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.

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.

November 22, 2016

The Office of the CFO is now offering four of the CalPlanning tool training courses on a quarterly basis for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

  1. Introduction to CalPlanning

  2. CalPlanning Reporting

  3. Smart View Ad Hoc Basics 1

  4. Smart View Ad Hoc Basics 2

November 21, 2016

Saying Thanks with Pie and Ice Cream

Supply Chain Management staff gathered last week for a Thanksgiving pie and ice cream social. Read more.

November 9, 2016

Super User brown bag lecture: Translating Analysis into Visualizations

November 7, 2016

Funding for the FY17 Staff Appreciation and Recognition program (STAR) has been allocated and $2 million is being distributed to divisions at the end of this month. 

October 28, 2016

The FY17 Forecast Working as been updated to include the approved FY17 Composite Benefit Rates (CBR) and approved FY17 General, Automobile, and Employment Liability (GAEL) rate.

Read more details about the release.

October 27, 2016

CalPlan, the planning tool, will be closed for edits from 6pm on 10/27 to 7am on 10/28 while we update FY17 Forecast Working with the new Composite Benefits Rates (CBR) and General, Automobile, and Employment Liability (GAEL)(link is external) rate. The reporting tools, CalRptg and HCPRptg (including Smart View), will remain open for reporting purposes.

October 25, 2016

According to the 2014 University of California Undergraduate Experience Survey, ​​88% of undergraduates lived within 2 miles of campus and 84% walk or bike to campus. These numbers are stable from 2011 to 2014. Based on US Census data on areas where undergraduates lived, median rents increased in real dollars from 2011 to 2014. In 2014, students had to live farther from campus to pay the same amount of rent as in 2011.

October 20, 2016

In conjunction with Quarterly Reporting, we are launching a new Quarterly Forecast process to help campus leadership more accurately assess if we're on track to meet our financial goals. The Q1 Forecast submission is due on Tuesday, November 15.

October 11, 2016

University Health Services (UHS) has renamed their Faculty/Staff Health Programs to Be Well at Work - Faculty/Staff Health Programs, and they’ve just launched their fall workshops. Read more and sign up!

September 26, 2016

No appointment needed. Flu shot clinics are back! No appointment necessary, just drop-in at the first floor of the Tang Center(link is external). Berkeley students: Please bring your Cal 1 Card.

You can find more information here.

September 20, 2016

On Tuesday, September 20, Chief Administrative Officers and Divisional Financial Leaders joinedAVC-CFO Rosemarie Rae and Director of the Campus Operating Budget, Jon Bain-Chekal, to learn more about Quarterly Financial Reporting and Full Time Equivalent (FTE) reports in CalPlanning, which will launch in October. 

August 15, 2016

ASUC President William Morrow praised AVC-CFO Rosemarie Rae's collaboration in a Daily Cal op-ed about the power of cooperation to transform challenges into opportunities. Morrow writes, "When bridges for cooperation are built, creative solutions are possible. In that spirit, I would like to personally recognize the work of the campus Chief Financial Officer Rosemarie Rae, who has actively reached out and listened to various campus stakeholders (including students) to improve the campus budget forecast in an equitable and sustainable way." 

June 17, 2016

Summerfest 2016, part of Staff Appreciations Week, provided an opportunity for the campus finance and institutional research community to engage with Office of the CFO staff.

June 10, 2016

What do new undergraduates report on the Survey of New Students regarding their transition into UC Berkeley, and the resources they feel aided their transition?

June 9, 2016

The FY 2015-16 deficit waiver form for non-contract & grant funds(link is external) is now available on the Campus Budget Office website. If your Division needs to request a deficit waiver, please complete the form by Friday, June 10.
 

June 7, 2016

Summerfest is Wednesday, June 15 from 11:30am to 1:30pm on the West Crescent Lawn.

Visit the Campus Budget Office, Cal Answers, and Smart View booths at Summerfest 2016!