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.

FY 2016-17 Budget Process Forms

These forms are currently being developed and will be posted when available. 

  • FY 2016-17 Budget Guidelines
  • FY 2016-17 Budget Narrative 
  • Form A: Faculty Permanent Budget Summary
  • Form B: Supplemental Budget Request Form
  • 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


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