Find the tools and forms needed to perform a range of budget-related tasks.
A budgeted index is used for all permanent budget allocations. The fourth and fifth characters of this index are always BD, e.g., RMGBD66. You need to fill out a budgeted index number request to request a new BD index number(s) associated with a specific Fund, Organization, and Program Number.
A master index must be established in the Integrated Financial Information System (IFIS), before the Campus Budget Office can assign a BD index.
Note: The Campus Budget Office cannot issue duplicate budget index numbers that have the same organization, fund and first two digits of the program number. The budget system will not accept duplicate budget index numbers after a transaction has posted. Please do not attempt to create budget index numbers in the IFIS INDEXCPY screen.
The benefits rates used by the UC San Diego campus are the composite contract and grants benefits planning rates published by the Campus Budget Office.
An Online Transfer of Funds (OLTF) is used to adjust the operating ledger and permanent budget by transferring funds or FTE from one Index to another Index with some restrictions.