2007-2008 Annual Rate Process Guidelines

The following documents describe the 2007-2008 Office of Administration rate process:

• Transmittal Letter from Vice Chancellor's Office (includes planning guidlines and due dates)
• Guiding Principles for Annual Rate Development
• Resources for Rate Preparation
• Current OOA Rate Information (MS Excel)
• Rate Forms and Schedules
  • Recharge Review Checklist (PDF)
  • For new rates, complete the following:
    • New Rate Package - includes all necessary forms (MS Word - 440 KB)
  • For existing rates complete the following form:
    • Existing Rate Package - includes all necessary forms (MS Excel file - 153 KB)
  • Individual forms and schedules:
    • Cover Page (MS Word)
    • Schedule A – Description of New Service(s)/Rate(s) (MS Word)
    • Schedule B – Customers for Service (MS Excel)
    • Schedule C – Non-University Differential Consideration (MS Word)
    • Schedule D – Rate Summary and Proposed Budget (MS Word)
    • Schedule E – Budget History and Proposed Budget
      • Part One (MS Word)
      • Part Two (MS Excel)
    • Schedule F – Rate Subsidies and Discounted Rates (MS Word)
    • Schedule G – Pricing Rationale (MS Word)
    • Schedule H – Pass-Through Costs and Reserves (MS Word)
      • Depreciation Schedule (MS Excel)
    • Schedule I – Proposed Rate (MS Excel)
    • Revenue/Expense Comparison by Service Component (MS Excel)
    • Rate Worksheet (MS Excel)
• Rate Group Calendar (Adobe PDF file)
• Online Rate Presentation