July 2020 Release Notes

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 equal
to 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 equal
to 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 equal
to 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 equal
to 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.

Employee E before

1030

1030

The FY21 monthly pay rates were not equal
to 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 equal
to 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.

 

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%