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Income & Recharge Program

Income and Recharge Subnav

  • Income & Recharge Home
  • Rate Components and Development
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  • Establishing, Managing, and Discontinuing a Center
  • Income and Recharge Advisory Committee
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  • Policy and Resources
  1. Office of Budget & Planning
  2. Budget Office
  3. Income & Recharge Program
  4. Policy and Resources

Policy and Resources

  • Rate Proposal Form (Last updated: 01/04/23)
  • Extended Approval - Rate Proposal Form (Last updated: 11/30/22)
  • Rate Calculation Template (Last updated: 11/28/22)
  • Income & Recharge Overview Training
  • Income & Recharge Guidelines
  • Income & Recharge Review Checklist for Control Points 

 

Local Policies

  • Departmental Costing Guidelines
  • Disclosure Statement DS2

 

UC Policies

  • Accounting Manual
  • APM-020: Special Services to Individuals and Organizations
  • BFB A-47: Direct Costing Procedures
  • BFB A-56: Academic Support Unit Costing and Billing Guidelines
  • BFB A-59: Costing and Working Capital for Auxiliary and Services
  • BFB A-60: Short-Term Investment Pool Distribution of Income
  • BFB A-61: Procedures for Determining Unrelated Business Income and Expenses
  • BFB BUS-29: Management and Control of University Equipment
  • BFB BUS-54: Operating Guidelines for University Supply Inventories
  • BFB BUS-72: Establishment and Review of Auxiliary Enterprises
  • Compendium of Conflict of Interest and Integrity Policies - Guidance

 

Federal Policies

  • Office of Management and Budget (OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards – 2 CFR Chapters I, II, Part 200 (Uniform Guidance)
  • Cost Analysis and Rate Setting Manual for Animal Research Facilities

 

Resources

  • Useful Life Index
Office of Budget & Planning
University of California, Santa Barbara
1325 Cheadle Hall
Santa Barbara, CA 93106-2032

Division of Finance & Resource Management

Finance & Resource Management

Audit & Advisory Services

Budget & Planning

Business & Financial Services

Strategic Asset Management

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