June 5, 2017

Outgoing Chancellor Nicholas Dirks and Chancellor-Designate Carol Christ announced both the creation of two vice chancellor positions and the appointment of Rosemarie Rae as vice chancellor chief financial officer, in an email sent to campus Wednesday, May 31. Read the full article via Berkeley News.

May 25, 2017

Divisional Finance Leaders,

Thank you from the EVCP

A note from EVCP Carol Christ...

May 18, 2017

Divisional Finance Leaders,

 

May 5, 2017

Divisional Finance Leaders,

This week's news
Final budget materials and Q3 variance reports due today

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

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.