Step 7: Establish Account
Once you have received approval of your rate, proceed to establishing an account.
Create a separate account for each rate
1. Contact your Control Unit
Ask them to verify the account name and fund number for the rate. Davis Units should also review the Account Naming Conventions guidelines to establish an account name.
*Establishing standard account naming conventions will allow you to search by accounts, sub accounts/project/flexfields when running reports related to your rate.
3. Create accounts in Financial System
Using your verified account name and fund number create an account in your campus financial reporting system.
4. Create Sub-Accounts
Each primary rate account will have a sub account (UCD), project (UCR) or flexfield (UCB) for each Program year.
Certain units may have sub-account naming conventions. Review the Account Naming Conventions guidelines.
5. Describe the RATE
Make sure when you create your accounts that the Account description describes the RATE.
6DDRAT1-DREC FIELD RESEARCH RATE
6DDRAT2-DREC FEEDMILL RESEARCH RATE