Policy Training Program for the Lifecycle of an Account Signature Delegation Presented by Lucia Anderson Upon completion of this course you will be able to: Explain where delegations originate Explain the dual role in signature delegations
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Presented by Lucia Anderson
Explain where delegations originate
Explain the dual role in signature delegations
List forms business office staff are authorized to sign
Explain process of auditing a document before signing
Define “allowable”, “allocable” and “reasonable”
Explain routing of documents
Governance of Purdue is vested in a 10-member Board of Trustees.
They have established by-laws
Outlines the duties of the TreasurerIntroduction
The Department Head is responsible for programmatic and financial activities.
Dean or Department Head may delegate signature authority on their behalf to the Director of Financial Affairs, Business Manager, business office support members or staff members in the case of central offices.
Delegation is made through the Business Office Form 0009.Academic/Unit Delegation
SPS Transmittal Check Sheet/Proposals
All leave documents, including Form 17’s
Personnel Activity Reports (PARS)
Request for Notice to Proceed (Form 27)
Outside Activity Form (Form 32A)
Cost sharing commitments
Conflict of Interest Disclosure
Fellowship Form 90
Business Office staff with Comptroller/SPS delegation have authority to sign for procurement of goods and services, except for payments to individuals*, up to their delegated dollar limit – regardless of the purchasing mechanism used.
* Travel reimbursement <$500Comptroller/SPS Delegation
If a current membership exists, sign for the Comptroller and forward to Accounting
If processing a new membership, forward to the Director of Financial Affairs. May require other approvals depending on dollar amount.
Personal/individual memberships are now allowable with Dean’s approval.Memberships – New Process
Business office should sign on line 19. Source of funds.
If travel is on SPS funds, sign on the “Signature of SPS Reviewer”Form 17 Review
Payments of approved travel expenses require department head and business office review.
If you have department head authorization, and comptroller authorization up to $500, you may sign as both.
Sign on the appropriate lines, then forward to Disbursements