DELEGATION OF AUTHORITY FORM
This form must be completed by the Principal Investigator (PI), and then forwarded to the
delegate and the departmental fiscal officer/financial manager. Forms must be uploaded
into the eRS system and maintained for the life of the award. The documentation must be
retained even if superseded by an updated delegation. This form will follow the record
retention policies of the related sponsored award.
Authorization – Agreement to initiate procurement of goods or services to the University
and ensure that the transaction complies with University policies and federal and state
regulations. This internal control is sometimes known as “approval” for initiating the
transaction
I authorize the individuals named below to make transactions in my name that are
necessary to accomplish the objectives of the referenced sponsored activities. The individual
to whom the signature authority is delegated has direct knowledge of the needs of the
project or activity.
All expenditures must be in accordance with the terms of award and any other applicable
regulations.
I understand that, as the PI, I retain ultimate responsibility for assuring that all
expenditures are fully allowable by the sponsor and appropriate for University
activities and are in compliance with University policies and procedures, as well as
applicable federal regulations.
(PI) (Signature) Date
PI Name (Print) Fund Number
Delegated Individual:
Name
Delegation Period
Start
End
Add Remove
to coincide with project start/end dates
Limitations
I agree to function as a delegate to purchase goods and services for the above
mentioned sponsored award. I certify that I have:
– Directknowledgeofthesponsoredaward
– Awarenessoftermsandconditionsofaward
– Awarenessofcompliancerequirements
– KnowledgeofthetransactionsthatIapprove.
DelegateSignatureDate
