It is very important that all pertinent information be included on the chartfield forms; this will make the process quicker.
Program Request Worksheet
Program Source of Funding: If the money is coming from another speedtype, fill in that speedtype. Otherwise, just explain where the money is coming from. This should be as detailed as possible. A few examples are listed below:
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Conference Registration Fees
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Sales of laboratory tests to hospitals throughout the country
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Leftover monies from closed fund 30 projects
Purpose: This should explain the purpose of the new chartfield and specifically state what the funds will be spent on. This should be as detailed as possible. A few examples are listed below:
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Funds will be used to pay expenses of the XYZ conference.
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Funds will be used to purchase supplies for the metabolic lab.
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Funds will be used to pay faculty travel expenses.
Fiscal Roles: Enter the position numbers and campus box numbers for the Program Fiscal Principal and Program Fiscal Manager. A short description of the fiscal roles and the financial reports they receive can be found at: http://abs.colorado.edu/ABS_WEB/nonhtm/word/FiscalRoles.doc
Expenditure Control Rule (ECR)/Available Resource Basis (ARB): A description of the ECR and ARB attributes can be found in the Expenditure Control Overview at: https://www.cu.edu/controller/documents/EC_Overview.pdf
If unsure which attribute to assign, leave blank and the Finance Office will assign.
Speedtype Request Worksheet
Fund: Enter fund code if known, if not, leave blank and Finance will complete.
Organization: This is mandatory. Enter the organization code within your unit where the speedtype is to be established.
Speedtype Fiscal Staff: Up to five fiscal staff are allowed, but only one can be designated as “Primary.” Select the Expense System Fiscal Staff Attribute (A-Approver, R-Reports, B-Both Approver and Reports).