This page provides forms, templates, and training resources managed by the RPM Office. Send completed forms to budget@ucanr.edu unless otherwise noted.
Budget Forms
AE Journal Template
Use this template to submit journal request forms for Aggie Enterprise (Oracle) transactions. The link below opens the most current version in UC Davis Box (updated March 21, 2025).
Rate and Recharge
ANR units that charge for services are subject to the ANR Recharge Rate Policy. The Recharge Rate Policy and Review Committee provides initial review of rate proposals and makes recommendations for policy revisions. The training video below provides an overview of recharge rate guidance and processes.
Recharge training session video (Box)
Trainings
The following training resources support budget reconciliation, reporting, and financial analysis for ANR units. All materials are hosted in UC Davis Box.
- Academic cost recovery training (Box, updated March 21, 2025) — covers how to apply academic cost recovery rates to sponsored projects and general funds.
- AE transaction listing report pivot training (Box) — demonstrates how to use pivot tables to review and reconcile Aggie Enterprise transaction listing reports.
Have a Question?
Use our question form to submit inquiries to the RPM Office, or contact us directly.