Financial Services Manual (FIN)

Effective: 5/31/1989

Revised: 3/1/2011

FIN 204–01: Additions/Changes/Deletions in Org Managers/Authorized Signers

Purpose

To discuss the procedure for:

1. establishing the org manager and authorized signers for a new agency/org
2. changing an org manager

   and

3. adding/deleting authorized signers

Source

University policy

Policy

University departments establish org managers and authorized signers for new agency/orgs, change existing org managers, or add/delete authorized signers from existing agency/orgs by completing the appropriate section(s) on Establishing/Changing Org Manager/Authorized Signers on Agency/Org(s), Advantage Form A. D

Advantage Approval Matrix
Situation	Required Approval Signature, Including Advantage User ID1
Establishing org manger and/or authorized signer(s) for a new agency/org2	New org manager and higher-level authority
Change in org manager3	Present org manager, dean, director, chair, business manager, or higher level authority
Change in org signer(s), other than org manager	Present org manager, dean, director, chair, business manager, or higher level authority

1The Advantage User ID for each approval signature must be included on Form A so the Advantage Helpline can ensure that the person signing has the authority to approve the addition/change/deletion. Note: For org manager changes on sponsored project agency/orgs, certain additional approvals may be required. Consult your Office for Research and Sponsored Projects Administration site officer.

2Also complete a New Account Application Form (see also FIN 202, “Establishment of Agency/Orgs”).

3Indicate whether the previous org manager will remain an authorized signer on the agency/org(s) and retained, if warranted, on the Advantage security tables.

Procedure

The requesting department completes an Advantage Form A to initiate org manager or authorized signer change(s) and obtains all required approval signatures. If adding, changing, or deleting an org manager and/or authorized signer for an established agency/org, the department forwards the form to the Advantage Helpline for updating of Advantage tables.

If establishing an org manager and/or authorized signer(s) for a new agency/org, the department forwards the completed document(s), including all required signatures, to Financial Services.

Financial Services or the Office for Research and Sponsored Projects Administration:

1. reviews the completed document(s) for completeness and accuracy
2. updates Advantage tables as deemed necessary

   and

3. files ASU Advantage Form A document for updating/record retention purposes.

Cross-Reference

For related information, see FIN 202, “Establishment of Agency/Orgs.”

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