Delegations of Authority Requests

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New Delegations

Requests for NEW delegations must include the following information:

  1. Requester: Name of the individual authorizing this new delegation request.
  2. Delegator: Must include the delegator's Human Resources Position Number, the delegator's name and their internet ID)
  3. Delegatee: Must include the delegatee's Human Resources Position Number, the delegatee's name and internet ID. Note: For new employees be sure you use the employees final internet id. If the internet id changes, all delegations will have to be reentered.)
  4. Authority: Specify the authority code for the new delegation (example: FN04 Purchases of goods and services up to $49,999)
  5. Scope: Specify the unit(s) for which the delegation will apply. This is either a campus-code, a college-code, or an enterprise financial system (EFS) Dept ID number.
  6. Limitations (optional): Specify any limitations on the delegation (for example, "this delegation may be sub-delegated only to xxxxxx (position title, not name of individual)."
  7. Effective date: Indicate when the delegation should take effect, if different than the date of the request.
  8. Are there any delegations that should be removed as a result of this request?

Example:

Please create the following delegation in the Delegations Library.

Requester: Bruce Lee

Delegator: Jose Garcia, position #123456, garcixxx@umn.edu

Delegatee: Sally Strothers, position # 456789, strot001@umn.edu

Authority: FN07a (purchase of professional services up to $49,999)

Scope: DeptID 77777

Limitations: None

Effective Date: 9/1/18

Requests for CHANGES to delegations must include the following information:

  1. Requester: Name of the individual authorizing this new delegation request.
  2. Delegator: Must include the delegator's Human Resources Position Number, the delegator's name and their internet ID)
  3. Delegatee: Must include the delegatee's Human Resources Position Number, the delegatee's name and internet ID. Note: For new employees be sure you use the employees final internet id. If the internet id changes, all delegations will have to be reentered.)
  4. Authority: Specify the authority code that is being revised. Leave this blank if all authorities are being transferred from one employee to another.
  5. Scope: Specify the unit(s) for which the delegation will apply. This is either a campus-code, a college-code, or an enterprise financial system (EFS) Dept ID number.
  6. Effective Date: Indicate when the change should take effect, if different than the date of the request.

Example:

Please modify the existing delegation in the Delegations Library.

Requester: Bruce Lee

Delegator: Jose Garcia, position #123456, garcixxx@umn.edu

Delegatee: Sally Strothers, position # 456789, strot001@umn.edu

Authority: FN07a (purchase of professional services up to $49,999)

Scope: Change the DeptID number from 77777 to 88888

Limitations: Dollar limitation up to $20,000.

Effective Date: 10/1/18

Requests to REMOVE delegations for a position must include the following information:

  1. Requester: Name of the individual authorizing this delegation removal.
  2. Delegator: Must include the delegator's Human Resources Position Number, the delegator's name and their internet ID)
  3. Delegatee: Must include the delegatee's Human Resources Position Number, the delegatee's name and internet ID. Note: For new employees be sure you use the employees final internet id. If the internet id changes, all delegations will have to be reentered.)
  4. Authority: Specify the authority code(s) that is to be removed.
  5. Scope: Specify the unit(s) for which the delegation removal will apply. This is either a campus-code, a college-code, or an enterprise financial system (EFS) Dept ID number.
  6. Effective Date: Indicate when the change should take effect, if different than the date of the request.

Important Note: You cannot remove a delegation if that delegation has been subdelegated. If you still wish to remove a delegation, please include a request to remove the matching subdelegation(s) from their direct report(s) as well.

Example:

Please remove the existing delegation(s) in the Delegations Library.

Requester: Bruce Lee

Delegator: Jose Garcia, position #123456, garcixxx@umn.edu

Delegatee: Sally Strothers, position # 456789, strot001@umn.edu

Authority: FN07a (purchase of professional services up to $49,999)

Scope: Change the DeptID number from 77777 to 88888

Effective Date: 10/1/18

Requests for TRANSFER delegations to another position must include the following information:

  1. Requester: Name of the individual authorizing this new delegation request.
  2. Delegator: Must include the delegator's Human Resources Position Number, the delegator's name and their internet ID)
  3. Delegatee: Must include the delegatee's Human Resources Position Number, the delegatee's name and internet ID. Note: For new employees be sure you use the employees final internet id. If the internet id changes, all delegations will have to be reentered.)
  4. Authority: Specify the authority code that is being revised. Leave this blank if all authorities are being transferred from one employee to another.
  5. Scope: Specify the unit(s) for which the delegation will apply. This is either a campus-code, a college-code, or an enterprise financial system (EFS) Dept ID number.
  6. Effective Date: Indicate when the change should take effect, if different than the date of the request.

Example:

Please transfer all existing delegations for position #456789 (currently held by Sally Strothers, strot001@umn.edu) to Don Quixote, position #789123, quixo123@umn.edu

Requester: Bruce Lee

Delegator: Jose Garcia, position #123456, garcixxx@umn.edu

Delegatee: See above

Authority: All

Scope: same unit(s) as those associated with the existing delegations for position #456789

Limitations: Retain the same limitations that exist today

Effective Date: Immediately

Please email deleg@umn.edu if you have any questions about the action you wish to take.