Fund Attribute Change Request Form

Form instructions on next tab

Request Date
Requestor Name

Phone Number

Chartfields:
Department
Department Description
Fund Group

Fund Type

Fund
Fund Description
PC Business Unit
Project

Activity

Project Description

Current Fund Attributes

Employee
ID

Employee Name
(Last,First)

Action
Code
(A, C, D)*

Proposed Fund Attributes

Employee
ID

Employee Name
(Last,First)

Steward
Primary Signer
Delegate Signer
Additional Delegate Signer
Additional Delegate Signer
Additional Delegate Signer
Additional Delegate Signer
Additional Delegate Signer
Reconciler
Designated Fund Receiver
Secondary Designated Fund
Receiver
* Action Codes: A = Add, C = Change, D = Delete

Other Attribute Codes Changes:

Current
AFR Code
MCR Code
USAS Code

Comments:

Proposed

General Notes:
Steward, Primary Signer, Delegate Signer and Reconciler all have to be unique active MDA employees
Faculty members cannot be assigned as Primary or Delegate Signers on Grants & Contracts (Fund Group 90 projects)
DesignatedDesignated
Funds Receivers
be the same
either the
Signer,
Delegate
Signer
or Reconciler
Secondary
Fundscan
Receivers
can beemployee
the sameas
employee
asPrimary
either the
Primary
Signer,
Delegate
Signer or
Reconciler
Designated and Secondary Funds Receivers cannot be the same MDA employee
Action Code indicates the action for that Fund Attribute:
A to add the employee under Proposed
C to change the employee listed under Current and replace with Proposed employee
D to delete the employee listed under Current

Definitions and rules per each Fund Attribute role:

Steward

The Faculty member or Executive Leader that is responsible for all activity on a fund.

Primary Signer

The Department Administrator or Department Leader who provides financial authorization for transactions; ensures
financial transactions are compliant with applicable institutional, state and federal rules and regulations.

Delegate Signer

The employee who provides financial authorization on behalf of the Primary Signer.

Additional Delegate Signers

Not required.

Reconciler

The employee who performs reconciliation duties of assigned fund.

Designated Funds Receiver

The employee who confirms a service was performed and then approves the voucher in PeopleSoft.

Secondary Designated
Funds Receiver

The employee who confirms a service was performed and then approves the voucher in PeopleSoft on behalf of the
Designated Funds Receiver.

Other Attribute Codes Changes:

This portion of the form is only used if requesting a change to AFR, MCR or USAS codes.

Approvals:
If you are changing the steward or primary signer, an email is required to accompany this form that shows the new steward
and/or new primary signer approves the change. If approval is not included, the changes will not be processed.

Submission:
All completed forms must be submitted by a representative(s) from the following offices:
- Vice President or Above
- Division
- Basic Science Department
All requests must be submitted to the appropriate department for Fund Group approval:
Fund Group 10, 20 & 70 - fpa@mdanderson.org

Fund
Fund
Fund
Fund

Group
Group
Group
Group

22, 24, 26, 30 & 80 - Research_Finance@mdanderson.org

28 - generalaccounting@mdanderson.org
40 - krkenned@mdanderson.org
90 - AwardNotice@mdanderson.org

When request is complete, notification will be sent to the requestor.

Questions:
Send any questions regarding this form to ResourceOnehelp@mdanderson.org.