July 7, 2017
Divisional Finance Leaders,
 
Now that the budget process has concluded, we’ll be transitioning the weekly budget round-up messages to as-needed weekly updates in a continued effort to simplify and coordinate communications from our office. We invite you to continue to share your feedback on our communications approach with your colleagues on the Office of the CFO Communications Team: Roia Ferrazares, Terrence Ireland, Sandi Ketchpel, and Anna Weidman.

This week's news

FY17 Forecast and FY18 Operating Budget finalized
The FY17 Forecast has been finalized and the FY18 Operating Budget has been adjusted to include final budget decisions. The FY17 Forecast and FY18 Operating Budget can no longer be edited. The FY18 Forecast will be open later this summer.
  • FY17 Forecast Final is available for reporting
  • FY18 Operating Budget Final is available for reporting
Final corrections to class schedule and instructional record data for summer sessions due by August 11
The Office of Planning and Analysis (OPA) will be reaching out to your department schedulers and managers and asking them to review their class schedule and instructional record data entry for summer sessions. This information must finalized in Student Information Systems (SIS) by Friday, August 11. Please contact OPA Research Analyst Kira Blaisdell-Sloan with questions at kbs@berkeley.edu.

University Development and Alumni Relations (UDAR) Donor and Gift Services updates
  • There are new gift fund minima applicable to endowment gifts newly solicited in FY2017-18. Read more.
  • Donor and Gift Services (DGS) will no longer make chartfield changes to chartstrings of individual gifts. Campus finance staff with access to BFS chartstring editing have authority to make updates and to journal gift funds as appropriate. Read more.
  • There is a Gift and Endowment report newly available in BAIRS that can be run for any gift funds. The report includes key financial information, including balance locations and Cal Advancement Data System (CADS) data. Read more.

Next week and beyond

New budget resources available on CFO website on Friday, August 4
Key slides from the recent DFL Forum, the final campus budget decision spreadsheet, and divisional dashboards will be available on the CFO website on Friday, August 4. Most offices have already received their final dashboards this week for review, and edits are due to our office via cfocommunications@berkeley.edu by Friday, July 28.
 
Next DFL Forum on Tuesday, August 8
We’ll review the new FY2017-18 Office of the CFO working groups and launch our strategic initiatives at the next DFL Forum on Tuesday, August 8.
Thank you,
Office of the CFO