Creating a Fund, Organization, Program (FOP)

To establish a new Fund, Organization, Program (FOP) and Index number please follow the procedure listed below depending on the Fund type.

Ledger 1 or 2 (Revenue or Operating) - To establish a new Revenue or Operating FOP please complete the Banner Finance New Organization Request form and submit to the Budget Office. Upon approval Budget will process and send notification of the Index and Organization numbers to the Originator. This form will be kept on file in the Budget Office.

Ledger 3 (Designated) - To establish a new Designated FOP please complete the Banner Finance New Designated Fund Request form and submit to the Accounting Office for approval. Upon approval Accounting will process and then send notification of the Index and Fund numbers to the Originator.  This form will be kept on file in the Accounting Office.

Ledger 5 (Grants and Contracts) - For Grants and Contracts please contact Research Administration and Finance for more information.

Ledger 6 (Restricted) - A Restricted Expendable FOP should be requested though a University Advancement representative. They in turn will submit a Banner Finance New Restricted Fund Request form complete with appropriate supporting documentation to the Accounting Office. Once Accounting approves and processes the request, they will send notification of the Index and Fund numbers to the Originator and keep the form on file in the Accounting Office.

Ledger 7 (Plant) - A Plant FOP should be requested by Facilities for Plant projects or the Provost Office for Faculty Research Equipment Start-Up by completing the Banner Finance New Plant Fund Request form. This form should be sent to the Budget Office for approval. Budget will then send to Accounting to establish the FOP and finally back to Budget for funding. The Originator along with other appropriate contacts will be notified of the new Index and Fund numbers and a form will be kept on file in both the Budget and Accounting offices.

Ledger 8 (Agency) - For an Agency FOP please contact the Accounting Office for more information.