[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-348553-105":53,"doc-detail-348553-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","uc-berkeley-budget-template-guidelines-and-assumptions-fy2021-22","UC Berkeley Budget Template Guidelines and Assumptions - FY2021-22","","Guidance for the FY2021-22 budget process, outlining key dates, planning assumptions, contextual information, and supporting tools for UC Berkeley divisions. Describes the streamlined workflow, how EVCP budget meetings will assess division plans, and the required submissions for budget deliverables. Includes a detailed timeline, instructions for completing CalPlan and HCP budgets, and template planning assumptions spanning revenue, transfers, compensation, non-compensation expenses, reserves, and capital budget overview.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/uc-berkeley-budget-template-guidelines-and-assumptions-fy2021-22/348553/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/uc-berkeley-budget-template-guidelines-and-assumptions-fy2021-22/348553.png","ImageObject",442,249,{"name":88,"@type":89},"วิน","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the FY2021-22 budget template guidelines document?","Question",{"text":108,"@type":109},"It provides guidance for the FY2021-22 budget process, including key dates, planning assumptions, contextual information, and links to tools and resources.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What are the key steps and systems involved in completing the FY2021-22 operating budget?",{"text":113,"@type":109},"Divisions must complete the FY2021-22 operating budget in HCP and CalPlan, then submit the budget templates and narrative as part of their budget submission.",{"name":115,"@type":106,"acceptedAnswer":116},"Which areas of the budget planning assumptions are covered in the template guidance?",{"text":117,"@type":109},"The guidance includes general assumptions, revenue, operating transfers, compensation and non-compensation expenses, changes in fund balance, and reserves and ending balances.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},348553,1790912306,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":35,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},2336475104736,"https://ap-avatar.wpscdn.com/avatar/22000c4c5e0e5b17e70?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786591360781797222","FY2021-22  \nUC BERKELEY BUDGET TEMPLATE GUIDELINES AND ASSUMPTIONS  \nThis document provides information specific to the FY2021-22 Budget Process templates. It provides guidance to divisions including key dates, planning assumptions, contextual information, and links to helpful tools and resources.  \nTable of Contents  \nI. Overview and Goals 2  \na. Streamlined Process 2  \nb. Changes and Refinements specific to the FY2021-22 Campus Budget Systems 2  \nII. Timeline 3  \nIII. Budget Process Deliverables 4  \nIV. Template Planning Assumptions and Table of Accounts 5  \na. General Assumptions 5  \nb. Revenue 7  \nc. Operating Transfers 9  \nd. Compensation Expenses 11  \ne. Non‐Compensation Expenses 13  \nf. Changes in Fund Balance 15  \ng. Reserves and Ending Balances 16  \nV. Expense Reductions Template Guidance 17  \nVI. Strategic Use of Reserves Template Guidance 17  \nVII. Capital Budget Process Overview 17  \nAppendix I -Budget Assumptions at a Glance 18  \nAppendix II -Budget Considerations 19  \nI. Overview and Goals  \nThe purpose of this document is to provide guidance for the FY2021-22 budget process, including key dates, planning assumptions, contextual information, and links to useful tools and resources.  \na. Streamlined Process  \nThe budget process has been streamlined to support a compressed timeline, facilitate timely decision-making, and minimize extra work. As part of the streamlined process, the EVCP will continue to hold budget meetings with the deansand vice chancellors to assess each division’s financial plan. To support these discussions, the FP&A team has created four brief templates for the divisions to complete. The guidelines that follow outline the high-level planning assumptions that divisions should apply when filling out these templates as well as entering information in CalPlan. They also provide guidance on how to fill out the templates.  \nb. Changes and Refinements specific to the FY2021-22 Campus Budget Systems  \n● CalPlanning February Release notes  \n● CalPlanning March Release notes  \n● CalPlanning June Release notes  \nII. Timeline  \nEach division needs to complete their FY2021-22 Operating Budget in HCP and CalPlan, and submit the budget templates and narrative as part of their budget submission. Divisions should build internal timelines based on the campus deadlines.  \n\n| Time | Milestone | Level | Activity |\n| --- | --- | --- | --- |\n| Week of\u003Cbr>06/21/2021 | Call Letter | Campus | EVCP communicates revised budget assumptions |\n| Week of\u003Cbr>06/21/2021 | Templates and guidelines provided to divisions | Campus | Templates along with detailed guidelines and planning assumptions will be provided to Divisional Finance Leaders (DFLs) to support the budget process. Units will be required to enter their FY2021-22 Operating Budget in CalPlan |\n| 07/07/2021\u003Cbr>–\u003Cbr>07/27/2021 | Office Hours | Campus and\u003Cbr>Division | FP&A will hold office hours at various times each week through July to help address any questions for DFLs related to the budget process. When you sign up to attend, you will receive a bCal invite with the link to the Zoom session. |\n| 08/20/2021 | FY2021-22 Operating Budget Due in CalPlan | Division | Divisions will enter their FY2021-22 Operating Budgets in CalPlan and submit their Templates and Narrative to FP&A for review and submission to the EVCP |\n| 09/09/2021\u003Cbr>–\u003Cbr>09/24/2021 | Budget Meetings | Campus and\u003Cbr>Division | EVCP holds budget meetings with deans and vice chancellors |\n| 10/7/2021\u003Cbr>–\u003Cbr>10/18/2021 | Budget Decision\u003Cbr>Meetings | Campus | Finance Committee holds decision meetings |\n| Week of\u003Cbr>10/25/2021 | Budget Decisions | Campus | Budget decisions communicated to campus via email |\n| Week of\u003Cbr>11/08/2021 | Budget Decisions | Campus | Distribute FY2021-22 Budget Allocation packets to campus |\n\nIII. Budget Process Deliverables  \nIn preparation for the budget meetings with the EVCP, divisions will need to provide the following mandatory submissions.  \n● FY2021-22 Budget in Cal Plan ","cbCaiiAs7GLYbhCi","https://ap.wps.com/l/cbCaiiAs7GLYbhCi","pdf",2350266,19,"English","# I. Overview and Goals\n## a. Streamlined Process\n## b. Changes and Refinements specific to the FY2021-22 Campus Budget Systems\n# II. Timeline\n# III. Budget Process Deliverables\n# IV. Template Planning Assumptions and Table of Accounts\n## a. General Assumptions\n## b. Revenue\n## c. Operating Transfers\n## d. Compensation Expenses\n## e. Non-Compensation Expenses\n## f. Changes in Fund Balance\n## g. Reserves and Ending Balances\n# V. Expense Reductions Template Guidance\n# VI. Strategic Use of Reserves Template Guidance\n# VII. Capital Budget Process Overview\n# Appendix I -Budget Assumptions at a Glance\n# Appendix II -Budget Considerations","[{\"question\":\"What is the purpose of the FY2021-22 budget template guidelines document?\",\"answer\":\"It provides guidance for the FY2021-22 budget process, including key dates, planning assumptions, contextual information, and links to tools and resources.\"},{\"question\":\"What are the key steps and systems involved in completing the FY2021-22 operating budget?\",\"answer\":\"Divisions must complete the FY2021-22 operating budget in HCP and CalPlan, then submit the budget templates and narrative as part of their budget submission.\"},{\"question\":\"Which areas of the budget planning assumptions are covered in the template guidance?\",\"answer\":\"The guidance includes general assumptions, revenue, operating transfers, compensation and non-compensation expenses, changes in fund balance, and reserves and ending balances.\"}]","UC Berkeley Budget Template Guidelines and Assumptions - FY2021-22 | PDF",1790075028,7]