Guidelines, Systems and Training

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.

Various information systems and reporting tools are available to help campus units track, manage and plan their financial resources and commitments.

The Systemwide Budget Manual is a summary of policies, guidelines, and general information used by the University of California Office of the President and the ten UC campuses regarding the budget process, particularly as it applies to the University’s core funds. The Manual was developed to ensure that systemwide policies are well understood and consistently applied. Individual campuses have their own policies and practices that supplement those summarized in the manual.

This document informs major fund categories by fund groups (core and non-core). It also specifies fund qualities and other fund characteristics.