FY2019-20 Composite Benefit Rates (CBR)

November 14, 2019

Dear Campus Community,

This year there are changes to the way Composite Benefit Rates (CBR) are calculated and approved. In previous years, we worked directly with the Department of Health and Human Services (DHHS) to set the approved rates. Now that we have implemented UCPath, rather than work directly with DHHS, we will follow a standard process for calculating rates led by UCOP and will adopt their agreements with the federal government. 

This means there will be some differences in how the rates are assessed for FY2019-20. One of the key changes is the way UCOP classifies employees into groups. There are two new CBR groups, Employees with No Benefit Eligibility and Student (Grad & Undergrad students). Additionally, the salary base for the CBR assessment is different. What is not changing is the overall cost of employee benefits paid by each campus. A list of the changes to CBR this year is available on the Composite Benefit Rate webpage.

New Rate Values

The approved Composite Benefit Rates for FY2019-20 are listed below. Future year rate estimates are for planning purposes only (e.g. multi-year budgeting, financial aid planning, contract and grant proposal submissions, etc.) because rates for years beyond FY2019-20 are subject to change.

Approved Rates

Projections for Planning Purposes

CBR Group

FY20

FY21

FY22

FY23

FY24

Academic

36.5% 

36.5%

36.5%

36.5%

36.5%

Staff

45.5% 

45.5%

45.5%

45.5%

45.5%

Limited
(this includes Postdocs)

17.4%

17.4%

17.4%

17.4%

17.4%

Employees with No Benefit Eligibility

5.6%

5.6%

5.6%

5.6%

5.6%

Student

2.4%

2.4%

2.4%

2.4%

2.4%

 

We will provide updates regarding the go-live date of the FY20 CBR rates in UCPath and Calplan as well as the retro-active CBR assessment adjustment process on the CBR website and via the weekly CFO communication e-mail as those processes are deployed.

Due to the size of the benefits pool, UCOP has adopted rates rounded to the first decimal place rather than the nearest whole percent, adding to the accuracy of costs to be covered. 

Questions

If you have any questions, please visit the VC Finance website for Composite Benefit Rates or email Hervé Bruckert of Central Resource Management at centralresourcemanagement@berkeley.edu

Thank you for your flexibility and engagement as we continue to improve our CBR structure to strengthen financial management and contribute to UC Berkeley’s future financial success.

Thank you,

Rosemarie Rae

Vice Chancellor of Finance and Chief Financial Officer