Reports and resources for budget processes.
Please use the links below for the most up-to-date resources, guidelines, and planning tools. Each page goes over topic-specific processes that can help you perform essential tasks. If you have any questions, please see your BIA analyst.
Resources:
- Academic Merit and Promotions Funding Process (PDF)
- Academic Removals Funding Process (PDF)
- Removals Template (XLSX)
- Carryforward Fund Management
- Common Good Assessment (CGA)
- Common Operating Fund Initiative (COFI)
- Composite Benefit Rate (CBR)
- Composite Benefit Rate (CBR) Add-On (Prop 2)
- Core Funding Ongoing Allocations
- COVID-19 Mitigation Strategies
- Endowment Planning Tools
- Finance and Administration (F&A)
- Guidelines for Central Campus Loans (PDF)
- Guidelines for Deficit Management and Monitoring in Campus Units (PDF)
- Instructional Needs (IN) Funding
- Ladder Faculty Hiring Metrics - Overview
- Organizational Moves: Process and Guidelines
- Principles for Administrative Appointments
Revised May 2024 (PDF) - Recharge Activities & Rates
- Student Fee Approvals
- What Drives the Annual Increases in the Composite Benefit Rate (PDF)