Reports and resources for budget processes.

Please use the links below for the most up-to-date resources, guidelines, and planning tools. Each page goes over topic-specific processes that can help you perform essential tasks. If you have any questions, please see your BIA analyst.

Resources:

• Academic Merit and Promotions Funding Process (PDF)
• Academic Removals Funding Process (PDF)
  • Removals Template (XLSX)
• Carryforward Fund Management
• Common Good Assessment (CGA)
• Common Operating Fund Initiative (COFI)
• Composite Benefit Rate (CBR)
• Composite Benefit Rate (CBR) Add-On (Prop 2)
• Core Funding Ongoing Allocations
• COVID-19 Mitigation Strategies
• Endowment Planning Tools
• Finance and Administration (F&A)
• Guidelines for Central Campus Loans (PDF)
  • Loan Comparison Calculator (XLSX)
  • Central Campus Loans: Transactional Process Documentation (PDF)
• Guidelines for Deficit Management and Monitoring in Campus Units Revised November 2024 (PDF)
• Instructional Needs (IN) Funding
• Ladder Faculty Hiring Metrics - Overview
• Organizational Moves: Process and Guidelines
• Principles for Administrative Appointments 
  Revised May 2024 (PDF)
• Recharge Activities & Rates
  • Non-University Differential (NUD)
  • Self-Supporting Compliance Report (AE Update Pending)
• Student Fee Approvals
• What Drives the Annual Increases in the Composite Benefit Rate (PDF)