Budget Process: Weekly Roundup - March 30

March 30, 2017
Divisional Finance Leaders,

This week's news

March DFL Forum today
Thanks to everyone who participated in today's DFL Forum. This webpage on the Office of the CFO site contains the agenda and slides we reviewed. 

Next steps on Divisional Budget Dashboards
As a follow-up to today's forum, we'll be sharing the draft Divisional Budget Dashboard with the Deans and VCs in early April. We'll ask them to partner with you to submit the narrative portions of the dashboard to the Office of the CFO by Friday, April 21. Throughout early April, we'll collaborate with the DFL/CAO Communications Workgroup to further refine the dashboard and your continued feedback is welcome during this time as well. Once you have submitted your completed budgets and related materials to the Office of the CFO on Friday, May 5, we'll complete your divisional dashboard over the following week and provide it to you, the EVCP, and your Dean/VC 48 hours in advance of your division's 30-45min Budget Meeting with the EVCP and CFO during mid-May.

IT Productivity Suite assessment - chartstring confirmation
It's time to prepare for the FY2016-17 IT Productivity Suite assessment. By Friday, April 28, please validate the chartstring to be debited for your division. If you do not respond by this date, your division will be assessed on the same chartstring used last year. To validate your chartstring: 
  1. Review the "PS Funding Model" tab in this Excel file to find your division's charge amount and chartstring.
  2. Whether you keep the same chartstring used last year or plan to update it, please email productivitysuite@berkeley.edu with your division name and confirmed DeptID and fund by Friday, April 28
Key reminders:
  • A list of acceptable funds is on the "Available Funds" tab in the above Excel file. 
  • You may not use a contract and grant fund.
  • If you use a non contract and grant restricted fund, please ensure the charge meets the fund restriction terms. 
  • When planning for your division's FY2017-18 assessment, keep in mind the new rate of $127 per head count was seeded in CalPlan. IST communicated this rate via CalMessage on December 5, 2016 with the subject line: "IST Rate Increases Effective July 1, 2017"
Questions, email the team: productivitysuite@berkeley.edu.

Next week's news

Form A and Budget Template via data entry service due next Friday, April 7
If you are submitting a Form A and/or have chosen to take advantage of the data entry service to enter your Budget Template data into CalPlanning, completed materials are due by Friday, April 7. Check out the Budget Template Access job aid for instructions to navigate the Office of the CFO Google Drive and access your Form A and Budget Template. Questions, contact the Budget Template Workgroup via email: budgettemplate@berkeley.edu.

Website hub with timeline and resources
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 and resources, on the Office of the CFO budget process website hub at cfo.berkeley.edu/budgetprocess.

Thank you,
Financial Planning & Analysis Team
Office of the CFO