Click to review the below other materials related to rate submission requirements:

Reference Document: Reporting Requirements for Accounts with Internal Activity Decision Tree

Click the above link to download a decision tree outlining the required billing and reporting procedures for accounts that are providing goods or services to other internal accounts at Indiana University.

Reference Document: Providing Goods or Services to Other IU Accounts Flow Chart

Click the above link to download a flow chart outlining the required and recommended accounting procedures for accounts that are providing goods or services to other internal accounts at Indiana University.

Instructions: Rate Setting Template Instructions

Download the above document for detailed instructions on completing the rate setting template. This document summarizes when to use the rate setting template, the submission frequency for the rate setting template, instructions on running the corresponding reports for the rate setting template, and how to successfully complete and submit the rate setting template to the Recharge Accounting department at Indiana University.

Template: Rate Setting Template

Download the above Excel document for a blank copy of the rate setting template. This document contains tabs to input the information required to successfully complete the rate setting template. This template also includes an example of how to properly calculate the projected volume for the submission.

Reference Document: Service Billing (SB) Requirements and Agreements

Download the above document for detailed information about the service billing document. This document summarizes when to use this document, restrictions associated with this document, and how to gain access or modify access to the SB document in KFS.

Reference Document: Recharge Rate Financial Processing Documents Import Template and Request Form List

Click the above link to download a list of import templates and request forms that are frequently used by faculty and staff at Indiana University when recording the offering of goods or services to other departments within the university.

Reference Document: Accounting Terminology

Click the above link to download a document that defines accounting terminology frequently used when analyzing internal recharge or service center unit activity at Indiana University.