The latest FMM updates and reminders
Recent highlights and updates |
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Please be advised of the upcoming key deadlines for FY 2025-26 closing:
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- June 5: Last day to submit a Contract Request, Contract Amendment, Revenue Contract Request, or Revenue Contract Amendment
- June 10: Last day to submit MCA invoices in Gateway
- June 10: Last day to submit any Concur expenses or miscellaneous direct payment requests
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June 10: Last day to process an invoice or a payment request on a Form 5
- June 11 by 5pm: Deadline to submit non-EMF IOCs to other UC campuses
- June 17: Last day to submit subaward invoices
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June 18 by 5pm: Deadline to approve all UCPath Salary Cost Transfers and non-payroll Transfers of Expense
- June 18: Last day to submit high-value ($10,000+) purchase requisitions, vendor blanket revision requests, and subaward/MCA modification requests
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For a full list of deadlines and important dates, review the FY2026 Closing Memo and Instructions. Business & Financial Services also hosted two fiscal close mini tune-up presentations covering a general overview as well as Gateway and FlexCard impacts.
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Next Steps: Annual Planning & Budgeting
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The Budget & Planning Office has moved the Annual Plan module to view-only and is now finalizing reports to support review and analysis, with publication of the FY27 Annual Plan anticipated in July. As part of this review process, there may be follow-up questions for control points. The annual planning process is a critical tool for proactively understanding and planning for UCSB's financial health, and we appreciate everyone who contributed data, feedback, and support throughout this first budget cycle. The next phase of annual planning focuses on carryforwards and will begin in late summer/fall following fiscal year-end close.
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New FinHub Dashboards Coming Soon
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Two new dashboards, Procurement and Gifts & Endowments, are in testing and will soon be released to users. To view the report release schedule and stay informed as FinHub enhancements are released, visit the FMM Reporting webpage.
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New Resources and Guides Available
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The Office of Financial Training has new resources available for several topics to address common questions and support requests. We encourage you to review the FAQs and Quick Reference Guides for the following:
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Register Now: Core Financial Principles Offerings
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There are two upcoming classes available as part of the Core Financial Principles Finance 101 program. As a reminder, these courses are strongly recommended for staff in financial roles to understand the fundamentals of finance management at UCSB.
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Know the various options to get help as you navigate the new financial landscape.
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805-893-5400 (Mon-Fri, 10am-3pm)
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Dedicated team of experts to resolve or escalate issues
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Get system or topic-specific support from subject matter experts.
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Stay updated on items the team is already aware of and working to resolve.
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