Upcoming Deadlines
- Friday, 1/23/2026 - Submit self-certification recharge forms - Today
- Wednesday, 1/28/2026 - Complete Q2 Key Controls
- Monday, 2/9/2026 - Complete Reserve Analysis templates
- Friday, 2/20/2026 - Submit Course Materials & Services Fee (CMSF) proposals
- Friday, 2/20/2026 - 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, which will be updated regularly as new information becomes available.
Action Items
Submit self-certification recharge forms for the FY27 recharge budget process by Friday, January 23
Divisions will need to submit a recharge self-certification form if they support a recharge unit that charges Contracts and Grants, or if the unit plans for recharge income greater than $500,000 a year. The self-certification form is posted on the Recharge page of the CFO website. Self-certification recharge forms are due on Friday, January 23.
Complete Q2 Key Controls by Wednesday, January 28
Complete and submit both the Financial Reporting Review and System Access Review by the end of the day on Wednesday, January 28. Please visit the Division Key Controls page for instructions and more information. Email questions regarding financial reporting review controls to the Financial Accounting and Controls team at gao@berkeley.edu. For questions about system access review controls, contact the BFS Security team at secbfs@berkeley.edu.
Complete Reserve Analysis templates by Monday, February 9
The FY26 Reserve Analysis templates are now available in the divisional folders. To assist divisions with this annual exercise, please review the FY2026-27 Reserve Analysis guidelines located on the Reserve Analysis website. Completed templates are due back to the budget office on February 9, 2026. The Budget and Operations team is offering office hours on January 30 to answer any questions you might have regarding this exercise. Sign up using the Reserve Analysis Office Hours Sign Up Form.
Submit completed and approved Org Tree change requests by Friday, February 20
To submit an Org Change request, please access the Organizational Tree Change Request Portal. For Org Tree changes to be processed in February, 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 route for all required approvals by the February 20 deadline. Please review the Org Tree Change Request Portal Job Aid for more information on how to get started. Contact dfl_concierge@berkeley.edu with questions.
Submit Course Materials and Services Fee (CMSF) proposals by Friday, February 20
The call for proposals for Course Materials and Services Fees (CMSF) for FY2026-27 has been released. The proposal form to establish a new CMSF or to increase an existing CMSF, relevant campus policies, and guidance on completing the form are available on the Course Materials and Services Fees page. Completed proposals must be submitted to studentfees@berkeley.edu by Friday, February 20. Final recommendations and approvals will be made in the spring. Please share this call widely with department leaders in your units. Contact studentfees@berkeley.edu with any questions.
Informational Updates
Review January’s updated unused airline ticket credits
Please review the January 2026 UC Berkeley Monthly Unused Ticket Report to ensure your unit's travel credits are used before expiration. If an employee has left UC Berkeley, their credits may be eligible for use by other staff. Please contact the UC Travel Center at 310-206-2639 or travel@finance.ucla.edu to learn how to use the applicable credit. Read more in the Unused Airline Ticket Credit Alert (January 2026).
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