Before departments can collect revenue, they must consider the type of revenue, the accounts it can be deposited into and allowable payment methods, policies, required forms and documents.
A university fee is predominately paid by students. SUNY approval is required for
mandatory fees with a set dollar value that may be variable by campus. Examples include, but are not limited to:
Account Type | Payment Methods | |
---|---|---|
State | IFR | Student Accounts |
UB Foundation | Service* | Student Accounts |
A university fee is predominately paid by students. Campus approval is required for fees charged to support campus services and a variety of student activities. Examples include, but are not limited to:
Account Type | Payment Methods | |
---|---|---|
State | IFR | Student Accounts |
UB Marketplace | ||
UB Foundation | Service* | Student Accounts |
UBF Marketplace |
An application for acceptance into a graduate program leading to a master’s, doctoral or equivalent
Account Type | Payment Methods | |
---|---|---|
State | IFR | Slate |
A pre-admission deposit.
Account Type | Payment Methods | |
---|---|---|
N/A | Slate |
Departments do not need to create an account for tuition deposits. Tuition deposits are collected via Slate and are applied towards tuition on the student’s account.
A non-credit bearing professional development program is a university instructional program with established methods of assessment and articulated student learning outcomes. Examples include, but are not limited to:
Account Type | Payment Methods | |
---|---|---|
State | IFR | UB Marketplace |
Course Merchant* | ||
Other payment processors require Financial Management approval. | ||
UB Foundation | Service** | UBF Marketplace |
Other payment processors require Financial Management approval. |
Service Revenue Agreements are required for programs providing services to a single external customer with multiple participants. These agreements can be requested through ShopBlue and must be signed by the assigned party from ShopBlue.
No member of the university may sign or otherwise execute a procurement contract binding the university unless they are a delegated signature authority.
A departmental event is a departmentally-sponsored function for which a fee is charged to participants. Examples include, but are not limited to:
Account Type | Payment Methods | |
---|---|---|
State | IFR | UB Marketplace |
Other payment processors require Financial Management approval. | ||
UB Foundation | Service* | UBF Marketplace |
Other payment processors require Financial Management approval. | ||
Research Foundation | Other (Income) (Non-Sponsored) Direct (Sponsored)** | RF Marketplace |
State and UB Foundation — Contracts are required when cohosting with another organization. Contracts can be requested through ShopBlue and must be signed by the assigned party from ShopBlue.
No member of the university may sign or otherwise execute a procurement contract binding the university unless they are a delegated signature authority.
Research Foundation — Reach out to Sponsored Project Services.
School-focused activities: the Office of Alumni Engagement (OAE) in University Advancement manages and oversees a number of school-focused events and activities.
Alumni-association activities: the UB Alumni Association (UBAA) may also manage and oversee events. These events are managed directly by the UBAA and association officers.
Account Type | Payment Methods | |
---|---|---|
UB Foundation | Service* | Anthology |
Gift** | Internal transfer from Service account. |
Relationship with an entity where that entity provides money, goods or services to the university and, in return, the entity receives acknowledgment of the sponsorship via signage, tickets, programs, other print materials or online communications. Sponsorships do not involve messages endorsing or comparing products or messages that relate to the quality of products. Sponsorships differ from corporate gift support, which is generally provided without expectation of tangible benefit or quid pro quo.
This includes career fair vendor fees.
Account Type | Payment Methods | |
---|---|---|
State | IFR | ACH/Wire Transfer |
UB Foundation | Service* | Internal transfer from gift account. |
Gift** | Check | |
Research Foundation | Direct (Sponsored)*** | Reach out to your award analyst in Sponsored Project Services. |
Paid service purchased by a non-university entity that includes messages that contain qualitative or comparative language, price information, an endorsement or an inducement to purchase, sell or use the non-university advertiser’s products or services.
Account Type | Payment Methods | |
---|---|---|
State | IFR | ACH/Wire Transfer |
UB Foundation | Service* | Internal transfer from Gift account |
Gift** | Check |
The voluntary, non-reciprocal transfer of money or property from a funder/donor to the university. The funder/donor may be an individual, corporation, or non-profit organization.
Other than an expectation that the university will use the gift for its intended purpose, the funder/donor does not expect anything of value in return besides recognition and does not have control over expenditures. A gift may meet the interests of the donor and can be restricted or unrestricted. Gifts may be made to UB anonymously. A restricted gift is a contribution designated for a specific purpose, program, or project. If the donor does not specify any restrictions, the gift is unrestricted, and UB may allocate the funds at its discretion.
Account Type | Payment Methods | |
---|---|---|
UB Foundation | Gift | UB Giving page |
Research Foundation | Sponsored* | Reach out to Sponsored Project Services. |
Game of chance in which a participant pays money in return for a ticket or other receipt and in which a prize is awarded based on a winning number(s), color(s) or symbol(s) designated on a ticket or receipt and determined by chance as a result of a drawing from among those tickets or receipts previously sold (NYS General Municipal Law, Section 186.3-b). Raffles include Penny Social, Queen of Hearts and Treasure Chest Raffles.
Account Type | Payment Methods | |
---|---|---|
UB Foundation | Service | Cash |
Credit Card* |
A service center is an organization that provides a specific technical or administrative service supporting the internal operating activities of the university. Examples include, but are not limited to:
Account Type | Payment Methods | |
---|---|---|
State | IFR | UB Marketplace |
ACH/Wire Transfer | ||
Research Foundation | Non-Sponsored Service and Facility | RF Marketplace |
ACH/Wire Transfer | ||
Other payment processors require Financial Management approval. | ||
UB Foundation | Service* | UBF Marketplace |
Other payment processors require Financial Management approval. |
No member of the university may sign or otherwise execute a procurement contract binding the university unless they are a delegated signature authority.
A revenue contract is required if the university generates income or receives consideration other than payment of money.
Account Type | Payment Methods | |
---|---|---|
State | IFR | ACH/Wire Transfer |
UB Foundation | Service* | ACH/Wire Transfer |
Research Foundation | Other (Income) (Non-Sponsored) Direct (Sponsored) | ACH/Wire Transfer |
With guidance from Financial Management, service centers must first calculate the costs to provide the service based on allowable rate components. To get started, email the Cost Accounting Team.
State and UB Foundation — Contracts are required when providing services to external customers. Contracts can be requested through ShopBlue and must be signed by the assigned party from ShopBlue.
No member of the university may sign or otherwise execute a procurement contract binding the university unless they are a delegated signature authority.
Research Foundation — Reach out to Sponsored Project Services.
Sponsored activities are established when funds are awarded to the university by external sources in support of research, instruction, training or services under an agreement including any of the following:
Account Type | Payment Methods | |
---|---|---|
Research Foundation | Direct (Sponsored) | ACH/Wire Transfer |
Reach out to Sponsored Project Services.
Fees charged by the Office of Research Compliance for the Institutional Review Board (IRB) to review studies.
Account Type | Payment Methods | |
---|---|---|
Research Foundation | Other (Income) (Non-Sponsored) | Managed by the Office of Research Compliance. |
Cash, equity or other value received by UB as consideration for license of rights to UB intellectual property.
Account Type | Payment Methods | |
---|---|---|
Research Foundation | Non-Sponsored Campus Royalties | ACH/Wire Transfer |
Account Type | Payment Methods | |
---|---|---|
State | IFR | ACH/Wire Transfer |
UB Foundation | Service | ACH/Wire Transfer |
No member of the university may sign or otherwise execute a procurement contract binding the university unless they are a delegated signature authority.
Account Type | Payment Methods | |
---|---|---|
Research Foundation | Direct (Sponsored) | ACH/Wire Transfer |
Other (Income) (Non-Sponsored) | ACH/Wire Transfer |
Sale of items where there is no fundraising component.
Account Type | Payment Methods | |
---|---|---|
State | IFR | UB Marketplace |
UB Foundation | Service | UBF Marketplace |
Account Type | Payment Methods | |
---|---|---|
Research Foundation | Other (Income) (Non-Sponsored) | ACH/Wire Transfer |
External groups and organizations can rent space by entering into an agreement with UB known as a Facilities Use Agreement or Revocable Permit which provides the terms and conditions for use of campus facilities.
Account Type | Payment Methods | |
---|---|---|
State | IFR | ACH/Wire Transfer |
Research Foundation | Other (Income) (Non-Sponsored) | ACH/Wire Transfer |
Facility Use Agreements and Revocable Permits are required.
Use of space is controlled by Facilities - Capital Planning Group/Real Estate and Property Management (REPM).
Account Type | Payment Methods | |
---|---|---|
UB Foundation | Service | Ryzer |
Account Type | Payment Methods | |
---|---|---|
State | IFR | Ticketmaster |
UB Foundation | Service | Ticketmaster |