Overview
This page outlines the deadlines and deliverables for the FY2024-25 budget process.
Please note that if you have questions about the budget process contact your Divisional Finance Leader or the Financial Planning & Analysis team at dfl_concierge@berkeley.edu.
FY2024-25 deliverables
Complete Form A by Friday, March 15
Form A is only required for divisions with ladder-rank faculty. An email with the template and instructions was sent to the divisions that need to complete the form.
The purpose of Form A is to document the resource side (71xxx transfer) of the anticipated net change in permanently budgeted state-funded (19900) faculty for a division’s FY2023-24 Forecast and FY2024-25 Operating Budget.
Submission instructions
Upload your completed Form A in your Divisional Folders by Friday, March 15. Once you have uploaded your division’s completed Form A, please email the Financial Planning and Analysis team at dfl_concierge@berkeley.edu to let them know you completed it.
Strategic Priorities template due Friday, April 26
For the budget meetings, in addition to understanding the financial performance of your division, we will use this time to discuss your organizational strategy and key strategic priorities for the next three years. To that end, we will ask you to complete a new Organizational Strategic Plan template. This template will allow divisions to summarize their organizational strategy, why they have prioritized their selected priorities within the context of our financially constrained environment, and opportunities to solve challenges by doing less.
Submission instructions
Complete the Strategic Priorities template by Friday, April 26, add it to the Strategic Priorities folder within your Divisional Folder, and email the Financial Planning & Analysis team at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Strategic Priorities template.
FY25 Request for Central Resources template due Friday, April 26
A $5M Critical Priorities Fund has been established to make resource allocations during the budget process. This template should be used to make requests from this funding pool. Due to the amount of the fund, only the most compelling needs will be considered.
Submission instructions
Complete the Central Resources Request template by Friday, April 26, add it to the Central Resources Request folder within your Divisional Folder, and email the Financial Planning & Analysis at dfl_concierge@berkeley.edu to indicate it is complete.
Download the Request for Central Resources template.
Budgets and budget template due in CalPlan by Friday, April 26
The completed FY24 Forecast, FY25 operating budget, and FY24-FY27 multi-year template are due in CalPlan on Friday, April 26 by 7 pm. This is a high-level summary of the division’s budget plan. It includes actual results from FY2022-23 and projections from FY2023-24 through FY2026-27. Organized as a SRECNA (this stands for Statement of Revenue, Expenses, and Changes in Net Assets), this template will serve as the primary means by which the overall financial performance of your division will be examined in relation to your strategies to fund critical priorities and manage other impacts to your budget.
The CalPlanning planning tools (CalPlan, HCP, and multi-year budget template) will close after the deadline so that the Financial Planning & Analysis team can review the budget submissions. The CalPlanning reporting tools (CalRptg, HCPRptg, Smart View) will remain available, with the FY24 Forecast and FY25 Operating Budget Planner Submission available for reporting.
Reserves template due in CalPlan by Friday, April 26
Complete the "Use of Reserves" template. Itemize your planned use of reserves for FY25, FY26, and FY27 for strategic initiatives (e.g., capital projects, revenue-generating activities, etc.) only. This template is now part of the multi-year budget template in CalPlan and should be submitted in CalPlan.