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Marquette provides faculty and staff with direct spending authority for their 账户. 帐户所有者可以授权其他签名者，并负责监控余额和跟踪 University Policies and Procedures, or UPPs.
Each College has business staff in the Dean's Office. 在学院以外报告的学术单位可能有自己的资源或访问教务长办公室的指导. 个别部门也可能有支持人员，以帮助促进支出和招聘过程. Talk to your Dean's Office to find out more about the structure of support in your College or School.
The 研究和资助项目办公室 is responsible for grants management, 但不是直接的拨款支出. ORSP can help establish the proper budget for your grant, but each PI must work with 他们的部门 to process grant expenditures. 合同, 协议, and sub-awards from grants must be processed through the ORSP contract staff at grantcontracting@葡京游戏在线网址.edu.
不受限制的 账户 are funded by the annual budget as either temporary or permanent allocations. These funds come from core operating activities, primarily tuition and fee revenue. Your department has one or more permanent unrestricted 账户. The funds expire at the end of the fiscal year. These are generally designated by a restriction of five zeros (xx - xxxxx - 00000 - xxxx). 不受限制的 salary dollars include benefits on the back end automatically. 代理也有一些例外, 第一个美元, 或者由教务长办公室或研究与创新办公室监督的专业账户.
限制 账目可分为五种定义. All restricted 账户 require budgeting for fringe benefits whenever salaries are spent.
礼物 帐户以4个限制开始(xx-xxxxx-4xxxx-xxxx). 这些账户中的礼物和收入用于该账户协议中概述的具体活动. While equity in these 账户 does not automatically expire, a plan to expend the funds should be established with your Dean's Office.
养老 帐户的起始限制为8 (xx-xxxxx-8xxxx-xxxx). 每个捐赠账户由两部分组成:永久受限账户和临时受限账户. 临时受限账户的资金来源于永久受限账户的投资收益. Only the temporarily restricted portion is expendable. Each year, your College or School is given projections of additional spendable. While the equity in the temporarily restricted endowment account does not expire, a plan to expend the funds should be established with your Dean's Office.
准养老 帐户以5个限制开始(xx-xxxxx-5xxxx-xxxx). 每个准捐赠账户由两部分组成:永久受限账户和临时受限账户. 临时受限账户的资金来源于永久受限账户的投资收益. Only the temporarily restricted portion is expendable. Each year, your College or School is given projections of the upcoming spendable. Equity in the temporarily restricted account expires annually.
格兰特 帐户的起始限制为7 (xx-xxxxx-7xxxx-xxxx). 格兰特 expenditures are restricted to the signed agreement, amount, and dates of the grant. New 协议 such as an extension must be executed or else the spendable expires.
第一个美元 账户 start with a 6 RC and have a five zeros restriction (xxxx年xx - 6 - 00000 - xxxx). These funds are designated gifts to operations. The equity received in these 账户 before the fourth quarter of the fiscal year expires annually.
专业 账户遵循基于资金的规则. Often these are 账户 that are funded by either restricted or unrestricted funds on the back end.
启动 账户 are given to some faculty who are given large 启动 commitments over multiple years. While the funding on the back end is often unrestricted with unspent dollars expiring, the commitment often lasts the full term of the 启动 offer. 如果你有一个启动帐户, you should talk to your Dean's Office early and often about your plans to spend your 启动 costs. 教师 without individual 账户 have their 启动 tracked at the college or department level; however, 所有的教师都应该了解他们的创业计划中应该包含哪些费用，以便将其与其他支出区分开来.
RRG or 定期研究经费 are internal awards that have an RC that starts with 15 (06 - 15 - xxx - 00000 - xxxx). These are unrestricted funds, but they cannot be transferred to other unrestricted funds. While the funds expire at the end of the fiscal year, the commitment of funding is planned around the RRG application. 可以向 innovation@葡京游戏在线网址.edu.
格兰特的动机 账户 are established for PI's who receive incentive allocations from their college, 他们有一个以19开头的RC (xx - 19 - xxx - 00000 - xxxx). 在后面, 这些是不受限制的资金, although because of the temporary nature of the budget, fringe benefits must be calculated for salary expenses. 奖励基金的承诺持续到补助金的期限，而补助金的收益是基于补助金再加上两年. 你们的院长办公室与研究与创新办公室和预算办公室合作，确定可用的资金.
探险家的挑战 账户，以及 总统的挑战 账户, are funded by gifts on the back end and operate as a commitment of funding for a certain time period. Fringe benefits must be considered in the budget. 预算是通过研究和革新厅和审计署编制的. These 账户 start with an 099 for the RC (xx - 099 - xxx - 00000 - xxxx).
机构 帐户以2rc开始(xxxx年xx - 2 - 00000 - xxxx). These are funds held by Marquette that belong to an outside but affiliated organization. 这是非常罕见的，如果你有机会接触到一个，你应该与你的院长办公室讨论所有代理帐户.
在建工程或CIP 帐户以3rc开始(xx - 3 - xxxx - 00000 xxx). These are established for approved capital projects in the major and minor capital budget. 这对于学术单位来说是很少见的，如果你参与了一个CIP账户的项目，你应该和你的院长办公室合作.
Both internal and external awards become the responsibility of the PI and, 通过扩展, 他们的部门. It is important to keep your Dean's Office and your home department aware of the details of your award. 鼓励定期开会. While each Dean's Office has access to Kuali, details and updates often need to be communicated directly. The Office of 研究和创新 recommends a post award meeting for every award.
If multiple schools or colleges are involved, it is best to include representatives from each area.
The Dean's Office will need to know about all dates, 条件, 机构的承诺, 和招聘计划.
While every award is different, a starting template for that meeting can be found 在这里.
Designating 研究 Expenses with Fund 06
The Fund number is the first two digits of the account string. To designate eligible research expenses, budgets and expenses must use a Fund number of 06. 其他开支及预算使用01基金. If your grant is tagged as research, your budget will automatically be budgeted using Fund 06. Any other account can be mixed between both 01 and 06 as necessary. You can work with your Dean's Office to change your budgets.
格兰特 账户 are established with the department RC and a unique Restriction. This is done automatically after a fully executed agreement is processed.
其他账户可通过教务处申请或由探索者挑战研究与创新办公室提供, RRG, 及拨款激励帐户.
Once any account is established, the account owner will be sent authorized signer paperwork. This paperwork allows the owner and others access to the account for purchasing, 招聘, 总分类帐, 和报告.
To process a check or ACH payment, 采购 must have the supplier set up in their system. 如果你的供应商对葡京游戏在线网址不熟悉, then it is your responsibility to initiate the supplier add process. This will require obtaining the supplier’s contact information and submitting it through Marquetplace. 购买系统将使用他们的电子邮件地址邀请他们进入系统，在那里他们将提供更详细的信息，如他们的支付信息和地址.
学生员工 – If you will be 招聘 student employees on an hourly basis, you should hire them via JobConnection. 学生就业办公室提供每月的培训以获得进入这个系统的权限，或者授权在你的帐户上消费的人可能已经在这个系统中接受了培训. Graduate students can be hired as student employees and not graduate assistants. 请与你的教务处合作，帮助确定一个人的现有就业状态之前，试图雇用他们.
研究生助教 -账户所有者必须与他们的系主任和学生注册的学校合作. After funding is confirmed, offers may be made through the department procedures. All graduate assistants must have documentation of accepted offers processed by their school.
新教职员及教员 - All faculty and staff positions must be posted online. Work with your Department Chair and Dean's Office to generate an approved job description and posting.
Buyouts, Additional Pay, and Summer Support - Your account may cover portions of staff or faculty, including yourself. To charge someone's time to your account, work with your Dean's Office. 如果它是一个授予帐户, 在计划中包括ORSP，以确保工作报告和协议的其他要求得到适当考虑.
合作伙伴协议 或内部基金(如探险家挑战赛)的分奖励，必须得到总理事会办公室的批准. 账户所有者或其部门批准的指定人员有责任发起此类协议的请求.
The ability to manipulate the budget of an account depends on the account type.
为资助, your Dean's Office can move from natural to natural as long as the funds stay in the same category. ORSP can assist in establishing and modifying your grant budget.
为礼物, 捐赠基金, 拟捐赠基金, 第一美元账户, 你的教务处可以发起一个预算计划，建立一个支出预算，然后在限制内转移资金.
无限制的部门, 启动, 格兰特的动机, 机构, 和CIP基金, your Dean's Office can establish or initiate requests for your budget.
For RRG and Explorer/总统的挑战 funds, the Office of 研究和创新 can establish your budget. Your Dean's Office can initiate manipulations for 招聘 of graduate assistants.
一旦帐户建立了预算, the account owner 和ir designee can view it in the General Ledger. 详细的交易信息，包括操作付款状态和文件的数字版本可以通过总帐找到.
Reporting is performed through Business Intelligence. Account owners will be able to see their 账户. If you do not have access to a report or need help using the reports please contact your Dean's Office.
Operating Statements serve to show a summary of your account for the fiscal year and period selected. These are straightforward for non-grant restricted 账户. 不受限制的账户, fringe benefits will always be overspent as those costs are incurred at the account level, 但是中央预算.
Project 格兰特 Statements will show a holistic view of your grant, pulling from the financial system. If the dates or amounts do not align with your information, ORSP and 格兰特s Accounting may need to update your account.
Labor Distribution can be used to reconcile payroll.
Journal Entry reports will give you line item transactions from your account.