| N/A | BRS Purchasing & Reimbursements | Reimbursements | For faster processing, use Direct Enter for Travel & Entertainment expenses. BRS will continue to help process complex travel reimbursements that involve extensive foreign currency and multiple destinations as well as T&E expense reimbursements for visitors and non-employee students. Please allow ten (10) business days for BRS to process these requests. Note: this does not include processing time by Accounts Payable (AP). | Direct Enter at: https://reimburse.berkeley.edu/ |
| May 15 | Supply Chain Management | Purchase Order (POs) requests for amounts more than $100,000 | Deadline to submit PO requests for amounts more than $100,000 must be submitted with complete documentation if orders are to be completed prior to 6/30/20. | SCM Buyer: https://supplychain.berkeley.edu/procurement/find-your-buyer |
| May 22 | BRS Purchasing & Reimbursements | Purchase requests for amounts over $10,000 | Orders over $10,000 (but less than $100,000) are due to BRS by 05/22/20 in order to adhere to Supply Chain Management's due date timeframe. Note: Low-value catalog (under $5,000) and non-catalog (under $1,000) orders that are filled out correctly will auto approve the same day (unless they're funded with Federal or Contracts & Grant funds). | BearBuy: http://blu.is.berkeley.edu/ |
| May 29 | Supply Chain Management | Purchase Order (POs) requests over $10,000 | Deadline to submit PO requests for amounts over $10,000 in order to be completed prior to June 30. | SCM Buyer: https://supplychain.berkeley.edu/procurement/find-your-buyer |
| May 29 | Financial Planning & Analysis | Submit Non C&G Deficit Clearing Waivers | In general, deficits that are not cleared by year-end will be subject to the deficit clearing process. Waivers can be issued that exempt a Fund-L4 combination from the automated deficit clearing process. Read more on the website linked in the resources column. | Deficit Clearing Waiver Form: https://cfo.berkeley.edu/divisional-finance-leaders/fiscal-closing-related/deficit-waiver-request-form |
| June 1 | BRS HR/APS | Payroll Corrections/Missing Payments | Deadline for requests for any late payroll corrections and/or missing payment requests for all employees. | For BEST, ChaMPS, SHARE, ProS, and BEARS REgions, submit an online ServiceNow ticket for assistance with any HR-based requests. For ERSO Region departments, contact the team for assistance with any HR-based request using: ersohrops@erso.berkeley.edu. |
| June 1 | BRS HR/APS | Direct Retro entries (moving fund distributions from a previous pay cycle) | Requests for final entries with effective dates before 6/30/20 that are handled by BRS must be submitted by the deadline. Note: Direct Retro entries handled by departments/units, 6/17 (BW) and 6/23 (MO) are the final UCPath Pay Confirm dates. This also includes Work-Study Payroll Direct Retros. Please note that though a later Work Study deadline was commuicated by the Financial Aid and Scholarship Office on 4/30/20, additional time is needed for BRS processing. | For BEST, ChaMPS, SHARE, ProS, and BEARS REgions, submit an online ServiceNow ticket for assistance with any HR-based requests. For ERSO Region departments, contact the team for assistance with any HR-based request using: ersohrops@erso.berkeley.edu. |
| June 1 | BRS HR/APS | Position Funding entries (changing fund distributions for the current pay cycle) | Requests with effective dates before 6/30/20 that are handled by BRS must be submitted by the deadline. Note: Position Funding entries handled by departments/units, 6/17 (BW) and 6/23 (MO) are the final UCPath Pay Confirm dates. | For BEST, ChaMPS, SHARE, ProS, and BEARS REgions, submit an online ServiceNow ticket for assistance with any HR-based requests. For ERSO Region departments, contact the team for assistance with any HR-based request using: ersohrops@erso.berkeley.edu. |
| June 1 | BRS HR/APS | Personnel Actions for Employees Retiring as of July 1, 2020. | Requests for employees to retire as of July 1 are due to BRS by the deadline. To qualify for the COLA (Cost of Living Adjustment) increase in the 2020 calendar year, an employee’s final day at work must be June 29th (Monday), with June 30th (Tuesday) being their effective date of retirement; June 30th represents the 1 business day that they would not work and not receive pay. Please note, employees have to take additional actions with RASC, which has a May 15th deadline for August 1st pay. https://ucnet.universityofcalifornia.edu/compensation-and-benefits/roadmaps/retiring.html. | For BEST, ChaMPS, SHARE, ProS, and BEARS REgions, submit an online ServiceNow ticket for assistance with any HR-based requests. For ERSO Region departments, contact the team for assistance with any HR-based request using: ersohrops@erso.berkeley.edu. |
| June 1 | BRS HR/APS | Miscellaneous - STAR Awards | Final deadline for STAR Award payment requests, both SPOT or Achievement Awards are due to BRS by the deadline. | For BEST, ChaMPS, SHARE, ProS, and BEARS REgions, submit an online ServiceNow ticket for assistance with any HR-based requests. For ERSO Region departments, contact the team for assistance with any HR-based request using: ersohrops@erso.berkeley.edu. |
| June 5 | BRS HR/APS | Other Personnel Actions | Request for personnel actions (e.g., FTE changes, pay rate changes, separations, etc.) for both bi-weekly/non-exempt and monthly/exempt employees are due to BRS by the deadline. | For BEST, ChaMPS, SHARE, ProS, and BEARS REgions, submit an online ServiceNow ticket for assistance with any HR-based requests. For ERSO Region departments, contact the team for assistance with any HR-based request using: ersohrops@erso.berkeley.edu. |
| June 8 | BRS HR/APS | Onboarding New/Rehired Berkeley Employees (bi-weekly paid employees) | All new/rehired employees for June should complete Onboarding/Hiring activities by the deadline date in order to receive on-time pay on June 24 for bi-weekly paid employees. | BRS Central Onboarding/First Contact Team 510) 664-9000, option 3 or the applicable regional HR Partner For ERSO Region departments, contact the HR team using: ersohrops@erso.berkeley.edu |
| June 12 | Financial Planning & Analysis | Enter Permanent Budget transfers involving revenue rebudgets | Final deadline for Campus to submit Permanent Budget transfers within their L3 which also includes any rebudgets to their revenue. | Permanent Budget Journal Approval Request form: https://cfo.berkeley.edu/divisional-finance-leaders/dfl-concierge/additional-resources/approve-permanent-budget-journal. |
| June 15 | BRS HR/APS | Onboarding New/Rehired Berkeley Employees (monthly paid employees) | All new/rehired employees for June should complete Onboarding/Hiring activities by the deadline date in order to receive on-time pay on July 1 for monthly-paid employees. | BRS Central Onboarding/First Contact Team 510) 664-9000, option 3 or the applicable regional HR Partner For ERSO Region departments, contact the HR team using: ersohrops@erso.berkeley.edu |
| June 15 | UDAR | Draft agreements due | The deadline to submit via Fiat Docx draft agreements for pledges or outright gifts that establish new funds. | Submit via Fiat Docx : https://berkeley.sharepoint.com/sites/Eureka/Gifts/Pages/Create-a-Gift-Agreement.aspx |
| June 15 - July 20 | Financial Planning & Analysis | Permanent Budget journal unavailable (to campus users) | The Permanent Budget will be unavailable to campus in order to provide reports to UCOP, prepare for fiscal close, the new fiscal year, and the general allocation. | N/A |
| June 26 | UDAR | Submit gifts and signed gift agreements to DGS | Deliveries of checks, cash or credit cards must be received by Gift Services. Gift Agreements for pledges or outright gifts to establish new funds must be signed by the donor and dean/director, as coordinated by Fund Management to be recorded for FY20. | Submit to DGS as outlined in the information posted to Eureka: https://eureka.berkeley.edu/ |
| June 29 | Financial Planning & Analysis | Rates posted to the recharge webpage | Approved recharge rates by unit posted to recharge page. | This is just an FYI. |
| June 30 | People & Culture | Mandatory Online Compliance Training | Employees are encouraged to check mandatory online training requirements before the end of the fiscal year. While deadlines vary, all required compliance training must be up-to-date by 6/30/20 and to be merit increase eligible. This includes UC Sexual Violence and Sexual Harassment Prevention, Cyber Security, and UC Ethical Values and Conduct training. | Log in to the UC Learning Center and click on "Required Training" on the dashboard. |
| July 2 | Controller's Office | RA submission of C&G Deficit Clearing waiver requests | Research Administrators (RAs) or other BFS departmental users should submit FY20 Contracts & Grants Deficit Clearing Waiver Request Forms, for a waiver of deficit clearing on open awards, via the RA Grants WorkCenter no later than Thursday, July 2. | More information on submitting: https://controller.berkeley.edu/cga/deficit-clearing-process |
| July 6 | Controller's Office | Review and post Initiating Online Intercampus Financial Journals | Initiating Intercampus Financial Journals posted after July 6 must be reversed from the June ledger and posted to July. | Follow instructions on Controller's webpage: https://controller.berkeley.edu/accounting-and-controls/reconciliation/about-intercampus-financial-transactions#preparation. |
| July 6 | Financial Planning & Analysis | Recharge units process and approve Online Recharge Financial Journals | Recharge units should process and approve all June online recharge entries by July 6. No recharge transaction for June should be posted after July 6. If your department receives recharges posted after July 6, contact the unit responsible for the posting to request reversal and posting in the next fiscal year. | These are transacted in BFS. https://controller.berkeley.edu/accounting-and-controls/reconciliation/about-intercampus-financial-transactions |
| July 8 | Controller's Office | Approve Deficit Clearing Waiver for C&G funds due (by DFL) | The deadline for Divisional Finance Leaders (DFLs) to approve waiver requests in BFS. | More information on submitting: https://controller.berkeley.edu/cga/deficit-clearing-process |
| July 15 | Financial Planning & Analysis | Submit chartstring for deficit clearing to FP&A | Send the FP&A team a chartstring because if there are deficits that cannot be cleared by the automated process, we will use the chartstring (DeptId and Fund) to manually clear any remaining deficits. | Submit via email to centralresourcemanagement@berkeley.edu. |
| August 28 | Controller's Office | Fiscal Close Certification Letter - due back | Campus senior management (Vice Chancellors, Vice Provosts, and Deans) and their Division Finance Leaders are required to complete a Fiscal Close Certification Letter annually. | Submit signed paper copy to Financial Accounting & Controls 2195 Hearst Avenue, Room 130 MC 1102 Berkeley, CA 94720-1102 Telephone (510) 642-0031 Fax (510) 643-7628 |