Resource Directory
Topic |
Topic/Course Description |
Supporting Unit |
Resources/Guides/Courses |
Account Attributes | Learn the attributes that make up the chart of accounts and the importance of each within financial reporting | Financial Affairs | https://financial.ucsc.edu/Pages/FIS_User_Manual.aspx#ais_heirarchy |
Accounting Concepts | Introduction to the basic accounting principles that guide general financial policies and procedures. | Financial Affairs | linkedin.com/learning/accounting-foundations-2018 |
AIS (student billing) | |||
Benefits Assesments | Understand how benefit assesments are applied and processed | Budget Analysis & Planning | |
Budget Concepts | Gain a deeper understanding of why we budget, what a budget is, how to determine the right level at which to plan, and how budgets support strategic plans and unit/program goals. Learn about a number of budget methods and models used in higher education and how they can be applied or understood in the context of your unit. | ||
Budget Cycle | Annual timeline of key campus wide processes | Budget Analysis & Planning | |
Annual Budget Process | Budget Analysis & Planning | ||
Capital Equipment | |||
Capital Projects | |||
Cash Handling | Learn the best practices and campus policies for accepting and depositing cash, checks, and credit cards. | ||
Centrally Administered Award Programs | |||
Chart of Accounts (COA) | Learn how UCSC organizes its financial ledgers | ||
Common Chart of Accounts (CCoA) | |||
Course Equivalency | |||
Course Fees | Learn when course fees are appropriate, and the full process from proposal to fee collection and reporting. | Budget Analysis & Planning | https://planning.ucsc.edu/budget/rates-and-assessments/miscellanous-fees-and-course-fees/miscfees-guide.html |
Course Materials Allocation | |||
Course Release | Discover what course relase is, how it is used, and how to process course release financially | ||
Credit Card Training (PCI security awareness training) | This PCI Security Awareness Training course is designed to familiarize university employees on the risks associated with credit card processing. As well as enhance your skills and knowledge to provide best practices in maintaining the security and safety of the university's payment card environment, cardholder data and Ecommerce. | Financial Affairs | https://financial.ucsc.edu/Pages/PCI_DSS_Print.aspx |
Data Universes (data managment) | Discover what data universes UCSC manages and how to access them. | ||
Depreciation | To save for replacement/renewal of capital equipment, a recharge activity can build in annual depreciation, to a rate charged to use the equipment. | Budget Analysis & Planning | |
Direct Payments | |||
Distribution of Payroll Expense (DOPE) Report | |||
Equipment Managment | Learn how capital equipment is managed and tracked | ||
External Revenue | External revenue is any revenue generated from an off campus entity. Learn about external revenue policy, collection and reporting requirements. | ||
Facilities and Administration Rate (F&A) | |||
Financial Controls | Financial Affairs | ||
Financial Information System (FIS) / Banner | |||
Financial Management | |||
Financial Manager's workbench (FMW) | Financial Manager’s Workbench (FMW Web – UCSC Budget System) is the system of record for tracking the Campus’ permanent budget and staffing commitments. | Data Management | https://datamgmt.ucsc.edu/fmw/index.html |
Financial Reporting | Learn about the financial statements and financial schedules produced by the university and how the work done across UCSC supports this effort. In addition, learn about the fiscal close process and related timelines for units and the central office, as well as tips for getting ahead of this process to avoid the time crunch. | ||
Fraud Awareness | UCSC is committed to responding to fraud risk through an institution-wide program of awareness, transparency, and training. Watch this brief video to learn more about ways to prevent, detect, and report suspected fraud. | ITS | https://www.youtube.com/watch?v=fSENVml7r44 |
Fresh Air | |||
Fund Accounting | |||
Fund Raising | |||
Fund Restrictions | |||
Fund Types | |||
Honorarium pay | |||
Indirect Cost Rates | |||
Infoview System | Learn more about how to use our campus reporting system | ||
Inter Campus recharge (IOC) | |||
Inter Campus transfer of Funds (ITF) | |||
Internal Controls at UC Santa Cruz | This course, aimed at any UC Santa Cruz employee managing university resources, teaches you what internal controls are and how UCSC uses them. It highlights how internal controls should be used within each UCSC department and unit. | ||
MCFAC | |||
Miscellanous Fees | |||
Recharge | Designed for units interested in starting a new recharge operation, this course provides guidance for analyzing the viability of a potential recharge operation and steps for calculating expenses and rates. | ||
Recharge Facilities | Recharge facilities are campus units that provide a service or product used primarily by other campus units. Recharge facilities establish recharge rates in accordance with applicable University and federal policies and are reviewed anually by the Direct Costing Committee. | Budget Analysis & Planning | https://planning.ucsc.edu/budget/rates-and-assessments/recharge-rates/index.html |
Recharge Revenue (budgeting) | Recharge activities with anticipated revenues of $25,000 or more per year should establish revenue projections within the campus’ permanent budget (using Financial Managers Workbench). Review the permanent budget transactions training for guidance. | Budget Analysis & Planning / Data Management | https://datamgmt.ucsc.edu/fmw/getting-help/perm-bud-trans/index.html |
Recharge Revenue (receiving) | |||
Reserves & Reserves Reporting | |||
Revenue Generating Activities | |||
Space Inventory | |||
Sponsored Activities | |||
Staffing List | Accessed in Financial Manager's workbench, the Staffing list consists of payroll, provisions and the permanent budget. The campus is required to balance the permanent staffing commitments (payroll and provisiosn) with the permanent staffing budget. | Data Management | https://datamgmt.ucsc.edu/fmw/getting-help/index.html |
Stipend pay | |||
Sub-Cashiering | |||
Transfer of Expense (TOE) | |||
Transfer of Funds/Budget (TOF) | |||
UCPath | UCPath is the University of California’s payroll, benefits, human resources and academic personnel solution for all UC employees. Financial Affairs has a sit dedicated to UCPath components and pages that directly relate to funding and budget concerns, briefly described as UCPath Financial. | Financial Affairs | https://financial.ucsc.edu/Pages/UCPath_Guide.aspx |
Unit Roster Report | |||
Working Capital Reporting |