Budget process: weekly roundup - May 5

May 5, 2017
Divisional Finance Leaders,

This week's news
Final budget materials and Q3 variance reports due today
By end of business today, be sure to complete your budget, send your final budget submission materials, and return your completed Q3 variance report (delivered via email Thursday, April 20) and forecast submission materials to us at dfl_concierge@berkeley.edu with "Final Budget Submission & Q3 Variance Report" in the subject line. Due to the short turnaround this year between the submission deadline and the start of budget meetings, we are unable to accept any materials after today. 

CalPlanning tools will close at 7pm today
The CalPlanning tools (CalPlanCalRptgHCPHCPRptg, Smart View) will close at 7pm today in sync with the submission deadline for your FY17 Forecast and FY18 Operating Budget. The FY17 Forecast will not open again this fiscal year. Please ensure you have made all entries to your FY17 Forecast and FY18 Operating Budget by 7pm tonight. CalRptgHCPRptg, and Smart View will reopen on Wednesday, May 10 at 7am. At this time, you will be able to view your FY17 Forecast Planner Submission and FY18 Operating Budget Planner Submission. CalPlan and HCP (FY18 Forecast Working) are scheduled to reopen in the first two weeks of July.

Next week's news and beyond
Budget meetings week of May 15
Most Deans, VCs, and DFLs have their budget meetings scheduled with the EVCP and CFO during the week of May 15. Our office will complete your divisional dashboard using your narratives and final budget submissions, and we'll provide the final version to you and your Dean/VC at least 48 hours in advance of your budget meeting. You may send final, critical dashboard edits to us at that time and we will make the changes prior to your meeting.

May DFL Forum canceled
May's DFL Forum is canceled to allow additional time for the campus to complete the annual budget process. 

DFL Concierge web pages
We hope you've been finding the new DFL Concierge of online financial tools to be helpful - cfo.berkeley.edu/dflconcierge. These web pages are a resource directory of the most commonly requested information and financial services from the CFO's Finance Teams. Your feedback and suggestions for improvement are always welcome. Please send your comments and questions to us via email at dfl_concierge@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