Instructionally Related Activities

Effective July 1, 2023, the fiscal administration portion of the Instructionally Related Activities (IRA) program
transitioned from Associated Students, Inc. (ASI) to the Division of Administration and Finance (AF).
All IRA-funded activities and transactions MUST adhere to state policies and procedures .

Chartfield Information

Fund: TA002 Instructionally Related Activities (IRA)

Mandatory CFS Chartfield String: Account + Fund (TA002) + Department + Program
NOTE: Class code is no longer required

Authority:
Education Code 89230 Opens in new window
Education Code 89700
Education Code 89721(h)
Executive Order 1000 - Section IIIA

Fund Specifics: Mandatory Category II Fees

EC § 89230 states, “Instructionally related activities mean those activities and laboratory experiences that are at least partially sponsored by an academic discipline or department and that are, in the judgment of the president of a particular campus, with the approval of the trustees, integrally related to its formal instructional offerings. Activities that are considered to be essential to a quality educational program and an important instructional experience for any student enrolled in the respective program may be considered instructionally related activities.”

Common Examples of IRA Programs:

Intercollegiate athletics: costs that are necessary for a basic competitive program, including equipment and supplies and scheduled travel, not provided by the state. May not use these Category II fees for Athletic grants per this Ed Code.
Radio, television, film: costs related to the provision of basic "hands-on" experience not provided by the state. Purchase or rental of films as instructional aids shall not be included.
Music and dance performances: costs to provide experience in individual and group performance, including recitals, before audiences and in settings sufficiently varied to familiarize students with the performance facet of the field.
Theatre and musical productions: basic support of theatrical and operatic activities sufficient to permit experience not only in actual performance, but in production, direction, set design, and other elements considered a part of professional training in these fields.
Art exhibits: support for student art shows given in connection with degree programs.
Publications: the costs to support and operate basic publication programs, including a periodic newspaper and other laboratory experience basic to journalism and literary training. Additional publications designed primarily to inform or entertain shall not be included.
Forensics: activities designed to provide experience in debate, public speaking, and related programs, including travel required for a competitive debate program.
Other activities: activities associated with other instructional areas that are consistent with purposes included in the above may be added as they are identified.

Announcements:

2023-2024 IRA Accounting Services Update (04/20/2023)
ASI IRA Transition to State Announcement from VP of Admin & Finance, Alex Porter (05/05/2023)

Resources:

FY 2024-2025 Budget
FY 2024-2025 Budget (Excel)
2024-2025 Summary of Awards per Ed Code Categories
2025-2026 IRA Application Process (will close on September 22, 2024 at 11:59 pm)
IRA Request for Line Item Transfer Form
Note: Effective October 16, 2024, Line Item Transfer Forms are no longer required, if the transfer remains within the scope of your original approved IRA Proposal. Note that any reallocation of funds requires a Budget Transfer Request (BTR) . Please work internally with your college to complete the necessary BTR to move the funding to the appropriate category.
IRA Program Change Form
NOTE: Use this link to submit awarded IRA (Instructionally Related Activities) programs at CSUF that have a substantial change in their program from what was originally submitted and approved in the original proposal. (e.g., adding a category for travel, etc., not on the original approved proposal). Note that any reallocation of funds requires a Budget Transfer Request (BTR) . Please work internally with your college to complete the necessary BTR to move the funding to the appropriate category.
Allowed IRA Expense Accounts
IRA Program Codes (updated 08/15/2024)
- PDF
- Excel (sortable)
Concur P-Card Expense Types Definition
PDF file
2024-2025 IRA Governance Funding Deliberation Policy
IRA Process (From Application to Funding)
How to Submit an Invoice or Check Request Form for Payment
Paper Forms for Non-Concur Users Only (Athletics group travel or student travel (field trips, study abroad))
IRA-related Department Website Links:
- Procurement
- Travel
- HR for Task Profiles (Student Assistant Hiring)
- Risk Management
  - Travel (Foreign and Domestic)
  - Volunteer Program
- IT Purchases
IRA Transition Training
- IRA Transition Training Presentation (pdf)
- IRA Transition Training Video Presentation 9-2023

IRA Contacts:

Academic Affairs
College/Department	Contact Information
Business and Economics	Sabrina Roche sroche@fullerton.edu (657) 278-2201
College of the Arts	Chris Johnson chrjohnson@fullerton.edu (657) 278-4879
Communications	Barbara Kerr bkerr@fullerton.edu (657) 278-4660
Education	Alicia Wagner alwagner@fullerton.edu (657) 278-4416
Engineering and Computer Science	Tanya Hinh tahinh@fullerton.edu (657) 278-8523
Extension	Sharon Ting sharonting@fullerton.edu (657) 278-5427
Health and Human Development	Nathan Van Diggele nvandiggele@fullerton.edu (657) 278-7299 Ivan Munguia imunguia@fullerton.edu (657) 278-3165
Humanities and Social Science	Pat Balderas pbalderas@fullerton.edu (657) 278-5026
International Programs: Study Abroad and Global Engagement	Shari Merrill smerrill@fullerton.edu (657) 278-3427
Natural Sciences and Mathematics	Amanda Villagran avillagran@fullerton.edu (657) 278-4893
Pollak Library	Yarixel Smith-Tetrick yari.smith@fullerton.edu (657) 278-7417
Provost Office	Alyssa Adamson aadamson@fullerton.edu (657) 278-2194 Bonnie Li Victorino blivictorino@fullerton.edu (657) 278-8825

Administration and Finance
College/Department	Contact Information
Accounting Services & Financial Reporting	Lynn Ganac lganac@fullerton.edu (657) 278-8474 Justin Chan juschan@fullerton.edu (657) 278-8371
Accounts Payable	Alberto Contreras albertocontreras@fullerton.edu (657) 278-3750
Contracts & Procurement	Alex Rosales alexrosales@fullerton.edu (657) 278-4503
Controller's Office	Michael Au-yeung mau-yeung@fullerton.edu (657) 278-4075
Resource Planning & Budget	Raymond Juanico rjuanico@fullerton.edu (657) 278-4284
Travel Operations	Alberto Contreras albertocontreras@fullerton.edu (657) 278-3750 Zarita Moore zmoore@fullerton.edu (657) 278-3543

HUMAN RESOURCES, DIVERSITY & INCLUSION
College/Department	Contact Information
Academic HR	Natalie Bersig nbersig@fullerton.edu (657) 278-3824
Payroll	Antoinette Roberts aroberts@fullerton.edu (657) 278-2066
Position Management	Seng Rojas serojas@fullerton.edu (657) 278-4677
Risk Management	Michael Coughlin mcoughlin@fullerton.edu (657) 278-8673 International Travel foreigntravel@fullerton.edu (657) 278-7346
Talent Acquisition	Tammy Dietzel tdietzel@fullerton.edu (657) 278-6731

Student Affairs
College/Department	Contact Information
Associated Students, Inc.	Susan Collins sucollins@fullerton.edu (657) 278-7456
Athletics	Sara Perry saraperry@fullerton.edu (657) 278-2129
Student Affairs Resource, Budget, & Planning	Rob Scialdone rscialdone@fullerton.edu (657) 278-2025

IRA Info Sessions with Campus Partners

IRA Welcome Info Session with Campus Partners Video and IRA Welcome Info Session with Campus Partners Presentation
IRA Budget Clarity Session Video and IRA Budget Clarity Session Presentation and Program Budget Tracking Summary Template Spreadsheet
Unlock the power of financial clarity! In this session, you’ll delve into the Chart of Accounts, also known as the Chartfield string, and gain an understanding of account, fund, class, and program codes. Discover how these Chartfield strings craft your budget story within OBIEE, CSUF’s financial reporting tool. You'll also learn how to efficiently run and interpret revenue and expense reports.
IRA Procurement Pathways Session Video and IRA Procurement Pathways Session Presentation
Discover the various methods for procuring goods and services, tailored to meet the unique needs of your program. Learn when to create a Purchase Order, how to obtain IT Authorization, secure a Q Number from E-Business, and effectively use a Procurement Card for seamless transactions.
IRA Streamlined Success Session Video and IRA Streamlined Success Session Presentation
Master the essentials for managing these critical aspects of your program. Learn how to efficiently process honorariums, handle check and hospitality requests, coordinate travel, organize field trips, and obtain foreign travel insurance—all while ensuring compliance with university policies. We'll provide you with best practices, practical tips, and the tools you need to streamline these tasks.
IRA Efficient Hiring Session Video and IRA Efficient Hiring Session Presentation
Unlock the skills of efficient hiring practices. Whether you're quick-hiring special consultants, hiring student assistants or graduate assistants, setting up position student task profiles, or requesting volunteers, this session will equip you with the knowledge and tools you need. Learn how to navigate each process smoothly and ensure compliance with university guidelines.
IRA Global Journeys Session Video and IRA Global Journeys Session Presentation
Gain the expertise to navigate study abroad programs effectively. Learn about CSUF’s requirements and processes for proposing, coordinating, and leading a department/faculty-led program abroad. Understand how Study Abroad and Global Engagement (SAGE) partners with Risk Management to manage risk, ensure student safety, and follow related university protocols.
Accessing IRA Info Session Video Online & Enable Captions

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