Reference Information

pdf documentation

Reporting Requirements for Accounts with Internal Activity Decision Tree Guide to which reporting requirements recharge/service center accounts are subject to
excel template List of Unallowable Expenses A list of common expenses that are not recoverable in a recharge/service center rate calculation per Uniform Guidance


Steps to Move Assets to a Newly Created Plant Fund (95) Account

Detailed instructions on how to move capital assets to a plant fund (95) account

pdf documentation Providing Goods and Services to Other IU Accounts Flow Chart Flow chart that provides guidance on which document type to use when providing goods or services to another IU account
excel template S&W Rate Allocation Example Example of single and tiered pooled rate calculations