Step by step process to submit a rate proposal. It is recommended you contact the dean's office for assistance the first time.
Policy & Procedure Manual
The Policy & Procedure Manual covers rates, recharges, and sales activity in section 340. The recharges are discussed specifically in 340-25.
Cover page and check list for rate package.
Narrative explaining self-supporting unit and need for the service/product.
Spreadsheets to calculate rates and summary of expenses and revenue.
What to do once the rate package is approved.
Step by step instructions to bill Non-University of California customers.
Form to be completed prior to doing work for Non-University of California customers.
Spreadsheet to use for billing Non-University of California customers.