Costing Policy and Management Analysis serves as an internal advisor and governance body to Academic Units and Central Administrative Units to assure that the University's rate development methodologies and accounting procedures related to Service Centers, Facilities & Administrative (F&A) rates and Fringe Benefit rates are compliant with Federal Uniform Guidance, UCLA, UC and other applicable policies.
Fund Application
Fund Application Status
Overview and Decision Matrix
Overview of Business Contracts
Sales and Service
New Sales and Service Fund Application
Revision of Current Sales and Service Fund
Closure of Current Sales and Service Fund
Approved Rates & Billing Procedures
Internal Recharge
External Billing
Training & FAQS
Overhead & Markup Transfer User Guide
Recharge system Training
Recharge Reference Guide
Sales and Service Policy and Rate Calculation Training
Costing Policy & Analysis
Facilities & Administrative (F&A) Rate Agreement
Composite Benefit Rate (CBR)
UCOP Costing Policy & Analysis
Accepting External Customers
Short Form Services Agreement
Short Form Services Agreement with Emerging Technology AND Countries of Concern
Conflict of Interest
Overhead Recovery & Markup Revenue
Export Control
Unrelated Business Income Tax
Control Practices
Ongoing Sales and Service Operations
Approvals & Authorizations Matrix
Fund Review Matrix
Policies & Resources
UCLA Policy 340
Other Applicable Policies
Uniform Guidance
FAQs for Costing of NIH-Funded Core Facilities
NIH Guidance on Best Practices for Core Facilities: Handling External Customers
Forms & Links
Business Contract Template
Business Contract Budget Template
UCLA Short Form Service Agreement
Sales and Service Rate Calculation Form
Sales and Service Conference Rate Calculation Form
Sales and Service Rate Calculation Form Large
Overhead and Markup Transfer Form (for S&S funds)
Overhead and Markup Transfer Form (for BC funds)