Financial Analysis Resources

Recharge Rates

UC Davis Policy and Procedure Manual (PPM) - see chapter 340, Rates, Recharges, and Sales Activities, particularly:

• PPM 340-25 Recharge Activities (.pdf)
• PPM 340-09 Sales of University Goods and Services to Non-University Users (.pdf)
   

Budget and Institutional Analysis

• Rate procedure and worksheets
• Carryforward funds (has applicability to all fund sources)

Financial System (Kuali Financials)

Navigating the campus financial system is important in allocating and managing resources. The reporting capabilities are needed to review rates, provide fiscal oversight and counsel operating units and senior staff.

High Level organization codes:

• VPFS: Vice Chancellor Campus Planning, Facilities and Safety
• VFRM: Vice Chancellor Finance and Resource Management

Kuali Financial System:

• Kuali (Info) (Login)
• Training

Effort Reporting / Cost Sharing / Other Extramural Reporting Requirements

Administrative units are becoming more aggressive in applying for and receiving funding from external agencies. Extramural funding has many reporting requirements that must be addressed.

Relevant resources for extramural fund management:

• Costing Policy and Analysis is responsible for campus policies that ensure compliance with federal policies. Costing and Policy Analysis overlaps with the rate review process for those rates that are charged to extramural funds. 

• Extramural Funds Accounting
• Research Administration training series
   

Other Resources

• Budget and Institutional Analysis website White papers are excellent for understating current budget issues.
• The "Staffing List" is used to balance permanent staff commitments with permanent funding.

Understanding  "base budget" vs. "current" budget:

• BIA Tools and Documents
• Budget Training Classes
• PPS Decision Support System