Policy and Resources

• Rate Proposal Form (Last updated: 03/15/25)
• Rate Calculation Template (Last updated: 05/16/24)
• Internal Recharge Journal
  • Internal Recharge Journal Template
  • Internal Recharge Journal Guidance
    • Field Descriptions
    • Example of Completed Internal Recharge Journal
  • Internal Recharge Journal Processing Instructions Video
  • How to Troubleshoot Internal Recharge Journal Error Messages
• Income & Recharge Guidelines (Last updated: 03/15/25)

Resources

• Income & Recharge Review Checklist for Control Points (Last updated: 03/15/25)
• Useful Life Index

Training

• Income & Recharge Basics Training
  • View the presentation deck
  • View the recorded video
• Income & Recharge Guidelines (Last updated: 03/15/25)

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