Overview
This page outlines the deadlines and deliverables for the FY2025-26 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.
FY2025-26 deliverables
Complete Form A by Monday, March 24
Form A is only required for divisions with ladder-rank faculty. An email with the template and instructions was uploaded to your division folder on Monday, February 10.
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 FY2024-25 Forecast and FY2025-26 Operating Budget.
Submission instructions
Upload your completed Form A in your Divisional Folders by Monday, March 24. Once you have uploaded your division’s completed Form A, please email the Financial Planning and Analysis team at dfl_concierge@berkeley.edu to let them know you completed it.
Strategic Priorities template due Friday, May 2
For the budget meetings, in addition to understanding the financial performance of your division, we will use this time to discuss your organizational strategy and key strategic priorities for the next three years. To that end, we will ask you to complete a new Organizational Strategic Plan template. This template will allow divisions to summarize their organizational strategy, why they have prioritized their selected priorities within the context of our financially constrained environment, and opportunities to solve challenges by doing less.
Submission instructions
Complete the Strategic Priorities template by Friday, May 2, add it to the FY26 Budget Narrative Templates subfolder within your Divisional Folder, and email the Financial Planning & Analysis team at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Strategic Priorities template.
FY2025-26 Request for Central Resources template due Friday, May 2
A $5M 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.
Submission instructions
Complete the Central Resources Request template by Friday, May 2, and upload it to the FY26 Budget Narrative Templates subfolder within your Divisional Folder, and email the Financial Planning & Analysis team at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Request for Central Resources template.
FY 2025-26 Expense Growth Cap Exception Form due Friday, May 2
Recognizing that some divisions may have a compelling need to spend beyond their targets, we are allowing divisions to request exceptions to the cap under certain circumstances. If you have exceeded your expense growth cap in Cal Planning, please complete the Expense Growth Cap Exception Form. Divisions will be expected to make a strong business case, based on priorities and needs, to secure an exception.
Submission instructions
Complete the exception request form by Friday, May 2, and upload it to the FY26 Budget Narrative Templates subfolder within your Divisional Folder, and email the Financial Planning & Analysis team at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Expense Growth Cap Exception Form.
Budgets and budget template due in CalPlan by Friday, May 2
The completed FY25 Forecast, and the FY2026-2028 multi-year budget template are due in CalPlan on Friday, May 2 by 7 pm. This is a high-level summary of the division’s budget plan. It includes actual results for FY2022-23 and FY2023-24 and projections from FY2024-25 through FY2027-28.
Organized as an SRECNA (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, and multi-year budget template) 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 FY25 Forecast and FY26 Operating Budget Planner Submission available for reporting.
Reserves template due in CalPlan by Friday, May 2
Complete the "Use of Reserves" template. Itemize your planned use of reserves for FY26, FY27, and FY28. The Use of Reserves Template should be used to share what capital projects (non-centrally funded) and other strategic purposes you plan on using reserves for. This template is part of the multi-year budget template in CalPlan and should be submitted in CalPlan.