Strategic Plan Template
The Strategic Plan Template is a one-page document where divisions document their strategies, plans, and goals for FY2017-18. Read more.
Revenue Plan Template
The Revenue Plan Template is an Excel workbook of templates to assist DFLs in determining revenue from new initiatives for FY2017-18. Read more.
As in past years the Budget Template is being offered as an alternative to CalPlanning for units to develop their budgets for FY2017-18. Read more.
Intersection Detail Reports
Intersection Detail Reports are available on the OCFO Google Drive for campus finance professionals to look up their campus commitments or other campus support that the Financial Planning & Analysis team has seeded into their Forecast and Operating Budget in Cal Plan. The reports show campus commitments only; they do not provide details on other aspects of support that were seeded into Divisional Forecasts/Budgets. Please contact Elisabeth Remick, Director of Central Resource Management, with questions.
Planning recharge rates
These are the FY2017-18 planning recharge rates you may use when developing your budget. The document includes two tabs: one with a schedule of all campus recharge units by Division/DFL, the other with a schedule of the rates to be used for building your unit's budget. Many thanks to the DFLs and financial analysts in the recharge units for your work to develop and submit recharge self-certifications and proposed rates.
NOTE: These rates are intended for budget planning purposes only and are not necessarily the rates that will ultimately be approved by campus leadership. The Office of the CFO will notify you of the final approved rates for use in FY2017-18 recharge transactions by June 30.
If you have any questions, please contact Herve Bruckert, Campus Finance Lead Recharge, at firstname.lastname@example.org or visit the recharge web page at cfo.berkeley.edu/recharge.