Training
UCSF Budget Basics
UCSF Budget Overview
UCSF Recharge Basics
UCSF Facilities & Administrative Cost Recovery: Sources & Uses
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UCSF Revised Recharge Review Process
Class Description:
Upon completion of this half day course, participants will understand the major changes in the revised campus recharge review process implemented in FY 2008-09.
Topics:
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Revised recharge review process and submission deadlines
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Institutional risk levels and categorization
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Base-year approval model
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Approaches to developing financial projections using new templates and forms
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New equipment reporting requirements
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Enhanced management responsibilities including budget adjustments and journal preparation
Requirement:
Participants must have working familiarity with campus general ledger/online financial systems and understand recharge basic concepts.
Notes:
Please bring a calculator to class.
This class is not appropriate for Medical Center staff because they do not develop or manage campus recharge activities, and do not manage federal funds which are recharged.
Related Classes:
General ledger/Fund Accounting using OLFS Weblinks – Part I
General Ledger/Fund Accounting using OLFS Weblinks – Part II
UCSF Recharge Basics
Click here to enroll: HR Training - UCSF Revised Recharge Review Process
Revised Recharge Review Process Presentation (application/vnd.ms-powerpoint, 839.2 kB, info)
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UCSF Budget Basics
Class Description
In this 3.0 hour course for campus staff, you will learn to better prepare and manage operating budgets within the UCSF system. Please bring a calculator to class.
Topics:
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Defining budgets
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Purposes and uses of budgets
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University's budget system (permanent and operating budgets)
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Establishing and modifying a budget within the UCSF financial system
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Reporting from UCSF financial systems
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Management responsibility at the department level
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State General Fund management issues
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Fiscal Closing from a budget perspective
Requirement:
Participants must have working familiarity with campus general ledger/financial systems. If you do not, please take General Ledger & Fund Accounting using OLFS Weblinks.
Notes:
This class is not appropriate for Medical Center staff because they have different financial processes and systems. Research Administrators would benefit more from the RSA selection of courses offered by the Development and Training Group.
Click here to enroll: HR Training - Budget Basics (Upcoming class: February 4, 2010)
Budget Basics Class Presentation (application/pdf, 2.3 MB, info) and Outline (application/pdf, 8.1 kB, info)
Related courses:
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UCSF Budget Overview
Class Description
Do you want to understand how budget decisions in Sacramento affect our UC, UCSF and ultimately your department’s budget? If you want to make informed decisions about your budgets by understanding the university’s revenue sources, this is the class for you.
Upon completion of this course, participants will understand the State, University and UCSF budget processes and the inter-relationships between them and UCSF important revenue and expense trends.
Topics:
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State budget process
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University's organization and budget processes (operating and capital)
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Campus budget process
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Types of campus funds and current trends
Notes:
This is an advanced course. This course does not teach you how to establish and manage a budget at the department level.
Click here to enroll: HR Training - UCSF Budget Overview (Upcoming class: March 24, 2010)
Related Courses:
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UCSF Facilities & Administrative Cost Recovery: Sources & Uses
Class Description
UCSF’s $150 million per year Facilities and Administrative (F&A) cost recovery is a significant portion of funding for the UCSF research enterprise. This course provides an overview of what these costs are, how they are calculated, how they are recovered from sponsors, and how they are used. Upon completion of this half-day course, participants will understand the factors underlying UCSF’s F&A cost recovery, how UCSF uses these funds, and the importance of the information the departments maintain and the impact of this information on UCSF’s F&A recovery. They will also understand the relationship between F&A cost recovery and the space used to generate this resource.
Topics:
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A brief history of federal Facilities and Administrative (F&A) rates
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The F&A rate development and negotiation process
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The sources and uses of UCSF’s F&A cost recovery
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The roles of UCSF’s G/L A-21 financial functions
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The roles of UCSF’s space functions
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How the UCSF ICR Benchmarking System integrates sponsored financial activity and space used to support that activity
Intended for:
Employees who have unit or department level responsibility for financial and space management. Due to the advanced level of this course, participants must be classified at or above the Analyst level.
Note:
This is an advanced course. The format of this course is lecture with some hands-on exercises.
Click here to enroll: HR Training - F & A Recovery
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UCSF Recharge Basics
Class Description
In this half-day course for campus staff learn to prepare and manage recharge activities.
Topics:
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Defining recharge activities
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Underlying federal costing policies
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University and campus policies governing management of recharge activities
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Key recharge concepts
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Annual campus review and approval process
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Preparation of a recharge activity proposal
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Management responsibilities from initiation to closure of recharge activities
Requirement:
Participants must have working familiarity with campus general ledger/financial systems. If you do not, please take General Ledger & Fund Accounting using OLFS WebLinks - Part I.
Related courses:
Click here to enroll: HR Training - Recharge Basics
Recharge Basics Class Presentation (application/pdf, 583.3 kB, info)