FINANCE

MILLIE CALINGO
Director of Finance
mcalingo@berkeley.edu | 3-5161 | 549 Evans 

Millie is the point of contact for Economics departmental finances. She organizes the departmental budget along with the oversight of all fund management and the financial & business services within the department. Reach out to Millie (email or in person) for requests and questions regarding:

• Summer salary
• Research centers budgets and finances
• Faculty commitments allocations
• Faculty research and endowment fundings
• Deparmental fiscal management
  • TAS, budget and forecasting analysis, SAS
• Approvals for BearBuy, BluCard, Event Planner Card, financial journals, and departmental travel & entertainment and purchasing
• Departmental business operations, accounting policies and procedures
• Discretionary funding

Some examples of financial questions that Millie can help you answer:

• Funding issues to summer salary agreements
• Funding related to from Dean/EVCP

Vacant
Assistant Director of Finance
| 2-2239 | 547 Evans

This person is the point of contact for all faculty fund requests within the Economics department. Manages faculty department-level funds and provide faculty with other financial services. This person can assist you with:

• Faculty fund balance and expenses reporting
  • Quick guide to understanding a chart string
  • Bi-yearly financial reports (sent in December and June each year)
  • Customized financial reports per request
• Faculty reimbursements
  • General Reimbursement Guide how-to
  • Travel & Entertainment Reimbursement how-to
• Purchase Order requests and Invoice Payment requests
  • UC Berkeley Guide for order payments
• Payroll expense transfers
• Earning distribution changes (chart string change for an employee)
• General ledgers adjustment (non-compensation expense and fund transfers)
• Fund approval for hiring (GSI/GSR/Visiting Scholar) 

Some examples of financial questions that this person can help you answer:

• How much did I spend on travels last year?
• Have I receive my BEARS Grant yet?
• What is the chart string for my Start Up fund/account?
• I need to plan for future expenses, how much money do I have left in all my accounts?

*For questions regarding Contracts and Grants funding, please continue to contact your Research Administrator.

Extra Reporting Resources: PI Portfolio, Quick Start Guide, Guide for Faculty

JANE YOUN

Financial Services Analyst
jyoun@berkeley.edu| 3-0717 | 529 Evans

Jane is the point of contact for purchasing supplies (non-computer and software) and staff reimbursements. For computer and software purchases or other IT matters, please contact itcsshelp@berkeley.edu. For seminar reimbursements, please contact the seminar coordinators.

For Staff purchases, email your request to Jane and Millie.  Millie will need to approve the purchase.  It should include:

• a link to the item you'd like to purchase
• price
• business purpose
• supervisor's approval

For reimbursements and professional development requests, complete the appropriate form below and email it to Jane with the required supporting documentation.

• General Reimbursement Form: Receipt should be itemized, show amount paid and method of payment (ie last 4 digits of credit card).  Amazon receipts need to say "Final Details..." at the top.  If you are missing a receipt, complete the Certificate of Lost/Missing Receipt (p2 of form).
• Entertainment Reimbursement Form: Both the itemized receipt and payment slip are required.
• Travel Reimbursement Form (1/18/23)
• Professional Development Request Form
• Certificate of Lost / Missing Receipt: To be used when the original receipt is not available as a back-up documentation.