| 415(m) Restoration Plan Funding |
Annual |
Richard Chen |
415(m) Restoration Plan Summary Plan Description |
| Accumulated Endowment Income Management |
Reporting in November; Meet with Control Points Annually |
Richard Chen |
UCOP Endowment and Similar Funds E-525 |
| Agency Fund Approval |
As needed |
Denis Nepveu |
|
| Allocation/Reallocation of Gifts & Bequests |
As needed |
Richard Chen |
Campus Administrative Policy 450-17 |
| Be Smart About Safety Program Financial Management |
Annual - March/April |
Kevin Wong |
UCOP Be Smart About Safety Program |
| Budget Call |
Annual - January |
Susan O'Hara |
Current Budget Call Documents |
| Chancellor's Allocation Letter |
Annual - September |
Susan O'Hara |
|
| Chancellor's Gifts & Endowments |
Quarterly |
Richard Chen |
|
| Core Financial Plan (CFP) Management and Reporting |
Bi-Annual - Fall and Spring |
Chau Tu |
|
| Deficit Monitoring |
Annual - September |
Susan O'Hara |
Campus Administrative Policy 250-12 |
| Emergency Loan Program |
As needed |
Susan O'Hara |
|
| F&A Allocation |
Annual |
Lief Tsai |
|
| Faculty Childbearing/Childbearing Leave Funding |
Ongoing, Quarterly |
Richard Chen |
|
| Faculty Upgrade/Downgrade Funding |
Ongoing, Monthly |
Richard Chen |
|
| Fiscal Year Close and Open Activities Oversight |
Annual - June/July |
Susan O'Hara |
|
| Interlocation Transfer of Funds |
Monthly |
Kathy Bates-Woodward |
ITF Form |
| IT Roadmap Allocations |
As needed |
Kathy Bates-Woodward |
IT Governance |
| Mid-Career Recruitment Loan Management |
As needed |
Susan O'Hara
Kathy Bates-Woodward |
Mid-Career Recruitment Loan Information Sheet |
| Patent Income Distribution & Analysis |
Annual - March |
Chau Tu
Kathy Bates-Woodward |
|
| Pooled Cost Analysis and Allocation |
Annual |
Lief Tsai |
|
| Professional Degree Supplement Tuition (PDST) Fee Proposals |
Annual |
Kathy Bates-Woodward |
UC Regents Policy |
| Rate Development – GAEL, Employee Support Programs, Unemployment Insurance |
Annual - May |
Kevin Wong |
|
| Recurring Allocations |
Monthly |
Taylor Mayfield |
|
| Regents Budget Tables (1, 3 & 4) Submission to UCOP |
Annual - Fall |
Kathy Bates-Woodward |
|
| Regents Budget Tables (2 & 5) Submission to UCOP |
Annual - Fall |
Lief Tsai |
|
| Regents’ Gifts & Endowments Reallocation |
As needed |
Richard Chen |
|
| Self-Supporting Professional Degree Programs Budget & Fee Proposal Coordination |
Annual |
Kathy Bates-Woodward |
UC Policy on Self-Supporting Graduate Degree Programs |
| STIP/TRIP - Management of Funds; Investment/Withdrawal Impact Analyses & Reporting |
Monthly |
Chau Tu |
UCOP - STIP/TRIP Information |
| STIP/TRIP - Distributions |
Monthly |
Kathy Bates-Woodward |
STIP Job Aids
|
| Strategic Initiatives Fund Allocations |
As needed |
Kathy Bates-Woodward |
|
| Student Disability Support Allocation |
Annual - Fiscal Close |
Richard Chen |
|
| Student Services Fee Allocations |
Quarterly |
Kathy Bates-Woodward |
Student Academic Affairs |
| Tuition/PDST Return-to-Aid Projections & Allocations |
Quarterly |
Kathy Bates-Woodward |
UCOP Guidelines |
| UC Path Budget Management |
Ongoing |
Susan O'Hara |
UCOP - UCPath Center |
| UCOP Assessment Analysis and Management |
Annual |
Lief Tsai |
|
| University Relations Local Hiring Budget Management |
Annual - Fiscal Year open |
Lief Tsai |
|
| Vacation Leave Assessment |
Annual |
Ljubomir Stajic |
Vacation Leave Assessment |
Contacts