DFL Weekly Update banner for the Office of the Vice Chancellor of Finance, featuring an illustration of UC Berkeley's Sather Tower.

Friday, October 2, 2026

Upcoming Deadlines

Wednesday, 10/7 - Request new Chart1 members to CalPlan/HCP
Friday, 10/23 - Submit completed and approved Org Tree change requests
Wednesday, 10/28 - Complete Q1 Key Controls

Grayscale monthly flip calendar with a square day circle in green. Calendar is placed over a diagonal geometrics design.

Action Items

Request new Chart1 members for CalPlan/HCP by Wednesday, October 7

To have Chart1s added to CalPlan/HCP for planning, submit a Help Desk Ticket by Wednesday, October 7. Requests received will be added to CalPlan/HCP on Tuesday, October 13.

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.

Complete Q1 Key Controls by Wednesday, October 28

Complete and submit both the Financial Reporting Review and System Access Review by the end of the day on Wednesday, October 28. Please visit the Division Key Controls page for instructions and more information. Email questions regarding financial reporting review controls to the Financial Accounting and Controls team at gao@berkeley.edu. For questions about system access review controls, contact the BFS Security team at secbfs@berkeley.edu.

Informational Updates

Launch of FY2026-27 Q1 Forecast Coming Soon

As mentioned in the budget decision letters and the recent DFL meeting, we will be moving towards quarterly forecasts, with the Q1 forecast launching in mid-October. This is an important exercise that will allow you to reassess and enhance financial projections for the year and evaluate how closely they align with the goals established in your original budget. The Q1 forecast will enable us to assess progress toward your FY2026-27 EGM target. As a result, all campus divisions are expected to review and update their forecast. Templates and detailed instructions will be provided in the coming weeks.

DFL peer-to-peer channels

DFL peer-to-peer channels offer timely updates, access to colleagues' knowledge, and opportunities to ask questions, share ideas, and collaborate on relevant topics across campus, helping to stay connected and exchange information.

DFL Slack Channel: A space for quick questions, information discussions, updates, and day-to-day connections.
DFL Google Group: A structured forum for DFLs to share announcements, updates, and questions. Hosted on a bConnected Google Group, it offers a space to exchange files and documents.

The Slack channel and Google Group are segmented by topic area and include a select group of colleagues to keep conversations focused and relevant. Participation is limited to employees who formally serve as DFLs. To join or request access, email Heidi Van Yang at hvanyang@berkeley.edu.

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.

CFO website

Divisional Finance Leaders