Topics Map > Operational Support Resources > 4.6 Financial Services
Topics Map > Supervisor Toolkit > 2.5 Contracts & Agreements > 2.5.1 General Signatory Agreements (GSA)

Contracts & Agreements - General Signatory Agreements (GSA) - Create a New Approval Request

As part of the General Signatory Agreement (GSA) workflow, an Extension supervisor will need to submit an approval request for the agreement. This step should be completed after both the requestor and supervisor have signed the agreement cover sheet.

Note: These instructions must be completed by a supervisor. 

Navigate to the GSA SharePoint Site

Create a New Approval Request

Click "New GSA Approval Request"

Complete Form

Fill out the required fields (*) in the approval request form. Make sure to select "Save".
Click "Save" to Complete Form

Title: Use the same format as the title of the document set.

  • [Name of Requestor] - [Type of Agreement] - [Outside Organization/Signatory]

General Signatory Agreement Set Link: Select the document set you created by selecting its name. 

General Signatory Agreement Type: Select the type of agreement you are submitting.

Requestor: Email address of the Extension employee requesting the agreement.
Assistant Dean/Institute Director:
  • Email address of the Assistant Dean or Institute Director;
  • The supervisor should select their supervisor. 
  • If the requestor is an Assistant Dean or Institute Director - they should select themselves. 
  • You can find names on the Staff Directory Leadership page.
Outside Signatory Name: Name of the individual who will be signing the agreement for the outside organization. 
Outside Signatory Email: Email of the individual who will be signing the agreement for the outside organization. 
Outside Signatory Phone: Phone number of the individual who will be signing the agreement for the outside organization. 
New or Modified: Is this a new agreement or a modification to an existing agreement?
Date Needed
  • By when would you like to have the agreement signed?
  • This field does not guarantee that the agreement will be fully executed by the requested date. 
  • Give yourself a head start and request the agreement a month in advance! 
Expiration Date: Complete if there is an expiration date included in the agreement.
Local Office: Complete if the agreement is associated with a local Extension office.

Submit Request for Approval

  • Head to the General Signatory Agreement Approval list.
    • When you save the form you will be taken to this page. 
    • Otherwise go to the GSA SharePoint Site and click "View GSA Requests"
Click "View GSA Requests" to Submit Request for Approval
  • Select the Space Request Form you would like to submit for approval.
  • In the list, click the icon/words in the “Start Approval” column.
Click "start approval" to submit
  • Select "Run Flow"
Select "Run Flow"
  • If you refresh the page, you will see the Approval Status changes to “Pending”. Once the Assistant Dean/Institute Director and Chief Financial Officer review and approve/reject the status will change. 
Status will show as "Pending" initially while waiting for review and approval.


Keywords:
GSA 
Doc ID:
95636
Owned by:
Nichole W. in Extension Handbook
Created:
2019-11-07
Updated:
2024-08-19
Sites:
Extension Handbook