ABOUT OUR TEAM

Our Finance Team supports both the Student Union-a University Department – and the ASUC and GA Student Governments. The ASUC and GA are a 501(c)3 (non-profit) entity distinct from the University. Our Finance Team reports to the Student Union at UC Berkeley and frequently makes reports to the Student Union Board and Finance Committee which oversees all commercial activities for the Union.

HELPFUL LINKS

• CalLink Finance Training
  • CalLink Finance Agent Training bCourse – training required to manage student group finances, complete the training to be assigned the Agent position for your organization
  • Most Common CalLink Purchase Request Issues and How to Resolve Them
• CalLink Finance Lost/Missing Receipts Form (DocuSign form)
• CalLink Finance Payment Voucher  (DocuSign form) – this voucher covers stipend, contracted services, award, grant, & donation payments
• Substitute W-9  (DocuSign form) – a W-9 is needed from all US Citizens and US Resident Aliens receiving payment from the ASUC
• W-8BEN (DocuSign form) – a W-8BEN is needed from all Foreign and Undocumented individuals receiving payment from the ASUC
• Direct Deposit Authorization Form (DocuSign form) – fill out this form to authorize, change, or cancel direct deposit payments; must have a domestic UC account for direct deposit
• CalLink Finance Deposit Receipt Form (DocuSign form) – use this form to prepare a deposit of cash or check into your organization’s CalLink accounts; cash deposits must occur in person, check deposits can occur  in person or by mail
• Non-profit Tax ID Request Form (Requires CalNet authentication) – use this form to request the use of the ASUC non-profit tax id

• CalLink Finance
  • Process all Purchase Requests
  • Reconcile ASUC credit cards
  • Accept deposits
  • Provide training for CalLink Finance Agents; update role in CalLink
  • Publish and update processes, procedures, trainings and forms
  • Ensure internal controls and compliance; document storage
• Accounting (MIP, accounting system of record)
  • Issue all payments (direct deposit, checks, wire transfers, etc.)
  • Process stop payments
  • Process accounting transactions, ensuring transactions are timely, appropriate, and accurate
  • Ensure use of funds is in accordance with relevant covenants
  • Ensure proper internal controls and compliance
  • Reconcile and issue all IRS 1099 forms
• Financial Reporting
  • • Monthly reporting for ASUC, GA, Ethnic Studies
    • Ad hoc as necessary

• Bank Accounts & Investments
• • Facilitate updates for signature cards
• Fiscal Close (Summer)
  • Reconcile CalLink and MIP
  • Process all necessary journals to close out the year
• Annual Audit (Fall)
  • Work with auditors to complete all audit requests
  • Distribute audit report
  • Submit annual federal and state tax returns
  • Renew ASUC non-profit status
• Our Finance Team DOES NOT
  • Provide financial advising or financial management (including investments)
  • Provide funding
  • Make funding decisions

CONTACT US

Click here to Submit A CalLink Finance Purchase Request

E. eventservicesbilling@berkeley.edu

P. 510.664.7786