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Changing Project and Award Owning Orgs

Comptroller's Office Process


  1. A request is received in the Owning_Org_Change mailbox:

  2. Multiple requests are combined and sent to various central offices for review:
    • Gifts and Endowments – projects and awards associated with Ex or Dx awards; reviewed by Investment Services.
      • Entries will be made to move existing balances in 1xxx and 2xxx codes (1335, 1337, 17xx are excluded) to GL strings using the new org code.
      • Fundriver and the Integrated System must be updated on the first day of the month.
    • Sponsored Projects – projects and awards associated with a Gx or Zx award; reviewed by OSP
    • Intellectual Property – projects and awards associated with IP awards; reviewed by VPR office.
    • Other projects with General Ledger balances (not Gift or Endowment) - Accounting Services will evaluate the Balance Sheet object codes to determine if the existing balances must be moved to GL strings using the new org code.
    • Other projects and awards with no GL balances (not Ex, Dx, Gx, Zx, or IP)

  3. The consolidated request is also provided to the following areas for review and evaluation:
    • Accounting Services – to determine if any bank clearing projects must be updated in analysis sub-systems.
    • Budget Office
    • Business Operations – to determine impact on auxiliary units.
    • Cost Analysis
    • Debt Accounting – to evaluate if IIP strings must be updated for future investment income.
    • Development – to determine if future gift deposits must be updated.
    • Facilities Management – to determine if billing system must be updated.
    • Financial Reporting
    • Fixed Assets
    • Student Financial Services – to determine if any SIS item types must be updated.
    • Treasurer’s Office – to determine if any petty cash, IIP, or internal loans are impacted

  4. Upon completion of the review process, the consolidated workbook is sent to the Enterprise Application group for upload at:

  5. Journal entries to move existing balances in 1xxx and 2xxx codes (1335, 1337, 17xx are excluded) to GL strings using the new org code are generated and processed by the 10th of the month in which the orgs are changed.