Office of the CFO Strategic Plan

The Office of the CFO's three-year strategic plan clarifies that our main objective between FY 2014 - 2017 is to: provide innovative, collaborative, client-focused financial, analytical and administrative management to our campus partners while providing our team clarity, focus and the space for creativity. Read more about the plan for the office and all the departments within the office. 

TSA PreCheck Event a Huge Hit!

8/7/15: tsa eventThe TSA PreCheck event was a huge hit! Thank you to everyone who signed up, attended, and made this event successful. The original two days were expanded to a week due to demand for appointments. Over 300 faculty, staff, students, family, and friends attended and applied for expedited security screening at over 100 participating airports. Early feedback from attendees was overwhelmingly positive and included statements such as...“This was great!” “Came as a walk-in and it was fast and smooth.” “Great experience for me.” “Excellent, very well organized.” Due to feedback asking for more chances to sign up, the T&E project team will be hosting a second TSA PreCheck event in September. Details about the second event are available on the TSA event page.

Cal Answers and Divisional Finance Leaders are Showcased at Summerfest and Stay Day!

The Office of Planning and Analysis and the Central Budget Office rocked two recent campus events by showcasing UC Berkeley's Divisional Finance Leaders and Cal Answers, a tool used to quickly and easily find the data to inform your work..Summerfest Cal Answers 

Summerfest is an annual event that provides an opportuntiy for campus organizations to interact with staff and answer questions about their services. Food and music in a beautiful setting is also provided.

Taking advantage of the opportunity to reach out and interact with campus staff, the Cal Answers Team, part of the Office of Planning and Analysis, presented profiles of three of the Cal Answers Student Data Super Users that shared how they have used Cal Answers to support data driven decision making within their units. The team also answered questions and provided a high level view that demonstrated how to quickly and easily access integrated information from various campus systems for analysis. Staff and faculty are then able to find reliable, consistent answers to critical campus questions about undergraduate applicants, registered students, curriculum offerings and more. 

DFL CelebrationSummerfest also provided an opportunity for the Central Budget Office to acknowledge the campuses's Divisional Finance Leaders (DFLs). The DFL’s continued partnership with the Campus Budget Office is vital to the budget process and their leadership throughout this year’s process was greatly appreciated. As we work for continuous improvement of the budget process, the DFL’s support and feedback is critical.

StayDay is a free one day conference, sponsored by the Division of Student Affairs, for Berkeley staff who work directly with students, provide "behind the scenes" services in support of students, or are simply eager to learn more about the "Cal student experience.”

StayDayCal Answers team members were available between presentations to answer questions in the Conference Center Hallway at the Clark Kerr Campus.

Also as part of Stay Day, the Office of Planning and Analysis (OPA) staff delivered presentations on:

  • Graduation Rates: Explaining the "Extra Semester" - Amber Machamer, Executive Director & Lexi Shankster, Institutional Research Analyst
  • Cultivating Community: Collaborating to Promote International Student Success - Sereeta Alexander, Institutional Research Analyst

Supply Chain Management presented with 2015 Sustainability Award

On behalf of Supply Chain Management, Sandy Macasieb and Alex Butler (shown here) accepted a 2015 Sustainability Award from the Chancellor's Advisory Committee on Sustainability (CACS).

Supply Chain Management was honored “for integrating environmental sustainability within existing campus operations at UC Berkeley.” The team has been working for several years to provide more tools to the campus to make better decisions about green purchasing. Their efforts have included researching new products, highlighting green products for buyers, and focusing on waste reduction efforts.

Where applicable, Supply Chain Management leverages UC Berkeley's purchasing power to target environmentally preferable products and services for volume-discounted pricing to make them cost-competitive with conventional products and services. This approach helps to encourage preferential purchases of such products including Energy Star equipment, recycled content products, and other third-party certified green items, along with providing guidance to suppliers on minimizing packaging waste and developing take-back programs.

In presenting the award, Director of Sustainability and Energy Lisa Mcneilly stated, "I am pleased to announce that the Supply Chain Management team has been working with Office Max to reduce the impacts from campus copy paper use. Did you know that every hour we go through a stack of paper a foot taller than Alex, every week it’s a stack taller than the Campanile, and every year it’s a stack over 16,000 ft. tall? We will take a large step forward in the next week or two, when Office Max will make 100% recycled content copy paper available...that costs less than we currently pay for only 30% recycled content".

Thank you, Sandy and Alex, for being such great partners for campus sustainability!

9/29: CFO Together Town Hall

CFO staff participated in a lively and engaging Town Hall on September 29 where they interacted with financial leaders and heard how each department's strategic planning efforts are contributing to a sustainable budget.

Leader as Storyteller

The Wisdom Café is where Berkeley staff learn and share professional and career development ideas, stories, tips, and resources.

Chief Financial Officer, Rosemarie Rae, sat down with the Wisdom Café to share her experiences and expertise. You can access the article here.

New Video! Budget Process for Managers

The UC Berkeley budget process is a continuous cycle of actions throughout the year. To maintain our world-class teaching, research, and public service in an increasingly competitive environment, our process helps us evaluate where we are, where we're going, and how best to get there. Take seven minutes to watch this video overview(link is external) of the UC Berkeley Budget Process for Managers to learn more. 

Careers in Finance at UC Berkeley: Seeking Big Thinkers with an Eye for Detail

Rosemarie Rae, Associate Vice Chancellor and Chief Financial Officer, spoke at the NOW Conference on June 10 about how to launch into a career in finance and what it’s like to work in finance at UC Berkeley.
Read more and watch the video.

Claudia Covello, UHS Executive Director, Celebrates 35-Year Berkeley Career

A career in healthcare was a natural progression for Claudia Covello, Executive Director of University Health Services (UHS). As she explains, “The work keeps emerging. It just gets more and more fascinating to support young adults on this journey.” In the past 35 years, Claudia has supervised every one of the 30 departments in UHS, but it took a little bit of “dabbling” to find her niche within the field.

The University of California, Berkeley Guide to Contracting

5/28/15:  The University of California, Berkeley Guide to Contracting(link is external), a step-by-step guide to creating, amending, executing, and terminating contracts on the Berkeley campus is now available.


Impact award Winners Honored at CFO Town Hall

impact awardAt each quarterly Town Hall, we give Impact Awards to staff who have gone above and beyond to make a positive impact in service of our campus partners. These individuals have proven their dedication to the key objective of the Office of the CFO: to provide innovative, collaborative, client-focused financial, analytical, and administrative management to our campus partners while providing our team clarity, focus, and the space for creativity. 

Health for ALL! Tang Center named LGBT Health Equality Leader

hrc_healthequityleader_artwork.pngWe are thrilled to announce that UHS has been recognized as a "Leader in LGBT Healthcare Equality" by Human Rights Campaign (HRC) Foundation, the educational arm of the country's largest lesbian, gay, bisexual and transgender (LGBT) civil rights organization.

BFS analyst team presents five sessions at HEUG

heugimage.jpgCongratulations go out to the Controller’s Office BFS Analyst team, who recently had five presentations selected for showing at the Higher Education User Group (HEUG) international conference! The conference was held in Nashville, Tennessee from March 15 through 18, 2015.