Budget and Resource Management, Recharge Review is responsible for establishing Recharge projects. Recharge Review will establish a new Recharge project when a new recharge activity is approved. Work with Recharge Review to request projects if you require additional sub-projects to be established under a parent project to track expenses and revenue for separate rates.

Submit a New Recharge Proposal two months prior to the activity start date. For category 1 proposals, submit directly to Recharge Review for functional, financial and compliance review, and copy to Control Point. For category 2 proposals, Submit to Control Point for functional and financial review, receive user committee approval if needed, then Control Point will forward proposal to Recharge Review for a compliance review and final action.

If you only provide services to external users, you still need to have your rates reviewed and approved. Follow the procedures for setting establishing External Sales and Services of Education Related Activities (located in Section X.C, page 24 of the Sales & Service Center Policy Guidance & Procedures Manual. Recharge Review will establish a new Recharge (External Only) project if needed when the activity is approved.

Control Points are designated UCSF organizational units in the upper levels of the campus organizational hierarchy having oversight responsibility for all subordinate units. Usually this is the appropriate Dean's or Vice Chancellor's office to which a unit ultimately reports. The Control Point reviewer is the designated reviewer for the organizational unit. A list of Control Point reviewers can be found here.

A user committee is comprised of major users of the recharge activity and the manager of the recharge activity and convenes to review and endorse approval the proposed cost pool, rate methodology, and rates for each rate proposal submission for an activity with planned annual expenses over $500,000.

Recharge activities with a current approval that wish to change only their recharge budget or rates should submit a Rate Change Request Form.

For category 1 proposals, submit directly to Recharge Review for functional, financial and compliance review, and copy to Control Point. For category 2 proposals, Submit to Control Point for functional and financial review, receive user committee approval if needed, then Control Point will forward proposal to Recharge Review for a compliance review and final action. If there is a change in rate methodology, a full proposal must be submitted.