Instructions for preparing the
Action Request for Capital Project/DeptID Form

GENERAL PURPOSE

This form is to be used to request changes in capital project and departments.  Completed forms are reviewed and processed by the office of Financial Reporting.  Specific questions concerning the completion of this form should be addressed to Sean Smoker by email or at x86888.

The Action Request for Capital Project/DeptID form is available online as a Word document.   This form is designed to enter data directly into the Word document then print.  You can also save the file if you choose by doing a File/Save As, then name it what you desire.

SPECIFIC INSTRUCTIONS

Information to be completed on the request form:

• Originator
  Enter the name of the unit's contact person or the individual preparing the form
• Department
  Enter the department's name
• Phone Extension
  Enter the telephone extension for the unit's contact person.
• Date
  Enter the date the form is completed

SECTION I. TYPE OF REQUESTED ACTION

• Requested Action
  Enter an 'X' to indicate the type of change requested. (Add, Change, or Inactivate)    Enter the effective date for this action in the space provided.

SECTION II. DEPARTMENT INFORMATION

• Short Description
  Enter a short description (basically the Name) for the project.
• Department number and Short Description
  For action types other than new, enter the department number.  For all requests enter the description (name).  For new requests, please leave the department number blank.
• Long Description/Purpose
  Enter a description for the project.

SECTION III. PEOPLESOFT FINANCE SECURITY INFORMATION

Affected users/logon IDs (THIS IS REQUIRED FOR ALL NEW DEPARTMENTS.)
Enter the user name and user logon ID for all persons that need security access to this department. Only those individuals will be able to access this department's financial information within the PeopleSoft Financial accounting system.

SECTION IV. PROJECT INFORMATION

For all requests, please enter the following:

• Project Description
• Project Manager
• Project ID (project number)
• Project Begin Date
• Project End Date
• Project Amount
• Project Status - check the appropriate box.

SIGNATURES –   This form requires Facilities Management authorization.

After completing the form and obtaining the proper approvals, please send the form with a copy of the CO2 form to Sean Smoker, Medical Arts South, MSC 5715