REQUEST FOR ESTABLISHMENT OF A BANNER FUND
ACG 1.20 (Rev 5/14/14) cc
Electronic Submission Only
UNCW FSD-45
SECTION I:
TO BE COMPLETED BY THE DEPARTMENT REQUESTING THE NEW FUND
A. FUND CHARACTERISTICS:
TYPE:
ENDOWMENT:
BUDGETED:
Endowment Type:
*If Budgeted Fund Request, click here to
Complete Budget on Page 2
Select Institutional Trust Fund (ITF) Code:
Click here to link to UNCW Trust Fund Guidelines
Department:
5-digit ORG:
Fund Title: 35 characters maximum
Effective Date (mm/dd/yyyy):
Program Code
Describe How Fund Will Be Used:
Source of funds (Select):
Salaries
Expenditures (Select All that Apply):
Fixed Costs
Equipment
Transfers
Donor Restrictions:
B. REVENUE REQUIREMENTS:
Supplies
Services
Other-explain
University Restrictions:
MUST COMPLETE
1) Is a NEW revenue source associated with this fund?
2) Has the Revenue Questionnaire been completed?
Click here to complete
Revenue Questionnaire on Page 3
C. APPROVALS: (Budget Authority - REQUIRED)
Budget Authority Email
@uncw.edu
(Required)
Budget Auth E-Sign
@uncw.edu
Email 2:
Click Here to Submit
@uncw.edu
Email 3:
SECTION II: To be completed by General Accounting
Fund #
Fund Title
Fund Type
Pred Code
AEFTYP - Associated Entity Fund Type
RESPERS - Responsible Person
ASENTITY - Associated Entities
RPTCODE - Budget Code
INTERALL - Interest Allocation
UDMRPTC Inst'l Trust
Fund Code
ISC - Internal Service Center
NCAS - NCAS Purpose Code
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Org
Prog
ACG 1.20 (Rev 5/14/14) cc
UNCW FSD-45
BUDGET FORM
Electronic Submission Only
ONLY REQUIRED IF REQUESTING A BUDGETED FUND
Receipts
Budget Pool(s)
Budget Pool Title
Budget Amount
$
Total Receipts
$
Expenditures
Budget Pool(s)
Budget Pool Title
Budget Amount
$
Total Expenditures
Comments
Please use comment section if more space needed
Click to return to Page 1 to complete and submit form.
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$
University of North Carolina Wilmington
Revenue Questionnaire
(To be completed Electronically for all new revenue streams)
Purpose of Form: To determine if proposed revenue stream
meets federal and state requirements.
Department Name:
Date:
Division/Department Head Information:
Name:
Phone Ext:
Title:
Email:
@uncw.edu
Fund Title
For the proposed revenue activity, please answer the following questions:
1. Type(s) of revenue activity. Please select all that apply:
Services
Goods for Sale
Rental-Building
Rental-Equipment
Instruction
Advertising/Sponsorship
Entertainment
Other:
(Explain)
2. Briefly describe the revenue activity.
3. Who will benefit from this revenue activity? Please select all that apply:
Students
Faculty
Staff
Dept/Division
4. Estimated timeline for this revenue activity to begin.
Select timeline.
5. Will this activity be in competition with private local businesses?
Select:
6. Intent of revenue generation.
Select:
Public
7. Staffing resources (positions) related to revenue activity. Please select all that apply:
Current Faculty/Staff
New Faculty/Staff
Students (Paid/unpaid)
8. Frequency of revenue activity.
Select:
9. Will this activity be related to research?
Select:
Temp/Contract Workers
Click to return to Page 1 to complete and submit form.
If you need assistance completing this questionnaire, contact Lisa Eakins, Tax and Financial Reporting Accountant:
962-2757 or eakinsl@uncw.edu
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