To: DDD, University Business Managers
From: Interdepartmental Fees & Charges Committee Co-Chairs
Brian Bertlshofer, Director, Cost Analysis and Compliance
Aimee Turner, Executive Director for Enterprise Financial Accounting and University Controller
This memorandum is the annual reminder regarding requests for interdepartmental fees and charges. In accordance with the Campus Interdepartmental Fees & Charges (IF&C) policies and procedures, requests for new interdepartmental fees, revisions to existing interdepartmental fees, and the elimination of interdepartmental fees that will go into effect during Fiscal Year 2018-19 must be submitted to the IF&C Committee no later than Monday, September 18, 2017. Rate increases and new fees received after the deadline will not be considered. The rate review and approval process must be completed and rate revisions and new fees announced to the campus no later than February 16, 2018.
All campus units that charge other departments a fee for goods and services should review the Determination of Fee Oversight Authority decision diagram on page 4 of the IF&C policies and procedures, and confirm to the Office of Sponsored Research (OSR)–Cost Analysis your present oversight status in accordance with this decision diagram. Please confirm your oversight review status with OSR-Cost Analysis by September 1, 2017, by email to Brian Bertlshofer at email@example.com.
If the decision diagram indicates your operation is a Research Service Center (RSC), the appropriate oversight body is the OSR. Thus, in this case, RSCs do not need to take further action based on this memorandum. OSR will contact you to establish the nature and timing of your next review.
In contrast, if the decision diagram indicates your operation is an Interdepartmental Service Center (ISC), then the appropriate oversight body is the Interdepartmental Fees & Charges Committee and this memorandum does apply.
Information about the IF&C policies and procedures and other important information is located at the following web site: https://finance.unc.edu/about/finance-committees/. The following information is available on the web site:
- Interdepartmental Fees and Charges Policies and Procedures
- Rate Development Form and Attachments
In summary, requests for interdepartmental fees and charges for fiscal year 2018-19 must be submitted by email by September 18, 2017, to Aimee Turner at firstname.lastname@example.org. The Rate Development Form and Attachments should be provided in Excel format (template available at web address previously noted) with the signature page provided in a PDF file. Please remember that all three signatures are required.
Finally, as you are aware, the University is in the midst of a project, the Resource Management Initiative, which is looking at the way the University budgets funds and allocates resources. As this project progresses, we will keep you informed as to future potential impact on interdepartmental fees and associated processes.
Note: This memo is also being sent to Deans, Directors, and Department Chairs.