Delegation of Authority
What is Delegation of Authority?
Defines who can sign for the purchases of goods and services in Procure to Pay in addition to Travel and Expense.What is a Delegated Approver?
A person within the Delegation of Authority (DOA) with the permission to review and approve transactions, or who can authorize the expenditure of monies.What are the responsibilities of a delegated approver?
- Understand the expense/purchase and ensure information/supporting documents are complete
- Ensure the transaction is allowable, reasonable, accurate, justified, and complies with all applicable rules, guidelines, and policies.
- Verify the charge utilizes the correct chartfield(s).
- Ensure adequate funds are available to cover expenses and, if a multi‐year commitment, that budget plans are fiscally sound and sustainable.
- Verify the funding source is appropriate for expense and complies with any applicable sponsored project/grant requirements.
How is DOA Assigned?
DOA is assigned based on an employee’s job title and was decided by the Finance Business Rules Committee to ensure levels and titles are consistent across all CSU campuses. Check out more information here from the systemwide Chancellor’s Office
|
Level |
Role/Job Title |
Approval Limit |
Approval Type |
|
1 |
President and Chief Financial Officer (with presidential approval as designee) |
$999,999,999 |
CSU Buy P2P Goods & Services Travel & Expense |
|
2 |
Provost, Vice Presidents, Executive Directors or CFO’s Designee |
$5,000,000 |
CSU Buy P2P Goods & Services Travel & Expense |
|
3 |
Deans, Associate Vice presidents, College Resource officers, Vice Provost |
$500,000 |
CSU Buy P2P Goods & Services Travel & Expense |
|
4 |
Department Chair/Head, MPP (Admin I & II) |
$100,000 |
CSU Buy P2P Goods & Services Travel & Expense |
|
5 |
Non-MPP, Fiscal Analysts or Admin Support personnel - individuals who process, monitor, and executive expenditures transactions on behalf of higher authority levels |
Up to $5,000 |
CSU Buy P2P Goods & Services Travel & Expense |
How do I obtain and/or update DOA for my Departments?
As a part of the Procure to Pay Implementation, Departments provided names of employees who should have DOA for departments and fund codes. If you need to update existing DOA, please work with your department Budget Analyst or Resource Officer for your Division to complete the DOA Update Form to add or update existing DOA.
If you are a new employee or an employee who was not previously assigned DOA, you will need to work with your department to obtain access to required systems by completing the following Access Request Form.
Next, have your Division Budget Analyst or Resource Officer submit the CSU East Bay - DOA Template.
What if I have a general question regarding DOA?
Any questions related to DOA, you can email DOA360EB@csueastbay.edu