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, key contact information, and links to the relevant policy, procedures, and forms.

    Federal Fund Balance Training

    The following recording and supporting materials were presented in the Spring of 2022 to provide guidance to USPs on how to prepare a Federal Fund Balance.

    Watch: Federal Fund Balance Training
    Recorded training covers how-to prepare a Federal Fund Balance.

    Read: Fund Balance Training Slide Deck
    Slide deck for the above presentation on Federal Fund Balance preparation.

    Read: Step-by-Step Instructions
    Step-by-step instructions on how to prepare the Federal Fund Balance.

    USP Training

    The two training videos below present information that was originally offered in spring 2020.

    Watch: USP Training (Part 1)
    USP Training (Part 1) focuses on topics including the 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.

    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