequate systems of compliance and control are established and maintained.

CSU Fund Policy for the State Controller’s Office “California State University” Trust Fund, 0948

This policy has not been finalized and is being provided to solicit feedback.

There are two parts to the policy:

• CSU Fund Policy for the State Controller’s Office “California State University” Trust Fund, 0948
• CSU Fund Policy for the State Controller’s Office “California State University” Trust Fund, 0948; Section 800, Fund Authority and Specifics

Please be sure to read both the parts of the policy which can be found at the following links:

• ICSUAM 3140.01 CSU Fund Policy for the State Controller’s Office “California State University” Trust Fund, 0948 is located at the following link: http://www.calstate.edu/icsuam/sections/3000/3140.01_Draft.shtml

• The ICSUAM Section 800, Fund Authority and Specifics for CSU Fund Policy for the State Controller’s Office “California State University” Trust Fund, 0948 is provided as a pdf and is located at the link on the ICSUAM 3140.01 CSU Fund Policy for the State Controller’s Office “California State University” Trust Fund, 0948 webpage under Section 800. Please see the image below.

Introduction

This ICSUAM Section 5000 revision restates the CSU’s position on its responsibility for establishing and maintaining Procurement Policy as required in Ed Code 89036(a)2 (cited below for your information).  The policy revision expands on the intent of the ICSUAM policy by including the concepts of efficiencies, transparencies, and safeguards.  It also establishes the CSU’s interpretation of Ed Code by stating that we are authorized to use the purchasing concept of “best value.”

“89036. (a) ….  (2) Notwithstanding any other provision of law, the trustees shall prescribe policies and procedures for the acquisition of services, facilities, materials, goods, supplies, or equipment. The policies and procedures of the trustees for the acquisition of materials, goods, supplies, or equipment shall include competitive means for obtaining best value while complying with legislative intent regarding competitive bids or proposals as it is expressed in Article 3 (commencing with Section 10300) of Chapter 2 of Part 2 of Division 2 of the Public Contract Code, and may include the use of financing arrangements.”

Delegation to the Chancellor

This policy revision corrects the citation in the current policy version to the Board of Trustees Standing Orders and provides more detail as to the delegation of authority to the Chancellor related to this ICSUAM section.  The policy revision sets the stage in a more concise way for the policy to follow.

Delegation to the Campus Presidents

This policy revision incorporates the existing authority to conduct real property leasing transactions not found in current ICSUAM policies.  It updates and clarifies elements of systemwide contracting (previous referred to as “planned purchasing”) related to Master Enabling Agreement use. The revision also adds guidelines, resources, and reference materials to the policy page not previously supplied.