July 15, 2020
Updated July 20, 2020 - HCP updated with new FY21 Fee Remission and UCRP rates
July 2020 CalPlanning Release Notes
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21.
July 20, 2020 - HCP was updated with new FY21 Fee Remission and UCRP rates.
Adjustments for planning purposes
When we opened the FY2020-21 Operating Budget in our HCP planning tool, the employee monthly pay rate was increased 3% to show the expected annual merit. Since then, a systemwide pay freeze for non-represented staff and faculty was announced in May. As it is important that we have an accurate view of our net operating results for decision-making, we have removed the planned 3% merit for monthly paid employees in non-represented job codes. We did not change the monthly pay rate displayed for any employee with an increase (or decrease) that does not equal to 3%.
New (to-be-hired) employees starting in FY2020-21 in non-represented job codes will also remain the same, without displaying a 3% increase.
The way the calculation script worked is that, for every individually planned employee and new (to-be-hired) employee in a non-represented job code:
if the monthly pay rate for any of the FY21 months = FY20 Jun monthly pay rate * 1.03 ,
then the monthly pay rate for that month would equal FY20 Jun monthly pay rate ,
otherwise the FY21 monthly pay rate was left as is.
Monthly pay rates for pooled positions and DeptID adjustments have not been changed. Planners should review pooled positions and DeptID adjustments and make changes if needed.
Non-represented Employee Example Scenarios
|
Monthly pay rate |
FY20 Jun |
FY21 Jul |
FY21 Jun |
Comment |
||
|
Employee A before |
1000 |
1030 |
1030 |
The FY21 monthly pay rates were equalto 1.03 * FY20 Jun and were reset to equal FY20 Jun |
||
|
Employee A after |
1000 |
1000 |
1000 |
|||
|
Employee B before |
1000 |
1025 |
1025 |
The FY21 monthly pay rates were not equalto 1.03 * FY20 Jun and not changed |
||
|
Employee B after |
1000 |
1025 |
1025 |
|||
|
Employee C before |
1000 |
1040 |
1040 |
The FY21 monthly pay rates were not equalto 1.03 * FY20 Jun and not changed |
||
|
Employee C after |
1000 |
1040 |
1040 |
|||
|
Employee D before |
1100 |
1030 |
1030 |
The FY21 monthly pay rates were not equalto 1.03 * FY20 Jun and not changed |
||
|
Employee D after |
1100 |
1030 |
1030 |
|||
|
In this example, the Employee D had a stipend that ended FY20 Jun. The FY21 amounts reflect the employee's FY20 pay increased 3% without the stipend.The planner should set the FY21 monthly pay to the appropriate amount. |
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|
Employee E before |
1030 |
1030 |
The FY21 monthly pay rates were not equalto 1.03 * FY20 Jun and not changed. Note that the FY20 Jun monthly pay is blank. |
|||
|
Employee E after |
1030 |
1030 |
||||
|
Employee F before |
2000 |
2060 |
The FY21 Jul monthly pay rate is equalto 1.03 * FY20 Jun and were reset to equal FY20 Jun. |
|||
|
Employee F after |
2000 |
2000 |
||||
|
In this example, the Employee F has no FY21 Jun monthly pay (planned separation during FY21). The FY21 Jul monthly pay was reset to equal FY20 Jun and the planned amount for FY21 Jun remained unchanged. |
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Other Example Scenarios
|
FY20 Jun |
FY21 Jul |
FY21 Jun |
Comment |
|||
|
Represented (Union) Employee before |
1500 |
1545 |
1545 |
FY21 monthly pay rates were not changed for represented (union) job codes |
||
|
Represented (Union) Employee after |
1500 |
1545 |
1545 |
|||
|
Pooled Position before |
9500 |
9785 |
9785 |
FY21 monthly pay rates were not changed for pooled job codes |
||
|
Pooled Position after |
9500 |
9785 |
9785 |
|||
|
DeptID Adjustment before |
7000 |
7210 |
7210 |
FY21 monthly amounts were not changed for DeptID Adjustments |
||
|
DeptID Adjustment after |
7000 |
7210 |
7210 |
Composite Benefit Rates, Fee Remission, GAEL, & UCRP
The composite benefit rates (CBR) for FY2020-21 have been approved. The new values were effective as of July 1, 2020 and were updated in HCP on July 14, 2020. As a reminder, now that we have implemented UCPath, we follow a standard process for calculating rates led by UCOP and adopt their agreements with the federal government. More information about how the CBR rates are calculated is available on the Composite Benefit Rate webpage
The fee remission rates & UCRP rates were updated in CalPlanning on July 20, 2020.
The GAEL rates were updated in CalPlanning in October 2019.
|
Composite Benefit Rates (CBR) |
FY20 |
FY21 |
FY21 Rates used for planning 2/1/20 to 7/13/20 |
|
|
Academic |
36.5% |
35.9% |
36.5% |
|
|
Staff |
45.5% |
45.9% |
46.6% |
|
|
Limited (this includes Postdocs) |
17.4% |
16.4% |
16.5% |
|
|
Employees with No Benefit Eligibility |
5.6% |
5.5% |
5.6% |
|
|
Students |
2.4% |
2.4% |
2.4% |
|
Fee Remission by HCP Pooled Position Type per Semester |
FY20 |
FY21 |
FY21 Rates used for planning 10/11/19 to 7/19/20 |
|
|
GSR - Resident |
$9,713.25 |
$9,963.75 |
$10,126.00 |
|
|
GSR - Non-Resident |
$17,264.25 |
$17,514.75 |
$17,677.00 |
|
|
GSI |
$9,055.00 |
$9,276.00 |
$9,454.00 |
|
|
Reader/Tutor - Student |
$9,055.00 |
$9,276.00 |
$9,454.00 |
|
GAEL & UCRP |
FY20 |
FY21 |
FY21 Rates used for planning 10/11/19 to 7/19/20 |
|
|
General, Automobile, and Employment Liability (GAEL) rate |
1.55% |
1.55% |
1.55% |
|
|
University of California Retirement Plan (UCRP) Supplemental Allocation |
0.77% |
0.30% |
0.77% |