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Information Sheet, FY2010 by coryelJudie

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									                                             Syracuse University
                                      Recharge Center Information Sheet

Recharge Centers are defined as units or departments that provide goods and/or services to users, primarily within the University. Recharge
Centers may charge, directly or indirectly, Federal grants and contracts and as a result, the University must comply with cost principles and
accounting standards promulgated by the Office of Management and Budget Circular A-21. Rates must be calculated based on actual costs
and/or known or anticipated changes and only include allowable costs as defined in Circular A-21. Internal users cannot be charged different
rates for the same product or service; rates must be applied internally with no price discrimination. Higher rates can not be charged for one
product or service to offset or subsidize losses on another product.
                           Complete a separate Information Sheet for each Recharge Center rate.

I.   General Information
        1. Indicate below the reason for completing this form:
                      Request for new Chartstring
                      Request to add additional activity(ies) or service(s) to existing Chartstring
                      Review or update to an existing Recharge Center rate
                                      (              -                    )
                                         Dept.               Program
                      Other (specify)

        2. (a.) Name of current or proposed Recharge Center:
           (b.) Fiscal 2010 Fee Name:                                                           2009 Rate:
           (c.) Proposed Fee Name:                                                              Proposed 2010 Rate:

        3. Provide or attach a brief description of the Recharge Center’s service provided, including any information that you consider unique
           or significant in understanding the proposed billing rate(s) indicated above.




        4. Departmental information in which the Recharge Center is located:
           (a.) Department name:     ___________________________________
           (b.) Department number: ___________________________________

        5. Contact information (name, phone number, building, email address) - department business administrator, manager, department
           chair, and/or other employee responsible for day-to-day operations:




        6. Recharge Center facility and room information:
           (a.) Building name:
           (b.) Building number:
           (c.) Room number(s):
           (d.) Square footage of
              specific activity room:
          (To verify or obtain information on square footage for specific room(s), contact Sheila R. Milden, Campus Planning,
          Design, and Construction, via email at: srmilden@syr.edu )

        7. Are other activities taking place in the same space?                   Yes                     No
            (a.) If yes, provide a brief description of the other activities such as (1) the funding source of the other activities (research,
           instruction, other institutional or departmental activities, or other), and (2) the relationship between the Recharge Center and the
           other activities, if any.




          (b.) Percentage use of the space for other activities:




                                                                    Information Sheet, FY2010
                                                                          Page 1 of 11
                                             Syracuse University
                                      Recharge Center Information Sheet

        8. Do competitors exist outside the University?                    Yes                           No
               If yes, describe how the Recharge Center’s rates compare to market rates.




II.   User Information, Monitoring, and Rate Development
      It is the responsibility of department management to periodically review balances and adjust rates as appropriate to ensure compliance
      under federal regulations. Any surplus or deficit at fiscal year-end must be a component of the subsequent year's rate.

        1. How often will rates be reviewed to ensure federal compliance?
                    Annually (i.e., a review period includes one operating cycle or12 months)
                      More frequently than annually (i.e., a review period includes fewer than 12 months) - provide justification/details.



        2. What unit of measure is used as a billing base (hour, day, procedure, test, mileage, etc.)?



        3. Identify customer type and percentage of business they represent (based on the unit of measure in 2, above):
           (a.) Internal to the University - non-sponsored: (Funds 11, 14, 15, and 16)



           (b.) Internal to the University - sponsored: (Funds 13 and 91)



           (c.) External to the University:


                                       Total (must be 100%)                                       0.00%

        4. Are any users provided services at discounted rates or free of charge?                   Yes                    No
           If yes, indicate which services and which user groups receive free service or discounted rate(s). State the reasons for such
           treatment.




        5. Billing rates are based on:
                      prior year costs,
                      projected costs,
                      combination of prior year and projected costs,
                      actual costs of the billing period, or
                      other (explain)




                                                                    Information Sheet, FY2010
                                                                          Page 2 of 11
                                           Syracuse University
                                    Recharge Center Information Sheet

      6. (a.) Are any unallowable costs (e.g., bad debts, entertainment, alcoholic beverages, fines and penalties, and/or interest payments)
          included in the billing rate?
                                                                            Yes                    No
         (b.) If yes, specify each cost item. NOTE: unallowable costs are ineligible as rate components and must be excluded.




         (c.) If no, what financial controls does the Center have in place to ensure these unallowable costs are not included in the Recharge
         Center billing rates?




      7. (a.) Are any costs for equipment with an original cost of $5,000 or more, scholarships or fellowships, tuition expenses, or
         internal space rental costs included in the proposed Recharge Center billing rates?
                                                                           Yes                    No
         (b.) If yes, specify each item. See NOTE in 6b above.




         (c.) If no, what financial controls does the Center have in place to ensure that these excluded costs are not charged to the Recharge
         Center billing rates?




      8. Do billing rates include any indirect cost assessments?           Yes                      No
         (Note: External users should be charged internal user rate plus applicable indirect cost assessment.)
         RCM indirect cost assessments are unallowable as a component of any internal service rate(s).


III. Financial Support/Assistance
      1. If the proposed Recharge Center receives financial assistance, indicate the types of assistance (Check all that apply):
                    Start-up (seed) money: usually one-time receipt subsidy that pays for the costs associated with initial Recharge
                    Center business set-up.
                    Subsidy: use of funds from another source that is an integral part of the Recharge Center’s annual operating budget.
                    Equipment: defined as tangible nonexpendable personal property with a purchase price greater than or equal to $5,000
                    per item administered via the SU Asset Management System, provided by a sponsored project, the University or a
                    University department; i.e., not the property of the Recharge Center and/or not purchased by the Recharge Center.
                    Other:
                   None (If “None,” skip the remainder of this section and go to Section IV, Maintenance or Service Contracts)

      2. Provide information on the funding sources currently assisting or supporting the operating costs of the Recharge Center as indicated
         in Part III, 1. above.
                                                                                                                Date
                                                         If subsidized, describe (source of subsidy,    Annual Subsidy
           Fund       Dept.       Program                         how it will be used, etc.)            Amount Ends




                                                                            Total                       $    -
         (Add additional lines as necessary to complete the table)




                                                                 Information Sheet, FY2010
                                                                       Page 3 of 11
                                              Syracuse University
                                       Recharge Center Information Sheet

      3. Provide a brief description/explanation of the relationship between the Recharge Center and the financial assistance source(s)
         identified above.




      4. How will the Recharge Center cover the financial assistance portion after the funding source(s) expires or terminates?
                   100% of operating cost will be recovered from the Recharge Center revenue.
                   Other Chartstring(s) will support the service operation. (Specify)

                     Other (specify)


      5. Does this Recharge Center subsidize or provide any type of financial assistance to other activities? (This does not include RCM
         indirect cost assessments or RCM participation.)                                         Yes                  No
         If yes, explain.



IV. Maintenance or Service Contracts
      1. Does the Recharge Center intend to recover maintenance or service contract costs?
                                                                                               Yes                No
           If yes, fill out the information below for each item. If no, go to Section V, Equipment. Absent a maintenance/service
           contract, annual maintenance costs are reported in Part V.2 following.

           ID Number
           Item Description
           Manufacture warranty expiration date
           Maint/service contract begins (MM/YY)
           Annual Maintenance Fee
           Percentage use of equip./item for service
           (Add additional lines as necessary to complete the information for each item)


V.   Equipment
      1. Does the Recharge Center use any capital equipment in the production of its goods or services? (Capital equipment has a purchase
         price greater than or equal to $5,000 per item and is administered via the SU Asset Management System)
                                                                                                Yes                  No
             If yes, go to #2 below. If no, go to Section VI, Rate Development Worksheet.

      2. List all capital equipment that is used in the specific Recharge Center activities in the schedule provided below. The Tag Number,
         Description, and Annual Recharge Center Depreciation amounts link directly to the Rate Development Worksheet. Enter the
         asset's full/total depreciation and maintenance costs; the pro-rated calculation for the specific Recharge Center activity will be
         automatically calculated on the Rate Development Worksheet.
           No depreciation can be included for fully depreciated assets.
           (To verify or obtain information on individually tagged assets - e.g., PO #, date acquired, current depreciation, etc. - contact
           Judith Alberts, Property Management, at ext. 5372 or via email at: jlalbert@syr.edu )
              Tag                                                        Date       Dept.                          Annual Annual
            Number            Description                PO #          Acquire       No.      Program Amount Depr. Maint.
      a.
      b.
      c.
      d.
      e.
           (Add additional lines as necessary to complete the table)                           TOTAL $         -    $   -     $   -




                                                                   Information Sheet, FY2010
                                                                         Page 4 of 11
                                            Syracuse University
                                     Recharge Center Information Sheet

       3. Is any equipment listed in V.2. above used by or for activities other than the specific activity in the Recharge Center?
                                                                                                     Yes                   No
               If yes, what percentage is used by this Recharge Center activity?          a.
                                                                                          b.
                                                                                          c.
                                                                                          d.
                                                                                          e.
          (Add additional lines as necessary to report on each piece of equipment)

       4. Equipment location, if different from the information provided in I.6. above (include building and room number).



       5. If equipment depreciation expense has not been included in previous recharge rates, explain how the Recharge Center will fund or
          has funded future equipment replacement costs.




VI. Syracuse University Recharge Center Rate Development Worksheet
          See tab below for the Rate Development Worksheet, also required to be fully completed.


VII. Certification of Accuracy and Completeness of the Information Sheet and Rate Development Worksheet
     By signing this form, required for the Recharge Center submission to be complete, the individual certifies the following:
          To the best of my knowledge, all information, answers, statements, and attachments provided in the Information Sheet,
          Rate Development Worksheet, and any supporting documentation are true, accurate and complete.

           Initial Completion Date:                                      Last Modification Date:

               Form completed by:
                                                      Signature                                            Print Name

  Completed Recharge Center Information Sheets, accompanying Rate Development Worksheets, and any additional attachments and/or
             documentation is to be sent to F&A Analysis and Reporting in the Comptroller's Office at the address below.


                                            Contact Information (for questions or assistance)

            Comptroller's Office                         Office Of Budget and Planning                     Sponsored Accounting
               620 Skytop Road                                  620 Skytop Road                                620 Skytop Road
            Skytop Office Building                           Skytop Office Building                         Skytop Office Building
             Syracuse University                               Syracuse University                           Syracuse University
          Syracuse, New York 13244                         Syracuse, New York 13244                       Syracuse, New York 13244
             FAX: 315-443-2094                                FAX: 315-443-4242                              FAX: 315-443-2094
                fedacctg@syr.edu                                 bplan@syr.edu                                contacct@syr.edu




                                                                  Information Sheet, FY2010
                                                                        Page 5 of 11
                                 Syracuse University Recharge Center Rate Development Worksheet
                                                    (Include with Information Sheet - Separately Required for EACH Rate)

The following rate development worksheet is for internal fees only and should not include any expense related to external revenue.
Information is required in each of the SHADED areas on this spreadsheet.
If additional space is necessary, insert lines or add another worksheet and name the tab. Some amounts are linked to cells in the Information Sheet (where noted).


Recharge Center name:                                                  0                                                            Budget for FY: 2010 (7/1/09 - 6/30/10)
Fee name:                                                              0               Current Fee Amount:                                     Proposed Fee Amount:    #DIV/0!

Location of Center                                                         Recharge Center costs Chartstring(s) - identify
 - building & room number(s)                                               Fund, Dept and Program used for expenses below *


                                                              DIRECT EXPENSES (internal activity)
1.) Salaries and wages (complete / list each of the components)
                                                                                                                                   Effort % for          Salary for       Projected 2009
                Account *                    Employee Name                           Position Title              Base Salary      Recharge Center     Recharge Center          Total
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                                         $           -
2.) Fringe benefits - Federally negotiated rates                                                                                    Fringe Rate
For each employee identified above, multiply their Recharge Center salary (as calculated above) by the applicable fringe rate; for fringe rates, see the Comptroller's website.
           Regular earnings of full-time and regular part time employees                                                               31.1%           $            -
           Summer earnings of employees with academic year appointments                                                                16.8%           $            -
           Temporary wages, extra service payments, overload and overtime of all employees                                              6.8%           $            -
           Graduate assistants, Federal programs                                                                                       15.4%           $            -
                                                                                                                                                                         $           -
3.) Supplies used in providing service                                     $                            -                                                                $           -
4.) Telephone, duplicating and postage                                     $                            -                                                                $           -

5.) Other (please specify; e.g., maintenance and repair, non-capitalized equipment, software licences, etc.)
                 Account *                  Item Description                                                                                               Amount
                                   Maintenance - if no service contract (linked to Information Sheet)                                                  $            -
                                   Maintenance / service contract (linked to Information Sheet)                                                        $            -
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                       $            -
                                                                                                                                                                         $           -




                                                                                        Rate Development Worksheet FY10
                                                                                                  Page 6 of 11
                                                            INDIRECT EXPENSES (internal activity)
1.) Facilities (to be provided by the Comptroller's Office based on information from I.6. on the Information Sheet)                                                   $        -
NOTE: the final billing rate must include facilities expense as a rate component; to calculate the rate prior to submission, contact F&A Analysis and Reporting by email at
fedacctg@syr.edu to obtain the necessary amount. A copy of the email communicating this information must then be attached to support the accuracy of the amount reported here.
2.) Equipment depreciation - only equipment used in the Center for providing the service (Tag No., Description and Depreciation are linked to the Information Sheet, Part V)
                                                                                                                                                   Depreciation
                                                                                                                % Used for       Non-Pro Rated     Allocated to
               Tag Number          Equipment Description                  Chart String(s) Purchased On           Service          Depreciation       Center
                    0              0                                                                                     0%     $            -   $           -
                    0              0                                                                                     0%     $            -   $           -
                    0              0                                                                                     0%     $            -   $           -
                    0              0                                                                                     0%     $            -   $           -
                    0              0                                                                                     0%     $            -   $           -
                                                                                                                                                                   $           -

                                                          TOTAL EXPENDITURES (internal activity)                                                                   $           -

                                                                                INCOME (internal)
1.) Internal sources from providing service (client's chart string)
                                                                                                                                                 Internal Income
                                                                                                                                                     Amount
                                   Non sponsored customers (i.e., fund 11, 14, 15, 16)                                                           $            -
                                   Sponsored customers (i.e., fund 13)                                                                           $            -

                                                                     TOTAL INCOME (internal)                                                                       $           -
                                                                        NET INCOME / (LOSS)                                                                        $           -
                                   FY2010 Rate Computation
Total Expenses                                                             $                            -
Less: prior year (surplus) or Add: prior year loss - from prior
year reconciliation (tab 3 of this excel file)                             $                            -
Less: Subsidies from Information Sheet, Section III., #2                   $                            -
                                     Adjusted Total Expense                $                            -

Expected total units of activity (e.g., total hours, total tests, etc.)
(Anticipated number of sales units, not necessarily highest potential output)                                                                       Change
Identify unit of activity used for this service
           Billing rate per unit, internal activity                                  #DIV/0!                  Prior Year Rate   $          -        #DIV/0!



                                                                                                              Recharge Center Rate Development Worksheet:

                                                                                                              Prepared by:_________________________________

                                                                                                              Date:_____________________________


                                                                                         Rate Development Worksheet FY10
                                                                                                   Page 7 of 11
                                  Syracuse University Recharge Center Prior Year Reconciliation
                     (Include with FY2010 Information Sheet and FY2010 Rate Development Worksheet - Separately Required for EACH Rate)

This worksheet will be used to compare the data in the Approved FY2008 Rate Development Worksheet with the Actual data for the fiscal year.
The first section of the Prior Year Reconciliation is for internal fees only. The last section of the form asks about external revenue. Note: external fees require prior approval by the Executive Vice President and Chief Financial Officer.
Information is required in each of the SHADED areas on this spreadsheet.
If additional space is necessary, insert lines or add another worksheet and name the tab. Some amounts are linked to cells in the Information Sheet (where noted).

Recharge Center name:                                              0                                                                               Budget for FY:           2008          Actuals for FY:   2008 (7/1/07 - 6/30/08)
Fee name:                                                          0       FY09 Approved Fee Amount:                      0            FY10 Proposed Fee Amount:           #DIV/0!

Location of Center                                                     Recharge Center costs Chartstring(s) - identify
 - building & room number(s)                                           Fund, Dept and Program used for expenses below *


                                                            DIRECT EXPENSES (internal activity)
1.) Salaries and wages (complete / list each of the components)
                                                                                                                                                                                                            FY2008 Actual
                                                                                                                                Effort % for              Salary for   FY2008 Projected                        Salary for         FY2008 Actual
               Account*                  Employee Name                          Position Title              Base Salary       Recharge Center          Recharge Center      Total                           Recharge Center           Total
                                                                                                                                                       $          -                                         $           -
                                                                                                                                                       $          -                                         $           -
                                                                                                                                                       $          -                                         $           -
                                                                                                                                                       $          -                                         $           -
                                                                                                                                                       $          -                                         $           -
                                                                                                                                                                       $             -                                        $              -
2.) Fringe benefits - Federally negotiated rates                                                                                Fringe Rate                             Fringe Rate
For each employee identified above, multiply their Recharge Center salary (as calculated above) by the applicable fringe rate; for fringe rates, see the Comptroller's website.
           Regular earnings of full-time and regular part time employees                                                             32.4%             $          -         32.4%                           $           -
           Summer earnings of employees with academic year appointments                                                              17.0%             $          -         17.0%                           $           -
           Temporary wages, extra service payments, overload and overtime of all employees                                            6.8%             $          -          6.8%                           $           -
           Graduate assistants, Federal programs                                                                                     17.2%             $          -         17.2%                           $           -
                                                                                                                                                                       $             -                                        $              -
3.) Supplies used in providing service                                 $                            -                                                                  $             -                                        $              -
4.) Telephone, duplicating and postage                                 $                            -                                                                  $             -                                        $              -




                                                                                                                      Prior Year Reconciliation FY08
                                                                                                                               Page 8 of 11
5.) Other (please specify; e.g., maintenance and repair, non-capitalized equipment, software licences, etc.)                                      FY2008 Projected                                                 FY2008 Actual
              Account *                Item Description                                                                                                Amount                                                         Amount
                              Maintenance - if no service contract                                                                                 $            -                                                 $            -
                              Maintenance / service contract                                                                                       $            -                                                 $            -
                                                                                                                                                   $            -                                                 $            -
                                                                                                                                                   $            -                                                 $            -
                                                                                                                                                   $            -                                                 $            -
                                                                                                                                                   $            -                                                 $            -
                                                                                                                                                                     $   -                                                          $   -


                                                        INDIRECT EXPENSES (internal activity)
1.) Facilities (use data for the FY08 Rate Development Worksheet based on information from I.6. on the Information Sheet)                                            $   -                                                          $   -
NOTE: the final billing rate must include facilities expense as a rate component.

2.) Equipment depreciation - only equipment used in the Center for providing the service (Tag No., Description and Depreciation are linked to the Information Sheet, Part V)
                                                                                                        Projected %                                  Depreciation                                                   Depreciation
                                                                                                         Used for          Non-Pro Rated             Allocated to              Actual % Used     Non-Pro Rated      Allocated to
             Tag Number       Equipment Description                   Chart String(s) Purchased On        Service           Depreciation               Center                   for Service       Depreciation        Center
                  0           0                                                                                   0%      $            -           $           -                          0%    $            -    $           -
                  0           0                                                                                   0%      $            -           $           -                          0%    $            -    $           -
                  0           0                                                                                   0%      $            -           $           -                          0%    $            -    $           -
                  0           0                                                                                   0%      $            -           $           -                          0%    $            -    $           -
                  0           0                                                                                   0%      $            -           $           -                          0%    $            -    $           -
                                                                                                                                                                     $   -                                                          $   -

                                                TOTAL EXPENDITURES (internal activity) FY2008                                                                        $   -                                                          $   -

                                                                          INCOME (internal)
1.) Internal sources from providing service (client's chart string)                                                                               FY2008 Projected                                                 FY2008 Actual
                                                                                                                                                  Internal Income                                                 Internal Income
                                                                                                                                                      Amount                                                          Amount
                              Non sponsored customers (i.e., fund 11, 14, 15, 16)                                                                 $            -                                                  $            -
                              Sponsored customers (i.e., fund 13)                                                                                 $            -                                                  $            -

                                                           TOTAL INCOME (internal) FY2008                                                                            $   -     **FY2008 net income (loss) will be entered on the    $   -
                                                                                                                                                                               Rate Development Worksheet for FY2010 as the prior
                                                              NET INCOME / (LOSS) FY2008                                                                             $   -     year reconciliation.                           ** $      -




                                                                                                                 Prior Year Reconciliation FY08
                                                                                                                          Page 9 of 11
                               FY2008 Projected
Total Expenses FY2008                                                   $                       -
Less: prior year (surplus) or Add: prior year loss - from prior
year worksheet (calculate and attach)
Less: Subsidies from FY08 Information Sheet, Section III., #2           $                       -
                               Adjusted Total Expense                   $                       -

Expected total units of activity (e.g., total hours, total tests, etc.)
(Anticipated number of sales units, not necessarily highest potential output)
Identify unit of activity used for this service
           Approved FY08 Billing rate per unit, internal activity                #DIV/0!

EXTERNAL ACTIVITY
Payments from external clients are recorded with revenue accounts beginning with 4. Identify any "incidental" revenue received by the recharge center. The F&A Analysis and Reporting Office will contact you regarding the accounting entries.
Note: external fees require prior approval by the Executive Vice President and Chief Financial Officer.


                                                                            REVENUE (external)
                                                                                                                                                  FY2008 Actual
                                                                                                                                                    External
                                                                                                                                                    Revenue
1.) External sources from providing service (client's business name)                                                                                Amount
                                Fund - Department - Program                     Client Name               Account*

                                                                                                                                                  $         -
                                                                                                                                                  $         -



                                                            TOTAL REVENUE (external) FY2008                                                                       $        -




                                                                                                                                                                                                 Recharge Center Prior Year Reconciliation form:

                                                                                                                                                                                                 Prepared by:_________________________________


                                                                                                                                                                                                  Date:_____________________________




                                                                                                                 Prior Year Reconciliation FY08
                                                                                                                         Page 10 of 11
ficer.




         Prior Year Reconciliation FY08
                 Page 11 of 11

								
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