Who to Contact

Type of inquiry

Contact

Academic planning, policy & faculty support

see Academic Affairs site

Benefit rates, funding

ask-cbr-group@ucsc.edu

Budget planning process & strategy

Alex McCafferty

Budget policy, operations, revenue allocation and survey data

Jackie Brummett

Campus assessments (Admin Recharge, BTP, ITTP, IU)

ask-bap-group@ucsc.edu

Capital project allocation and budget transfer

Crystal Pan

Central funding commitments- academic divisions (including faculty start-up, academic funding models, course materials, Masters Incentive Program)

Oliver Spires

Central funding commitments- non-academic divisions

Paul Scalisi

Chart of Accounts

(creating/editing org codes)

.

Interlocation Transfers of Funds (ITFs)

Course fees

Lisa Bishop

FMW training and general questions

Porfirio Buendia or see DataMgmt site

Indirect Cost Rate (facilities & administrative costs recovery)

SJ Casciato

Infoview reporting or training

see DataMgmt site

Institutional data for planning

see IRAPS site

Interlocation Transfer of FUnds (ITFs)

itf-bap-group@ucsc.edu

 

Miscellaneous fees

Lisa Bishop

Multiyear Financial Planning

Crystal Pan

Permanent budget or staffing list

ask-bap-group@ucsc.edu

Recharge rates

SJ Casciato

Salary and benefit budget planning

ask-bap-group@ucsc.edu

Short Term Investment Pool (STIP) allocation and assessment

Porfirio Buendia

Student fees

Lisa Bishop

Training classes

Jackie Brummett

Transfers of Funds FIS certification (XTOF) and cross program transfers 

Susan Kocher

NOT SURE who to contact?

ask-bap-group@ucsc.edu