Create and Manage Non-Sponsored Accounts

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New non-sponsored accounts may need to be created to house research related funding that does not specifically belong, or indirectly support, a sponsored project.

New accounts may be:

  • Created from a pool of available existing funds
  • Established from anticipated future income (e.g checks, wires)

The procedure for creating a new Non-Sponsored account depends on the source of the new fund:

Created From a Pool of Existing Funds

The following information is required to establish an account from existing funds:

  • Duration of the account
  • Project Director (Account Facilitator)
  • General account description
  • Account purpose (please classify the account into one of the functional code classifications
  • Who should have signatory access to the account
  • Which current project/task/award with available funding will supply the account
  • The amount of funding required to be moved to the new account
     

Created From Anticipated Revenue

  • Duration of the account
  • Project Director
  • Account description
  • Account purpose (please classify the account into one of the functional code classifications)
  • Who should have signatory access to the account
  • Where the funding will be received

Once funding has been received, please complete a deposit transmittal from and include all invoice associated with the deposit.

Please Note

All external funding will be assessed the current  General University Service Fee (GUSF).

Created Using Reserve Funds

Update a Non-Sponsored Account

Updating a Non-Sponsored account is a fairly straightforward process. A majority of requests may be initiated by sending an email to the Non-Sponsored Group. Requests for extensions may only be requested by the original entity that established the account.

  • All accounts funded by the Financial Plan, however, will automatically be extended if at least a $100 balance remains at the end of the fiscal year. If less than $100 remains, the balance will be moved back to the project that funded the account.
  • Income, Service and Facility, PI Incentive, Residual Balance and Royalty accounts are also automatically extended at the end of their project period if a balance remains. There is no funding threshold for these accounts.

Contact an Expert

Brendan Davis

Non Sponsored RF Accounting and Financial Reporting

Financial Management

Chelsea Frank

Non Sponsored RF Accounting and Financial Reporting

Financial Management

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