UC Santa Cruz - Budget & Resource Management - Office of Planning and Budget

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Featured Links
• FIS Training Manual
• OMB Circular A-21
• UC Accounting Manual
• UC Business and Finance Bulletins
• UCOP Budget Office

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Budget and Resource Management

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Who to contact when you need to...

To discover who can help you with a particular budget issue, please review the list below.

Type of inquiry	Budget contact	Email & phone
Academic planning	Alice Burke, Betsy Moses	aburke@ucsc.edu; x9-5500 bmoses@ucsc.edu; x9-5161
Allocations	Free Moini	fbmoini@ucsc.edu; x9-4304
Budget policies	Free Moini	fbmoini@ucsc.edu; x9-4304
Budget process and calendar	Karen Eckert	eckert@ucsc.edu; x9-4319
Chart of accounts (COA); establishing a new organization code in the COA	Alice Burke	aburke@ucsc.edu; x9-5500
Course materials fees	Jessica Gallione	jessicag@ucsc.edu; x9-4319
Employee benefit rates	Alice Burke	aburke@ucsc.edu; x9-5500
Faculty recruitment and startup	Alice Burke	aburke@ucsc.edu; x9-5500
FMW budget and staffing information system	Troy Lawson	telawson@ucsc.edu; x9-4338
Indirect cost rates	Troy Lawson	telawson@ucsc.edu; x9-4338
Information technology costing	Troy Lawson	telawson@ucsc.edu; x9-4338
Institutional data for planning	Julian Fernald	jfernald@ucsc.edu; x9-4341
Institutional data warehouse reporting	Kimberly Register	ksregist@ucsc.edu; x9-5837
Institutional data warehouse training	Georgina Chang	gchang@ucsc.edu; x9-5607
Miscellaneous fees	Jessica Gallione	jessicag@ucsc.edu; x9-4319
MOP loans; supplemental home loans	Alice Burke	aburke@ucsc.edu; x9-5500
Permanent budget and staffing list	Troy Lawson	telawson@ucsc.edu; x9-4338
Recharge rates	Troy Lawson	telawson@ucsc.edu; x9-4338
Short Term Investment Pool (STIP)	Free Moini	fbmoini@ucsc.edu; x9-4304
Student fees	Free Moini	fbmoini@ucsc.edu; x9-4304
Training classes	Alice Burke	aburke@ucsc.edu; x9-5500
Transfer of funds (TOF); inter-location TOFs	Alice Burke	aburke@ucsc.edu; x9-5500
Workers Compensation Rates	Free Moini	fbmoini@ucsc.edu; x9-4304