Expenditure Pre-Approval Process and Forms
The pre-approval process and request forms for all expenditures, regardless of fund source, at UCOP are provided below in compliance with the memo dated October 13, 2008 from Executive Vice President - Business Operations concerning expenditure limitation measures.
Approval Authority for Expenditures
- Executive Vice President -Business Operations will approve all in-state travel with costs of $500 or more and all out-of state travel for Executive/Senior Vice Presidents, the Provost, Vice President and General Counsel, Chief Investment Officer, and all Vice Presidents, Associate VPs, Assistant VPs, etc., in the Business Operations division.
- Provost and Executive Vice President - Academic Affairs will approve all in-state travel with costs of $500 or more and all out-of state travel for all Vice Presidents, Vice Provosts, Associate Provosts, etc., in the Academic Affairs division. The appropriate person in Academic Affairs will route a copy of the signed approval form to Georgia Gonzales for tracking.
- Department Heads will approve all in-state travel with costs of $500 or more and all out-of state travel for their own departments. The Department will route a copy of the signed approval form to Georgia Gonzales for tracking.
- Executive Vice President - Business Operations will approve all purchases and meetings/events of $500 or more.
- Executive Vice President - Business Operations will approve all consulting contracts of $15,000 or more (formerly $25,000).
- Executive Vice President - Business Operations will approve all requests for filling vacant positions.
- Executive Vice President - Business Operations will approve all space planning requests.