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
- Fall FY2023 - University Service Providers Newsletter
- Spring FY2022 – University Service Providers Newsletter
- Fall FY2022 – University Service Providers Newsletter
Key Contact Information
Contact isp@yale.edu for general questions regarding USPs. Below, are key contacts for specific USP-related functions:
- Rate Reviewer, Yale School of Medicine (“YSM”): Jessica Caponigro, Assistant Director, Costing (jessica.caponigro@yale.edu)
- Rate Reviewer, non-YSM USPs: Danielle S. Feldman, Senior Financial Compliance Analyst (danielle.feldman@yale.edu)
Important Links
- Policy 1410 University Service Providers
- Procedure 1410 PR.01 University Service Providers: Registration and Annual Renewal
- Procedure 1410 PR.02 University Service Providers: Rate Calculations
- Procedure 1410 PR.03 University Service Providers: Accounting and Billing
- Form 1410 FR.01 University Service Providers: Registration Form
- Form 1410 FR.02 University Service Providers: Rate Calculation Worksheet