1. 3/7/2013 1 One Hierarchy Project Financial Planning and Analysis Outreach

2. 3/7/2013 2 What is One Hierarchy? A Financial Planning & Analysis Outreach project to redesign the BFS Entity Hierarchy to better align with reporting and operational needs and to create one entity hierarchy source for all enterprise systems across campus.

3. 3/7/2013 3 Status Alignment of reporting and operational needs complete: An alternate entity hierarchy has been built in BFS based on entity hierarchy redesigns completed by 35 divisions across campus. CalPlan and CalRptg are sourcing this alternate hierarchy for the FY13 Forecast and FY14 Operating Budget process. L3 Division and L4 Department levels are aligned across campus which will allow for comparability between divisions and the ability to support standardized reports. One entity hierarchy source work is ongoing: Enterprise Systems across campus have been notified of the project and an impacts assessment document has been created based on feedback from those systems.

4. 3/7/2013 4 What’s Next? One Entity Hierarchy Source across all Enterprise Systems: At Fiscal Year-end (July 5th) the alternate entity hierarchy will replace the BFS Master Org Tree for all Enterprise Systems. The transition to one entity hierarchy will require a partnership between central enterprise systems and the divisions. Most system changes will be done centrally by the Enterprise System Owners. Detailed guidelines will be provided to the divisions for any tasks that cannot be handled centrally.

5. 3/7/2013 5 MarchAprilMayJune Campus Budget Office Outreach CalPlanning 4/5 Budget Submission due w/ FY13-14 Operating Budget Mid April- mid May Budget Hearings 3/7 FY12-13 Forecast update due 6/28 Unit Budgets Completed Early June Budget Process Results July Working Sessions by Outreach/CBO Moratorium on BFS Entity changes (No inactivations, description changes or hierarchy changes---DeptID movements. New DeptIDs & new nodes---w/ new DeptIDs only---are okay.) Bulk in-activation of unused CoAs Full-scale DeptID & node clean-up TBD 3/15 Deadline to check COA mapping 4/12 Deadline to check DeptID mapping Target:7/5 BFS live w/ new hierarchy and updated chartstrings BFS master org tree retired 3/8-3/11 Black Out (Includes 2 weekend days.) After FY13-14 Budget Submission Release of analytical HCPRptg data CalPlanning Training (CalPlan, CalRptg, HCP) CalPlanning Tool Office Hours Financial Planning in Context Potential timing for changeover based on Enterprise System August

6. 3/7/2013 6 New Hierarchy: L3 Division 6 L1L2L3 UCBKL UC Berkeley COLLS Letters & Sciences COL1SL&S Core LS1BSL&S Biological Sciences LS1HUL&S Arts & Humanities LS1PSL&S Math & Physical Sci LS1SSL&S Social Sciences LS1UIL&S Undergraduate Division COLLE Colleges CENVDCol of Environmental Design CO1NRCollege of Natural Resources COCHMCollege of Chemistry COENGCollege of Engineering SCHOL Schools BOALTBoalt School of Law GSCPPGoldman Sch of Public Policy HAAS3Haas School of Business SC1OPSchool of Optometry SC1PHSchool of Public Health SCEDUGraduate School of Education SCHSWSchool of Social Welfare SCJOUSchool of Journalism SCSIMSchool of Information L2L3 OACAD Other Academic ACADSAcademic Senate CALPFCal Performances/SMA EVCP3Academic Core MU1FAArt Mus & Pacific Film Archive OT1VPVP Acad Affairs & Fac Welfare SSALLSummer Session, Study Abroad, OLLI UCLIBLIB UC Library UNEX3University Extension VPAPFVP Tch, Lrn, Acad Plan & Fac VR1GDGraduate Division VCRES Research, Policy, Planning & Admin VCRACAcademic Research Units VCRAUResearch Administrative Units VCRMSVC Res Museum & Field Stations CAMSU Campus Support CHANLCampus Support Core UCRLOVC University Relations VCBASAdministration & Finance VCCPDVC Facilities Services VCEI3VC Equity & Inclusion Div VCUGAStudent Affairs CENLD Central Ledger ACCTLCentral Accounting Ledger CENRLCentral Resource Ledger

7. 3/7/2013 7 Resources/Questions For One Hierarchy Project questions, please contact Maya Woodson Turman at mwoodson@berkeley.edu or 510-642-1044mwoodson@berkeley.edu For Enterprise System Impacts, please contact Kirk Tans at ktans@huronconsultinggroup.com ktans@huronconsultinggroup.com Visit http://www.bai.berkeley.edu/BFS/BudgetGL/treeReports.htm to view the current and alternate BFS entity hierarchieshttp://www.bai.berkeley.edu/BFS/BudgetGL/treeReports.htm Outreach Team contact email is outreachteam@lists.berkeley.eduoutreachteam@lists.berkeley.edu