Expenditure Pre-Approval Process and Forms
Health Sciences and Services
Please refer to the instructions attached to the forms below for additional information.
- In-State Travel of $500 or more for Departments (doc) - Submit requests to the OP Budget Office. The OP Budget Office will return requests to the appropriate departments. The Department must route a copy of the signed approval form to Georgia Gonzales for tracking.
- In-State Travel of $500 or more for Divison Head (doc) – Submit requests to the OP Budget Office. The OP Budget Office will route the requests to the Business Operations Immediate Office. The Immediate Office will return the requests to the appropriate departments.
- Meetings/Events with Costs of $500 or more (doc) - Submit requests to the OP Budget Office. The OP Budget Office will route the requests to the Business Operations Immediate Office. The Immediate Office will return the requests to the appropriate departments.
- Out-of-State Travel for Departments (doc) - Submit requests to the OP Budget Office. The OP Budget Office will return the requests to the appropriate departments. The Department must route a copy of the signed approval form to Georgia Gonzales for tracking.
- Out-of-State Travel for Division Head (doc) - Submit requests to the OP Budget Office. The OP Budget Office will route the requests to the Business Operations Immediate Office. The Immediate Office will return the requests to the appropriate departments.
- Post and Fill Position Request (doc) – Submit requests to the Provost’s Office. The Provost’s Office will route the requests to the OP Budget Office. The OP Budget Office will route the requests to the Business Operations Immediate Office. The Immediate Office will return the requests to the Provost’s Office to be returned to the appropriate departments.
- Professional Services / Independent Consultant Agreements of $15,000 or more (doc) - Submit requests to the OP Budget Office. The OP Budget Office will route the requests to the Business Operations Immediate Office. The Immediate Office will return the requests to the appropriate departments.
- Purchases with Costs of $500 or more (doc) - Submit requests to the OP Budget Office. The OP Budget Office will route the requests to the Business Operations Immediate Office. The Immediate Office will return the requests to the appropriate departments.
- Space Request (doc) - All space management requests must have the endorsement of the Space Planning department via before submitting to Georgia Gonzales for the Executive Vice President's approval. Georgia will return the requests to the appropriate departments.
Note: Training costs should be included with travel information (if attending the training involves travel). There is no separate form for trainings, and at this point, training fees are not being counted as purchases.