Faculty are encouraged to direct charge their effort to grants throughout the year in exchange for a release of savings from the Dean's Office. Direct charging effort does not increase the faculty member's personal income, but will result in a transfer of general funds that can be used at the faculty member's discretion to pay for lecturers to teach their courses, or to support their research or outreach programs.
CA&ES Practice for Release of Salary & Benefit Savings
From July 1, 2012 through June 30, 2024 savings resulting from direct charging faculty effort to extramural funds and/or to administrative appointments* was released as follows:
- 90% to the faculty member's department with a suggested guideline of:
- 75% to the faculty member to fund a lecturer for teaching buyout, and/or for support of the faculty member's research and outreach activity
- 15% to the department chair to help mitigate effects of department budget reductions
- 10% to the CA&ES dean to help fund startup packages for new faculty hires
Effective July 1, 2024 savings resulting from direct charging faculty effort to extramural funds and/or to administrative appointments* will be released as follows:
- 65% to the faculty member's department with a suggested guideline of:
- 50% to the faculty member to fund a lecturer for teaching buyout, and/or for support of the faculty member's research and outreach programs
- 15% to the department chair to help mitigate effects of department budget reductions
- 35% to the CA&ES dean to help fund startup packages for new faculty hires, increased general overhead assessments and multi-year budget reductions
Savings resulting from faculty taking leave without pay and/or from faculty positions vacated mid-year will be released to the CA&ES Dean. In these cases, department chairs may request allocation of some of the I&R savings to hire a lecturer if necessary to cover a critical course that was normally taught by the faculty member.
* Some faculty serve in administrative appointments with no salary provided from the administration unit. In these cases, there are no savings to be released.
No change to 19974 savings release: Savings resulting from direct charging CE Specialist effort to extramural funds will be released as follows:
- 100% to the CE Specialist's department with a suggested guideline of:
- 75% to the CE Specialist for support of their research and extension programs
- 25% to the department chair to help mitigate effects of covering staff fixed cost increases that are no longer provided by ANR
- Savings from UC Fund 19974 will continue to be released for salary only. Benefits-related savings is returned to ANR.
Requesting Release of Salary & Benefit Savings
Salary and Benefit Savings Request Form - generated before 7/1/2024
Salary and Benefit Savings Request Form - generated on or after 7/1/2024
To request release of salary and benefit savings, departments e-mail a completed Salary and Benefit Savings Template spreadsheet to your department's assigned Analyst Alley contact.
For savings generated on Entity 3110 UC Fund 13U00 and 13U02 accounts, the template assumes that departments are retaining 15% of the savings and passing 50% to the faculty member. Benefits-related savings is included with salary savings generated on UC Fund 13U00 and 13U02. However, savings related to natural accounts 508300 and 508301 for vacation leave assessment and leave accruals are not released. Please exclude these natural accounts when submitting your request.
For savings generated on Entity 3310 UC Fund 19974 accounts, the template assumes departments are retaining 25% of the salary savings and passing 75% to the faculty member. If your department has agreed upon a different split, please change the spreadsheet to indicate the appropriate split for your department. If you are requesting release of salary savings for Cooperative Extension Specialists being paid in Entity 3310 on UC Fund 19974, the released funds need to be fully expended by June 30 of the following fiscal year. Savings generated in UC Fund 19974 will continue to be released for salary only. Benefits-related savings is returned to ANR.
NOTE: It is NOT necessary to request academic salary releases for direct charges related to AES Federal Formula Funds (AES-FFF). As soon as the Dean's Office receives the Federal Formula Funds from Agriculture & Natural Resources, we will release these salary savings to your department.