Other Related Materials

Click to review the below other material related to allocating costs to internal and external activities:

Reference Document: Salary and Wage Rate Allocation Examples

Click the above link to download an Excel document that shows an example of a single pooled salary and wage rate and an example of a tiered pooled rate.

Reference Document: Unallowable Expenses

Click the above link to download an Excel list of common unallowable expenses for recharge and service center units. This document provides a detailed description of each expense and exceptions for when these costs may be allowable. Review this list in full as it is important that all unallowable costs be recorded in a manner that makes them identifiable. Proper identification of unallowable activities and expenses ensures that these costs are not charged directly to federally sponsored agreements or indirectly through treatment in the computation of F&A cost rates.

Reference Document: Salary Expense Transfer (ST) Document

Click the above link to navigate directly to the salary expense transfer (ST) document within the Kuali Financials System (KFS). This document is used to move salaries and benefit charges for a given employee for a particular accounting period (or set of periods) from one or more accounts to one or more other accounts.

Template: Distribution of Income/Expense (DI) Import Template

Download this template to import data related to a DI document into KFS.

License

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