HS Recharge and Self-Supporting Activities

Establish New Activity

To establish a new activity, University policy requires a proposal to be submitted to the Chair of the Recharge Rate Review Committee. The proposal form is Request to Establish or Modify Rates/Services for an Existing Activity-Academic.

If you have any questions about Request to Establish or Modify Rates/Services for an Existing Activity-Academic or need assistance with the rate calculations, please contact Dan Ronquillo at (858) 534-2931.

Completed proposals should be sent to the Dean's Office for review and approval. Please email the proposal to the attention of Dan Ronquillo.

After the Dean's Office has reviewed and approved the proposal, it will then be sent to the Chair of the Recharge Rate Review Committee for the review and approval by the committee members. This review process usually takes 4-6 weeks. Notice of approval for the proposal will be emailed to the department contact.

Changes to Existing Activity

Revisions to the existing approved rates can be accomplished by completing: Request to Establish or Modify Rates/Services for an Existing Activity-Academic.

If you have any questions about Exhibit B or need assistance with the rate calculations, please contact Dan Ronquillo at (858) 534-2931.

Completed Exhibit B should be sent to the Dean's Office for review and approval. Please email the proposal to the attention of Dan Ronquillo.

After the Dean's Office has reviewed and approved the proposal, it will be sent to the Chair of the Recharge Rate Review Committee for the review and approval by the committee members. This review process usually takes 4-6 weeks. Notice of approval for the proposal will be emailed to the department contact.

Fiscal Closing Procedures

Detailed fiscal closing procedures for Recharge & other income producing activities are updated annually by the General Accounting Office. Please refer to these procedures and submit the necessary journals and/or reports directly to the Accounting Office on or before the published deadlines.

Activities that need to report inventory for fiscal closing should submit their inventory reports to the General Accounting Office.

Activities that need to transfer equipment depreciation should prepare the journals and submit the equipment depreciation schedule directly to the General Accounting Office.

Differential income transfers are done by the Dean's Office based on the June Final ledger. Activity administrators who prefer to do their own differential income transfers should notify Dan Ronquillo at (858) 534-2931 no later than July 31.

If you have any questions or need assistance with the Fiscal Closing Procedures, please contact Dan Ronquillo.