UCOP Budget Office
The UCOP Budget Office, headed by Director Donna Jones, is the centralized unit established at the Office of the President to develop, monitor and manage a local UCOP budget program that:
- Systematically aligns resources with strategic needs and goals;
- Prepares the annual UCOP budget request for the Board of Regents:
- Fiscal Year 2010-11: Executive Summary (pdf) and Approved Request (pdf)
- Fiscal Year 2009-10 (pdf)
- Provides UC senior leadership and department heads with the tools for regular updates and adjustments regarding actual expenditures against the budget
- Provides support to UCOP departments on budget-related issues
- Manages the annual UCOP fiscal close process
The responsibilities of the office are managed by teams organized along the lines of UCOP divisions and departments or functional areas.
Procedures information
- Transfer of Funds request form (pdf)
- OP Recharge Guidelines (doc)
- UCOP Account-fund profile change form (xlsx)
- UCOP System Access Request (pdf) (UCLA Systems)
- Working Capital & Equipment Depreciation for Recharge Units (doc)
Budget Guidelines Summary (pdf)
Budget Development System (BDS)
- BDS website - Login Required
If you do not have a login, please contact . - BDS Tool User Manual (pdf)
- Training Slides – Contributor (pdf) & Manager (pdf)
- Budget Glossary (pdf)