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)

• General Auto and Employee Liability (GAEL)

• Guidelines for Central Campus Loans (PDF)

  • Loan Comparison Calculator (XLSX)

  • Central Campus Loans: Transactional Process Documentation (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 Executive Summary

• Principles for Administrative Appointments Issue Report (PDF)

• Recharge Activities & Rates

  • Non-University Differential (NUD)

• Self-Supporting Compliance Report (FIS 193)

• Student Fee Approvals

• What Drives the Annual Increases in the Composite Benefit Rate (PDF)