Ohio University

Establishing Accounts

Unrestricted and Auxiliary Accounts

Departments requesting a new unrestricted or auxiliary account please fill out a Chart of Accounts (COA) Segment Value Request Form.

Internal Award Accounts (Honors Tutorial, PURF, SEA, Start Up, Kopchick Awards, Baker Awards, 1804 Awards, OURC, Research Incentive, etc)

There are designated individuals in each Planning Unit trained to set up Internal Awards.

Planning units are responsible for setting up their Faculty, or Departmental Projects and Tasks.

Award Managers are responsible for setting up Awards.

Specifically for new Internal Award-Research Incentive (RI) accounts

If there is an already existing Project for the Faculty member or Department, GAFR will determine the correct Planning Unit Award # to use. The planning unit does not need to do anything.

If there is not an already existing Project for the Faculty member or Department, the planning unit will need to create a new Project. The RI Task is a default on the project template and will be automatically created when the new Project is set up. GAFR will determine the correct Planning Unit Award # to use.

Restricted Accounts

Departments seeking grant or other sponsored funds must first complete a grant proposal, including a budget breakdown for the proposed funds. Departments will work with the Office of Research and Sponsored Programs (ORSP) to prepare and submit this information to the sponsor and within the LEO Electronic Portal. and Grants and Contracts Accounting. After award documentation is reviewed and approved by ORSP, the appropriate information will be entered into Oracle and award documents will be generated by LEO. Grant opportunities as well as guidelines on proposal development and award management are available on the ORSP site. For further information concerning the pre-award process, please contact the ORSP Service Center at orsp@ohio.edu. Questions regarding established accounts should be directed to Grants and Contracts Accounting at finance.grants@ohio.edu.

Foundation Accounts

All new Foundation account requests should go through the Assistant Vice President for University Advancement. If you are interested in establishing a new gift account, contact your planning unit's director of development or the assistant director of development, Central Advancement. If you are unsure who your director of development is, see University Advancement's Staff Listing.