Request to Add, Modify, or Deactivate a Fund values.
Requests for Change Fund are limited to departments that manage Fund values in accordance with UCOP Corporate Accounting standards and procedures.
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)
- Travel & Expense Management
- Treasury & Banking
- Student Business Services (SBS)
The requests will be processed within 7-10 in business days.
Support for this service is provided during standard operating hours: 8:00 a.m.-5:00p.m., Monday through Friday.
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.