Annual Budget Calendar

The core funds allocated in the annual budget process are incremental State General Funds, Opportunity Funds, Educational Fee Funds net of financial aid, and Registration Fee Funds.  These incremental funds account for approximately 2% to 3% of the campus’s core operating budget and are the focus of allocation decisions for new faculty, instruction and research support, institutional support, and new programs.  The process follows an annual cycle and resource allocation decisions are based on a combination of programmatic and formulaic considerations.

The campus has relied on an annual process that begins in the fall with early discussions concerning the new enrollment-driven resources that might be likely the following year, and ends late spring or early summer with allocation decisions.

This calendar is based on the assumption that principal officers begin the fiscal year with information on their resources before the start of the fiscal year.


Updated campus allocations received from UCOP for current fiscal year. Revisions to current year budget, as required in response to changes in UC’s and UCSC’s final allocations from State and UCOP.

Principal Officers notified of salary block allocation for current fiscal year.

Fiscal Closing process is completed and current year budgets are loaded in FIS system.

Year-End reports are prepared by Budget Analysis and Planning.


Academic divisions submit faculty recruitment requests for following year. Budget Consultation Group meets to consider campus-wide issues with resource implications and to make progress reports on resources, year-end balances, and divisional plans.


Academic Senate reviews faculty recruitment requests. Graduate Student Aid budget for following year estimated. (Note: EVC or central contributions should be finalized here and UCOP funding is estimated.)


Faculty recruitments are authorized. Preliminary campus allocations for next fiscal year received from UCOP.

Final campus allocations for current year received from UCOP.

Recharge units submit recharge rate proposals for next fiscal year, with an estimate of % increase planned for year after next. (Note: Direct Costing Committee will make recommendations on rates for next fiscal year, but estimated increases for the year after that will be posted to support better planning by units affected by rate change.)

Miscellaneous & course fee annual reporting is due and proposals for next fiscal year are submitted for review.

Undergraduate student aid budget for next fiscal year estimated. Campus funding from planned enrollment is estimated.

Budget meetings to review resource plans. Allocations to principal officers for following year are refined, based on updated estimates of the campus’s resources and campus priorities.


Miscellaneous & course fees are reviewed and approved. Recharge proposals are reviewed by the Direct Costing Committee. 


Units are notified of recharge rates and fees approved for the following year. Recharge rates are published. Campus resource plan and allocation information communicated to campus. Campus departments update permanent budget and staffing list in preparation for the next fiscal year.