Budget Process

In the year ahead, Berkeley's Campus Budget Office will continue to evolve and strengthen campus' financial planning and budgeting practices. We will partner with campus units to enhance understanding of our planning tools; utilize simplified financial reports; strengthen the budget processes at central and division levels; clarify authority, responsibility, and accountability; and establish mechanisms to monitor performance. Our future vision is that the entire campus becomes actively engaged in optimizing resources to support our academic goals and tie academic planning to multi-year financial plans and the annual budget.

Budget Process Timeline

budget process high level timeline

Budget Process Toolkit

The Campus Budget Office has created the Budget Process Toolkit to assist with the internal budget process for Divisions. The Toolkit introduces a standardized approach to completing an internal budget and provides the tools needed to manage the process. It includes checklists, sample agendas, high level timelines, best practices, work examples, and templates to assist with leading a successful budget process.
 
The Portfolio Budget Officers are working directly with the Divisional Finance Leaders (this is the CAO or CFO) to introduce this tool to each Division. 
 
If you have any questions about this Toolkit, please contact your Portfolio Budget Officer.

FY 2015 - 16 Budget Process Forms

To access the following FY 2015-16 forms, visit Shared Files on bConnected (CalNet authentication required). Once logged in, choose the "FY16 Budget Process Materials" folder.

  • FY 2015- 16 Budget Guidelines
  • FY 2015- 16 Budget Narrative 
  • Form A: Faculty Permanent Budget Summary
  • Forms C and D (Capital Plan) and Form E (Debt Service Schedule)

Your Portfolio Budget Officer

Portfolio Budget Officers (PBOs) organize and deliver budget processes for campus, Chancellor, EVCP, and VCAF. As the first point of contact for most campus financial professionals' interactions with the Central Budget Office, the Portfolio Team enhances the resources available to enable the best financial management, planning, and analysis for your unit. Access the list of PBOs by unit. 

Your Divisional Financial Leader

Divisional Financial Leaders (DFLs) develop and implement the budget process, advise leadership on key budgetary decisions, and serve as an advocate for the needs and priorities of their division. Access the list of DFLs by unit. 

CalPlanning

For information about CalPlanning training, please visit the CalPlanning training page.

To log into CalPlanning and get the latest CalPlanning news, please visit the CalPlanning home page.

Campus Support: Centrally Managed Funds

This list of centrally managed funds are specific to the 71110 General Allocation and pertains to the FY 2015-16 Budget Process only.