The purpose of the CSU Delegation of Authority (DOA) Standard for SJSU is multi-faceted:
Financial Control and Management: To implement policies and procedures related to fiscal delegation (governed by CSU Executive Order 1000) to ensure proper internal controls and responsible financial management of the university.
Approval Structure: To establish a baseline delegation of authority structure for the CSU to standardize the approval of financial transactions.
System Migration: To establish a DOA structure that supports SJSU's migration to Concur travel and expense management.
Designated Authority: To designate individuals with Delegation of Fiscal Authority to review, approve transactions, and authorize the expenditure of monies based on their role and defined authority levels.
The standard establishes a Delegation of Authority (DOA) structure for SJSU to support its migration to the CSUBUY P2P system, which went live on January 26, 2026.
The CSU Chancellor’s Office (CO) created the Financial Business Rules Committee (FBRC)—composed of campus and CO representatives—to establish a baseline, system-wide standard for approving financial transactions. This delegation structure is implemented at SJSU according to CSU Executive Order 1000 to ensure proper internal controls and responsible financial management.
Individuals designated with Fiscal Authority are responsible for reviewing, approving transactions, and authorizing expenditures of money, with this delegation tied to their role. The President, CFO, and designated administrators are responsible for fiscal decision-making within specified authority levels.
Individuals with delegated authority must ensure financial transactions are compliant, justified, and fiscally sound before approval.
Responsibilities include:
Ensuring the expense is allowable, reasonable, accurate, and complies with all rules and policies.
Verifying the use of correct chartfields and the availability of adequate, sustainable funds.
Confirming the funding source is appropriate for the expense, especially for sponsored projects or grants.
The DOA structure for Concur provides a three-level approval hierarchy that will sequentially review and approve the financial transaction.
Primary: The first administrator to review the request and authorize the expense.
Secondary: The second administrator to review the request and authorize the expense.
Tertiary: The third administrator to review the request and authorize the expense.
The DOA module was activated in CFS to support the transition to Concur.
The DOA Dashboard can be used to identify current DOA approvers, and any changes must be coordinated through the appropriate division or college.
See the Important Links section, below, for details on setting up and maintaining the DOA structure.
Designated administrators are essential for maintaining the financial integrity and ethical standards of the university.
Key Responsibilities:
Stewardship & Accountability: Upholding financial integrity.
Expertise: Possessing or acquiring knowledge of CSU fiscal policies and rules.
Compliance & Ethics: Ensuring compliance with all financial regulations.
Financial Processes: Supporting the university’s financial systems.
Strategic Alignment: Ensuring expenditures advance the University's mission and align with institutional priorities.
California Education Code §89720–89756
DOA Structure for SJSU based on CSU Delegation of Authority Standard
SJSU Delegation of Authority [DOA] Dashboard [requires SSO]
Approvers must be entered into an approval structure, known as DOA 360, for Concur. Departments are responsible for keeping their department’s approval structure up-to-date.
To request additions or updates to the DOA - reach out to your college or division DRO for assistance.