Upcoming Deadlines
- Friday, 10/23 - Submit completed and approved Org Tree change requests
- Wednesday, 10/28 - Complete Q1 Key Controls
- Friday, 11/6 - Submit your FY2026-27 Q1 Forecast
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Friday, 11/13 - Submit DeptIDs for planned inactivation in CalPlan and CF1 changes
- Friday, 11/13 - Submit DeptIDs for inactivation in BFS
- Friday, 12/4 - Submit queue commitments for Q2 requests
- Friday, 12/4 - Review and submit the BEAR Grant report updates
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Submit completed and approved Org Tree change requests by Friday, October 23
To submit an Org Change request, please access the Organizational Tree Change Request Portal. For Org Tree changes to be processed in October, please complete your org change request form in the portal as early as possible to allow time for the Org Tree Change Committee to review and route for all required approvals. Ideally, requests should be entered into the Org Tree Change Request Portal for review at least two weeks prior to the October 23 deadline. Please review the Org Tree Change Request Portal Job Aid for more information on how to get started. Contact dfl_concierge@berkeley.edu with questions.
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Submit your FY2026-27 Q1 Forecast by Friday, November 6
We have officially kicked off the FY2026-27 Q1 Forecast process this week. The Q1 Forecast will enable us to assess progress toward your FY2026-27 EGM target. All campus divisions are expected to complete the FY2027 Q1 Forecast template and submit it by EOD on Friday, November 6. Once finalized, please send your completed template to the DFL Concierge at dflconcierge@berkeley.edu. The template and instructions are available on the Q1 Forecast webpage. Sign up for an office hour session using the Google Form.
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Submit DeptIDs for planned inactivation in CalPlan and CF1 changes by Friday, November 13
If you have DeptIDs that you would like inactivated in CalPlan or Chartfield1 (CF1) members you would like removed from or added to CalPlan and HCP, please submit requests by the end of the day on Friday, November 13. For DeptIDs, please complete the DeptID Inactivation Form in the Organizational Tree Change Request Portal. For CF1 members, please submit a simple list in Excel in the format “C1_xxxxxx” and indicate if you want to Add or Remove the CF1. The Chart1 changes will be implemented in CalPlan and HCP by the end of December, after the review of the Q1 Forecast is completed. Please email completed forms to dfl_concierge@berkeley.edu and include “Chart1 Updates” as the subject line.
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Submit DeptIDs for inactivation in BFS by Friday, November 13
DeptID inactivation in the Berkeley Financial System (BFS) is an annual process for DeptIDs already planned for inactivation and restricted for planning in CalPlanning, but not cleared in BFS. Follow the instructions on completing the BFS DeptID inactivation process on the Planning DeptID Inactivation webpage and submit the list of DeptIDs to be inactivated in BFS using a simple Excel file created to include columns for DeptID, DeptID Description, L6 Unit Code, and L6 Description. Email the list to dfl_concierge@berkeley.edu and include “DeptID Inactivation in BFS” as the subject line.
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Submit queue commitments for Q2 requests by Friday, December 4
Please complete the commitment queue form by Friday, December 4 for commitments to be funded in the second quarter of FY2026-27. For more information about queueing commitments, which commitments do not need to be queued, and the required documentation, please visit the Commitments page. Please email dfl_concierge@berkeley.edu with questions.
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Review and submit the BEAR grant report updates by Friday, December 4
The Berkeley Excellence Accounts for Research Grants (BEAR Grants) support Berkeley ladder faculty in advancing their research, scholarship, and creative accomplishments. The Budget and Financial Operations team has sent academic divisions the FY2026–27 eligibility list, separation list, and carry-forward balances report for review. Please review and return the documents to BFO by Friday, December 4; appeals must be submitted to APO by Wednesday, December 2. The BEAR Grant fact sheet is available on the BEAR Grant website. For questions about using BEAR funds, contact centralresourcemanagement@berkeley.edu; for eligibility questions, contact appolicy@berkeley.edu.
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New Intersection Detail Reports (IDRs)
New Intersection Detail Reports (IDRs) will be uploaded to the divisional folders by the end of today, Friday, October 16. The new IDRs include the FY2027 Q2 – Q4 Forecast Plan data obtained on October 9. Any changes after this date will not be included in the IDR upload.
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Berkeley International Office (BIO) International Student Service Fee
The International Student Service Fee is charged to international students in F or J status sponsored by UC Berkeley for services provided by BIO, starting in Fall 2026. Central campus is addressing the BIO fee and funding for PhD students, and fee remission for eligible Academic Student Employees and Graduate Student Researchers, for Fall 2026. Until we reach out with further information, please do not make any new awards or adjust current awards for this fee.
More information about this fee is available at the International Student Service Fee webpage. If you have any questions, please contact me at kenmahru@berkeley.edu.
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CalPlanning and Smart View training
The self-study materials for CalPlanning and Smart View are available on the CalPlanning training page and are a helpful resource for those who have already completed the training and are looking for a refresher.
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Changes to the DFL in your division?
If the DFL role in your division is changing, email vcfinance@berkeley.edu to ensure our website, communications, and training plans are updated.
As a reminder, these updates are regularly posted to the DFL Weekly Updates page, allowing you to reference past updates at any time. Additionally, the operational deadlines page provides an overview of deliverables by quarter.
Thank you,
Office of the Vice Chancellor of Finance
| | If you are having difficulty accessing the information in this message, please contact vcfinance@berkeley.edu for assistance. | | | | |
