Notice: Beginning March 7, 2025, non-local travel and training requests will be routed to a Dean, Chancellor (or designee), or Cabinet-level official for their review and determination of essential travel. The updated Executive Office Finance Pre-Travel Approval Flow has been designed to reflect this change and help guide requests through the appropriate channels.
Pre-Travel Approval Workflow Steps
Pre-Travel Approval
- Review the Executive Office Finance Travel website.
- Consult Executive Office Finance Team (EOFin), if needed.
- Initiate request by submitting a Pre-Travel Approval form.
The submitted form will route to the Senior Director of the Executive Office for initial review and approval. If approved, it will be routed to the EOFin Team for additional processing.
A member of EOFin team will continue their review and approval. Missing documents or information may cause the request to be returned and rejected. If fully approved, it will be routed for additional approval by a dean, chancellor (or designee), or cabinet-level official to determine its essential status under the FY25 Financial Risk Mitigation Efforts Directive, effective March 7, 2025.
The submitter will be notified that the Pre-Travel request is approved and a ticket will be created and routed back to the EOFin team. The traveler can initiate and book travel at this time, though it is recommended to wait for further guidance from an EOFin team member.
The submitter will be notified if the request is not approved.
| Unit | EO Finance Core Partner | EO Senior Director | Unit Approver |
|---|---|---|---|
| Academic Personnel & Faculty (APF) | Kim Dinh | Jessica Lira | Fred Nafukho |
| Academic Strategy & Affairs (ASA) | Jessica Lira | Phil Reid | |
| Division Campus Community Safety (DCCS) | Luisa Townes | Sally Clark | |
| Office of Shared Governance | Sadie Kim | Gautham Reddy | |
| Office of the President (PRES) | Jessica Lira | Margaret Shepherd | |
| PRES: Internal Audit (IA), Strategic Initiatives | Sadie Kim | Margaret Shepherd | |
| PRES: Environmental Health & Safety (EH&S) | Sadie Kim | Margaret Shepherd | |
| PRES: Ombud, University Rules & Policy (URP) | Sadie Kim | Margaret Shepherd | |
| Office of the Provost (PROV) | Jessica Lira | Margaret Shepherd | |
| PROV: Health Science Services (HSS) | Sadie Kim | Margaret Shepherd |