{"id":15512,"date":"2025-03-28T13:38:19","date_gmt":"2025-03-28T17:38:19","guid":{"rendered":"https:\/\/carleton.ca\/financialservices\/?page_id=15512"},"modified":"2025-03-28T14:22:07","modified_gmt":"2025-03-28T18:22:07","slug":"request-for-a-new-fund","status":"publish","type":"page","link":"https:\/\/carleton.ca\/financialservices\/request-for-a-new-fund\/","title":{"rendered":"Request for a new Fund (Non-Research)"},"content":{"rendered":"<script type=\"text\/javascript\">var gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener(\"DOMContentLoaded\",o):document.addEventListener(\"gform_main_scripts_loaded\",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook(\"action\",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook(\"filter\",o,n,r,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,n){gform.removeHook(\"action\",o,n)},removeFilter:function(o,n,r){gform.removeHook(\"filter\",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+\"_\"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==n?t.apply(null,r):r[0]=t.apply(null,r)})),\"filter\"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});<\/script>\n                <div class='gf_browser_gecko gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_11' style='display:none'>\n                        <div class='gform_heading'>\n                            <h3 class=\"gform_title\">Request for a new Fund (Non-Research)<\/h3>\n                            <p class='gform_description'><\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data'  id='gform_11'  action='\/financialservices\/wp-json\/wp\/v2\/pages\/15512' data-formid='11' >\n                        <div class='gform-body gform_body'><ul id='gform_fields_11' class='gform_fields top_label form_sublabel_below description_below'><li id=\"field_11_2\"  class=\"gfield gfield--type-name gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_2\"><label class='gfield_label gform-field-label gfield_label_before_complex'  >Name of person requesting this Fund<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_11_2'>\n                            \n                            <span id='input_11_2_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_2.3' id='input_11_2_3' value=''   aria-required='true'     \/>\n                                                    <label for='input_11_2_3' class='gform-field-label gform-field-label--type-sub '>First<\/label>\n                                                <\/span>\n                            \n                            <span id='input_11_2_6_container' class='name_last gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_2.6' id='input_11_2_6' value=''   aria-required='true'     \/>\n                                                    <label for='input_11_2_6' class='gform-field-label gform-field-label--type-sub '>Last<\/label>\n                                                <\/span>\n                            \n                        <\/div><\/li><li id=\"field_11_41\"  class=\"gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_41\"><label class='gfield_label gform-field-label'  >Type of Fund (select one):<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_11_41'>\n\t\t\t<li class='gchoice gchoice_11_41_0'>\n\t\t\t\t<input name='input_41' type='radio' value='Enterprise: Enterprise Funds are those which generate revenue for the University but are not related to our primary functions of teaching and research.'  id='choice_11_41_0'    \/>\n\t\t\t\t<label for='choice_11_41_0' id='label_11_41_0' class='gform-field-label gform-field-label--type-inline'>Enterprise: Enterprise Funds are those which generate revenue for the University but are not related to our primary functions of teaching and research.<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_11_41_1'>\n\t\t\t\t<input name='input_41' type='radio' value='Special Purpose: Special Purpose Funds are university-designated or donated funds for specific endeavours other than Operating, Ancillary, Scholarship, Research, Endowment, or Plant (capital).'  id='choice_11_41_1'    \/>\n\t\t\t\t<label for='choice_11_41_1' id='label_11_41_1' class='gform-field-label gform-field-label--type-inline'>Special Purpose: Special Purpose Funds are university-designated or donated funds for specific endeavours other than Operating, Ancillary, Scholarship, Research, Endowment, or Plant (capital).<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_11_3\"  class=\"gfield gfield--type-section gsection field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_3\"><h2 class=\"gsection_title\">Type of Fund: Enterprise Fund<\/h2><\/li><li id=\"field_11_4\"  class=\"gfield gfield--type-select field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_4\"><label class='gfield_label gform-field-label' for='input_11_4' >What type of Enterprise Fund is this?<\/label><div class='ginput_container ginput_container_select'><select name='input_4' id='input_11_4' class='medium gfield_select'     aria-invalid=\"false\" ><option value='non-credit course' >non-credit course<\/option><option value='space or equipment rental' >space or equipment rental<\/option><option value='laboratory services' >laboratory services<\/option><option value='entreprenurial' >entreprenurial<\/option><option value='service contract' >service contract<\/option><option value='conference\/ workshop \/ symposium' >conference\/ workshop \/ symposium<\/option><\/select><\/div><\/li><li id=\"field_11_5\"  class=\"gfield gfield--type-select field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_5\"><label class='gfield_label gform-field-label' for='input_11_5' >Will overhead be applied to this service contract?<\/label><div class='ginput_container ginput_container_select'><select name='input_5' id='input_11_5' class='medium gfield_select'     aria-invalid=\"false\" ><option value='-' >-<\/option><option value='yes' >yes<\/option><option value='no' >no<\/option><\/select><\/div><\/li><li id=\"field_11_6\"  class=\"gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_6\"><label class='gfield_label gform-field-label' for='input_11_6' >What is the percentage of overhead that will be applied to this service contract?<\/label><div class='ginput_container ginput_container_text'><input name='input_6' id='input_11_6' type='text' value='' class='medium'      aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_11_7\"  class=\"gfield gfield--type-select field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_7\"><label class='gfield_label gform-field-label' for='input_11_7' >Is this conference\/ workshop\/ symposium intended for the dissemination of research or knowledge mobilization purposes?<\/label><div class='ginput_container ginput_container_select'><select name='input_7' id='input_11_7' class='medium gfield_select'     aria-invalid=\"false\" ><option value='N\/A' >N\/A<\/option><option value='dissemination of research' >dissemination of research<\/option><option value='knowledge mobilization' >knowledge mobilization<\/option><\/select><\/div><\/li><li id=\"field_11_8\"  class=\"gfield gfield--type-select field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_8\"><label class='gfield_label gform-field-label' for='input_11_8' >Is this conference\/ workshop\/ symposium a Carleton University event or is this for an external organization?<\/label><div class='ginput_container ginput_container_select'><select name='input_8' id='input_11_8' class='medium gfield_select'     aria-invalid=\"false\" ><option value='-' >-<\/option><option value='Carleton University event' >Carleton University event<\/option><option value='external organization' >external organization<\/option><\/select><\/div><\/li><li id=\"field_11_9\"  class=\"gfield gfield--type-section gsection field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_9\"><h2 class=\"gsection_title\">Type of Fund: Special Purpose Fund<\/h2><\/li><li id=\"field_11_12\"  class=\"gfield gfield--type-textarea field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_12\"><label class='gfield_label gform-field-label' for='input_11_12' >Describe the purpose of the Special Purpose Fund and nature of the transaction.<\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_12' id='input_11_12' class='textarea medium'      aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/li><li id=\"field_11_13\"  class=\"gfield gfield--type-number field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_13\"><label class='gfield_label gform-field-label' for='input_11_13' >What is the expected value of the Fund?<\/label><div class='ginput_container ginput_container_number'><input name='input_13' id='input_11_13' type='text'    value='' class='medium'      aria-invalid=\"false\"  \/><\/div><\/li><li id=\"field_11_15\"  class=\"gfield gfield--type-section gsection field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_15\"><h2 class=\"gsection_title\">Fund Details<\/h2><\/li><li id=\"field_11_16\"  class=\"gfield gfield--type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_16\"><label class='gfield_label gform-field-label' for='input_11_16' >Title of Fund<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_16' id='input_11_16' type='text' value='' class='medium' maxlength='30'    aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_11_17\"  class=\"gfield gfield--type-date gfield--input-type-datepicker gfield--datepicker-default-icon field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_17\"><label class='gfield_label gform-field-label' for='input_11_17' >Expected End Date<\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_17' id='input_11_17' type='text' value='' class='datepicker gform-datepicker ymd_slash datepicker_with_icon gdatepicker_with_icon'   placeholder='yyyy\/mm\/dd' aria-describedby=\"input_11_17_date_format\" aria-invalid=\"false\" \/>\n                            <span id='input_11_17_date_format' class='screen-reader-text'>YYYY slash MM slash DD<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_11_17' class='gform_hidden' value='https:\/\/carleton.ca\/financialservices\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg'\/><\/li><li id=\"field_11_18\"  class=\"gfield gfield--type-textarea gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_18\"><label class='gfield_label gform-field-label' for='input_11_18' >Describe the purpose of the Fund<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_18' id='input_11_18' class='textarea medium'     aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/li><li id=\"field_11_21\"  class=\"gfield gfield--type-checkbox gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_21\"><label class='gfield_label gform-field-label gfield_label_before_complex'  >Choose all expected sources of funding.<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_checkbox'><ul class='gfield_checkbox' id='input_11_21'><li class='gchoice gchoice_11_21_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_21.1' type='checkbox'  value='internal department\/ faculty'  id='choice_11_21_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_11_21_1' id='label_11_21_1' class='gform-field-label gform-field-label--type-inline'>internal department\/ faculty<\/label>\n\t\t\t\t\t\t\t<\/li><li class='gchoice gchoice_11_21_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_21.2' type='checkbox'  value='external'  id='choice_11_21_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_11_21_2' id='label_11_21_2' class='gform-field-label gform-field-label--type-inline'>external<\/label>\n\t\t\t\t\t\t\t<\/li><li class='gchoice gchoice_11_21_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_21.3' type='checkbox'  value='registration Fees (13% HST must be included)'  id='choice_11_21_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_11_21_3' id='label_11_21_3' class='gform-field-label gform-field-label--type-inline'>registration Fees (13% HST must be included)<\/label>\n\t\t\t\t\t\t\t<\/li><li class='gchoice gchoice_11_21_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_21.4' type='checkbox'  value='other'  id='choice_11_21_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_11_21_4' id='label_11_21_4' class='gform-field-label gform-field-label--type-inline'>other<\/label>\n\t\t\t\t\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_11_42\"  class=\"gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_42\"><label class='gfield_label gform-field-label' for='input_11_42' >external (please specify)<\/label><div class='ginput_container ginput_container_text'><input name='input_42' id='input_11_42' type='text' value='' class='medium'      aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_11_23\"  class=\"gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_23\"><label class='gfield_label gform-field-label' for='input_11_23' >other (please specify)<\/label><div class='ginput_container ginput_container_text'><input name='input_23' id='input_11_23' type='text' value='' class='medium'      aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_11_24\"  class=\"gfield gfield--type-checkbox gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_24\"><label class='gfield_label gform-field-label gfield_label_before_complex'  >Choose all expected methods of payment collection.<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_checkbox'><ul class='gfield_checkbox' id='input_11_24'><li class='gchoice gchoice_11_24_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_24.1' type='checkbox'  value='cheque\/ EFT\/ wire payable to Carleton University'  id='choice_11_24_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_11_24_1' id='label_11_24_1' class='gform-field-label gform-field-label--type-inline'>cheque\/ EFT\/ wire payable to Carleton University<\/label>\n\t\t\t\t\t\t\t<\/li><li class='gchoice gchoice_11_24_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_24.2' type='checkbox'  value='CU Ecommerce (https:\/\/i.carleton.ca\/cu-ecommerce\/)'  id='choice_11_24_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_11_24_2' id='label_11_24_2' class='gform-field-label gform-field-label--type-inline'>CU Ecommerce (https:\/\/i.carleton.ca\/cu-ecommerce\/)<\/label>\n\t\t\t\t\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_11_25\"  class=\"gfield gfield--type-section gsection field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_25\"><h2 class=\"gsection_title\">Financial Approval Requested for Fund Owners<\/h2><\/li><li id=\"field_11_43\"  class=\"gfield gfield--type-list gfield_contains_required field_sublabel_below gfield--has-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_11_43\"><label class='gfield_label gform-field-label gfield_label_before_complex'  >Add financial approval and delegation<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><style type=\"text\/css\">\n\n\t\t\t\t\t\tbody .ginput_container_list table.gfield_list tbody tr td.gfield_list_icons {\n\t\t\t\t\t\t\tvertical-align: middle !important;\n\t\t\t\t\t\t}\n\n\t\t\t\t\t\tbody .ginput_container_list table.gfield_list tbody tr td.gfield_list_icons img {\n\t\t\t\t\t\t\tbackground-color: transparent !important;\n\t\t\t\t\t\t\tbackground-position: 0 0;\n\t\t\t\t\t\t\tbackground-size: 16px 16px !important;\n\t\t\t\t\t\t\tbackground-repeat: no-repeat;\n\t\t\t\t\t\t\tborder: none !important;\n\t\t\t\t\t\t\twidth: 16px !important;\n\t\t\t\t\t\t\theight: 16px !important;\n\t\t\t\t\t\t\topacity: 0.5;\n\t\t\t\t\t\t\ttransition: opacity .5s ease-out;\n\t\t\t\t\t\t    -moz-transition: opacity .5s ease-out;\n\t\t\t\t\t\t    -webkit-transition: opacity .5s ease-out;\n\t\t\t\t\t\t    -o-transition: opacity .5s ease-out;\n\t\t\t\t\t\t}\n\n\t\t\t\t\t\tbody .ginput_container_list table.gfield_list tbody tr td.gfield_list_icons a:hover img {\n\t\t\t\t\t\t\topacity: 1.0;\n\t\t\t\t\t\t}\n\n\t\t\t\t\t\t<\/style><div class='ginput_container ginput_container_list ginput_list'><table class='gfield_list gfield_list_container'><colgroup><col id='gfield_list_43_col_1' class='gfield_list_col_odd' \/><col id='gfield_list_43_col_2' class='gfield_list_col_even' \/><col id='gfield_list_43_col_3' class='gfield_list_col_odd' \/><col id='gfield_list_43_col_4' class='gfield_list_col_even' \/><col id='gfield_list_43_col_5' class='gfield_list_col_odd' \/><\/colgroup><thead><tr><th scope=\"col\">Full Name<\/th><th scope=\"col\">Banner ID<\/th><th scope=\"col\">Job Title<\/th><th scope=\"col\">*Role<\/th><td>&nbsp;<\/td><\/tr><\/thead><tbody><tr class='gfield_list_row_odd gfield_list_group'><td class='gfield_list_cell gfield_list_43_cell1' data-label='Full Name'><input aria-invalid='false' aria-required=\"true\" aria-describedby=\"gfield_description_11_43\" aria-label='Full Name, Row ' data-aria-label-template='Full Name, Row {0}' type='text' name='input_43[]' value=''   \/><\/td><td class='gfield_list_cell gfield_list_43_cell2' data-label='Banner ID'><input aria-invalid='false' aria-required=\"true\" aria-describedby=\"gfield_description_11_43\" aria-label='Banner ID, Row ' data-aria-label-template='Banner ID, Row {0}' type='text' name='input_43[]' value=''   \/><\/td><td class='gfield_list_cell gfield_list_43_cell3' data-label='Job Title'><input aria-invalid='false' aria-required=\"true\" aria-describedby=\"gfield_description_11_43\" aria-label='Job Title, Row ' data-aria-label-template='Job Title, Row {0}' type='text' name='input_43[]' value=''   \/><\/td><td class='gfield_list_cell gfield_list_43_cell4' data-label='*Role'><input aria-invalid='false' aria-required=\"true\" aria-describedby=\"gfield_description_11_43\" aria-label='*Role, Row ' data-aria-label-template='*Role, Row {0}' type='text' name='input_43[]' value=''   \/><\/td><td class='gfield_list_icons'>   <a href='javascript:void(0);' class='add_list_item ' aria-label='Add another row' onclick='gformAddListItem(this, 0)' onkeypress='gformAddListItem(this, 0)'><img src='https:\/\/carleton.ca\/financialservices\/wp-content\/plugins\/gravityforms\/images\/list-add.svg' alt='' title='Add a new row' \/><\/a>   <a href='javascript:void(0);' class='delete_list_item' aria-label='Remove this row' onclick='gformDeleteListItem(this, 0)' onkeypress='gformDeleteListItem(this, 0)' style=\"visibility:hidden;\"><img src='https:\/\/carleton.ca\/financialservices\/wp-content\/plugins\/gravityforms\/images\/list-remove.svg' alt='' title='Remove this row' \/><\/a><\/td><\/tr><\/tbody><\/table><\/div><div class='gfield_description' id='gfield_description_11_43'><strong>*Descriptions for each of the 'Role' options:<\/strong><\/br>\n \n<strong>Primary Owner<\/strong> \u2013 Person responsible for org, usually a Chair or Director, automatically has signing on the org (can only be one primary owner)<\/br>\n \n<strong>Secondary Owner<\/strong> \u2013 Person responsible for financial management for the org, usually an administrator, automatically has signing (can be several secondary owners)<\/br>\n \n<strong>Signing Authority<\/strong> \u2013 Both posting and query in all financial systems, and signing approver in eShop<\/br>\n \n<strong>Posting Access<\/strong> \u2013 Only post transactions in 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