Rate-Based Service Activities (RBSA)
Purpose
This section explains what constitutes a Rate-Based Service Activity (RBSA), outlines the formal determination process, and describes the required annual rate-setting and recertification expectations.
What Is an RBSA?
A Rate-Based Service Activity (RBSA) is a research-adjacent auxiliary activity (typically Funds 28/29) that sells goods or services on a standardized, per-unit basis to internal and/or external customers.
RBSAs support the research mission by:
- Sustaining researcher funding levels
- Contributing salary support for retention of highly skilled personnel
- Supporting research activities across Âé¶¹Ãâ·Ñ°æÏÂÔØBoulder and the Âé¶¹Ãâ·Ñ°æÏÂÔØsystem
Common Examples of RBSAs include:
- A core facility providing specialized techniques or equipment access for Âé¶¹Ãâ·Ñ°æÏÂÔØresearchers
- Faculty or research groups offering proprietary software, methodologies, or technical services to internal and external customers
Profit Use
Profit from external customers may be used for other university-approved expenses outside of the RBSA, subject to applicable policies and approvals.
Determination and Annual Requirements
RBSAs are subject to formal review and oversight:
- Activities must be officially determined as an RBSA by the Office of Contracts and Grants (OCG) Service Contracts team
- All RBSAs must engage with Budget & Fiscal Planning (BFP) in an annual rate-setting and recertification process
- Rates must be reviewed to ensure consistency, compliance, and alignment with cost-recovery principles
These steps ensure transparency, equity across users, and compliance with institutional and external requirements.
Unit Responsibilities
Units operating or proposing an RBSA are expected to:
- Engage early with OCG to determine whether an activity qualifies as an RBSA
- Participate in the annual rate-setting and recertification process coordinated by BFP
- Maintain documentation supporting rate calculations and activity purpose
- Ensure RBSA operations align with university policies and research compliance requirements
Resources
- Budget & Fiscal Planning – Rate-Based Service Activities
- Office of Contracts and Grants – Service Activities
ÌýÌýWhy this matters: Clear RBSA determination and rate-setting:
- Supports equitable and defensible pricing
- Ensures compliance with sponsor and institutional requirements
- Reduces risk associated with under- or over-recovery of costs
- Strengthens transparency across campus research operations
- Âé¶¹Ãâ·Ñ°æÏÂÔØBoulder Budget Planning Handbook
- Unit-Level Fiscal Planning Framework
- Management Responsibility
- Fund Accounting & Spending Authority
- General Fund Vacancy Savings
- 5-Year Reserve Utilization Plan
- Budget Planning Cycle
- Timing of Critical Central Budget Processes
- Anaplan Budget Tool
- Budget Reporting Concepts (In-Year Forecasting Tool)
- Budget Planning Meetings
- Rate-Based Service Activities (RBSA)
- Budget Model Allocation
- 5-Year Financial Outlook
- Budget Ledgers