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If annual revenue for the activity is greater than $15,000, Next: Step 6 Control Unit Submits to Rate and Recharge Committee If annual revenue for the activity is less than $15,000, Your Control Unit will inform you if the rate is approved or if more information is required.
If annual revenue exceeds $15,000, your Control Unit will review the rate items in your Rate Proposal. If approved, they will then forward the Rate Proposal to the Rate and Recharge Committee for approval.
Once you have received approval of your rate, proceed to establishing an account. 1. Contact your Control Unit Ask them to verify the account name and fund number for the rate. Davis Units should also review the Account Naming Conventions guidelines to establish an account name.
Rate Posting Example: The Full Cost rate conducted at (Name of Unit or Center) for the (2011-2012) fiscal year is $00.00 per (unit: hour, project acreage, etc).
Establish Budget in Financial System. Create Budget documents in Financial Reporting system. Any estimated recharge activity equal to or greater than $15,000 must be made part of the permanent and temporary budget and adjusted annually.
For University Customers Researchers and/or customers must provide valid account numbers. Some Units may require additional information such as a proposal/award notification. Use your Financial Reporting System to verify the account is active and has sufficient funding.
Review Financial System Ledgers Every month, use the Monthly Monitoring Checklist and your financial reporting system to review income and expenditures in your account.
Review Rate Account Ledgers At the end of the year, use your financial reporting system and the Annual Break-Even Checklist below to perform a break-even analysis and a subsidized vs unsubsidized analysis in your rate account.
Now that you've completed what kind of services are part of the activity, it's time to determine which costs are allowable to include in your rate. These are the costs which directly support the activity. By policy, rates can only include costs that directly support an activity.
