Non-Research PG Requests

This information will help you acquire a non-research PG.

Non-Research PGs can be requested in any of the following funds:

  • Agency/Conference (Z0000)
  • Ancillary (Axxxx)
  • Awards (W0000)
  • Capital (Pxxxx)
  • Continuing Studies (Cxxxx)
  • Endowment (Exxxx)
  • Fee for Service (F0000)
  • General Purpose Operating (G0000)
  • Specific Purpose (Sxxxx)

Request a Non-Research PG

    Instructions

    Pleas follow these guidelines to fill out your non-research PG request form.

    PG Number

    Required.
    For new PG’s in the following funds please specify all eight characters of the PG number:

    • General Purpose Operating 
    • Fee for Service
    • Continuing Studies
    • Ancillary

    1st two digits refer to Faculty or Vice Presidential area (= 1st two digits of Dept ID).
    3rd digit refers to Fund group (= 1st character of Fund).
    4th – 8th digits are specified by the department.
    For all other funds, the PG number will be assigned by Finance.

    Effective Date Required. Enter the date the PG becomes active, or the date the modification takes effect.
    Descr (PG Name) Required for new PG’s only. Enter PG name or description (maximum 30 characters).
    Fund

    Required for new PG’s in the following funds:

    • Awards (W0000)
    • Endowment (Exxxx)
    • Capital (Pxxxx)
    • Conference/Agency n(Z0000)
    • Specific Purpose (Sxxxx)

    Enter the Fund to which the PG is linked. For all other funds, complete this box if the PG can be used only with a specific Fund. If the PG can be used across multiple Funds, leave this box blank.

    Dept ID

    Required for new PG’s in the following funds:

    • Awards (W0000),
    • Endowment(Exxxx),
    • Capital(Pxxxx),
    • Caonference/Agency (Z0000),
    • Specific Purpose(Sxxxx).

    Enter the Dept ID to which the PG is linked. For all other funds, complete this box if the PG can be used only with a specific DeptID. If the PG can be used across multiple DeptID’s leave this box blank.

    Location Code Required for new PG’s only. Enter the three character location code of the originating department.
    Manager Name Required for new PG’s only. Enter one manager name only (Last,First) and his/her employee number.
    Long Description/Purpose Required. Enter the purpose of the PG or the type of activity.
    Signing Authorities Required for new PG’s only. Enter the names (Last,First) and his/her employee number of all authorized signatories for this PG. Please print clearly.
    Source of Funds Required. Enter the major revenue source.
    New PG’s Only

    Check the appropriate box, if applicable:

    • Check the first box if the PG activity involves the sale of GST taxable goods or services (provide the taxable % of sales).
    • Check the second box if the new PG is linked to a specific Fund or DeptID.
    • Check the third box if salary expenses can be charged to the new PG.
    Other Information Required. Complete all fields.
    Authorization Required. Complete all fields. Requests should be approved by a Department Head or Senior Financial Manager.