Upcoming Deadlines at a Glance
- Monday, 4/18 - Submit completed and approved org tree change requests
- Friday, 4/29 - Perform Quarterly Controls - Financial Reporting Review and System Access Review
- Friday, 4/29 - Queue commitments for Q4 requests
Budget process update
We will provide an update on the budget process at the DFL meeting on Thursday, April 14. Invitations to the meeting were sent to DFLs and CAOs. If you have any questions, please contact the VCF Immediate Office at firstname.lastname@example.org.
Form A coming soon
We are currently in the process of producing the Form A template and are planning to release it next week along with the timeline for completing the template.
The CalPlanning tools CalPlan and HCP will be unavailable for edits starting at 7:00 pm on Friday, April 15 until mid-May while we make updates to the system. While the planning tools are down we’ll actualize the Forecast, update central transfers for FY22 and FY23, and implement DeptID inactivation and CF1 changes. We will also load updated UCPath HCM data for planners to review and selectively copy to HCP. The CalRptg and HCPRptg reporting applications will continue to be available to run reports and Smart View queries.
Submit completed and approved org tree change requests by Monday, April 18
If you would like to submit changes to the Org Tree, please submit your completed, Budget and Financial Operations (BFO) Committee approved request by Monday, April 18. As a reminder, the submission date is the last day that approved change requests can be submitted for entry to the March Master Org Tree. Allowable changes through May 31 include New DeptIDs, New Org Nodes, and Description Changes. The Org Tree will be closed to all changes from May 31 through fiscal close. We recommend that you submit your change request form for review as soon as possible to allow time for the BFO 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 deadline. 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 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 29
Please complete and submit the financial reporting and system access reviews by Friday, April 29. Please visit the Division Key Controls page for instructions and more information. Note the GL Summary Report is now broken out in three tabs: Current Funds Excluding Contracts & Grants, Contracts & Grants, and Agency Funds. 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 Q4 requests by Friday, April 29
Please complete the applicable form (linked below) to queue commitments by Friday, April 29 for commitments to be funded in the fourth quarter of FY2021-22. Please note that the following commitments do not need to be queued: Budget Decisions; EVCP TAS; Star Awards; Bear Grants; Productivity Suite withdrawals and now endowment payouts for rotating chairs. Commitments are processed on a quarterly basis.
Please note that while 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 the 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.
- New this year: Please provide screenshots of UCPath entries for ASMD leave begin dates and ASMD end dates when you queue ASMD funding through the faculty queue.
Uber vouchers are available for business transportation
The Berkeley Card Program now offers departments the ability to request Uber vouchers for business ground transportation. This service enables departments to directly pay for ground transportation for students, staff, faculty, and hosted guests of UC Berkeley who are traveling on approved UC Berkeley business. This means that travelers do not have to submit reimbursement requests for those expenses. Uber vouchers can be issued for both individuals and groups and can be limited to a certain date range or geographic area, allowing departments to carefully control their usage. To learn more about the Uber voucher program or to order vouchers visit the Uber Vouchers page.
New travel resources for booking group travel and sustainable travel
We have updated the travel site to include new traveler resources for group travel and sustainable travel. We’re very happy to be able to provide group travel support services, which is one of the most frequently requested services from our campus customers. If you need to book business travel for a group, review the booking group travel page. If you are interested in learning more about strategies for reducing your carbon footprint when making decisions on traveling for business and how to adopt sustainable travel practices visit the sustainable travel page. If you have any questions about this information, please contact firstname.lastname@example.org.
CalPlanning February Actuals available
The FY22 Forecast Working version has been updated with February Actuals. The CalPlanning tools are now in sync with the master org tree as of Saturday, March 12 to include all new DeptIDs, Org Node, and DeptID moves between divisions as well as description changes. As a reminder, the FY2022-23 Operating Budget has been seeded with preliminary numbers to assist with planning activities and is subject to change when the budget cycle officially launches. Please check the CalPlanning website for updates. If you have questions, please contact the Help Desk at email@example.com.
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 June 2021. Visit the CalPlanning Training page 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. Request office hours 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.
Cal Answers Training
Please review the self-service learning resources on the Cal Answers website, where Cal Answers users will find a complete course in basic navigation as well as short videos, job aids, wiki documentation, and a list of Frequently Asked Questions. Additionally, the two-hour instructor-led classes build on the basic navigation skills covered in the self-study. There are separate courses focusing on financial dashboards and student data dashboards. In the class, a subject matter expert will guide a deep dive into the reports and data available in the dashboards and answer specific 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.
DFL Weekly Updates Page
As a reminder, these updates are regularly posted to the DFL Weekly Updates page so you can reference past updates at any time. Additionally, the Operational Deadlines page provides an overview of deliverables by quarter.
Office of the Vice Chancellor of Finance