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Rate and Recharge Guide

This guide walks UC ANR staff through the Rate and Recharge process — from determining whether a rate is needed to implementing billing and monitoring your rate over time.

Before You Get Started

Review these two resources before beginning the Rate and Recharge process:

Understanding Rate and Recharge
Why do we need rates in the first place?

Rate Preparer Assessment
Test your Rate and Recharge knowledge.

Get Started

Where are you in the Rate and Recharge process? Use the steps below to navigate to your current phase:

Plan

  1. Determine if a Rate Is Needed
  2. Determine Activity Scope
  3. Develop the Rate

Submit

  1. Submit to Control Unit
  2. Greater Than $15K in Revenue?
  3. Control Unit Submits to Rate and Recharge Committee

Implement

  1. Establish Account
  2. Post Rate and Notify Users
  3. Implement Accounting Process
  4. Implement Billing Process
  5. Monitor Your Rate
  6. Is Rate Covering Cost?

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