Upcoming Deadlines
- Friday, 8/15 - Final corrections to class schedule and instructional record data for summer sessions
- Wednesday, 8/20 - Perform Q4 Key Controls
- Friday, 8/22 - Submit completed and approved Org Tree change requests
Federal Updates
Please be aware of two resources regarding the evolving federal policy shifts: the UCOP Federal Updates page and the UC Berkeley Federal Updates page.
Budget Process
CalPlanning Update
Thank you for all your effort to complete and submit your budget materials. The CalPlanning planning tools (CalPlan, HCP) are closed so the Financial Planning and Analysis team can review the budget submissions. CalPlan and HCP will remain unavailable while the Operating Budget is finalized.
Action Items
Final corrections to class schedule and instructional record data for summer sessions due August 15
The Office of Planning and Analysis (OPA) will be reaching out to your department schedulers and managers and asking them to review their class schedule and instructional record data entry for summer sessions. This information must be finalized in Student Information Systems (SIS) by Friday, August 15. Please contact OPA Research Analyst Matthew Betts or Beatriz Brando with questions at opa-csir@berkeley.edu.
Complete Q4 Key Controls by August 20
Please complete and submit both the Financial Reporting Review and System Access Review by the end of the day on Wednesday, August 20. Please visit the Division Key Controls page for instructions and more information. Email questions about the financial reporting review controls to the Financial Accounting and Controls team at gao@berkeley.edu and questions about the system access review controls to the BFS Security team at secbfs@berkeley.edu.
Submit completed and approved org tree change requests by Friday, August 22
We are excited to announce the launch of the Organizational Tree Change Request Portal, a new online tool that reduces administrative burden by streamlining the change request process, automating approval workflows, and replacing paper-based forms. For Org Tree changes to be processed in August, please complete your org change request form in the portal as early as possible to allow time for the org tree change committee to review, and routing for all required approvals by the August 22 deadline. Please see the job aid for more information on how to get started, or contact dfl_concierge@berkeley.edu with questions.
Informational Updates
Cal Answers training
The Cal Answers website hosts self-service learning resources, including a complete course on basic navigation, short videos, job aids, wiki documentation, and a list of frequently asked questions. Enrollment is now open for the two-hour instructor-led class that builds 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 guides a deep dive into the reports and data available in the dashboards and answers specific questions.
CalPlanning and Smart View training
The curriculum uses a blended learning model. Courses begin with self-study using online books divided into chapters supplemented with practice exercises and short videos. Courses culminate with a group session using Zoom in which participants work on case studies in small teams to apply the material covered in the self-study. The self-study materials are available on the website for everyone to use; they can be a helpful resource for those who have already completed the training and are looking for a refresher. Review the CalPlanning training page for schedules, links to enroll, and to access the self-study materials.
Changes to the DFL in your division?
If the DFL role in your division is changing, email fpa@berkeley.edu 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.
Thank you,
Office of the Vice Chancellor of Finance