UC Santa CruzOffice of Planning and Budget
Planning and Budget Home Planning and Budget Staff Planning and Budget Services

Quick Links
Budget Home
Recent Publications
Contact Information

Information About
Budget Planning Calendar
Budget Reports & Profiles
Overview of Campus Budgets
Overview of Fund Sources
Policies & Procedures

Tools & Resources
Budget Training
Chart of Accounts
Indirect Cost Recovery
Info Systems Tools
Misc. & Course Matls. Fees
Recharge Rates
Transfer of Funds
Who to contact about...

Featured Links
FIS Training Manual
OMB Circular A-21
UC Accounting Manual
UC Business and Finance Bulletins
UCOP Budget Office

P&B Units
Academic Planning and Analysis
Budget and Resource Management
Capital Planning and Space Management
Data Management Services
Institutional Research and Policy Studies


Chart of Accounts

 
More Resources

FIS Training Manual
Explanation of the Chart of Accounts code hierarchy . [More]

Budget Query Training
Slides from FIS budget query training that reviews the Chart of Accounts and the FOAPAL element hierarchies. [More]

Corporate Account Fund Profile (CAF)
UCOP repository of account, fund, title, and attribute information for financial reporting purposes. [More]

 

 

Overview

A detailed description of the Chart of Accounts is available in the UCSC FIS Training Manual: Chart of Accounts.  You can view or download lists of the chart codes below.

UCSC Account Codes

The complete account hierarchy may be viewed or downloaded using the Business Objects Corporate Report titled 'Account Hierarchy' (click here for report description and sample).

UCSC Organization Codes

The campus organization codes are maintained by the Budget Office; to request changes

  • Please send a completed and approved Request for Additions and Changes to Chart of Accounts Form [PDF, Excel] to Alice Burke, 3rd floor Kerr Hall or x9-2619 (FAX).

If you would like assistance in making changes to your organizational hierarchy, please contact Alice Burke at x9-5500 or aburke@ucsc.edu.