Base Budgeting

The Base Budget (permanent) is the unit's base funding for the next fiscal year. The base funding is shown on the KFS general ledger in period BB, with document type ACLO, and with description "Initial Budget". The base funding will change according to allocations that are provided throughout the year to establish the following year's "Initial Budget". Base (permanent) allocations include staff (SWG1) and faculty (SWG0) merit and range dollars, approved funding supplied by the Provost/Executive Vice Chancellor and other allocations provided by the unit's dean's office or coordinating point.

The staffing list detail report is generated from the combination of Budget and FTE information recorded in KFS>KBM by position, and matched to employee payroll information contained within the on-line payroll system (PPS). This report contains career employees as well as open provisions in sub 0 and sub 1. Changes to the staffing list are accomplished through changes to PPS appointments/distributions, open provisions, payroll position maintenance, or Budget Appropriation Transaction (BAT) documents.

Funding Policies for Staffing

Base Budget Adjustments

  • ZotPortal: KFS Budget Module

Budgeted vs Non-Budgeted Funds

The University of California receives a portion of its total support from the State. Other sources of funds include the federal government, student tuition and fees, nonresident tuition, private gifts and grants, endowment income, hospital/clinical revenue, and income from miscellaneous sources.

Budgeted Funds

Support from the State of California, nonresident tuition, student tuition and fees, endowment income, hospital/clinical revenues, and miscellaneous sources is incorporated into the University's annual budget and is generally referred to as budgeted funds. These consist of:

  • General Funds - the basic State support, the nonresident tuition fee and certain other general income are combined into a series of fund numbers 199XX.
  • Unrestricted Designated Funds - includes student tuition and fees auxiliary enterprises revenues, including the teaching hospital.
  • Restricted Funds - funds that are subject to special restrictions established by various outside agencies.

Funds may be allocated on either a permanent or temporary basis.

Permanent allocations are added to the base budget and are automatically reallocated at the start of each fiscal year thereafter.

Temporary allocations are ordinarily made for short-term purposes and can be provided for one year only.

Also incorporated separately into the annual budget are:

  • Auxillary and Service Enterprise activites such as the Residence and Dining Halls, Transportation and Distribution Services, Fleet Services, etc.

Non-Budgeted Funds

Funds received in the form of federal contracts and grants, private gifts and grants, special agreements with state and local agencies, and certain other minor income sources are considered non-budgeted (or extra-mural) funds. These funds are considered non-budgeted funds primarily because they are provided for limited time periods and for specific purposes.

Portfolio Managers in the Budget Office

Portfolio Manager Unit Assignments:

ACADEMIC UNITS

Arts - Adrian Haymond
Biological Sciences - Adrian Haymond
Business - Adrian Haymond
Education - Romain Fravien
Engineering - Sarah Slegers
Humanities - Adrian Haymond
ICS - Sarah Slegers
Law - Sarah Slegers
Physical Sciences - Romain Fravien
Social Ecology - Romain Fravien
Social Sciences - Romain Fravien

HEALTH UNITS

VC Health Affairs - Sarah Slegers
Medicine (SOM) - Sarah Slegers
Nursing - Sarah Slegers
Pharmaceutical Sciences - Sarah Slegers
Public Health - Sarah Slegers
Medical Center - Nancy Im

ACADEMIC SUPPORT UNITS

Academic Affairs - Adrian Haymond
Academic Senate - Adrian Haymond
Division of Continuing Education - Romain Fravien
Graduate Division, Graduate Support - Adrian Haymond
Libraries - Adrian Haymond
Office of Research/ORU/SRP - Romain Fravien
OVP Teaching & Learning - Sarah Slegers
Summer Session - Sarah Slegers