CSU授权[DOA]标准

The DOA structure below has been established in support of 九州体育's migration to CSUBuy, anticipated to go-live in January 2026.

背景

The Chancellor’s Office [CO] formed the Financial 业务 Rules Committee [FBRC] to identify a baseline delegation of authority structure for the CSU. This committee, composed of campus and CO representatives, was charged with developing this standard for approval of financial transactions. See the CSYou授权网页 for more information about this collaborative effort.

The policies and procedures related to fiscal delegation as governed by CSU Executive Order 1000 are implemented at 九州体育 to ensure proper internal controls and responsible financial management of the university.

财政授权

An individual with 财政授权 has been designated to review and to approve transactions and authorize the expenditure of monies. This delegation is tied to an individual’s role within the organization.

The President, CFO, and designated administrators are responsible for fiscal decision-making within defined authority levels.Hierarchy of fiscal authority

委派的职责和期望

  • 了解费用/采购，确保信息/证明文件完整。
  • Ensure the transaction is allowable, reasonable, accurate, justified, and complies with all applicable rules, guidelines, and policies.
  • 验证收费使用了正确的图表字段[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 the expense and complies with any applicable sponsored project/grant/donation.

代表团矩阵

以下结构作为各部门财政权力分配的基础。

九州体育计划DOA结构[从高到低]

水平 级别定义 例子角色/职位 Approval Authority
$ Limit *
1 负责校园管理的个人 首席财务官 $5,000,001或以上
2 监督部门的个人 教务长、副校长、副教务长或指定CFO $500,001至$5,000,000
3 监督学院/单位的个人 Deans, Associate Vice Presidents (AVP), Executive Directors, Directors, DROs (Admin II & III) $100,001到$500,000
4 被授权从批准预算中支出和管理批准预算的个人 行政副主任（行政一及二）、部门主席/主管 $5,001到$100,000
5 负责部门采购活动的个人 非mpp、财务分析师或行政人员 最高5,000美元

* The DOA module will be implemented in CFS for initial use for CSUBUY Procure to Pay [P2P] goods and services transaction approval, by deptid[s]. The DOA approver’s workflow step will occur after the request for purchase is made in CSUBUY P2P and before procurement occurs.

指定管理员的角色

Designated administrators play an important role in fiscal authority of the university, namely:

坚持管理和问责制

你的角色责任重大，不能掉以轻心。 You are a key contributor to maintaining financial integrity across the institution.

维护和应用财务专业知识

This role requires that you either possess or actively acquire knowledge of CSU fiscal policies, procedures, and funding rules.

确保合规和道德标准

遵守所有CSU财务法规是必不可少的。 Your actions should reflect the highest standards of accountability and ethical stewardship.

支持结构性财务流程

Your contributions are a vital part of the university’s financial systems and operational processes, ensuring decisions are sound and well-documented.

使支出与战略目标保持一致

Expenditures should advance the University's mission and fall within the scope of your budget authority. Your review helps ensure that spending aligns with institutional priorities.

权威及参考资料