Fund Request Form Updated to Handle Internally Funded Research and New Expenditure Authority Levels
March 6, 2016
Effective immediately, requests for new funds for internally funded research will utilize the Fund Request Form. Internal competitions for research funding will no longer utilize the Coeus system. This change is being made to make the internal fund set-up process consistent across the institution. Externally funded awards will continue to require a Coeus record to be established in Banner as a grant. The Fund Request Form has been updated to capture additional information needed by Research Accounting to set up the grant in the Banner Research Accounting Module. This information is captured in fields 2c to 2h of the updated form. Requests for internally funded research funds should include a completed Internally Funded Research Budget Form and internal award letter and be sent via e-mail to email@example.com. All other fund requests will continue to be handled by Financial Reporting and those requests should be sent via e-mail to firstname.lastname@example.org.
The Fund Request Form has also been updated to include two new Approval Authority levels. The first level is SSR050 and provides the user with expenditure authority of up to $5,000 and also gives the user Requestor Plus role in the Smart Source purchasing system. The second level is SSR900. The SSR900 role is one that is the equivalent of either an SSR100 or SSR200 role (depending on your organization’s expenditure authority structure), but does not add this person to Smart Source workflows. This is typically a role reserved for the highest level executives.
If you have any questions about how to complete the form for internally funded research requests, email email@example.com for assistance. All other questions, should be routed to firstname.lastname@example.org.