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Employee Benefit Rates

Employee benefits are charged as actual costs to contracts and grants.  When preparing proposal budgets, employee benefits are calculated as a percent of salaries and wages.  Preparers may use either actual benefit rates or the “composite rates” provided below.  However, in a given proposal, all employee benefits for existing personnel must be presented using the same method, either actual or composite rates.  Composite rates should always be used for to be named or open positions.  As with all cost estimates, preparers should maintain records (payroll ledgers) of how rates were derived when using actual benefit rates in proposal budgets. 

On September 16, 2010 the Regents approved contributions to the University of California Retirement Plan (UCRP) of 7% of compensation beginning July 1, 2011 and 10% on July 1, 2012. With University contributions currently at 4%, this represents increases of 3% on July 1 of 2011 and 2012.

On December 16, 2010, the Regents issued guidance regarding rates for 2013 – 2017 proposed employer contribution increases. The table below is updated to reflect these proposed rate increases of 2% per year for the purpose of preparing proposal budgets.

 

Benefit Rate

ACADEMIC PERSONNEL

 

       Current – June 30, 2011

21%*

       July 1, 2011 – June 30, 2012

24%

       July 1, 2012 – June 30, 2013

27%

       July 1, 2013 – June 30, 2014

29%

       July 1, 2014 – June 30, 2015

31%

       July 1, 2015 – June 30, 2016

33%

       July 1, 2016 – June 30, 2017

35%

       July 1, 2017 –

37%

VISITING ACADEMIC TITLES 50-100%

7.3%

SUMMER EMPLOYMENT, 9 MONTH ACADEMIC EMPLOYEES

12.7%

STAFF PERSONNEL--CAREER

 

       Current – June 30, 2011

28%*

       July 1, 2011 – June 30, 2012

31%

       July 1, 2012 – June 30, 2013

34%

       July 1, 2013 – June 30, 2014

36%

       July 1, 2014 – June 30, 2015

38%

       July 1, 2015 – June 30, 2016

40%

       July 1, 2016 – June 30, 2017

42%

       July 1, 2017 –

44%

STAFF PERSONNEL--LIMITED APPOINTMENT W/ CORE BENEFITS**

4.4%
STAFF PERSONNEL--LIMITED APPOINTMENT WITHOUT CORE BENEFITS 3.5%
POSTDOCTORAL SCHOLARS 19%

UNDERGRADUATE AND GRADUATE STUDENTS, ACADEMIC YEAR
(Workers' Comp. only)

1.3%

UNDERGRADUATE AND GRADUATE STUDENTS, SUMMER
(Workers' Comp., UI and Medicare)

3.0%
*This includes reinstatement of employer contributions in April 2010 at a level of 4%
** working more than 17.5 hrs/wk, excluding: students in casual restricted jobs or an academic title designated as student assistant; per diem, by agreement, and stipend only employees; and initial appointment of temporary for less than three months
working less than 17.5 hrs/wk and agreement, stipend only, per diem, and temporary employees
Proposed rates based on Regental guidance, April 2011


When a budget period covers more than one fiscal year, a combination of rates can be used to cover the projected cost of UCRP employer contributions.
Examples:

A Staff Research Associate will be hired on a three-year project beginning September 1, 2010, the following composite rates should be used:

Joe Bruin, an Associate Researcher who is currently employed with an actual benefit rate of 27% will be hired to work on the same project above:
Budget Period 1:
09/01/10 6/30/11
07/01/11 8/31/11
 
28%
31%
Budget Period 2:
09/01/11 – 6/30/12
07/01/12 8/31/12
 
31%
34%
Budget Period 3:
09/01/12 08/31/13
 
34%
Budget Period 1:
09/01/10 – 6/30/11
07/01/11 – 8/31/11
 
27%
30%
Budget Period 2:
09/01/11 – 6/30/12
07/01/12 – 8/31/12
 
30%
33%
Budget Period 3:
09/01/12 – 08/31/13
 
33%

Graduate Student Researcher (GSR) Fee Remission and Non-resident Tuition Waiver
Graduate students appointed as Graduate Student Researchers (GSR) may be eligible for fee remission and non-resident tuition waiver. More information is available from the Graduate Division.


 California Resident Nonresident
Educational Fee$9,402 $9,810
Registration Fee $900 $900
Health Insurance $1,921 $1,921
Nonresident Tuition  $14,694
Total Nonresident Fees and Tuition Remission  $27,325

Previous benefit rate tables:
August 2010
March 2010
November 2009

Last page update on 07/28/2011

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