Upcoming deadlines at a glance
Friday, 4/2 - Submit completed templates for the Department of Finance reporting (today)
Friday, 4/16 - Submit completed and approved org tree request forms
Friday, 4/30 - Complete Q3 Key Controls
Friday, 4/30 - Queue commitments for Q3
FY22 budget process update
The working group examining alternative methodologies for distributing the $65M cost recovery assessment began work this week. Based on the feedback received from campus leadership, an additional two weeks have been provided for the working group to complete its work. Recommendations are due on May 7, after which they will be shared with campus leadership for their input. The campus budget process will proceed thereafter. No official dates for the process have been established at this time.
CalPlanning is available with UCPath HCM data
CalPlan and HCP are available for planning the FY2020-21 Forecast Working version. Please review the March release notes for details about this update. This includes a simplified way that Pooled Positions and Fee Remission are planned in HCP and updated UCPath HCM data for planners to review and selectively copy to HCP. We will open FY22 Operating Budget at a later date. Due to the continued uncertainty regarding COVID-19 and other budget assumptions, the FY22 Operating Budget is currently blank and uneditable. We plan to pre-populate the FY22 Operating Budget with the Final version of the FY21 Operating Budget along with updated Campus Commitments when we open the FY22 budget.
Submit completed templates for the Department of Finance reporting by Friday, April 2 (today)
The deadline to submit completed templates for the Department of Finance reporting is Friday, April 2. Please submit your completed template to the FP&A team by emailing the template to DFL Concierge (email@example.com) with the subject "COVID-19 Cost Impact" and your division name. Please note that the completed template for each division should be submitted by the Divisional Finance Leaders and Chief Administrative Officers at the divisional (L3) level. Please remember to use the DOF template you revised last month. Visit the CFO website for frequently asked questions and more information on costs related to COVID-19 and completing the Department of Finance template. Contact firstname.lastname@example.org with questions.
Submit completed and approved org tree change requests by Friday, April 16
If you would like to submit changes to the Org Tree, please submit your completed, FP&A approved request by Friday, April 16. As a reminder, the submission date is the last day that approved change requests can be submitted for entry to the April Master Org Tree. We recommend that you submit your change request form for review as soon as possible to allow time for the Financial Planning & Analysis team to review your request, follow-up with you for any necessary clarification, approve your request, and allow you time to obtain all required signatures before the submission date of April 16. The time needed to review change requests will vary, depending on the complexity of the request. For more information:
A high-level summary of the process to approve org tree changes is available on the DFL concierge webpage.
An overview of the org tree change submission deadlines is available in the Org Tree Submission and Processing Timeline. Please keep in mind the last opportunity to process Org Node and DeptID movements was in November. Org Node and DeptID movements will not resume until after fiscal close; however, you may submit requests for movements at any time for review and approval. Please review the Org Tree Calendar for the timeline of allowable org tree changes throughout the year.
Please submit questions and requests for changes to the Org Tree to email@example.com.
Note: If you plan to request an Org Node change or Entity Hierarchy redesign, please contact firstname.lastname@example.org and explain what you would like to change before completing the request form because these changes are typically more complex and involve longer consultations.
Complete Q3 Key Controls by Friday, April 30
Please complete and submit the financial reporting and system access reviews by Friday, April 30. Please visit the Controller's website for instructions and more information. Email questions about the financial reporting review controls to the Financial Accounting & Controls team at email@example.com and questions about the system access review controls to the BFS System Access team at firstname.lastname@example.org.
Queue commitments for May Q4 by Friday, April 30
Please complete the applicable form (linked below) to queue commitments by Friday, April 30 for commitments to be funded in May of FY2020-21. Please note that the following commitments do not need to be queued: Budget Decisions; EVCP TAS; Star Awards; Bear Grants; Productivity Suite withdrawals and endowment payouts for rotating chairs. Commitments are processed on a quarterly basis.
Please note that while we're working remotely you must log in through VPN for these forms to work.
Please email email@example.com with questions.
To queue non-faculty commitments, complete the non-faculty commitments form on DFL Knowledge and Resource Portal.
To queue faculty commitments, complete the faculty commitments form on the DFL Knowledge and Resource Portal. Faculty commitments are defined for this purpose as Start-up; Retention; ASMD; and Chancellor's Professorships. Chancellor’s Professorships are those that are offered via start-up or retention in lieu of an actual chair - until one can be found, and are funded by central resources.
Please provide screenshots of UCPath entries for ASMD leave begin dates and ASMD end dates when you queue ASMD funding through the faculty queue.
Updates to Direct Bill system coming soon
The travel team is working on updating the Direct Bill system. There are two key changes in this update in addition to a cleaner look and feel with better online help resources. First, we’ll require the person setting up the Direct Bill ID to choose a preferred approver and that approver will receive an email informing them that the Direct Bill ID has been generated and that it will be used to bill airfare directly to the university and to a specific chartstring. As long as the travel was authorized and the chartstring is appropriate, then no action is required on the part of the approver, the email is simply a notification. Second, when booking the Direct Bill ID, the system will ask "Is Berkeley the travel destination?" so that booking travel to UC Berkeley will be easier. We’re hoping to make the changes live in May, so keep an eye out for the official roll-out communications. In the interim, if you have any questions, please contact the travel team at firstname.lastname@example.org.
CalPlanning and Smart View Training
Do you need to learn or enhance your skills in CalPlanning or Smart View? Training classes are available through the end of March 2021. Visit the training page of the CalPlanning website to learn more and sign up. Our new blended learning model combines self-study work that you can do at your own pace with instructor-led group learning sessions where you can apply the material covered in the self-study.
Office Hours for CalPlanning and Smart View
Office hours are available so that you can ask specific questions about CalPlanning and Smart View. Sign up for a session and indicate the topic for which you are requesting support. Office hours are an opportunity to get individual support for a specific challenge your unit is facing; they are not a replacement for training.
Ladder Faculty Composite Benefit Rates (CBR) and UC Retirement Plan (UCRP) interest funding adjustments
Ladder Faculty funding was adjusted in both the Permbudg and in Actual to account for changes in CBR and UCRP interest in FY21 compared to FY20. The following journals were recently posted:
CBR adjustments Permbudg: ZACAM184P
CBR adjustments Actuals: ZACAM483F
UCRP interest adjustments Permbudg: ZACAM185P
UCRP interest adjustments Actuals: ZACAM484F
Please email email@example.com with questions.
Changes to the DFL in your division?
If the DFL role in your division is changing, email firstname.lastname@example.org to ensure our website, communications, and training plans are updated.
As a reminder, these updates are regularly posted to the DFL webpage so you can reference past updates at any time.
Office of the Vice Chancellor of Finance