Overview
This page outlines the deadlines and deliverables for the FY2023-24 budget process.
Please note that if you have questions about the budget process contact your Divisional Finance Leader or the Financial Planning & Analysis team at dfl_concierge@berkeley.edu.
FY2023-24 deliverables
Complete Form A by Friday, April 28
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 FY2022-23 Forecast and FY2023-24 Operating Budget.
Email the division’s completed Form A to the Financial Planning & Analysis team at dfl_concierge@berkeley.edu by Friday, April 28.
Strategic Priorities template due Wednesday, May 31
The Strategic Priorities 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.
Complete the Strategic Priorities template by Wednesday, May 31, add it to the Strategic Priorities folder within your Divisional Folder, and email the Financial Planning & Analysis at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Strategic Priorities template
FY24 Request for Central Resources template due Wednesday, May 31
A $10M Critical Priorities Fund has been established to make resource allocations during the budget process. This template should be used to make requests from this funding pool. Due to the amount of the fund, only the most compelling needs will be considered. The colleges and schools may use this template to request additional EVCP Temporary Academic Support (TAS) funding, which has its own separate funding pool of $3M. Allocations from these funding pools will only be available on a one-time basis.
Complete the Central Resources Request template by Wednesday, May 31, add it to the Central Resources Request folder within your Divisional Folder, and email the Financial Planning & Analysis at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Request for Central Resources template
Budgets and budget template due in CalPlan by Wednesday, May 31
The completed FY23 Forecast, FY24 operating budget, and FY23-FY26 multi-year template are due in CalPlan on Wednesday, May 31 by 7 pm. This year, the multi-year budget template is included in CalPlan. This is a high-level summary of the division’s budget plan. It includes actual results from FY2021-22 and projections from FY2022-23 through FY2025-26. Organized as a SRECNA (this stands for Statement of Revenue, Expenses, and Changes in Net Assets), this template will serve as the primary means by which the overall financial performance of your division will be examined in relation to your strategies to fund critical priorities and manage other impacts to your budget.
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 FY23 Forecast and FY24 Operating Budget Planner Submission available for reporting.
Reserves template due in CalPlan by Wednesday, May 31
Complete the "Use of Reserves" template. Itemize your planned use of reserves for FY24, FY25, and FY26 for strategic initiatives (e.g. capital projects, revenue-generating activities, etc.) only. This template is now part of the multi-year budget template in CalPlan and should be submitted in CalPlan.