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Academic Planning and Budget

Fiscal Year-end Guidelines

Academic and Staff Rosters

Each year the Campus must submit a balanced July 1st Academic and Staff Roster to UCOP.

Units should provide this information to APB by the deadline on the schedule (link below).

UCPath Staffing Roster Report Guide>>

Cover Letter »
Schedule »
Form B »

Special State Funds Carryforward Request

As part of the year-end fiscal close process, units must request permission to carry forward fund balances for Special State Funds.

The links below provide guidance and information to assist units in meeting this requirement. If you need further assistance, please contact APB.

Cover Letter »
Carry Forward Form »
List of Funds »

Centrally Funded Charges

Fee Remissions:

Fee Remissions paid on 19900/19914 funds for eligible GSRs/ASEs will be funded centrally, ineligible GSRs/ASEs are not funded.
Fee Remissions paid on 19900/19914 funds for students enrolled in a self-supporting graduate degree program or employed by a self-supporting graduate degree program are not funded centrally.

New effective FY20/21 SSDP graduate students are eligible to receive centrally-funded fee remissions. The process to receive funding is different. Please see attached instructions: SSDP Fee Remissions

Childcare:

Requirements for centrally funded CCA charges are as follows:
The eligible ASE/GSR salary must be 19900 funded.
Only CCA reimbursements charged on 19900 are centrally funded.
CCA charges must be reported in the fiscal year it is incurred. No late charges will be funded.
Only fall, winter and spring CCA charges are eligible to be relieved centrally, summer CCA charges are not centrally funded. Pay period end dates are used to determine the charged quarter.
The maximum CCA reimbursement per student is $3,300, equal to $1,100 per quarter.

All of the criteria must be met in order to ensure proper departmental reimbursement.

Reimbursement Schedule:

Both fee remissions and childcare CCA charges are reimbursed to the departments after June Prelim during fiscal close.