Recharge Activities & Rates

Development of Activities and Rates

  • Proposal forms for establishing or modifying a recharge activity
    The documents below should be completed and submitted to the office of the dean, vice chancellor or vice provost (D/VC/VP) for approval. If necessary, the D/VC/VP will forward to BIA.
    NOTE: For rates that involve the care of animals, refer to the Animal Care Rate Template (.xls).
  • Detailed Guidelines for Recharge Activities and Rates (.pdf)
    This document provides details on the following topics: major aspects of rate development, non-university clients, recharge activity approval process, managing a recharge activity and recharge activity review.
  • Policy and Guideline Revisions
    Communication on revisions to PPM 340-25 and Detailed Guidelines for Recharge Activities and Rates
  • Policy and Procedure Manual (PPM) 340-25, Recharge Activities(.pdf)
    Chapter 340, Section 25 of the PPM applies to the overall establishment, approval, operation and review of recharge activities. This document summarizes the overall policies, responsibilities and procedures associated with recharge activities. For a more detailed explanation of recharge rates and rate development, see the Detailed Guidelines for Recharge Activities and Rates.

Approval and Documentation

  • Office with final approval (.pdf)
    This table illustrates which office has final approval authority for establishing a new activity and for modifying an existing activity. The red squares represent instances when BIA approval is required. The blue squares are when BIA approval is not required (i.e., the office of the D/VC/VP has final approval authority).
  • Sample approval letters for the dean, vice chancellor and vice provost (.docx)
    If approval by BIA is not required, then the office of the D/VC/VP is responsible for communicating the establishment of a new activity or the modification of an existing activity. For examples, refer to Appendices I and II of the Detailed Guidelines.
  • Documentation
    The office of the D/VC/VP is the office of record for recharge activities and is responsible for maintaining documents related to the establishment, modification and termination of a recharge activity. For additional information, refer to section on Documentation (see IV.F.) in the Detailed Guidelines (.pdf).


  • Instructions: Self-Supporting Activities – Compliance Report (FIS 193)(.pdf)
    This document provides instruction on how to use the FIS 193 report to indentify self-supporting funds with year-end balances or deficits out of compliance with campus standards.
  • Training and training materials
    There are two training classes related to recharge activities (also called self-supporting activities). This page provides information about the courses and the presentation slides that are used.
  • Assessment Documentation
    This document expains the account coding needed for the campus assessment and the Non-University Differential.
  • Benefit Rate Lookup
    Use the following link to locate the composite benefit rate for your employee
  • Charging Practices for Federal Funds (.pdf)
    This guide provides an overview of the costing policies for federally funded grants and contracts. It provides examples of allowable and unallowable costs and helps you determine if allowable costs can be charged directly or included in indirect costs.
  • Title 2, Part 220 of the Code of Federal Regulations (2 CFR 220), commonly known as Office of Management and Budget (OMB) Circular A-21 (.pdf)
    OMB Circular A-21 sets forth the principles for determining costs applicable to federally sponsored projects and acceptable allocation methodologies.
  • Non-University Differential (NUD)
    The Non-University Differential is an assessment on goods or services provided to non-university customers in order to recoup indirect costs associated with providing the goods or services. This page contains information on the calculation and application of the NUD.
  • Budget Planning Parameters
    Each year, BIA provides planning information relevant to recharge activities and recharge rates. In prior years, the planning parameters have included information regarding the Non-University Differential, the self-supporting assessment and restrictions on rate increases.
  • Other Resources (.pdf)
    Quick links to resources referred to in rate guidelines and PPM 340-25.