Spending Authority

Overview

This service is used to request adding (regular or temporary) or removing a spending authority on an existing account(s).

When a current spending authority is absent for any reason, including vacation, an acting spending authority must be designated. Use the "Add Spending Authority Request (Regular/Temporary)" service offering to add a temporary spending authority.

IMPORTANT (Additions and Temporary Appointments): A wet signature, meaning your signature on a physical piece of paper in blue or black ink, is required when requesting an addition of a spending authority and must be attached to the form.

Note: An approval from the authorizing spending authority is required before this request will be fulfilled.

Information Required

You will need to include the following important information as part of your request:

  • Name of spending authority to add or remove
  • Effective date
  • End date
  • Budget / index code(s)
  • Reason for temporary appointment (if applicable)
  • Authorizing spending authority of the budget / index code(s)
  • Wet signature attached to the form (additions only)

Instructions

Click on the applicable service offering and complete all required fields on the form.  

IMPORTANT (Additions and Temporary Appointments): A wet signature, meaning your signature on a physical piece of paper in blue or black ink, is required when requesting an addition of a spending authority and must be attached to the form. You can fulfil this requirement by signing your name in blue or black ink on a physical piece of unlined paper. Next, scan the document at the printer and attach the subsequent PDF to the form. 

An approval will automatically be sent by the system to the authorizing spending authority annotated on the form.

Support

For support with spending authorities, contact the Accounts Receivable team.

You can also check the status of your ticket in the Online Portal for updates.

 
 
Add Spending Authority Request (Regular/Temporary) Remove Spending Authority Request

Details

Service ID: 3664
Created
Wed 9/20/23 3:57 PM
Modified
Fri 4/5/24 11:21 AM

Service Offerings (2)

Add Spending Authority (Regular or Temporary)
Addition or temporary appointment of a spending authority.
Remove Spending Authority
Remove a spending authority from account(s).