Request for a new Fund (Non-Research) Name of person requesting this Fund* First Last Type of Fund (select one):* Enterprise: Enterprise Funds are those which generate revenue for the University but are not related to our primary functions of teaching and research. Special Purpose: Special Purpose Funds are university-designated or donated funds for specific endeavours other than Operating, Ancillary, Scholarship, Research, Endowment, or Plant (capital). Type of Fund: Enterprise FundWhat type of Enterprise Fund is this?non-credit coursespace or equipment rentallaboratory servicesentreprenurialservice contractconference/ workshop / symposiumWill overhead be applied to this service contract?-yesnoWhat is the percentage of overhead that will be applied to this service contract? Is this conference/ workshop/ symposium intended for the dissemination of research or knowledge mobilization purposes?N/Adissemination of researchknowledge mobilizationIs this conference/ workshop/ symposium a Carleton University event or is this for an external organization?-Carleton University eventexternal organizationType of Fund: Special Purpose FundDescribe the purpose of the Special Purpose Fund and nature of the transaction.What is the expected value of the Fund?Fund DetailsTitle of Fund* Expected End Date YYYY slash MM slash DD Describe the purpose of the Fund*Choose all expected sources of funding.* internal department/ faculty external registration Fees (13% HST must be included) other external (please specify) other (please specify) Choose all expected methods of payment collection.* cheque/ EFT/ wire payable to Carleton University CU Ecommerce (https://i.carleton.ca/cu-ecommerce/) Financial Approval Requested for Fund OwnersAdd financial approval and delegation*Full NameBanner IDJob Title*Role *Descriptions for each of the 'Role' options: Primary Owner – Person responsible for org, usually a Chair or Director, automatically has signing on the org (can only be one primary owner) Secondary Owner – Person responsible for financial management for the org, usually an administrator, automatically has signing (can be several secondary owners) Signing Authority – Both posting and query in all financial systems, and signing approver in eShop Posting Access – Only post transactions in financial systems Query Access – View transactions in FAST-Finance Reporting Post and query Access – Post and view in financial systems eShop – posting access in eShopTravel and expense approver*Full NameBanner IDGuarantee FOAPALGuarantee operating ORGN liable for potential negative balance or to receive surplus balance (100000 / ORGN)* Enter your 3 or 4 digit Org number after 100000 Δ Share: Twitter, Facebook Short URL: https://carleton.ca/financialservices/?p=15512