Rates and Assessments

The Budget Office provides several important information sources detailing UCSC Rates and Assessments.

These resources include:

• Assessments for Administration and Services

UCSC has established a handful of assessments to distribute shared centralized administration and service costs across funding streams and campus units.  For more information on these assessments, please email ask-bap-group@ucsc.edu

• Benefit Pool Funding Participation

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

• Composite Benefit Rate Assessments

• 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.

• Miscellaneous Fees and Course Fees

Chancellors are delegated authority for miscellaneous student fees, services charges, fines, course fees and deposits. Miscellaneous Fees are generally user fees, service charges, or fines assessed to cover the cost of services and materials, to encourage compliance with administrative rules or to repair or replace damaged equipment.

• Recharge Rates

Campus units that receive part or their entire operating budget from recharge income are required to establish recharge rates in accordance with applicable University and federal policies. As part of the annual budget process, recharge units are required to submit for review and approval information regarding their projected costs and recharge rates for the upcoming year.

• STIP Earnings Policy (PDF)

This document provides an overview of interest earnings on gift fund and endowment income balances.

• STIP Policy on Negative Balances (PDF)

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