Infrastructure and Operations (I&O) Fund Assessments

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Overview

This reference describes the Infrastructure and Operations (I&O) assessments on gifts and endowments.

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The Infrastructure and Operations (I&O) Fund is a component of the Core Financial Plan that supports the basic operations of the schools and administration, utilities, and infrastructure across the campus, and strategic campus-wide initiatives.  Assessments (described in this reference) on gifts and endowments are transferred into the I&O fund.  The I&O Fund and associated assessments became effective on July 1, 2014.