Policy and Procedures

The Budget Office provides several important information sources detailing UCSC Budget Policies and Procedures.

These resources include:

This page provides the policy for funding employee benefits, including requirements for participation in the Benefit Pool. 

This document sets forth guidance to all campus units and fund managers regarding responsible accumulation and management of fiscal year-end balances carried forward to the next fiscal years, to ensure resources are being used in a timely and effective manner.

This page summarizes the process for establishing Facilities and Administrative (F&A) rates, including the role of the space survey in this process.

This document provides an overview of interest charges on negative balances. 

This document explains the handling of Short-Term Investment Pool interest earnings.

These pages provide rate information for UCSC's Composite Benefit Rates (CBR) that will take effect January 1, 2020.