SSGPDP fund deficit clearing and disallowed funds reminder
For divisions and departments with self-supporting graduate professional degree programs (SSGPDPs), we want to remind you that you may not clear deficits on SSGPDP funds with core funding sources. These funds are considered disallowed for use by SSGPDPs to cover campus operating expenses, per UCOP policy. Disallowed sources include state general funds (199XX), tuition (20095), Student Services Fees (20000), nonresident supplemental tuition or NRST (19942), and professional degree supplemental tuition, or PDST, funds. While self-supporting program expenses are intended to be fully covered by the program fee you charge your students, you may use allowed sources – such as unrestricted current-use gifts or sales & services revenue – to cover short-term deficits. Please reach out to studentfees@berkeley.edu if you have any questions about this policy.
FY2026-27 UCRP Supplemental Interest Assessment Rates
UCOP has released the updated assessment rates for FY 2026-27, which are officially locked for the upcoming fiscal year. New multi-year projections are also available. DFLs should review their non-federal payroll fund sources against these schedules to ensure accurate long-term budgeting.
The uniform UCRP Supplemental Interest Assessment covers interest on historic pension borrowings. Because federal rules strictly prohibit charging pension interest to federal fund sources, this assessment is excluded from the Composite Benefit Rate (CBR) and applies only to non-federal funding sources. For more information, visit the UCRP Supplemental Interest Assessment webpage.
Vacant Position Cleanup Initiative
UC Berkeley UCPath and the Vice Chancellor for Finance’s Office are launching a Vacant Position Cleanup Initiative to eliminate unneeded vacant roles in UCPath. This is strictly a data-cleanup effort and will not impact your hiring plans; positions can be quickly reactivated if needed. To minimize your workload, pre-populated review sheets have been made with default actions based on vacancy dates and active recruitments.
Key Dates & Required Actions:
- June 17: DFLs were sent pre-populated spreadsheets.
- June 18 – July 31: Department review period
- Early August - Final file preparation and submission to UCPath
- End of August (Target) - UCPath processing and mass inactivation (as appropriate) with effective date June 30, 2026
You can reach the UCPath Operations team at UCBUCPath@berkeley.edu.
Update to faculty regalia purchasing & reimbursement
UC Berkeley has updated its stance on faculty regalia to offer departments greater flexibility while remaining compliant with IRS and UC policies G28 and Bus 79. Departments may now directly purchase UCB-branded regalia to keep in their inventory for future use. They can also reimburse faculty for UC Berkeley-branded regalia if the items are added to the department’s inventory. Additionally, departments may choose to reimburse faculty for non-UC Berkeley regalia; however, because the faculty keep these items, the reimbursement will be considered a taxable expense. These new options replace previous restrictions, offering a cost-effective alternative to annual rentals while following standard accounts payable regulations. For questions about these updates, please email disburse@berkeley.edu.
Finance Job Opportunity
The Office of the Vice Chancellor of Finance is hiring a Director of Capital Finance and Treasurer. This role focuses on developing strategies for managing the campus's cash and long-term capital resources, ensuring strong internal controls for financial health, and creating incentives for high performance. Please share this job opening with potential candidates who may be a good fit.
Position: Director of Capital Finance and Treasurer (0213U) - #86585
Salary: $220,000.00 - $270,000.00
Review the job description.
The first review date is June 23, 2026.
FY26 Composite Benefit Rates (CBR) rates have been approved
The composite benefit rates (CBR) for FY2025-26 have been approved by the government. As a reminder, we follow a standard process for calculating rates led by UCOP and adopt their agreements with the federal government. The new rate values and more information about how the CBR rates are calculated are available on the Composite Benefit Rate webpage. If you have any questions, please email Hervé Bruckert and Kevin Mack at centralresourcemanagement@berkeley.edu.
Review June's updated unused airline ticket credits
Please review the June 2026 UC Berkeley Monthly Unused Ticket Report to ensure your unit's travel credits are used before expiration. If you identify a credit that is no longer active, please let us know so we can update the report accordingly. Please contact the UC Travel Center at 310-206-2639 or travel@finance.ucla.edu to learn how to use the applicable credit. Read more in the Unused Airline Ticket Credit Alert (June 2026).
Cal Answers training
Enrollment is now open for the two-hour instructor-led class that builds on the basic navigation skills covered in the self-study. There are separate courses focusing on financial dashboards and student data dashboards. In the class, a subject matter expert guides a deep dive into the reports and data available in the dashboards and answers specific questions. The Cal Answers website also hosts self-service learning resources, including a complete course on basic navigation, short videos, job aids, wiki documentation, and a list of frequently asked questions.
CalPlanning and Smart View training
Enrollment is now open for instructor-led classes for CalPlanning and Smart View. Self-study materials for CalPlanning and Smart View are available on the website for everyone to use; they can be a helpful resource for those who have already completed the training and are looking for a refresher. Review the CalPlanning training page to access the self-study materials.
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