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  1. UC ANR
  2. Rate and Recharge Guide
  3. Step by Step Instructions
Rate and Recharge Guide

Step by Step Instructions

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Follow the steps listed under each heading for easy planning, submitting, and implementing and monitoring of your activity rates.

Plan

  1. Determine if a Rate Is Needed
    • But Is It a Recharge Activity?
  2. Determine Activity Scope
    • Identify Direct Costs
  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 and Monitor

  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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