Add, Inactivate, or Change:
Contracts and Grants
Gifts and Endowments
For changes affecting plant funds, complete the Plant Fund Number Update form and route to Plant Accounting. Download the form from the General Accounting web site.
To request a new agency fund, or to modify or inactivate an existing agency fund, please contact General Accounting at firstname.lastname@example.org.
Revenue-generating or Recharge Funds
For changes affecting revenue-generating or recharge funds, complete the Revenue or Recharge Fund Number Update Form. Requests must be approved first by the Control Unit and then by the Campus Budget Office (email@example.com). View a list of the Control Unit approvers.
Revenue or Recharge Form Guidelines
A department's need for a new revenue or recharge fund is usually associated with a new revenue-generating activity: selling services or materials to non-UC customers (generating revenue) or to UC customers (generating recharge "revenue"). The basic requirement for granting a new revenue or recharge fund is that the revenue-generating activity is an on-going activity (more than one year) and the annual revenue must be at least $50,000.
If the activity is a one-time only event or will generate less than $50,000 revenue a year, you may be able to use one of your existing funds or one of the established campus generic revenue funds. Learn more about your alternatives.
More information about the reappropriation process is available. You may also contact the Budget Office at firstname.lastname@example.org if you need more assistance.
If the activity is a recharge activity, you must obtain the Recharge Committee's approval before requesting a fund. Learn more about the campus recharge policies and the Recharge Committee.
To use this form for funds in Student Tuition & Fees, Sales & Services of Educational Activities, Sales & Services of Auxiliary/Service Enterprises, Reserves and Other Sources, please provide as much information as you can, such as purpose, estimated annual amounts, etc.
Once the reviewing/approving process is complete, you will be notified of the result.
- Adding a new fund value to an existing fund range or changing the attributes of a fund can take place at any time.
- Adding a fund value to a new fund range will take place on the first day of the month following the approval.
- Inactivating a fund value can take place only when all the open items (POs, vouchers, Procurement Cards items, etc.) associated with the fund are cleared and should only take place when the fund balance is zero and the permanent budgets are removed.
- Generally, the effective date of an added or updated fund in BFS will be the first day of the month during which the fund is added or updated in BFS. The effective date of an inactivated fund in BFS will be the same date when the fund is inactivated in BFS.
Download the Revenue or Recharge Fund Number Request Form
back to How to Update ChartField Values