Action/Information Transmittal Form.

When advancing materials to Chancellor Case for his comment, approval and/or signature, please do so via the Action/Information Transmittal Form. Used properly, the form demonstrates to the chancellor that the necessary reviews and approvals have been secured prior to the item being advanced to him. Below are some helpful instructions for the form's use.

It is not necessary to use the form when the material being advanced is self-explanatory and on its face demonstrates that the material has been properly vetted. For example, there is no need to use the form with Travel Authorizations, Travel Expense Reports, Vacant and New Position Analysis forms, Representational Allowances and other forms or memorandums that require no coordination beyond that indicated within.

Action/Information Transmittal Form

DocuSign Training and Information Session Video


 

Forms

All requests for Chancellor Discretionary Funds need to be submitted electronically.

In addition to all standard information, the form will require you to submit the following:

  • A short description of the event or reason for this request.
  • A draft budget of expenses for requested funds.
  • An approved Rep/Non-rep form if gifts or alcohol will be purchased with these funds.

To access the form, please click the link of the appropriate form below.

If you have questions, please contact Cindy Douthit in the Chancellor’s Office at 786-1092.

 Academic - Chancellor's Discretionary Fund Request Form

 Administrative - Chancellor's Discretionary Fund Request Form