Delegated Fiscal Authority and Responsibility (DOA)

The Chancellor’s Office (CO) formed the Financial Business Rules Committee (FBRC) to identify a baseline delegation of authority structure for the CSU. This committee was composed of campus and CO representatives who were charged with developing this standard for approval of financial transactions. Further information about this collaborative effort is available on the CSYou Delegation of Authority webpage.

An individual with Delegation of Fiscal Authority has been designated to review and approve transactions and authorize the expenditure of monies. This delegation is tied to an individual’s role and responsibilities within the organization. Individuals approving transactions and authorizing expenditures should:

• 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/donation.

DOA Applications

Requesting Access for the first time (.docx file)

Modifying existing access: Delegation of Fiscal Authority Modification Request
https://forms.humboldt.edu/delegation-fiscal-authority-modification-request

The following structure will act as the basis for assignment of fiscal authority for departments:

Humboldt’s DOA Levels