Requesting a consultation
I would like to receive a consultation, where should I begin?
I submitted my request. What happens next? How soon can I schedule a consultation with the consultant?
I have an urgent deadline—can I schedule a consultation this week?
My project has multiple components and I am not sure what type of request to submit. Which form should I use?
Payment and Finance
Please note: the details below apply to UCSF internal users paying via recharge (internal funding mechanisms). Further details on rates for external clients are found on our Recharge Policies page.
How much does a consultation cost?
- The initial 1-hour consultation is free per project. Subsequent hours are billed at our current rates, as approved by UCSF Budget Office. More details are found on our Recharge Policies page.
I had my initial free hour with my consultant. How do I move forward with a billable consultation?
- Before starting billable work, you must have a Chart of Accounts (COA) or SpeedType on file for your CS project. If you included your funding information in your initial request, you are all set to move forward with your consultant.
- To view, add, or update project funding information please use our Financial Info update tool. You will need your 6 digit project ID found in your consultation request confirmation email (e.g., 207XXX) and your new funding information.
- We will use the updated funding information on file for all outstanding and future invoices.
Where can I find my internal Charts of Accounts or Speed type information?
- Please work with your department finance analyst to identify the proper Chart of Accounts (COA) or SpeedType for your project. CS cannot identify this information for you.
How do I view, add, or update the funding information (Chart of Accounts or Speedtype) for my project?
- To view, add, or update project funding information please use our Financial Info update tool. You will need your 6 digit project ID found in your consultation request confirmation email (e.g., 207XXX) and your new funding information.
- We will use the updated funding information on file for all outstanding and future invoices.
I just received an invoice, can I still update the funding details?
- Yes, please submit funding updates by the 20th of the month. We will use the updated funding information on file for all outstanding and future invoices.
When should I expect my invoice to be processed?
- Invoices are sent out on the 15th of each month for the prior month’s charges and recharge is processed by the last day of the month. Our recharge billing is one month in arrears.
My grant funding is ending soon. Can I pre-pay for hours for next year?
- This is not allowed.
My grant funding is ending soon and I am trying to wrap up the fiscal year charges. Can you send me an invoice for this month’s charges right now?
- For the vast majority of scenarios, this is not necessary. Our regular invoicing process (see above) meets fiscal close requirements, our recharge billing is one month in arrears.
- If you believe you have extenuating circumstances that may require an ad hoc invoice, please email [email protected] and copy your finance analyst.
