UC Santa Barbara                                      Policy 4470
  Policies                                              
  Issuing Unit: Student Affairs                         Date: February 1, 1985
  
  
  
  
                    USE OF PERSONAL FUNDS AS
            MATCHING FUNDS FOR THE WORK-STUDY PROGRAM
                                
  I.   PURPOSE AND SCOPE:
  
       This procedure describes the steps necessary when personal funds are
       used to match Federal funds for the Work-Study Program.
       
  II.  REFERENCES:
  
       A.   University of California Business and Finance Bulletin, A-26.
       
  III. PROCEDURE:
  
       When it is desired to use personal funds for the University portion
       of the matching funds, the following steps are necessary:
       
            Responsibility                     Action
       
         Person desiring student on   1. Submits job request (Attach-
         Work Study (Requester)           ment A) to Student Financial
                                          Services.
         
                                      2. Submits Report of Gift Acceptance
                                          form (Attachment B), with check
                                          payable to The Regents of the
                                          University of California for the
                                          entire amount necessary (20
                                          percent of total salary) to Gift
                                          and Endowments Office.
         
         Gifts and Endowments Office  3. Sends five copies of Report of
                                          Gift Acceptance to Accounting
                                          Office.
         
         Accounting Office            4. Processes the Report of Gift
                                          Acceptance and returns two copies
                                          to Gifts and Endowments.
         
         Gifts and Endowments         5. Sends copy of Report of Gift
                                          Acceptance to Student Financial
                                          Services.
         
         Financial Aid Office, Work   6. Sends student with on-campus
         Study Coordinator                referral (Attachment C) to
                                          requester.  Will not do so until
                                          Gift Acceptance form is received
                                          from Gifts and Endowments office.
         
         Requester                    7. Completes regular Personnel
                                          Action form (Attachment D) as per
                                          instructions on the on-campus
                                          referral, and forwards the form
                                          to the Personnel Office if an
                                          undergraduate or to the Graduate
                                          Division if a graduate.
         
         Personnel Office             8. Processes the form verifying the
                                          Loyalty Oath and Patent Agreement
                                          have been signed, and sends it to
                                          Accounting.
         
         Accounting Office            9. Processes the employment forms.
                                          Student is hired.
         
         Any unexpected balance is returned to the requester.
         
  IV.  ATTACHMENTS:
  
       A.  Work Study Job Request
       
       B.  Report of Gift Acceptance
       
       C.  On-Campus Referral
        
       D.  Personnel Action Form

Please direct questions about these policies to Meta.Clow@vcadmin.ucsb.edu. For questions or comments regarding the format of the above information, please contact webcontact@ucsbuxa.ucsb.edu. 

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Last Modified By: EBH, 7/09/98