Required vs Optional Attachments for each type of Worktag Request

Summary

This Knowledge Article provides a list of Required vs Optional Attachments for every type of worktag request.

Body

Intended Audience: All Employees

This article is intended for all employees. If this is not a public article, it may not be intended for outside communication; please review the Related Articles pane for any related public-facing articles. This article may be public but intended for specific roles. If this article does not suit your needs, please leave feedback or locate a related article as previously directed. 

Overview

Below is a listing of required and optional attachments for each type of Worktag Service Request. For any service you are submitting, please attach all required materials.

CAUTION: Please do not attach any confidential or sensitive documents into TDX; including but not limited to Foundation Memorandum of Understanding (MOU.)

New Program Worktag

If you are submitting the New Program service, please attach the following materials as specified.

  • Generally
    • Required: Self-Supporting Budget Request Form
    • Optional: Approvals, other supporting attachment
  • For IDCR
    • Required: Self-Supporting Budget Request Form, IDCR Calculation Sheet
    • Optional: Approvals, other supporting attachment
  • For Scholarships:
    • Optional: Non-Confidential scholarship details, other supporting attachments
  • For Fiduciary (Agency) 
    • Optional: Approvals, Function Questions, Any contract between 3rd party and UNLV, other supporting attachments
  • For Recharge Center 
    • Required: Self-Supporting Budget Request Form
    • Optional: Approvals, Service Center Rates, other supporting attachments
  • For Student Orgs
    • Required: Self-Supporting Budget Request Form, Email from Director Student Involvement & Activities confirming registration
      • ​​​​​​Optional: Other supporting attachments

New Gift Worktag

If you are submitting the New Gift Worktag, please attach the following materials as specified.

  • For Scholarships
    • Optional: Non-Confidential scholarship details, Other supporting attachments
  • For Gift (Non-Scholarship)
    • Required: Self-Supporting Budget Request Form, Foundation Memo
    • Optional: Foundation email approval for allowed spend types

New Project Worktag

If you are submitting the New Project, please attach the following materials as specified.

  • Generally
    • Required: Plant Budget Form, Approved Project Cover Sheet 

New Activity Code

If you are submitting the New Activity service, please attach the following materials as specified.

  • Generally:
    • Optional: any supporting attachments

New Unit or Cost Center

If you are submitting the New Unit or Cost Center service, please attach the following materials as specified.

  • For Cost Center creation:
    • Required: Office of the Executive VP & Provost Memo or Division approval
    • Optional: Other support attachments
  • For Unit creation:
    • Required: Office of the Executive VP & Provost Memo or Division approval
    • Optional: Any supporting attachments

New Revenue or Spend Category

If you are submitting the New Revenue or Spend Category service, please attach the following materials as specified.

  • For Revenue Category creation
    • Optional: Other supporting attachments
  • For Spend Category creation
    • Optional: Other supporting attachments
       

Details

Details

Article ID: 1244
Created
Tue 4/4/23 2:38 PM
Modified
Wed 4/29/26 10:30 AM