All News

February 24, 2017

Divisional Finance Leaders,

We appreciate that there are many moving pieces to manage every year during the budget process - you can keep track of all the essentials, including the timeline, on the Office of the CFO budget process website hub at

This week's news

DFL Forum

February 17, 2017

Divisional Finance Leaders,

Thanks again to those of you who attended yesterday's Revenue Generation Info Session, and we look forward to engaging with you next week at Thursday's DFL Forum. We appreciate that there are many moving pieces to manage every year during the budget process - you can keep track of all the essentials, including the timeline, on the Office of the CFO budget process website hub at

February 7, 2017

It's time to begin letting us know if you'd like to use budget templates for your process this year. If you'd like to opt in, by Friday, February 10 please click here to complete the sign-up sheet. There are two tabs on the sheet:

February 6, 2017

The Revenue Plan Template is an Excel workbook of templates to assist Divisional Finance Leaders in determining revenue from new initiatives for FY2017-18. Deans, Vice Chancellors, Divisional Finance Leaders, and Chief Administrative Officers received the template on February 6 via email from AVC-CFO Rosemarie Rae.

February 1, 2017

On February 1, senior campus leaders received their division’s FY2017-18 budget target via email from AVC-CFO Rosemarie Rae and EVCP Carol Christ. As discussed in recent forums, your unit can meet the target either through revenue generating programs or cost saving activities. This target is just the beginning point of our iterative budgeting process, which is a collaborative process that will require careful coordination within our limited time period.

January 26, 2017

The Office of the CFO and the DFLs came together on Wednesday, January 25 for the first Financial Forum of the New Year.

The agenda included:

January 24, 2017

Submit Self-Certification Forms or Request Exemption by February 24

Consistent with the new Recharge Budget Process deployed last year, we are integrating recharge activities into the broader FY2017-18 Campus Budget Process and the term of approved rates, to the extent possible, will be aligned with the fiscal year.

As a follow-up to the EVCP's email on January 20 providing an overview of this year's Budget Process, this is the Strategic Plan template for you to use when developing your one-page strategic plan.

January 23, 2017

On Friday, January 20 Interim EVCP Carol Christ announced that she and AVC-CFO Rosemarie Rae will be hosting small-group budget process meetings with all campus divisions throughout February. Ensure you've completed your division's one-page strategic plan (template) prior to attending.  Read the email announcement.

December 16, 2016

The Office of the CFO and the DFLs came together on Thursday, December 15 for the latest Financial Forum. Suresh Bhat of Haas outlined the great work he and the project team have done on the Finance Competency Framework, Controller Delphine Regalia provided an update on Contracts & Grants and revenue recognition, Jon Bain-Chekal outlined progress on the Finance Reform Listening Tour and AVC-CFO Rosemarie Rae presented the plan for a simplified FY2017-18 Budget Process. Access the slides from the forum and the whitepaper from the Finance Reform Listening Tour below. 

December 8, 2016

CAN Presentation - Institutional Research Surveys at UC Berkeley: Overview of Survey-Based Data Collection and Reporting, and the Challenges We Face  

Improve your survey skills through the experiences of campus survey experts.

November 22, 2016

The Office of the CFO is now offering four of the CalPlanning tool training courses on a quarterly basis for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

  1. Introduction to CalPlanning

  2. CalPlanning Reporting

  3. Smart View Ad Hoc Basics 1

  4. Smart View Ad Hoc Basics 2

November 9, 2016

Super User brown bag lecture: Translating Analysis into Visualizations

November 7, 2016

Funding for the FY17 Staff Appreciation and Recognition program (STAR) has been allocated and $2 million is being distributed to divisions at the end of this month. 

October 27, 2016

CalPlan, the planning tool, will be closed for edits from 6pm on 10/27 to 7am on 10/28 while we update FY17 Forecast Working with the new Composite Benefits Rates (CBR) and General, Automobile, and Employment Liability (GAEL) rate. The reporting tools, CalRptg and HCPRptg (including Smart View), will remain open for reporting purposes.

October 25, 2016

According to the 2014 University of California Undergraduate Experience Survey, ​​88% of undergraduates lived within 2 miles of campus and 84% walk or bike to campus. These numbers are stable from 2011 to 2014. Based on US Census data on areas where undergraduates lived, median rents increased in real dollars from 2011 to 2014. In 2014, students had to live farther from campus to pay the same amount of rent as in 2011.

October 20, 2016

In conjunction with Quarterly Reporting, we are launching a new Quarterly Forecast process to help campus leadership more accurately assess if we're on track to meet our financial goals. The Q1 Forecast submission is due on Tuesday, November 15.

June 10, 2016

What do new undergraduates report on the Survey of New Students regarding their transition into UC Berkeley, and the resources they feel aided their transition?

June 7, 2016

Summerfest is Wednesday, June 15 from 11:30am to 1:30pm on the West Crescent Lawn.

Visit the Campus Budget Office, Cal Answers, and Smart View booths at Summerfest 2016!

June 6, 2016

Cal Answers is now available with student data pulled from the SIS Campus Solutions database. The change in the source of the data should not greatly impact your work; however, there are a few changes Student Data dashboard users should be aware of.

Cal Answers Student Data Dashboards Users

If you use the Cal Answers Student Data dashboards, please review the information below and take the following actions to ensure you're retrieving correct data about your unit.