FY2024-25 Budget Process
This page is a resource for the finance community at UC Berkeley as they prepare their FY2024-25 budget submissions. We will post budget-related information and updates to this page.
Please contact your Divisional Finance Leader with questions.
If you are having difficulty accessing the information on this page, please contact vcfinance@berkeley.edu for assistance.
Timeline
Select the image to review the PDF. The information is also listed below.
Timeline
Timeline note
This timeline was last updated on February 22, 2024. There may be modifications to these processes and their timing. This timeline will be updated as needed. Please contact your Divisional Finance Leader with questions.
Quarter 3
February 2
Form A released
February 6
TAS allocation decisions released to Deans
February 7
CalPlan and HCP closed while FPA finalizes budget planning data
February 9
- Budget recharge rates posted
- Reserve Analysis due
March 1
Call letter sent
March 1 - 4
- Guidelines and assumptions posted
- Narrative template available
- Intersection Detail Reports available
March 4
CalPlan and HCP are available while FY25 Operating Budget is updated with planning data and FY24 Forecast Working version is updated with January actual data
March 14
CalPlan and HCP are available with FY24 Forecast Working version updated with February actual data
March 15
Form A due
Quarter 4
April 26
- Budget due in CalPlan - Forecast Q3 Submission and Operating Budget Planner Submission
- Narrative templates due
- CalPlan and HCP are unavailable while FY25 Operating Budget is finalized
Quarter 3 through Quarter 4
May 13 - June 7
Budget meetings
June 5 - June 18
Budget decisions
Quarter 4 through Quarter 1
End of June
Budget letters distributed
TBD - July
CalPlan and HCP are available with FY25 Operating Budget Final and FY25 Forecast Working version