CATS

Conflicts of Commitment
http://www.indiana.edu/~uhrs/policies/uwide/coc.htm
Conflicts of Interest
http://www.indiana.edu/%7euhrs/policies/uwide/coi.htm
Purchasing Policies
http://policies.iu.edu/policies/categories/financial/index.shtml#Purchasing
FIN-TRE-VI-110, Accepting Electronic Payments
FIN-ACC-I-370, Fund Balance in Recharge Centers
FIN-ACC-I-400, Formula for Setting Recharge Center Rates
FIN-ACC-I-410, Recharge Center Transfers
Intellectual Property Policy (Click on Section I for policy)
https://www.indiana.edu/%7evpfaa/academicguide/index.php/Policy_I-11
FIN-TRE-VI-90, External Agency Agreements

• Revenue Producing Activity On-Line Submission Site http://go.iu.edu/GN
• Revenue Producing Activities Questionnaire
• Business Plan Template
• Business Plan Template, Non-recurring Activity
• Revenue Producing Activity Routing Sheet
• Conflict of Interest Disclosure Statement

Things to Know:

• Must be consistent with the mission of the university and the mission of the specific organization.
• Applies to internal and external sales activities.
• Definition of revenue producing activities (RPA) – Revenue is generated from sale of products and/or services provided by the university or university employees.
• Excludes all sponsored programs.
• External sales – An exchange by the university of tangible or intangible products and/or services with external customers for monetary consideration. Does not pay for the goods or services from an IU account.
• Sales revenue may exceed expenses. Excludes – technology transfer, license and trademark agreements.
• Internal sales – The sale of goods or services by one university department to another department within the university and to sales within a department. Limited to break-even basis. Transactions use an
• Internal/Service Billing or batch process.
• Must be approved by campus business officer.
• Revenues produced must remain in university accounts and use appropriate object codes.
• Governed by Indiana State Law and university Conflict of Interest Policy.
  Contacts:
  BL - Rozzie Gerstman 5-1123
  UA - Joan Hagen 6-2548
• Procedures:
  a.  Schedule a preliminary review meeting/discussion with the campus business officer before commencing with the following steps in establishing an RPA account;
  b.  Complete an RPA Questionnaire;
  c.  Create a business plan;
  d.  If a recharge center, prepare a schedule of rate calculations for the operation;
  e.  Submit the questionnaire, business plan, completed Conflict of Interest Disclosure Statement, if applicable, and any supporting paperwork to the campus business officer for approval.
• Additional cross references:
  Program Income
  http://www.fms.indiana.edu/cg/imp_notice/00-6.asp
• Internal Billings to Sponsored Projects
  http://www.fms.indiana.edu/cg/imp_notice/00-3.asp
  IU Copyright Center
• http://www.copyright.iu.edu/