Form A is only required for divisions with ladder-rank faculty. An email with the template and instructions was sent to the divisions that need to complete the form.
The purpose of Form A is to document the resource side (71xxx transfer) of the anticipated net change in permanently budgeted state-funded (19900) faculty for a division’s FY 2021-22 Forecast and FY 2022-23 Operating Budget.
Email the division’s completed Form A to the Financial Planning & Analysis team at email@example.com by Tuesday, May 17.
This year, instead of the narrative template, divisions will submit a Strategic Priorities Template. This template outlines the division's key strategic priorities for the next three years and will be used to facilitate the discussion during the budget meetings.
Link: Strategic Priorities Template - download and complete the template.
Complete the Strategic Priorities Template by Friday, May 27, add it to the FY23 Strategic Priorities folder within your divisional folder and email the Financial Planning & Analysis at firstname.lastname@example.org to indicate it is complete.
Your completed FY22 Forecast and FY23 operating budget is due in CalPlan on Friday, June 10 by 7 pm.
The CalPlanning planning tools (CalPlan, HCP) will close after the deadline so that the Financial Planning & Analysis team can review the budget submissions. The CalPlanning reporting tools (CalRptg, HCPRptg, Smart View) will remain available, with the FY22 Forecast and FY23 Operating Budget Planner Submission available for reporting.
Budget Template due Friday, June 10
The Budget Template has been added to the divisional folders. The templates are located in the Budget template folder within each division's FY2022-23 Budget Process folder. The template is called “FY23 Budget template”.
The Budget Template contains two sections to complete: Budget Planning template and Use of Reserves. The first tab outlines the instructions and the two different sections to complete are listed at the bottom of the Excel file in the different tabs. We also added a Central Commitments tab outlining the Campus Support Commitments (non-General Allocation) to see what has been seeded in future years.
Complete the Budget Template (both sections) by Friday, June 10, add the completed template to your divisional folder and email the Financial Planning & Analysis at email@example.com to indicate it is complete.
SAMPLE Budget Template
I. Completing the "Budget Template" sheet
Log into SmartView with CalRptg.
Go to the sheet with the name "Data Pull for Budget Template" (Green colored sheet)
Change the Entity in the POV to your division.
Please do NOT make any other changes to this sheet.
Refresh SmartView data for the selected entity.
Go back to sheet "Budget Template" and work on the budget numbers for FY24 and FY25. Cells highlighted in light blue are the ones you need to edit.
The FY22 Forecast and FY23 Budget data are pulled from CalRptg (Version: Planner Submission for Forecast and Working for Operating Budget. Fund: Current funds Excluding C&G). Divisions will need to update their FY22 Forecast and FY23 Operating Budget in CalPlan first, wait for the system to reflect the changes into CalRptg. Remember to refresh the SmartView data in sheet "Data Pull for Budget Template" when you want to see any changes in the FY22 Forecast and FY23 Operating Budget in the template.
FY24 and FY25 revisions need to be made in columns H and I (in the light blue cells).
Notes: provide brief notes for $ variances over +/- $500K or percentage variances over +/- 5% in the notes section on the budget template.
II. Completing the "Use of Reserves" sheet
Itemize your planned use of reserves for FY23, FY24, and FY25 for strategic initiatives (e.g. capital projects, revenue generating activities, etc.) only.