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Budget & Financial Planning Office
85 Upper College Road Kingston, RI 02881
(401) 874-2509
(401) 874-5824 fax



RF 1 Form

Graduate Position Action Form


Peoplesoft Financial Administration

To close a CFS:

  1. Please review the CFS in detail to ensure that all adjustments have been made to zero out any activity in all categories (i.e. expense, encumbrances, payroll, revenue, etc.). Please contact Cindy Mace, Associate Controller to ensure that all transactions have been closed.
  1. After receiving confirmation from Cindy Mace that is CFS is clear, please send an email to the following Budget & Financial Planning staff indicating that you want to close a CFS and the reason why. The person sending the email must be the responsible person on the CFS or copy in the responsible person on the CFS.  lindab@uri.edu   car@uri.edu  crobillard@uri.edu

Signature Authorization Form Important Notes

The University is in the final stages of Implementing the On-Line Requisition/Workflow functionality in the PS Financials.

Engineering has been selected to be the first College to utilize this new functionality and other Colleges will follow in the near future.

The purpose of this new functionality is to streamline our procurement process by entering requisitions in PeopleSoft and use electronic routings and approvals to move these transactions through the system. This new process will enable us to pre-encumber funds as requisitions are approved and will provide the community with more accurate/timely budgetary reporting.

The Signature Authorization form has been revised in order to support this new workflow process. The Final Review section pertains to On-Line Requisitions only and will not affect current processing of the form. Colleges will make a determination to use this additional approval level when you roll out this process.

We appreciate your patience as we move forward with this new functionality and will continue to provide periodic updates. If you have additional questions please contact the PS Financials lab at 874-7048.

Signature Authorization forms for all FUNDs except (500 & Match CFS) come to the office of Budget & Financial Planning.  Signature Authorization forms for Foundation CFS (401) are completed on a Foundation Signature Authorization form and submitted to Foundation first for approval, then the Foundation sends them to Budget & Financial Planning for setup in the Peoplesoft system.

Signature Authorization Forms on Fund 500 & Match CFS  (i.e have a Project #)

Signature Authorization for all Fund 500 & Match CFS (that have a project #) Chartfield Strings  should be sent to Office of Sponsored Projects in the Research Division. 


  • Effective 7/1/14 New Revised RF1 Form only for positions partially or fully on Fund 100, 102, 104.

    Please note that an RF1 is needed for all Fund 100, 102 and 104 positions, regardless of the hours per week (i.e. positions less than 20 hours require and RF1).

  • Access the new revised RF1 here
  • Dean/Director: email completed form to budget_RF1@etal.uri.edu


Meetings are held in Memorial Union Room 360



Access the new Strategic Budget & Planning Council website for more information, meeting times & locations, minutes, agendas and supporting documents.


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