Budget and Financial Management
Budget and Financial Management provides advice and support to Division of Student Affairs and Success departments and the Vice Chancellor regarding operational budgets, accounting, staffing, personnel, and financial planning issues. The department provides reporting tools and oversight in the management of both operating and capital budgets, including major maintenance, capital projects, and debt service.
DSAS Business, Agreements, Spaces, Events and Collaboration (BASEC)
What is BASEC?
BASEC is a comprehensive tool used by DSAS partners to submit a wide range of divisional requests, including:
- Rate and fee changes
- Sponsorship requests
- Space sharing
- Services between campus stakeholders
- Room and board agreements
What is the BASEC process?
The BASEC request process is designed to ensure efficient review, approval, and coordination of divisional needs through the BFM team, from initial submission to final reporting. To ensure consistency and timely follow-up, all BASEC requests move through the following process:
- Requestor submits request through BASEC form and receives email acknowledgement of submission
- Requests are routed automatically to BFM team and added to a master tracking sheet
- BFM reviews and processes the request (including obtaining any necessary approvals)
- Once complete, requestor is notified by email
- Any approved funding will be transferred to the appropriate FOAPAL(s) no later than two weeks after approval
- BFM team will manage and report on all outputs and coordinate completions with all DSAS units, including a weekly review of outstanding requests
Additional BASEC resources
Financial Policies, Procedures and Resources
The DSAS Budget and Financial Management team provides a comprehensive set of financial policies, procedures, and training materials to support sound fiscal management and stewardship. These resources are designed to help staff navigate purchasing processes, food and entertainment policies, budget development, and year-end financial procedures.
Key areas include:
- Purchasing & Pro-Card Use – Guidance on Pro-Card, CTE, and Instant Card usage, acceptable buying methods, and purchasing office contacts.
- Food & Entertainment – Policies, training, and forms related to hosting events, delegated authority processes, and fiscal prudence requirements.
- Budget Development – Annual budget development guidelines, timelines, templates, and briefing materials to support planning and resource allocation.
- Ledger Review & Fiscal Oversight – Policies, guides, and logs for reviewing ledgers and ensuring financial accountability.
- Training & Forums – Video resources, staff training, and forums that provide clarity on DSAS financial processes and expectations.
These resources collectively ensure transparency, compliance with UC and campus policies, and strong fiscal stewardship across all DSAS units.
Financial Affairs
Food & Entertainment
Policy and Training
- Entertainment and Authority FAQ
- DSAS Entertainment & Authority Policies and Processes
- DSAS Food and Entertainment Policy Memo
- F&E Authority Staff Training
- F&E Authority Leadership Training
- Duty to Fiscal Prudence and Stewardship Code
- Definitions of Events
- EOA Delegated Authority Policy
- EEC Delegated Authority Policy
- Guide to Organizing an Event
- Additional
Ledger Review Policy
DSAS Budget Development
- FY 2025_2026 DSAS Budget Development Process and Summary Timeline
- FY 2025_2026 DSAS Budget Development Process and Guidelines
- FY 2025_2026 DSAS Budget Development Detailed Template Instructions
- DSAS Budget Briefing February 2024
- BFM Training February 2024
- FY2024-2025 DSAS Guiding Principles and Resources for Budget Development
- FY2024-2025 DSAS Budget Development Process and Guidelines
Leadership
Angela Cline (she/her)
Assistant Vice Chancellor for Budget and Financial Management
Angela is the Assistant Vice Chancellor for Budget and Financial Management, a role she started in July 2023. Angela’s responsibilities include divisional budget and fiscal management, analysis, long-range planning, organizational development and business-operations management. Angela participates with other senior managers and divisional counterparts to establish strategic plans and objectives, providing advice and guidance to constituents within the division and throughout the organization.
Angela joined UCSC in 2016 and has over 25 years of experience, being a passionate and strategic leader in finance and operations. Prior to joining UCSC, she was both the Chief Financial Officer and Chief Operating Officer for United Way and First 5 Santa Cruz County. Angela made great impacts where children were ready to succeed in school and life, investing in early learning, healthy living, family support and stability. Prior to transitioning to nonprofit and government initiatives, Angela was a dynamic leader in the real estate and construction industry, overseeing development, finance and operations for both residential and commercial companies.
Meet our senior leaders
Lisetha Aranda
Director, Human Resources
Amy Chavez
Director, Financial Planning and Analysis
Carolyn Speers
Director, Financial Operations and Analysis
Contact us
Email: dsasfinancial@ucsc.edu
