Upcoming deadlines at a glance
- Friday, 12/18 - Ensure schedulers check fall CSIR data (today)
- Friday, 12/18 - Validate your chartstring for FY2020-21 Productivity Suite assessment (today)
- Thursday, 1/7 - Submit DOF template
- Friday, 1/8 - Report year-end gift recording and receipting
- Friday, 1/8 - Submit Self-Supporting Graduate Professional Degree Program (SSGPDP) fee proposals
- Friday, 1/15 - Submit DeptIDs for inactivation and CF1 changes
- Friday, 1/20 - Submit completed and approved org tree change requests
- Friday, 1/22 - Submit recharge self-certification form
- Friday, 1/22 - Submit Summer 2021 Course Materials & Services Fee exception requests
- Friday, 1/29 - Submit proposals for 2021-22 Course Materials & Services Fee requests
- Friday, 2/26 - Reserve Analysis templates will be available 1/15 and are due 2/26
Budget process update
FY21 Operating Budget is now finalized with the Final version available for reporting. The CalPlanning planning tools (CalPlan, HCP) are currently closed as we prepare to open FY21 Forecast in January. Due to the extended FY21 budget process, we will not ask planners to complete Q1 or Q2 variance reports nor complete a Q2 flash forecast. We plan to open FY22 Operating Budget with the budget call in the spring.
Ensure schedulers check fall CSIR data by Friday, December 18
Friday, December 18 is the last day schedulers can make changes to their Class Schedule and Instructor Record (CSIR) data for the fall 2020 semester and have data reflected in Cal Answers. Please ensure your schedulers have made all corrections in Student Information Systems (SIS) by then. We recommend that throughout the year, you ask your department schedulers to review their CSIR data in SIS and Cal Answers as it becomes available, in order to ensure that it is as accurate as possible. This data is used by the UC Office of the President and the State Legislature, as well as internally for space and instructional planning, the Faculty FTE Call, and TAS allocations. If your schedulers need guidance on how to best enter the data, please have them contact Office of Planning & Analysis Research Analyst Kira Blaisdell-Sloan or Beatriz Brando with questions at email@example.com.
Validate your chartstring for FY2020-21 Productivity Suite assessment by Friday, December 18
IST will process the FY2020-21 Productivity Suite assessment earlier in the fiscal year and prior to the annual campus budget submission. By Friday, December 18, please validate the chartstring to be debited for your division by reviewing the "PS Funding Model" tab in the linked excel file to find your division’s chartstring used in the prior fiscal year. Whether you require an update or keep the same chartstring used last year, please email firstname.lastname@example.org with your division name and confirmed DeptID and Fund by Friday, December 18. If we don’t hear back from you by the deadline, your division will be assessed on the same chartstring used last year. Please direct questions to email@example.com and visit the VC Finance website for more information.
Submit Department of Finance template on Thursday, January 7
The next Department of Finance template is due to the Financial Planning & Analysis team by Thursday, January 7. Please submit your completed template to the DFL Concierge email (firstname.lastname@example.org) with the subject "COVID-19 Cost Impact" and your division name. Please continue to update the template you submitted 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. If you don't see an answer to your question in the FAQs, please submit your question to email@example.com.
Report year-end gift recording and receipting by Friday, January 8
The deadline for gifts to be received in the Gift Services office to be counted for the calendar year 2020 is Friday, January 8, 2021. Information and instructions are available on this linked flyer or on Berkeley’s advancement intranet Eureka; to review it log into Eureka and visit the Calendar Year End page. The key changes due to Shelter-in-Place conditions include:
Campus units may not hand deliver gifts to Gift Services due to building closures.
Ask donors to mail gifts directly to Gift Services at 1995 University Ave, Ste 400, Berkeley, CA 94704.
Gifts received in campus offices should be sent to Gift Services at the above address by USPS or Loomis armored service only. Please do not use Campus Mail Services.
Do not accept credit card information by phone with the intent to transmit to Gift Services for charging. Ask donors to call Gift Services directly at 510.643.9789 to give by phone.
Please contact Gift Services with questions at (510) 643-9789 or firstname.lastname@example.org.
Submit Self-Supporting Graduate Professional Degree Program (SSGPDP) fee proposals for 2021-22 by Friday, January 8
UCOP has released the call for SSGPDP fee proposals for the 2021-22 academic year. All new and existing approved SSGPDPs are required to submit an annual fee proposal for review and approval by the President. Proposals are due to the Financial Planning & Analysis team at email@example.com by Friday, January 8. The call for proposals, submission documents, instructions, and guidance are also available on the CFO website. Please direct questions to firstname.lastname@example.org as early as possible prior to the submission deadline.
Submit DeptIDs for inactivation and CF1 changes by Friday, January 15
If you have DeptIDs that you would like inactivated in CalPlan or Chartfield 1 members you would like removed from or added to CalPlan and HCP, please submit requests by 5 pm on Friday, January 15. For DeptIDs, please complete the DeptID Planned Inactivation Form. For Chartfield 1 members, please submit a simple list in excel in the format “C1_xxxxxx”. The changes will be implemented in CalPlan and HCP as part of the February CalPlanning release. Please email completed forms to email@example.com by 5 pm on Friday, January 15, and include “DeptID/Chart1 Inactivation” as the subject line.
Submit completed and approved org tree change requests by Friday, January 20
If you would like to submit changes to the Org Tree, please submit your completed, FP&A approved request by January 20. As a reminder, the submission date is the last day that approved change requests can be submitted for entry to the January 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 January 20. 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 org tree is closed for all Org Node and DeptID movements after November. Org Node and DeptID movements will not resume until after fiscal close. 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 firstname.lastname@example.org.
Note: If you plan to request an Org Node change or Entity Hierarchy redesign, please contact email@example.com and explain what you would like to change before completing the request form because these changes are typically more complex and involve longer consultations.
Submit recharge self-certification form by Friday, January 22
VC Finance is integrating recharge activities into the broader FY2021-22 budget process. In an effort to improve our recharge certification process we have made a few revisions and enhancements to the recharge self-certification form located in the form and template section of the recharge website.
Please complete a recharge self-certification form if:
You support a recharge unit and your unit charges Contract & Grants.
Your unit does not charge Contract & Grants but plans for recharge income greater than $500,000/year.
Submit your completed recharge self-certification forms to Hervé Bruckert, Campus Finance Lead - Recharge and CBR, at firstname.lastname@example.org by Friday, January 22, 2021. More information is available in the recharge section of the CFO website. In order to support you as you complete your forms, we scheduled two recharge workshops. Please follow the links below to register for a session.
Submit Summer 2021 Course Materials and Services Fee exception requests by Friday, January 22
Due to the recent announcement that instruction will continue to be remote in Summer 2021, Course Materials & Services Fees will not be assessed for Summer Session courses. Exceptions may be requested for courses that can demonstrate that fee-funded materials and services (a) are necessary for the provision of course instruction, and (b) provide value to students commensurate with the fee rate. To request an exception complete the Summer 2021 Course Materials & Services Fee Exception Request form and submit it by Friday, January 22 for review by the CMSF Committee.
New this cycle: Courses with approved exceptions from Summer 2020, Fall 2020, or Spring 2021 do not need to submit a new exception request, unless there is a substantial change to the method of instruction or the proposed fee rate. Contact email@example.com with any questions.
Submit proposals for FY2021-22 Course Materials & Services Fees by Friday, January 29
The Course Materials & Services Fee (CMSF) Committee has released its call for proposals for FY2021-22. The proposal form to establish a new CMSF or to increase an existing CMSF, relevant campus policy, and guidance on completing the form, is available on the CFO website. Completed proposals are due to firstname.lastname@example.org by Friday, January 29. Final recommendations and approvals will be made in the spring. Please share this call widely with department leaders in your units. Contact email@example.com with any questions.
Reserve Analysis templates will be available January 15 and due February 26
Similar to last year and based on your feedback, the reserve analysis process is planned so that it will not coincide with the budget process and will still provide you with sufficient time to work with your Department Managers to review your balances. The information you provide as part of the reserve analysis process is extremely helpful in providing transparency into campus' reserve balances and allows us to better frame how we can enable their use for investment in our highest priorities. It is particularly important in helping us develop mitigation strategies during the COVID-19 pandemic. We will continue to partner with you to gather reserve analysis data and hope to continue this in early fall going forward. Now that the FY21 Budget process is completed, we are able to provide you with specific dates.
We plan to place your division's reserve analysis templates in your division folder on January 15, in a folder called "Reserve Analysis Template" under the FY2021-22 Budget Process folder. We’ll also include a copy of your completed template from last year. We will schedule two reserve analysis information sessions and provide office hours every other week after the templates are ready so you’ll have a chance to ask questions. Your completed reserve analysis template will be due to the Financial Planning & Analysis team at firstname.lastname@example.org on February 26.
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 February 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.
Postponed: Payout for endowed chairs held centrally continues to be delayed
Payout for endowed chairs will continue to be delayed until we receive the files of the incumbent chairholders. We anticipate that we’ll receive the files in time to post funding in January after December closes in the ledger. We will allocate the funding to the divisional allocation DeptID of the chairholder's home division when necessary information is received. As we mentioned earlier, the Divisional Finance Leader (DFL) no longer needs to provide a budget to the CFO’s Office or queue the commitment for disbursal. DFLs will be responsible for the budget and funding processes for these chairs in the same way they are responsible for their own divisional and departmentally held endowed chairs. For those chairs appointed later in the year, please provide the appointment letter through the DFL concierge email email@example.com with a request for funding.
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.
Because of the winter holidays and curtailment, we will not send another DFL weekly email out until January 8. Please have a safe and happy holiday break.
Office of the Vice Chancellor of Finance