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Request for New Program or Project Form

Instructions

Use this form to request a new program or project. Please fill
in all blanks. When the form is completed and submitted to the
appropriate office, the new program or project number will be
determined. The department will be notified of the newly assigned
program or project number by the Controller's Office. The
department will also be notified by the appropriate office with
an explanation if the request is not approved.

If you have questions about this form, please contact the Budget Analyst for your unit.

For Sponsored Agreement Requests, Re-Budgeting Form For Sponsored Agreements

For Industry Sponsored Agreement and Clinical Trial Requests, Industry Sponsored Clinical Trial Information

Today's Date: (Required)

Effective Date of New Program: (Required)

Responsible School or Vice President: (Required)

List Two Persons with Program Approval Authority:

Name #1: (Required)

E-Mail: (Required)

Phone Number: (Required)

Name #2: (Required)

E-Mail: (Required)

Phone Number: (Required)

Name of New Program: (Required)

30 Character Maximum. NOTE: When typing the program name use the word 'and' instead of the '&' character.

Program Group: (Required)

If requesting creation of a Service Center, the business plan and rate structure must first be approved. Send a copy of the approved plan to your unit's budget analyst.

Peoplesoft Fund: (Required)

CSD: (Required)

PS Department Number: (Required)

PS Department Name: (Required)

PS Expense Class to be completed when approved. _____

PS Revenue Class to be completed when approved. _____

Check if this is a "Program Budget" (1xxxx), where expenses are limited by the amount of revenue recognized?

Check if this program is for non-general funds and should be set-up with an appropriation link?

Year-end Carryover Category: (Required)

Purpose of the Program or Project: (Required)

Indicate the type of expenses associated with this Program and the amounts to be budgeted for each category.

Select all that apply.

Personal Services

Amount for Personal Services

Fringe Benefits

Amount for Fringe Benefits

Operating Expenses

Amount for Operating Expenses

Total Expenses Associated with this Program

How will these expense amounts be determined/calculated?

Is there a written agreement that specifies the details of this new program (services to be provided, time period, dollar amounts of revenue/expense, etc.)?

Yes
No

Indicate the type of revenue associated with this Program and the amounts to be budgeted for each category.

Select all that apply.

Transfers from Other Programs

Amount of Transfers from Other Programs

Departmental Credits

Amount of Departmental Credits

Payments from Outside the University

Amount of Payments from Outside the University

Other

List Account Codes and Amount of Revenue

Total Revenue Associated with this Program

How will these revenue amounts be determined/calculated?

Date Account to be Closed: (Required)

DD/MM/YY or Indefinite

How are the funds to be distributed when the Program or Project is closed? (Required)

Based on the following list, select the appropriate office to receive this request. (Required)

Budget & Financial Planning
Office of Advancement Services
Controller's Office
Research Administration

Select the office to receive your request based on the type of program/project being requested.

Select Budget & Financial Planning for the following codes:
General Funds-Home Programs   0xxxx
Program Budgets                         1xxxx
Other General Funds                        3xxxx
Auxiliaries                                     4xxxx
Athletics                                       Axxxx
Clinics                                       Cxxxx
Hospitals                                    Hxxxx
Academic Support Programs        Pxxxx
Service Centers                            Sxxxx
UofL Foundation                         Uxxxx
Cardiovascular Institute               Vxxxx
General Institutional Expense    X0xxx
Metropolitan College                   Y0xxx
Projects         Jxxxx

Select Office of Advancement Services for the following codes:
** For the establishment of an endowment or a restricted gift, send the charitable gift agreement, donor letter, or will to the Office of Advancement Services.
Endowments     Exxxx
Gifts                 Gxxxx

Select Controller's Office for the following codes:
Residual Funds, Sponsored Funds   Dxxxx
Agency Funds                                    Y1xxx
Dental Faculty Practice Plans            Y2xxx
UofL Research Foundation               Zxxxx
Loan Programs                              Lxxxx

Select Research Administration for the following codes:
Facilities Enhancement             Fxxxx
Research Incentive Grants      5xxxx
Research Scholars                  X3xxx

Prepared by: (Required)

Contact Phone Number: (Required)

Email Address: (Required)

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Email the Bursar

502-852-6503

Campus Locations

Budget & Financial Planning
Phone: 502-852-6166

Grawemeyer Hall
Room 20
Louisville, Ky. 40292

Bursar's Office
Phone: 502-852-6503

Houchens Building
Room 101
Louisville, Ky. 40292

Controller's Office
Phone: 502-852-7072

Service Complex
2nd Floor
Louisville, Ky. 40292

Payroll Office
Phone: (502) 852-2978

Personnel Services Building
1980 Arthur Street
Louisville, KY 40208-1707

Position Management
Phone: (502) 852-2978

Personnel Services Building
1980 Arthur Street
Louisville, KY 40208-1707

Vice President for Finance
Phone: 502-852-6166

Grawemeyer Hall
Room 20
Louisville, Ky. 40292