Policy and Procedures

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

These resources include:

• Benefit Pool Funding Participation

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

• Carry-forward and Year-End balances Guidelines 

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.

• Facilities & Administrative Costs Recovery 

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

• Negative STIP Charges (PDF)

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

• STIP Earnings on Gift & Endowment Funds

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

• UCPath Composite Benefit Rate Assessment