Budget Process

Divisional Dashboards

In preparation for the mid-May Divisional Budget Meetings, the Office of the CFO is preparing customized Divisional Budget Dashboards to guide your discussions with the EVCP and CFO. This is a prototype of the dashboard. This is a job aid to explain the dashboard data sources. 

Results: FY2016-17 Quarterly Variance and Forecast Reports

Campus leadership launched the Quarterly Variance Reporting and Flash Forecast process this year to deliver transparent reporting to divisional leaders; improve the quality of actual, budget, and forecast data; and allow divisions to course-correct throughout the year. View the reports. 

Divisional Finance Leaders & Monthly Forums

Divisional FinanceLeaders (DFLs) develop and implement the budget process, advise leadership on key budgetary decisions, and serve as an advocate for the needs and priorities of their division. Access the DFL website hub to access the list of DFLs, past forum materials, and workgroups. 

IT Productivity Suite assessment chartstring confirmation

It's time to prepare for the FY2016-17 IT Productivity Suite assessment. By Friday, April 28, please validate the chartstring to be debited for your division. If you do not respond by this date, your division will be assessed on the same chart string used last year. To validate your chartstring, read more.

Templates

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.

Budget Template

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 recharge_certification@berkeley.edu or visit the recharge web page at cfo.berkeley.edu/recharge.