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					                                                                                 Codes 010606



Code   Description                               Expanded Defintion                            Y Code Compatible (An additional        University Accounting Restrictions
                                                                                               allowability for entertainment, donor
                                                                                               cultivation or personnel recruitment)

A      Scholarships Only                         A form of financial aid given to students or No                                       Restricted to University accounts 770400 -
                                                 residents to help pay for their education.                                            770499.
                                                 Most scholarships are restricted to paying
                                                 all or part of tuition expenses, though some
                                                 scholarships also cover room and board.
                                                 Scholarships are a form of gift aid and do
                                                 not have to be repaid. Many scholarships
                                                 are restricted to students in specific
                                                 courses of study or with academic, athletic,
                                                 or artistic talent. Scholarships are awarded
                                                 to aid students with the cost of their
                                                 education on the basis of academic
                                                 achievement, financial need, or a
                                                 combination of the two.

A1     Fellowships Only                          Consistent with the University's definition of No                                     Restricted to University Job Codes 3200
                                                 fellowships at                                                                        series and 3110.
                                                 http://www.cusys.edu/pbs/hrms/ps/downloa
                                                 ds/tables/FellowshipJobCodes.pdf.
A2     Scholarships and associated expenses      Consistent with Code A above as well as        Yes
                                                 costs associated with the scholarship
                                                 program, such as presentation ceremonies.

A3     Fellowships and associated expenses       Consistent with Code A1 above as well as Yes
                                                 costs associated with the fellowship
                                                 program, such as presentation ceremonies.

A4     Student Loans                             A loan is a type of financial aid which must No
                                                 be repaid, with interest.
AC     Student Compensation and Intern Support   Salary and benefit support for students and No                                        Restricted to University Job Codes 4100
                                                 residents. May include support for related                                            thorugh 4300 series.
                                                 materials/supplies in conducting services.

AO     Other student awards and aid, including   Awards or other aid to students and           No                                      Restricted to University accounts 770100 -
       conferences.                              residents which is not financial aid or not                                           770199.
                                                 required to be used for their cost of
                                                 education but recognizes their
                                                 accomplishments.
AM     Student aid and other non-student costs   Primarily restricted to purposes consistent   No
                                                 with other A-series codes but may also
                                                 include non-student support such as
                                                 support for faculty or other program costs.




                                                                                 Page 1 of 132
                                                                                 Codes 010606



AT   Student Travel                              Assist student and residents with travel     No    Restricted to University account 700500,
                                                 costs, generally related to an educational         702004, 702104, and 702204.
                                                 opportunity.

B    Building Construction                       Construction activity that meets the         No    Restricted to transfers to Fund 71 only.
                                                 University's capitalization policy - Items
                                                 greater than $5,000 with a life of more than
                                                 one year.
BE   Building Construction and Equipment or      Consistent with Codes B and E.               No    Restricted to transfers to fund 71 or
     Furnishings                                                                                    University accounts 811000 - 811399,
                                                                                                    810100 - 810499, 810700 - 810799,
                                                                                                    811200 - 811299.
BO   Building Construction or maintenance and    Consistent with Codes B, E and E1 as well No
     operations. This may include building       as operation, maintenance and lease
     leases, equipment and furnishings.          payments. Operations are utility and
                                                 similar on-going costs. Maintenance are
                                                 costs related to repairing and refurbishing
                                                 buildings that do not extend the buidling's
                                                 life. Lease payments are rental and similar
                                                 payments.

C    Chairs or Professorships - Compensation                                                  No    Restricted to University Job Codes 1100,
     Only                                        Used to support the salary and benefits of a       1101, 1200, and 1301.
                                                 specific an academic professor or chair.
CR   Chairs or Professorships including research Consistent with Code C as well as to         Yes
     support.                                    support the operational costs of the
                                                 professor/chairs research activities.
CO   Chairs of Professorships incuding other     Consistent with Code C as well as to         Yes
     program support.                            support the operational costs of the
                                                 professor/chairs program (which is broader
                                                 than research although may include a
                                                 research component).

E    Equipment Only                              Removable fixtures and furnishings activity No     Restricted to University accounts 810100 -
                                                 that meets the University's capitalization         810499, 810700 - 810799, 811200 -
                                                 policy - Items greater than $5,000 with a life     811299.
                                                 of more than one year.
ER   Equipment to be for research or in a lab.   Consistent with Code E but such equipment No
                                                 is restricted for us in research or labs.

EO   Equipment and Other types of support.       Consistent with Code E as well as to
                                                 support the operational costs of a university
                                                 program.
E1   Equipment noncapitalizable                  Removable fixtures and furnishings activity No
                                                 that have a life of more than one year but
                                                 generally cost less than $5,000.




                                                                                 Page 2 of 132
                                                                                    Codes 010606



F    Faculty Compensation Only                      Salary and benefit support for faculty        No   Restricted to University Job Codes 1100
                                                    positions which do not meet definition of          through 1500 series.
                                                    Chairs or Professorships (see Code C) or
                                                    resticted to Research (see code RC),
                                                    includes Lectureships.
FS   Staff Compensation Only                        Salary and benefit support for non-faculty    No   Restricted to University Job Codes 2100
                                                    positions (classified or professional exempt)      series and classified series.
                                                    not specific to Athletics (see Code TC).

FR   Faculty or Staff Compensation and              Primarily used for purposes consistent with Yes
     Research Support                               Codes F and FS as well as to support the
                                                    operational costs of a university research
                                                    program.
FT   Faculty or Staff Travel                        Assist faculty and staff with travel costs, No     Restricted to University accounts 700100 -
                                                    generally related to an academic, research         700399.
                                                    or career development opportunity and not
                                                    specific to Athletics (see Code TT).

FO   Faculty or Staff Compensation and other        Consistent with Codes F and FS as well as Yes
     support, inlcuding awards.                     to support the operational costs of a
                                                    university program (which is broader than
                                                    research although may include a research
                                                    component).

L                                               The acquisition, restoration and
     Library Material - includes the acquisition,                                                No    Restricted to University accounts 790000 -
     restoration and preservation of library    preservation of library materials, whether             792499.
     materials. This does not include           capitalizable or not for formal libraries of the
     programmatic support or salaries.          University (not departmental resources).
                                                This does not include programmatic
                                                support or salaries.
L1   Library Material support, but may also     Consistent with Code L as well as to             Yes
     include operations                         support the operational costs of a university
                                                library.
L2                                              General support of departmental libraries
                                                including materials and other programmatic
     Support of Departmental Library operations support including salaries.

M    Discretionary funds for programmatic       Discretionary funds for programmatic        Yes
     support of a campus, school, department or support of a campus, school, department or
     unit.                                      unit. Most gifts are restricted to specific
                                                organizational units or programs (that are
                                                not purely Research see Code R, Atheltics,
                                                see Code T or Public Service see Code X)
                                                as indicated by the "Benefiting Department
                                                and Benefiting Unit Codes" and/or the gift
                                                description.




                                                                                    Page 3 of 132
                                                                                 Codes 010606



O    Other                                       Gift restrictions are unique and not            Yes
                                                 adequately described by another category.
                                                 The gift agreement excerpt should be
                                                 consulted.
O1   Entertainment, Donor Cultivation, and       Support for Entertainment, Donor                Yes
     Personnel Recruitment                       Cultivation, and Personnel Recruitment.

R    General research support.                   Discretionary funds supporting general          Yes
                                                 research activities.
RF   Research support for a designated faculty   Supporting research activities of a specific    Yes
     member.                                     faculty member as indicated by the gift
                                                 description.
R1   Research support including patient care.    Supporting research activities that include     Yes
                                                 pateient care/treatment.
R2   Research support for a designated center    Supporting research activities of a specific    Yes
     or lab.                                     organizational units or programs as
                                                 indicated by the gift description.
R3   Research support - student projects.        Supporting research activities performed by     No
                                                 students.
RC   Research support - salaries only.           Salary and benefit support for research         No    Restricted to University Job Codes 1300
                                                 faculty positions.                                    series.
RO   Research and other designated support.      Consistent with Code R as well as to            Yes
                                                 support the operational costs of a university
                                                 program (which is broader than research).


SE   Special Events                              Used to account for a Special Event (as       Yes
                                                 defined in the APS dictionary - see
                                                 http://www.cu.edu/policies/Fiscal/dictionary.
                                                 html); upon completion of an event the net
                                                 proceeds are transferred to an appropriate
                                                 gift FOPPS which reflects the fund-
                                                 raising/donor restictions in its gift purpose
                                                 code
SM   UPI Academic Enrichment Funds               Discretionary funds supporting school of      No
                                                 medicine programsfrom University
                                                 Physicians Inc. Most gifts are restricted to
                                                 specific organizational units or programs as
                                                 indicated by the "Benefiting Department
                                                 and Benefiting Unit Codes" and/or the gift
                                                 description.




                                                                                  Page 4 of 132
                                                                                   Codes 010606



ST   TCH Academic Enrichment Funds                Discretionary funds supporting school of        No
                                                  medicine programs from the Childrens
                                                  Hospital. Most gifts are restricted to specific
                                                  organizational units or programs as
                                                  indicated by the "Benefiting Department
                                                  and Benefiting Unit Codes" and/or the gift
                                                  description.

T    Athletics - Programmatic Support.            Discretionary funds supporting the general Yes
                                                  atheltic program. May be restricted to a
                                                  specific atheltic program as indicated by the
                                                  gift description.
TC   Athletics - Compensation Only                Salary and benefit support for athletic       No     Restricted to University Job Codes 2100
                                                  department positions.                                series and classified series.
TT   Athletics - Travel Only                      Assist athletic staff and teams with travel   No     Restricted to University accounts 700100 -
                                                  costs, generally related to an competitition,        700399 and 702000 - 702204.
                                                  recruiting, or career development
                                                  opportunity.
TO   Athletics - Other                                                                          Yes

U    Gifts for the support of the CU Foundation   Discretionary funds under the control over Yes
     or the University of Colorado.               the CU Foundation or University President.
                                                  Discretionary funds specific to a university
                                                  campus or organizational unit use Code M.


X    Public Service and Extension including       Discretionary funds for programmatic       Yes
     museums, galleries, collections, community   support of a Public Service and Extension
     services, campus/student life, career        organizational units and programs,
     services ROTC, alumni services and           including museums, galleries collections,
     cooperative extension services.              community services, alumni services and
                                                  cooperative extension services. Most gifts
                                                  are restricted to specific organizational
                                                  units or programs as indicated by the
                                                  "Benefiting Department and Benefiting Unit
                                                  Codes" and/or the gift description.

X1   Public Service - Medical Public Outreach                                                   Yes    Can't figure out what this for - delete?
X2   Student Outreach                                                                           Yes    Can't figure out what this for - delete?

Z    Clearing                                     These accounts are used by the University No         Should be no expenditures just transfer to
                                                  Treasury and other responsible offices to            other Gift FOPPS or Foundation for redirect
                                                  temporarily hold deposits until transferred to       of their gifts receveid by the University.
                                                  the appropriate Gift FOPPS with a gift
                                                  purpose code consistent with donor
                                                  purposes.




                                                                                   Page 5 of 132
Purpose Code Crossover Table



                                                                       1150 -
                                                           1100 -  INSTRUCTION     1200 -
             Foundation Codes                          INSTRUCTION    CAPITAL    RESEARCH
A          Scholarships Only
A1         Fellowships Only                                Y                        Y
A2         Scholarships and associated expenses

A3         Fellowships and associated expenses             Y                        Y
A4         Student Loans
AC         Student Compensation and Intern
           Support                                          Y                       Y
AO         Other student awards and aid, including
           conferences.                                     Y                       Y
AM         Student aid and other non-student costs
                                                            Y                       Y
AT         Student Travel                                   Y                       Y

B          Building Construction
BE         Building Construction and Equipment or
           Furnishings                                                  Y
BO         Building Construction and/or
           maintenance and operations. This may
           include building leases, equipment and
           furnishings.                                     Y           Y           Y

C          Chairs or Professorships -
           Compensation Only                                Y                       Y
CR         Chairs or Professorships including
           research support.                                Y                       Y
CO         Chairs of Professorships incuding other
           program support.                                 Y                       Y

E          Equipment Only                                               Y
ER         Equipment to be for research or in a lab.
                                                                        Y
EO         Equipment and Other types of support.
                                                            Y                       Y
E1         Equipment noncapitalizable                       Y                       Y

F          Faculty Compensation Only                        Y                       Y
FS         Staff Compensation Only                          Y                       Y
FR         Faculty or Staff Compensation and
           Research Support                                 Y                       Y
FT         Faculty or Staff Travel                          Y                       Y
FO         Faculty or Staff Compensation and other
           support, inlcuding awards.                       Y                       Y
L    Library Material - includes the
     acquisition, restoration and preservation
     of library materials. This does not
     include programmatic support or
     salaries.
L1   Library Material support, but may also
     include operations
L2   Support of Departmental Library
     operations

M    Discretionary funds for programmatic
     support of a campus, school,
     department or unit.                         Y   Y

O    Other                                       Y   Y
O1   Entertainment, Donor Cultivation, and
     Personnel Recruitment                       Y   Y

R    General research support.                   Y   Y
RF   Research support for a designated
     faculty member.                             Y   Y
R1   Research support including patient care.
                                                 Y   Y
R2   Research support for a designated
     center or lab.                              Y   Y
R3   Research support - student projects.        Y   Y
RC   Research support - salaries only.           Y   Y
RO   Research and other designated support.
                                                 Y   Y

SE   Special Events
SM   UPI Academic Enrichment Funds               Y   Y
ST   TCH Academic Enrichment Funds               Y   Y

T    Athletics - Programmatic Support.
TC   Athletics - Compensation Only
TT   Athletics - Travel Only
TO   Athletics - Other

U    Gifts for the support of the CU
     Foundation or the University of
     Colorado.                                   Y   Y

X    Public Service and Extension including
     museums, galleries, collections,
     community services, campus/student
     life, career services ROTC and
     cooperative extension services.

X1   Public Service - Medical Public
     Outreach
X2   Student Outreach
Z   Clearing   Y   Y   Y
                                                     University Expense Purpose Codes

                                                      1450 -
  1250 -                 1350 - PUBLIC     1400 -   ACADEMIC       1500 -
RESEARCH   1300 - PUBLIC   SERVICE       ACADEMIC   SUPPORT      STUDENT
 CAPITAL     SERVICE       CAPITAL       SUPPORT     CAPITAL     SERVICES

                Y                           Y

                                            Y                        Y
                Y                           Y


                Y                           Y                        Y

                Y                           Y                        Y

                Y                           Y                        Y
                Y                           Y                        Y



   Y                           Y                       Y



   Y            Y              Y            Y          Y


                Y                           Y



                Y                           Y

   Y                           Y                       Y

   Y

                Y                           Y                        Y
                Y                           Y                        Y

                Y                           Y
                Y                           Y                        Y


                Y                           Y                        Y

                Y                           Y                        Y
    Y

    Y

    Y



Y   Y   Y

Y   Y   Y

Y   Y   Y




Y   Y

    Y
Y   Y   Y
Y   Y   Y




Y   Y   Y




Y   Y   Y


        Y
Y   Y   Y   Y   Y   Y
ense Purpose Codes
                                                       1700 -
              1550 -                      1650 -    OPERATION      1750 -
            STUDENT        1600 -    INSTITUTIONAL      AND      OPERATION
            SERVICES   INSTITUTIONAL    SUPPORT    MAINTENANCE    OF PLANT      1800 -
             CAPITAL      SUPPORT        CAPITAL     OF PLANT     CAPITAL    STUDENT AID
                                                                                  Y
                            Y                                                     Y

                            Y                                                    Y
                            Y                                                    Y
                                                                                 Y

                            Y                                                     Y

                            Y                                                     Y

                            Y
                            Y                                                     Y

                                                       Y             Y

                 Y                        Y                          Y



                 Y          Y             Y            Y             Y




                 Y                        Y                          Y



                            Y                          Y
                            Y                          Y


                            Y                          Y


                            Y                          Y

                            Y                          Y
Y   Y

Y   Y

Y   Y




Y
Y   Y
Y   Y




Y   Y




Y
Y   Y   Y   Y   Y   Y
                                                                   University Auxiliary Enterprise Codes

                                            2100 -
              1950 - HEALTH    2000 -     INTERNAL
1900 - HEALTH   SERVICES     AUXILIARY     SERVICE
  SERVICES       CAPITAL    ENTERPRISES     UNITS    2200 - OTHER PAA (Atheltics)

     Y


     Y


     Y                          Y            Y             Y

     Y                          Y                          Y

     Y                          Y                          Y
     Y                          Y                          Y



                  Y



     Y            Y             Y            Y             Y




                  Y



     Y                          Y            Y             Y
     Y                          Y            Y             Y


     Y                          Y            Y             Y


     Y                          Y            Y             Y

     Y                          Y            Y             Y
Y   Y   Y   Y

Y   Y   Y   Y

Y   Y   Y   Y




Y




Y


Y   Y
Y   Y

    Y           Y
    Y           Y
    Y           Y
    Y           Y



Y   Y   Y   Y




Y
Y   Y   Y   Y   Y
ity Auxiliary Enterprise Codes




            Others
                     Y
                     Y

                     Y
                     Y
                     Y

                     Y

                     Y


                     Y

                     Y

                     Y



                     Y


                     Y

                     Y

                     Y

                     Y

                     Y

                     Y
                     Y

                     Y
                     Y

                     Y
                     Y

                     Y
Y

Y




Y

Y

Y

Y

Y

Y

Y
Y
Y

Y


Y
Y




Y




Y

				
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