Divisional Finance Leaders,
Please read below for the Office of VC Finance’s updates for the week ending today, July 27. Please continue to share the relevant information from these weekly updates (and the updates from the monthly DFL Forums) with the financial analysts in your division.
We’ll email Q4 2017-18 variance reports to you and your Dean/Vice Chancellor on August 8, 2018. If your division has a variance to explain, please complete Report 3A: Division-Level (L3) SRECNA Variance Explanation - Current Funds Excluding Contracts & Grants and Report 3B - Division-Level (L3) SRECNA Variance Explanation for Contracts & Grants and return them to Director of Financial Reporting & Analysis Heidi Hallett at email@example.com as soon as possible, but no later than 5pm on August 22nd. The variances for the fourth quarter will be against Q3 Forecast submission.
This week UCOP released the call for PDST proposals for the 2019-20 academic year. The call for proposals, submission documents, and instructions are available on google drive. Please direct questions to Hugh Graham, Campus Finance Lead - Student Fees at firstname.lastname@example.org.
To allow time for internal campus review, please abide by the following submission deadlines:
New programs: Submit draft materials for new programs to email@example.com by Friday, September 28, 2018.
Existing programs: Submit draft materials for existing programs to firstname.lastname@example.org by Friday, October 19, 2018.
Reminders - upcoming operational work deadlines
For an overall view of the annual VC Finance operational deadlines, review our timeline.
Strategic Project Updates
Cal Answers Financials Multi-Year Reporting is now available
We’re pleased to announce that we’ve released five new Cal Answers dashboards this week. This includes the Multi-Year Reporting and Payroll dashboards. The Multi-Year Reporting dashboard allows you to report on financial data across multiple fiscal years. The Payroll dashboard includes Payroll Expense Detail and Leave Accrual information from the Payroll and Personnel System (PPS) and replaces the existing BAIRS payroll reports. Other dashboards in this release include IST Billing, IST Phone Usage, and Chartfield Lookup. Contact the project team with questions at email@example.com.
Sign up for Cal Answers Financials Basic Navigation training
We’re hosting a series of classes on Cal Answers Financials basic navigation, which will provide an overview on how to navigate the General Ledger subject areas to access, format and print your data tables. Sign up on the Cal Answers website to attend one of the upcoming two and half hour, hands-on classes. Classes will be held in University Hall, room 28. Please contact firstname.lastname@example.org with questions.
As a reminder, every week these updates are posted to the DFL webpage so you can reference past updates at any time.
Office of the Vice Chancellor of Finance