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Chart of Account Change Request – FUND


Request to Add, Modify, or Deactivate a Fund values.

Who can request for this Service?

Requests for Change Fund are limited to departments that manage Fund values in accordance with UCOP Corporate Accounting standards and procedures.

What can I expect after submitting the ticket?

The request will be reviewed by Financial & Accounting Services to determine appropriate unique value number, value description, and reporting hierarchy in the Chart of Accounts. Submitters are required to provide adequate supporting documentation and approvals. All requests are subject to COA governance committee review and approval.

COA governance committee consists of the following units:

  • Financial & Accounting Services
  • Project Portfolio Financial Management (PPFM)
  • Financial Planning & Analysis (FP&A)
  • Financial Systems Support (FSS)
  • Procurement
  • Travel & Expense Management
  • Treasury & Banking
  • Student Business Services (SBS)

The requests will be processed within 7-10 in business days.

What are the operating hours for the service provided?

Support for this service is provided during standard operating hours: 8:00 a.m.-5:00p.m., Monday through Friday.

How do I Stop or Change this Service?

If you no longer want to proceed with the ticket requested, request the ticket be closed in the comment section. Include a brief explanation for future references.

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