TUC Sponsored Programs

Chargebacks

Applicability

Campus Chargebacks are project expenses for activities conducted by a CSUN department. The activities are ordered to the "chargeback function" on the CSUN "Solar" portal and invoiced through the CSUN Accounts Payabel Department.

Examples can be:

  • Copies, Printing, Office Supplies etc. provided by 'Quickcopies'
  • Parking Permits provided by the CSUN Public Safety
  • Postage provided by the Postal Dept.
  • Maintenance work provided by PPM
  • LiveScan Fingerprinting
  • Facilities Planning
  • Information Technology Resources
  • etc...

Procedure

Campus activities are ordered, processed and charged through the CSUN PeopleSoft 'Chargeback' function.

StepResponsibleTasks
1Principal Investigator Initiate Ordering Process

1. Go to the repsonsible administrator in your CSUN Department with access to the PeopleSoft "Chargeback Function "

2. Provide the administrator with all information required for the Ordering Process, including:

  • Type of Service
  • Chargeback Provider (CSUN Department providing the service)
  • Quantity
  • Date of Performance (if applicable)
  • TUC-Account Code (Project ID
    (4xxx xxxx) / Account # / 24200 / S4000 )
2Departmental Administrator (CSUN)

Submit Online Order

1. Go to web site: http://www.csun.edu, login at the "myNorthridge Portal"

2. Submit the order online

3. Print a paper copy of the 'Chargeback Order'

4. Provide the paper copy of the 'Chargeback Order' to the Principal Investigator

3Principal Investigator

Confirm Order

1. Sign the paper copy of the 'Chargeback Order'

2. Send the signed paper copy of the 'Chargeback Order' to:

The University Corporation
Accounting Dept. (Purchase Orders) - MD 8309

Or have it personally delivered to:

The University Corporation
Accounting Dept. (Purchase Orders)
Sierra Center , 3 rd floor

4Departmental Approver (CSUN)

Approve Online Order

1. Approve the order online

5TUC - Accounting (Purchase Orders)

1. Review the paper copy of the 'Chargeback Order' for completeness & correctness

2. Forward the paper copy of the 'Chargeback Order' to the TUC-Sponsored Programs Dept.

6TUC-Sponsored Programs Dept.

1. Conduct budget check and approve form

2. Forward the paper copy of the 'Chargeback Order' to TUC-Accounting (Purchase Orders)

7TUC - Accounting (Purchase Orders)

1. Issue a 'TUC Purchase Order Number'

2. Approve the Chargeback Order in CSUN PeopleSoft

3. Encumber the Order in TUC PeopleSoft

4. File the papercopy of the 'Chargeback Order'

8CSUN - Chargeback Provider

1. Provide goods & services

2. Notify CSUN- Accounting - Accounts Receivable (AR)

9CSUN Accounting - Accounts Receivable (AR)

1. Invoice The University Corporation

10TUC - Accounting (Purchase Orders)

1. Review invoice for correctness

2. Send invoice to Principal Investigator

11Principal Investigator

1. Review invoice for correctness

2. Sign invoice

2. Send signed invoice to:

The University Corporation
Accounting Dept. (Purchase Orders) - MD 8309

Or have it personally delivered to:

The University Corporation
Accounting Dept. (Purchase Orders)
Sierra Center , 3 rd floor

12TUC - Accounting (Purchase Orders)

1. Pay invoice

2. Disencumber and Charge Project Expense in TUC PeopleSoft

3. File Invoice