This checklist provides a framework for assessing organizational readiness to implement a mature cost recovery and chargeback system for IT and shared services. It covers six major areas including usage tracking, pricing models, billing processes, compliance, stakeholder visibility, and operational efficiency. The document emphasizes accurate metering of services, standardized allocation methods, integration with financial systems, and maintaining full audit trails to support compliance requirements such as GASB and GAAP. It also highlights the importance of transparency, executive sponsorship, and automation to reduce disputes and manual reconciliation efforts. By evaluating readiness across these categories, organizations can build scalable, auditable, and financially aligned chargeback

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