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Establishing New Extramural Funded DaFIS Accounts

Accounts are established in DaFIS using the Account maintenance document. It is highly recommended that you always start with a blank Account document, rather than template an old account. This page provides information specific to establishing extramurally funded accounts. For details on the Account document, see the DaFIS Online Reference Manual.

When establishing new extramural accounts, always cite the awarding agency name and number in the Description field of the Account document (e.g. New DOE grant #DE-FG03-95ER54295 for new fund). If the information doesn't fit in the Description field, use the Notes screen to add information.

Enter the PI's name in the Principal Investigator field. In addition, you will need to complete the following fields on the Account Responsibility screen (accessed by clicking the More button on the document):

• Account Award Number
• Account Award Amount
• Acct Awrd Begin/End Date for contracts and grants

With regards to the required financial attributes, all you need to set up a new account are:

1. Your six-digit OP Account. This triggers the Higher Education Function, the Account Type and other required financial attributes
2. Your five-digit OP Fund that triggers the Sub Fund Group
3. Your Organization code is auto-filled when you input the OP Account, but may be edited

Extramural Funds Accounting is providing the following default fund numbers for the major fund groups to be used when establishing a new extramural account for a new fund (e.g. a new award). If you have questions concerning which fund number to use, please contact Extramural Accounting.

Funding Source	Default Fund	Contact Person	Phone
Clinical Trials	79000	Nicole Warren	757-8529
Federal Contracts	25000	Francisco Andrade	754-0604
Federal Cooperative Agreements	30000	Francisco Andrade Erik Ecklund	754-0604 752-5464
Federal Grants (NIH - All Other Depts)	24000	Erik Ecklund Francisco Andrade Michael Webster	752-5464 754-0604 757-8524
Federal Grants (NIH - School of Medicine)	24001	Diane Frost Erik Ecklund	757-8528 752-5464
Federal Grants (NSF)	22000	Erlita “Yet” Oliver Nikki Clark	757-8689 754-5528
Federal Grants/Contracts/ Coop Agreements (USDA)	24900	Diane Frost Erik Ecklund	757-8528 752-5464
Federal Grants (All Other Agencies)	21100	Erik Ecklund Diane Frost Francisco Andrade	752-5464 757-8528 754-0604
Gifts & Endowments	90000	Karen Majewski Joseph MacDonald	757-8532 757-8530
Local Government	20900	Helen Evangelista Robert Dawa Elvia Mayes	757-8506 757-8531 757-8527
Marketing Board	78500	Nicole Warren	757-8529
Private Grants	57000	Erlita “Yet” Oliver Nikki Clark	757-8689 754-5528
Private Contracts (Federal Flow Thru)	20800	Robert Dawa Elvia Mayes Helen Evangelista	757-8531 757-8527 757-8506
Private Contracts (Other)	59000	Robert Dawa Elvia Mayes Helen Evangelista	757-8531 757-8527 757-8506
State of California	18700	Amy Joy	757-8526