Oregon State University Chart of Accounts & FOAPA Element Requests
F-O-A-P-A (Fund-Organization-Account-Program-Activity)
Structural changes to the chart and requests for additions, changes (including reactivations), and terminations of the following Banner chart elements are coordinated through the Office of Budget & Resource Planning, in cooperation with Business Affairs and the Research Office/OPAA:
|
CHART ELEMENT |
APPLICABLE RANGE |
REQUEST FORM |
|---|---|---|
| Funds |
Fund Types (FT) include Budgeted Operations, Designated Operations, Service Departments, Auxiliaries, Endowments, Valuation Reserves and Agency Funds. Excludes Restricted1 and Plant2 Funds. |
use the Chart Element Request forms below |
| Organizations (Orgs) | All Organization Codes, including HRIS "Major" Orgs. | use the Chart Element Request forms below |
| Accounts | All Account Codes | Account Code Request Form |
| Programs | All Program Codes | use the Chart Element Request forms below |
| Activity Codes |
All Activity Codes |
Online Activity Code Input System (OACIS) Instructions for using OACIS - User Instructions (pdf) |
| Index Codes |
All Index Codes for Fund-Org-Program combinations of the above Elements (excludes Restricted1 and Plant2 Funds). |
For "Index only" use the Chart Element Request forms below. Otherwise, include on the same request form with the pertinent Fund, Org or Program. |
|
1Restricted (FT3x): Contact the Research Office/Office of Post Award Administration for assistance. |
||
CHART ELEMENT REQUEST FORMS:
Chart Element New and Change Requests - FOAPA Chart Element Request Form (xlsx)
Chart Element Termination Requests - FY2021 Chart Element Termination Form (xlsx) with look up enabled
Contact Cindy Alexis for assistance with questions.
Send your completed forms to FOAPA Chart of Accounts, B204 Kerr Administration Building.