OOEF Procedures
- Please use DocuSign for Official Occasion Expense Forms (OOEFs) routed to Assistant Vice President Krista Hadavi for approval.
- To submit a form, follow routing procedures for campus leaders, and use the OOEF.
- Please contact Records and Information Management (rms@austin.utexas.edu) for assistance with creating a DocuSign template.
- Contact ubsadmin@austin.utexas.edu with questions or concerns.
Chief Information Officer OOEF Policy
Effective September 22, 2023, delegates in the CIO portfolio are authorized to approve expenses up to $1,000. Assistant Vice President for University Business Services and Chief Business Officer Krista Hadavi final approves OOEFs for amounts greater than $1,000, as well as any OOEFs for events that the delegate attends.
Delegates:
- Assistant Vice Provost and Director of Academic Information Systems Graham Chapman
- Director of Operations Kathryn Flowers
- Assistant Vice President for University Business Services Krista Hadavi
- Executive Director for Enterprise Business Information Technology Solutions Heather Hanna
| Expenditure | Final Signer(s) |
| < $1,000, delegate not attending | Delegate |
| < $1,000, delegate attending | Delegate and Krista Hadavi |
| ≥ $1,000 | Delegate and Krista Hadavi |
Chief Operating Officer OOEF Policy
Effective November 3, 2023, delegates in the COO portfolio are authorized to approve expenses up to $2,000. Business Operations Manager Dena Grumbles final approves OOEFs for amounts greater than $2,000, as well as any OOEFs for events that the delegate attends.
Delegates:
- Executive Director for Real Estate Finance and Asset Management Dan Allen
- Business Operations Manager Dena Grumbles
- Senior Director Business Services for University Housing and Dining Bridget Lawrence
- Associate Vice President for Campus Services Marla Martinez
- Associate Vice President for Campus Operations Brent Stringfellow
- Associate Vice President for University Housing and Dining Marilyn Tyus
| Expenditure | Final Signer(s) |
| < $2,000, delegate not attending | Delegate |
| < $2,000, delegate attending | Delegate and Dena Grumbles |
| ≥ $2,000 | Delegate and Dena Grumbles |
Financial and Administrative Services OOEF Policy
Effective February 1, 2024, delegates in University Business Services (UBS) are authorized to approve expenses up to $1,000. Assistant Vice President for University Business Services and Chief Business Officer Krista Hadavi final approves OOEFs for amounts greater than $1,000, as well as any OOEFs for events that the delegate attends. University Business Services units should route OOEFs greater than $1,000 to Ashley Nemec.
Delegates:
- Assistant Vice President for Procurement and Payment Services Roy Anasagasti
- Assistant Vice President for University Business Services Krista Hadavi
- Senior Associate Vice President Ashley Nemec
- Executive Director of Accounting and Financial Management and Controller Lori Peterson
| Expenditure | Final Signer(s) |
| < $1,000, delegate not attending | Delegate |
| < $1,000, delegate attending | Delegate and Krista Hadavi |
| < $1,000, delegate and Krista Hadavi attending | Delegate and Ashley Nemec |
| ≥ $1,000 | Delegate and Krista Hadavi |
| ≥ $1,000, Krista Hadavi attending or UBS unit | Delegate and Ashley Nemec |
People and Talent OOEF Policy
Effective November 2, 2023, the delegate in People and Talent is authorized to approve expenses up to $2,000. Assistant Vice President for University Business Services and Chief Business Officer Krista Hadavi final approves OOEFs for amounts greater than $2,000, as well as any OOEFs for events that the delegate attends.
Delegate:
- Director of People and Talent Karen Chawner
| Expenditure | Final Signer(s) |
| < $2,000, delegate not attending | Delegate |
| < $2,000, delegate attending | Delegate and Krista Hadavi |
| ≥ $2,000 | Delegate and Krista Hadavi |
President's Office OOEF Policy
Effective November 2, 2023, the delegates in the President's Office are authorized to approve expenses up to $1,000. Administrative Services Officer II Loretta Cowen or Director of President's Office Operations Christy Sobey final approves OOEFs for amounts greater than $1,000, as well as any OOEFs for events that the delegate attends.
Delegates:
- Assistant Director for Clements Center Jennifer Carter
- Administrative Services Officer II Loretta Cowen
- Interim Executive Director for Clements Center Paul Edgar
- Chief Compliance Officer Jeff Graves
- Chief Audit Executive Sandy Jansen
- Director of Internal Audits Patrick McKinney
- Director of the Intelligence Studies Project Steve Slick
- Director of President's Office Operations Christy Sobey
- Interim Executive Director for Texas Career Engagement Robert Vega
| Expenditure | Final Signer(s) |
| < $1,000, delegate not attending | Delegate |
| < $1,000, delegate attending | Delegate and Loretta Cowen or Christy Sobey |
| ≥ $1,000 | Delegate and Loretta Cowen or Christy Sobey |
Address:
110 Inner Campus Drive Stop G4900
Austin, Texas 78712
Email:
Phone:
512-471-9986
Location:
University Business Services personnel often work remotely. Please schedule meetings in advance.