Purpose
This site outlines the policies and procedures related to fiscal delegation as governed by CSU’s Delegation of Fiscal Authority policy. It ensures proper internal controls and responsible fiscal management at California State University, Stanislaus. An individual with Delegation of Authority (DOA) 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.
Authority & References
- Delegation of Fiscal Authority and Responsibility policy
- Designation of Chief Financial Officer policy
- California Education Code §89720–89756
Delegated Responsibilities & Expectations for DOA Approvers
The President, Designated Chief Financial Officer (CFO), and designated administrators are responsible for fiscal decision-making within defined authority levels.
- President: Primary fiscal authority and compliance oversight.
- CFO: Second fiscal authority and compliance oversight. Policy implementation and monitoring.
- Delegates: Authorized personnel by role and unit.
Key Responsibilities & Financial Stewardship Expectations
The Importance of Your Fiscal Role
Toggle to learn more about each responsibility.
Ensure you comprehend the purpose and justification for each purchase or expense. All transactions must be accompanied by complete and appropriate supporting documentation.
Confirm that the expense is charged to the correct campus chart fields and funding source. This ensures proper accounting alignment and transparency.
Verify that sufficient funds are available to cover the immediate cost. For multi-year financial commitments, evaluate the long-term budget sustainability and alignment with fiscal planning.
Confirm that the selected funding source is permissible for the type of expense, particularly when student fee revenue and allowable uses is involved. Adhere to all relevant CSU and campus-specific policies and restrictions.
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.
Delegation Table:
Authority Levels & Roles
The Chancellor’s Office created standardized levels for fiscal authority limits. Approvals at these levels are not progressive; if a fiscal transaction is within the authority limit for a level 3 approver, the transaction will not route to the level 5 and 4 approvers first. The table below references the roles/positions assigned to each level. Assignments to each level were reviewed by the president’s cabinet and approved by the president. These assignments may be modified in the future as needs and budgetary goals change
| Level | Stanislaus State Campus Roles/Position | Authority Limit |
|---|---|---|
| 1 | President; Designated Chief Financial Officer | $5,000,0001 & above subject to policy |
| 2 | President; Designated Chief Financial Officer | $500,001 up to $5,000,000 |
| 3 | President; Designated Chief Financial Officer | $100,001 up to $500,000 |
| 4 | Provost, Vice President, Auxiliary Executive Director. Post Award Grant Accountant (grants only) | $5,001 up to $100,000 |
| 5 | Vice Provost, Dean, Associate Vice President, Athletics Director | Up to $5,000 |
Current DOA Approver Assignments
Delegation of Authority data is available in a dedicated CFS Data Warehouse report. This report can be used by campus users who do not have the need for inquiry access in CFS but have the need to monitor delegations and ensure data is current. Campus department review is a key element in ensuring DOA data is complete, current, and maintained as the employee population or designations change over time.
To view current and previous DOA approvers and assignments use the navigation below:
Navigation: CSYou > Tools & Services > Financial Tools > CFS Data Warehouse
Procedural Workflow and Form
Coming Soon
Updated: May 05, 2026