1. ABC Open Forum University Campus Programs (UCP) DocuSign Forms Launch May 12, 2017

2. Today’s Objectives Understand what’s changing Watch the demo
Understand where to find resources
Questions & Answers

3. How did we get here? Paper 4 pages 41 fields to complete
6 approval signatures
No transparency
2-4 weeks to process

4. Project Goals Online Reduce signatures Transparency
Understand what our customers need
Reduce information required
Faster
Simple
No paper

5. New and Improved! All online 1 page 10 questions 5 digital signatures
Transparency in entire process
Just days to process

6. How to access? UCP Website for Forms and Tutorials:
afd.calpoly.edu/university_campus_programs

7. “Power Form”
Allows requestor to identify roles involved in approval process
Requestor’s identity is captured on form
No authentication needed to submit

8. Workflow Requestor – completes, attaches donor intent
Fund Director – reviews, signs
Optional: Department Reviewer – reviews, initials
UCP – reviews, assigns fund number
Dean/Assoc. Dean/VP –reviews, signs
Fiscal Services Mgmt. – reviews, signs
University Development – reviews, signs
AFD Vice-President’s Office – reviews, signs
Complete – routed to UCP for processing

9. Demo UCP Fund Spending Agreement
UCP Fund Signature Authorization Update

10. Questions?

11. University Campus Programs
Netherly Martinek
x5164