PROCEDURES TO REQUEST A NEW BANNER COST CENTER (DocuSign Form Link Below)

A. Complete the “Request for a New Banner Cost Center (Non-Grant) Form” using the procedures listed
below:
1. Name of Account: [Proposed long descriptive unique name for the Cost Center]

2. Financial Manager (Director/Chair/Dean/VP): [Name of individual to authorize and approve all purchases on this cost center. This person will receive all the correspondence related to this cost center.]
a. Signature: [Original Signature Required]
b. Address: [Campus address to include building name, room number]
c. Telephone #: [Please include area code]
d. Fax #: [Please include area code]
e. E-Mail Address:

3. Designee (Alternative contact person optional): [Individual within a department that could be contacted in the Financial Manager’s absence.]

4. Dean’s Signature (if applicable): [Original Signature Required]

5. Area Vice President’s Signature: [Original Signature Required]

6. Funding for the cost center (be specific): [Examples: State Funding, Fines, Designated Student Fees, Donation to the University]

7. Reasons for Needing Account: [VERY IMPORTANT. Be as specific and complete as possible. Attach an addendum sheet if necessary. These reasons will be used to decide if a cost center is warranted.]

8. Approval path: [not mandatory unless a new University organization has been created]

B. Forward the COMPLETED form to the Comptroller’s Office.

C. If the request is disapproved, the form will be returned to the initiating department with an explanation.

D. If the request is approved, a copy of the completed form will be sent to the following offices, if needed:

1. Financial Manager for the Cost Center
2. Area Vice President
3. Telecommunications
4. Human Resources
5. Budget Office
6. Student Work Study Office
7. Purchasing Card Office
8. Procurement & Property Control
9. Miscellaneous Depts., based on SPECIAL CIRCUMSTANCES

E. Once the Financial Manager receives the new cost center, the Financial Manager should initiate a Banner Finance Security Access Request workflow to get the financial manager and staff, if needed, online access to this new cost center.

New Cost Center Request Form (Docusign)

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