University Service Provider Resources

A University Service Provider (“USP”) is a unit that provides goods and/or services in support of Yale’s academic and research mission. This page contains useful information for USPs, including training materials, guidance, newsletters, key contact information, and links to the relevant policy, procedures, and forms.

Trainings and Workshops

Monthly Revenue Ledger Account Reconciliation for USPs Workshop

Covers an overview of the USP monthly revenue ledger account reconciliation and walks through an example reconciliation.

WATCH: RECONCILIATION WORKSHOP

SLIDES: RECONCILIATION WORKSHOP

USPs for Core Directors Workshop

While the workshop was presented for Core Directors, the 17-minute recording is useful to anyone who works with USPs. The workshop covers an overview of USPs, as well as the Rate Calculation Schedule, External Sales, and the Fair Market Value analysis.

Watch: USP FOR CORE DIRECTORS

SLIDES: USP FOR CORE DIRECTORS

Federal Fund Balance Training

The following recording and supporting materials provide guidance to USPs on how to prepare a Federal Fund Balance, as requested in the annual Rate Calculation workbook.

WATCH: FEDERAL FUND BALANCE TRAINING

SLIDES: FUND BALANCE TRAINING

READ: STEP-BY-STEP INSTRUCTIONS

Intro to USPs and Preparing the Rate Calculation Schedule Trainings

The two training videos below present information that was originally offered in spring 2020. Note that certain policies and procedures have been updated since these videos were recorded. Refer to Policy 1410 University Service Providers and related procedures for the most current information.

Watch: USP Training (Part 1)
USP Training (Part 1) focuses on topics including USP policy, the registration process, and the accounting and billing processes.

Watch: USP Training (Part 2)
USP Training (Part 2) focuses on topics including the rate calculation process and the development of rate schedules. Note that the latest rate calculation schedule differs in some respects from the version used in this training.

Guidance

USP Newsletter

Key Contact Information

Contact isp@yale.edu for general questions regarding USPs. Below, are key contacts for specific USP-related functions:

Important Links