Internal/External Sale Seminars
Rate Development I
A beginner’s seminar on understanding the rate development process, determining what kinds of costs are allowable, and discussing how to develop rates. The rate development templates and billable hours templates will be presented.
- Rate Development (pptx)
- Rate Development Spreadsheet (xlsx)
- Example of Unallowable Costs (policy webpage)
Rate Development II
A deeper dive into developing rates
1300 S 2nd St
Minneapolis, MN 55454
Standard & Non-Standard Contracts
Rate Development III
The final installment of Rate Development
- Rate Development 3 (pptx)
Software as a Service
In this session we will discuss “Software as a Service” as an external sales activity. This seminar will review the new procedure for Selling University-Developed Software and Services, what is University developed software, when the activity is an external sale, when is should be processed through the Office for Technology Commercialization, which contract to use, when a licensing agreement is required, and other topics. A member of the Office for Technology Commercialization will join the Internal/External Sales Office team to present this seminar.
- Office for Technology Commercialization (pdf)
- Software as a Service (pptx)
- Summary of Software as a Service (docx)
This seminar will review the “billable hours” costing concept that can be used to recover all costs associated with salaries and equipment.
- Billable Hours (pptx)
External and Internal Sales useful queries for monitoring transactions
- EXT_SALES_BY_END_DT (pptx)
- EXT_SALES_BILLED_SUMM (pptx)
- OES_ALL_CONTRACTS (pptx)
- IESAF_APPROVALS (pptx)
Reviewing Internal/External Sales Rates Review at The End of The Year
Discuss reviewing actual performance to budget and how to handle for next year’s adjustments.