Synopsis
Miscellaneous accounts (39X) are established for external funds that require no financial reporting and are received through mechanisms other than the standard proposal and award process. Examples include all gifts, conference and symposium fees for events sponsored by Duke, editorships, executive education programs, and corporate scholarship programs.
PreAward Procedure
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PROCEDURES: ROLES AND RESPONSIBILITIES
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DEPT*
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:: Prepares and signs form.
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ORS*
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:: AD/P* reviews documentation and approves request
:: Sends approved request to OSP*.
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OSP*
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:: Issues WBS Element
:: Notifies department and ORS* of new code
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DOCUMENTATION: OFFICES OF RECORD
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ORS*
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Retains copies of the Miscellaneous WBS Element Request Form, OSP* notification, and supporting documentation
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SPECIAL NOTES
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Copies of any back-up, such as a gift letter, should be forwarded to ORS* along with the request form.
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