April 28, 2017

Divisional Finance Leaders,

April 21, 2017

Divisional Finance Leaders,

April 13, 2017

Divisional Finance Leaders,

This week's news
Operating Budget adjustment: CX employee payroll increase assumption changes

April 7, 2017

Divisional Finance Leaders,

This week's news

Form A and Budget Template via data entry service due today

March 30, 2017

Divisional Finance Leaders,

This week's news

March DFL Forum today
Thanks to everyone who participated in today's DFL Forum. This webpage on the Office of the CFO site contains the agenda and slides we reviewed. 

Next steps on Divisional Budget Dashboards

March 24, 2017

Divisional Finance Leaders,

This week's news

Call letter released

March 22, 2017

Deans, Vice Chancellors, Chief Administrative Officers, and Divisional Finance Leaders received their FY2017-18 budget call letters today. As a complement to recent budget discussions with the EVCP and CFO, this letter provides campus leaders with additional critical information needed to complete their divisional budget for formal submission, along with their division’s strategic plans and revenue generation plans, by early May. 

March 17, 2017

Divisional Finance Leaders,

This week's news

Budget process timeline updates

March 3, 2017

Divisional Finance Leaders, 
 

February 24, 2017

Divisional Finance Leaders,

We appreciate that there are many moving pieces to manage every year during the budget process - you can keep track of all the essentials, including the timeline, on the Office of the CFO budget process website hub at cfo.berkeley.edu/budgetprocess.

This week's news

DFL Forum

February 17, 2017

Divisional Finance Leaders,

Thanks again to those of you who attended yesterday's Revenue Generation Info Session, and we look forward to engaging with you next week at Thursday's DFL Forum. We appreciate that there are many moving pieces to manage every year during the budget process - you can keep track of all the essentials, including the timeline, on the Office of the CFO budget process website hub at cfo.berkeley.edu/budgetprocess.


This week's news

February 7, 2017

It's time to begin letting us know if you'd like to use budget templates for your process this year. If you'd like to opt in, by Friday, February 10 please click here to complete the sign-up sheet. There are two tabs on the sheet:

February 6, 2017

The Revenue Plan Template is an Excel workbook of templates to assist Divisional Finance Leaders in determining revenue from new initiatives for FY2017-18. Deans, Vice Chancellors, Divisional Finance Leaders, and Chief Administrative Officers received the template on February 6 via email from AVC-CFO Rosemarie Rae.

February 1, 2017

On February 1, senior campus leaders received their division’s FY2017-18 budget target via email from AVC-CFO Rosemarie Rae and EVCP Carol Christ. As discussed in recent forums, your unit can meet the target either through revenue generating programs or cost saving activities. This target is just the beginning point of our iterative budgeting process, which is a collaborative process that will require careful coordination within our limited time period.

January 26, 2017

The Office of the CFO and the DFLs came together on Wednesday, January 25 for the first Financial Forum of the New Year.

The agenda included:

January 24, 2017

As a follow-up to the EVCP's email on January 20 providing an overview of this year's Budget Process, this is the Strategic Plan template for you to use when developing your one-page strategic plan.

Submit Self-Certification Forms or Request Exemption by February 24

Consistent with the new Recharge Budget Process deployed last year, we are integrating recharge activities into the broader FY2017-18 Campus Budget Process and the term of approved rates, to the extent possible, will be aligned with the fiscal year. 

January 23, 2017

On Friday, January 20 Interim EVCP Carol Christ announced that she and AVC-CFO Rosemarie Rae will be hosting small-group budget process meetings with all campus divisions throughout February. Ensure you've completed your division's one-page strategic plan (template) prior to attending.  Read the email announcement.

December 16, 2016

The Office of the CFO and the DFLs came together on Thursday, December 15 for the latest Financial Forum. Suresh Bhat of Haas outlined the great work he and the project team have done on the Finance Competency Framework, Controller Delphine Regalia provided an update on Contracts & Grants and revenue recognition, Jon Bain-Chekal outlined progress on the Finance Reform Listening Tour and AVC-CFO Rosemarie Rae presented the plan for a simplified FY2017-18 Budget Process. Access the slides from the forum and the whitepaper from the Finance Reform Listening Tour below. 

December 8, 2016

CAN Presentation - Institutional Research Surveys at UC Berkeley: Overview of Survey-Based Data Collection and Reporting, and the Challenges We Face  

Improve your survey skills through the experiences of campus survey experts.