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? Summary: 82xx through 86xx are restricted.
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.
- Oliver's extracts of the circular regarding computers and related services.
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.
Key words
Purchase, purchasing, accounts, federal accounts