Project Schedule and Updates

Effective July 1, 2023, all UC locations are required to report financial transactions to UCOP in the new Chart of Accounts format. UC Davis will fully implement the new CoA on January 1, 2024, concurrent with the launch of the Aggie Enterprise system.

Updated Dec. 22, 2022

The timeline for the CoA project is divided into three phases: Design, Development and Implementation.

The Chart of Accounts Design Phase concluded on July 1, 2021 with the final approval of the segment design and definitions. During Design, the CoA team conducted extensive stakeholder outreach through discovery sessions, and leveraged a CoA prototype for proof of concept demonstrations.
CoA Development will take place from July 2021 through June 2023. This phase involves hierarchy and value development, mapping of FAU values to the new Chart of Accounts, and data clean-up. The goal of this phase is stabilizing the CoA by ensuring all existing KFS FAU values have been mapped correctly. Data governance policies will be established to support the creation of new values.
The Implementation phase will take place from July 2023 through January 2024. This phase involves the central Finance and Financial Systems teams using an interim reporting solution to translate KFS FAU data to the new CoA format in order to meet the UCOP reporting requirements. KFS users will continue to transact in KFS, using the FAU structure until deployment and cutover to the Aggie Enterprise system on January 1, 2024.

Introduction to Chart of Accounts Hierarchy Deck (PDF) - September 27, 2021
Final UC Davis CoA Segment Design & Definitions Deck (PDF) - July 1, 2021
CCoA Introduction/Overview Slide Deck (PDF) – January 22, 2021
CCoA Introduction/Overview Zoom Recording – January 22, 2021
CCoA Intro to AD_COO_BIA Slide Deck (PDF) – January 15, 2021