Upon receipt of an award document, completion of appropriate routing and approval procedures, and verification of completion of all compliance requirements, SRCC forwards the award document and other relevant information to the SR grant specialist to establish a fund in SDSU Research Foundation's finance system (Banner).

Gift and scholarship funds are set up through The Campanile Foundation. The request must be reviewed and approved by the requesting fund manager, department chair, and dean. The request is then authorized by the chief financial officer of The Campanile Foundation and the associate executive director of sponsored research services or the director of sponsored research administration prior to establishing a fund in the finance system within the C-ledger.

Campus and Community Programs (9-ledgers) (9-ledgers) are initiated upon receipt of the Request for Campus Program Fund form. The form must be completed and signed by the requesting project director, department chair and dean, and is then reviewed and approved by the associate executive director of sponsored research services or the director of sponsored research administration and SDSU’s Office of Business and Financial Affairs prior to establishing a fund in Banner. Criteria used for determining whether a campus or community based self-support program will be managed through SDSU Research Foundation or through an SDSU trust fund is outlined in Executive Order 1059 and in the Integrated CSU Administrative Manual (ICSUAM), policy number 13680.0 Placement and Control of Receipts for campus activities and programs.

A new fund is created in Banner for each new grant/contract. Gifts or campus/ community program funds may get a new fund number assigned if warranted and approved. The SR grant specialist inputs information such as project start and end dates, project title, and sponsoring agency into the system. In addition, for sponsored programs and some internally funded awards, the budget accompanying the award is coded using Banner account codes and input into the system so spending can begin. SR grant specialists use this information as they review requests for reimbursements, purchase orders, and other payment documents submitted by PIs and their staff. PIs and designated project staff can access this information via PI Profile, the online, web based financial reporting system, available on SDSU Research Foundation’s website

For all new funds, regardless of fund type, the PI must complete a Signature Authorization Form   (PDF Format 104KB)*. for authorization to expend funds. This form is issued to identify individuals designated by the PI as authorized to expend funds on the specified award, gift, or program. The signature form is also used to verify signatures on all reimbursement requests, purchase orders, etc., submitted to SRA for processing. The PI must sign this form and also have all SDSU or SDSU Research Foundation employees authorized to incur expenses for the project sign the form. The form specifies the roles and responsibilities that are delegated when serving as an authorizing signer on a research foundation fund and requires that each individual assigned this role certify their understanding of the responsibilities and their knowledge of the policies and procedures contained in this guide. However, the PI is still the primary individual responsible for both the programmatic and fiscal integrity of the project. The form should be returned to the SR grant specialist as soon as possible. Until the form is returned, only the PI is authorized to incur expenses on the fund. (See Section 2. G. (Expenditure Processing).

* Note: Documents in Portable Document format (PDF) require Adobe Acrobat Reader 9.0 or higher to view. Download Adobe Acrobat Reader