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Budget Policies & Procedures

UC Business and Finance Bulletins Policies and procedures common to all UC campuses published by UCOP Coordination & Review. [More] OMB Circular A-21 Cost Principles for Educational Institutions published by the Federal Office of Management and Budget (OMB). [More] UC Accounting Manual Provides direction and guidance in connection with those accounting transactions, procedures, and reports that should be uniform throughout the University. [More] UC Policies Universitywide policies and procedures. [More]

Policies

• Policy on staff employee benefit funding

  • Policy effective 7/1/2009
  • Policy effective 7/1/2007
    • Letter of Revised Formula
    • Instructions and Guidelines
  • Policy effective 1/1/2006
  • Policy effective 1/1/2005
  • Policy effective 7/1/2003
  • Policy effective 7/1/2002
  • Policy through 6/30/2002
  • Policy through 6/30/2001

• Budget policy on academic turnover savings/upgrades

  • Policy effective 7/1/2009 (transmittal letter about the updated policy)
  • Policy effective 10/1/2007 (updated to reflect new 10/1/07 salary scales)
  • Policy effective 5/30/2007
  • Policy effective 7/1/2002 (faculty only)
  • Policy effective 7/1/2000 (faculty only)

• Policy on general liability, employment liability, and automobile insurance costs

• Policy regarding STIP earnings on gift fund and endowment income balances

Procedures

• Requesting changes to the Chart of Accounts

• Making transfers of funds—adjustments to the current-year or permanent budget, including transfers between UC campuses

• Getting approval for a fee, a service charge, a course materials fee, and other miscellaneous fees that are charged to students, faculty, or staff for services

• Getting approval for a recharge, i.e., as "the cost charged to a University department for specific goods or services provided by another University department"