Spending Authority

In a review of the University’s policies and processes, Dalhousie University has developed a Spending Authority Policy for Research Funds to ensure compliance with current internal control, accountability standards and Federal research granting councils.  The report structure of Dalhousie’s financial system has been the basis of the Spending Authority Policy for Research Funds plus the additional benefit of delegation of spending authority.  The following is general information required to ensure compliance to the policy:

1. Unit Authorities (Researcher) can delegate $5,000 spending authority to an individual payrolled through Dalhousie University.  This delegation is done through Web for Administrators.  Please review the instructions on how to delegate spending authority for $5,000 and under.

2. A Unit Authority (Researcher) may delegate “Total Budget” spending authority to their next reporting level of authority (eg. Dean, Department Head or Chair).  Please review the instructions on how to delegate "Total Budget" Spending Authority through Web for Administrators.

3. Specimen signatures of all Unit Authorities and Delegates are required for audit purposes and must be received before spending approval begins.

4. The Unit Authority is responsible for the adding or revoking of the Spending Authority role in Web for Administrators.  Note that spending authority should be revoked as soon as a delegate is no longer eligible (eg. a research assistant no longer works for a researcher).

There is an annual review process done in November to confirm everyone with access still requires it for another year.

5. An oracle id is required for individuals being delegated the spending role.  While an oracle id is required before access to Finance Self-Serve and ePrint can be turned on, delegating spending authority can be done without and oracle id being created.  Financial Services will be notified that access is required and an oracle id will be created.   Once this has been completed the delegate will be notified of their access.