How can you tell if an account is not restricted, and thus can be used for purchases not eligible to restricted fund accounts such as printer toner?
See also
- Buying through eShop (restricted access)
Restricted funds
Some account numbers may not be used to buy certain things. An account may be restricted from buying toner, for example.
Summary: Office supplies are not allowed.
- Kevin Ashman provides explicit examples of what is meant by "office supplies", 6/4/2015.
- Incorrect use of funds costs everyone because we have to use staff time to transfer funds to the correct accounts and iterate with researchers.
- Use non-restricted (safe) accounts instead.
Details:
- It's the researchers' responsibility to use the correct accounts for the correct purchases.
- Not the responsibility of the processors, such as ChemIT, who are often provided an account number to buy something for a research group.
- Restricted funds are defined by the federal government in A21 Regulation, "Cost Principles for Educational Institutions". (Specifics apparently changing mid-2015.)
- No alcohol for consumption
- No general office equipment, supplies, etc.
Account conventions used in CCB
Summary
CCB accounts A58-82xx through A58-86xx are restricted (based on chart below, as of March 2015).
Full table
Account: | Restricted? | Notes |
---|---|---|
3xxx | Unrestricted | Enterprise accounts, etc. |
5xxx | n/a | Not currently used |
81 | Unrestricted | Gifts, endowments |
82 | Restricted | Not generally used |
83 | Restricted | Sponsored funds: |
85 | Restricted | Sponsored funds: |
86 | Restricted | See 83, above |
87, 88 | Unrestricted | See 81, above |
University-wide, looking at an account's "Sub group code" indicates if an account is restricted or not. That requires looking it up in Kuali (KFS Financial), or the like.