Process for adding GATA Budget Executive sign-off authority

Helping Families. Supporting Communities. Empowering Individuals.

Please Ensure that the Chief Financial Officer (or equivalent) and Executive Director (or equivalent) are registered users in the CSA Tracking System prior to requesting approval rights.

1. If CSA Tracking System access is needed, register following the instructions here:

If CSA Tracking System access already exists, proceed to Step 2.

2. After the CFO and Executive Director are registered in the CSA, send an email to requesting access rights to approve budgets. The email request should include the following information:

  • The Name and FEIN of the organization;
  • The name and job title of the organization's employee requesting the access for the CFO and Executive Director; and
  • The name and email address of the CFO (or equivalent) and Executive Director (or equivalent) who will be used to approve budgets for the provider.

No budget approval access will be granted via phone. All requests need to be made via email at

Please note the CSA Tracking System can be accessed using the following web link: