Here are some common questions for chartfield requests:
1.) What forms do I need to fill out?
2.) How long will it take before my Chartfield is processed?
3.) What fund do I need?
4.) Where do I send my completed forms?

1.) What forms do I need to fill out?
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For most common chartfield requests, the COA_Lite Chartfield Request Form is a quick, convenient form to submit your request.

The cover sheet always needs to be filled out, filling out the other sheets depends on what you are trying to accomplish:

• New Program: Cover sheet, Program sheet, Speedtype sheet.
• New Program: Cover sheet, Program sheet, Speedtype sheet.
• Inactivating a Chartfield: Cover sheet, Program sheet, Speedtype sheet.
• Name Change of Program: Cover sheet, Program sheet, Speedtype sheet.
• Name Change of Manager and Contact: Just send me an email with the name changes and the program number.
• New Org Set-Up: Cover sheet, Organization sheet.
• Changing Orgs: Cover sheet, Program sheet, Speedtype sheet.

2.) How long will it take before my Chartfield is processed?
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It all depends on the other activities that are going on in the Accounting office at the time. The Chartfield request forms have final approval by the Controller; if all the information is included on the Chartfield request form the process should go pretty quickly.

3.) What fund do I need?
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TIP: A complete list of Funds is accessible on the Office of the University Controller’s Web site at http://www.cu.edu/System_Controller/fin-system-values.html. Scroll to "Fund."

• Fund 10 – Unrestricted General Fund
  • For funds appropriated by the state and supported by state appropriations. Includes tuition, facilities and administrative cost recoveries, and educational fees.
    
    
• Funds 20, 26, 28, 29 – Auxiliary and Self-Funded Activities
  • Fund 20 – for revenues and expenses of self-funded entities that have been formally designated by the Board of Regents as TABOR Enterprises. Additional information about TABOR can be found on the OUC Web site at http://www.cu.edu/System_Controller/pol-pro.htm. Scroll to "Accounting Directive #99-1" and click on it.
  • Fund 26- for royalty payments from patent and licensing fees, and for residual monies from fixed price contracts.
  • Fund 28 – for financial activities associated with formal Internal Service Centers (ISC). (Link to: ISCs provide goods and services internally to campus departments and sponsored projects.), such as supplies sold to students and campus copy centers.
  • Fund 29 – used for self-funded activities, such as registration fees collected for a department-sponsored conference, that cannot be classified in Funds 20, 26, or 28.
    
    
• Funds 30 and 34 – Restricted Funds
  • Fund 30 – for sponsored project awards made to the university by an external sponsor. External sponsors include businesses, foundations, and federal or state government agencies.
  • Fund 34 – for gifts given to the university, such as bequest to an academic department.

TIP: If your unit receives a check from a donor, make sure you contact the University of Colorado Foundation for its appropriate deposit.

• Funds 71 and 72 – Unexpended Plant Fund
  • Fund 71 - also called the Capital Construction Fund, is used to account for all new buildings, remodeling, and renovations estimated at $50,000 or more.
  • Fund 72 - the Renewal and Replacement Fund, is used for reserves established by departments for future purchases of capital equipment, or for the future renovation of capital assets.

4.) Where do I send my completed forms?
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Send your completed forms to :

• Mary Lile
  Inter-Campus Mail: MH 1
  mlile2@uccs.edu
  
  

Contacts

Oksana Glushchenko:
oglushch@uccs.edu
(719) 262-3190