Intercampus Transactions

Learn about intercampus transactions.

Types of transactions

There are several different scenarios to transferring funds between UC Campuses. The most important piece of information needed is what type of fund is being transacted to/from.

Intercampus Recharge (non Extramural Funds (EMF))

Intercampus recharge is a billing of expenses between two UC campuses or between one UC campus and the UC Office of the President (UCOP). In the case of a reimbursement, one UC location incurred expenses on behalf of another UC location and is seeking payment to cover the expenses.

• To charge (invoice) another UC campus or UCOP, complete and submit the Intercampus Recharge Request Form
• To pay another UC campus or UCOP direct them to their General Accounting department to initiate the intercampus recharge transaction, also known as inter-office charge (IOC). Provide the UCSD chart string or at minimum provide the UCSD POETAF to the other UC campus.
  Note: if the chart string includes a Sponsored Research (SPF/EMF) fund, the charge will hit an account, which will trigger IDC
• Gift Funds revenue cannot be transferred to another UC campus. If there is a multi-campus collaboration for the purpose of a UCSD gift, the other campus can recharge the expenses to UCSD. Follow the instructions above “To pay another UC campus or UCOP“

Intercampus Request for Reimbursement (IRR) (Sponsored Research Funds)

An IRR is a billing of expenses between two UC campuses’ EMF Groups where there is a Multi-Campus Agreement in place for a specific research project.

For more information, see Multi-Campus Awards.

Inter-location Transfer of Funds (ITF) (Resources)

An ITF is a transaction that is a revenue transfer of funds between UC campuses or between a UC campus and the UC Office of the President (UCOP).

• Extramural Awards - see above process for IRR’s. Budgetary transfers are not allowed on sponsored research funds.
• Note: these funds may require a MCA to transfer/charge, see MCA instructions
• Gift Funds – cannot be transferred, see IOC above
• Additional Information:
  • Read the How to Submit for an Outgoing inter-location Transfer of Funds KBA

ITFs to other UC's must be submitted by May 24, 2024 for Fiscal Year 2024.

Payroll Transfers

• Use How to Manage Multi-Location Appointments UCPath Job Aid to complete the Inter-Location One-Time Payment Form for the following: 
  • Honorarium Payment for a UC employee at another UC location.
  • Wages paid to a UC employee for services or work rendered at another UC location.
• Submit any Inter-Location Payroll Transfer questions to UCPath > click on UCPath Portal > login to UCPath > click on Ask UCPath button.