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1 JULY Year End close Reconcile Campus reserves Reconcile VCAF Reserves Reconcile campus holdings Reserve Balances Fee Balances Set Up Inflationary increases Campus Investments Retrospective funding Compensation tables AUGUST Continue with Set Up Initiate student fee process Send out reserve/fee balances Compensation Tables to System Request Efficiencies from campus departments SEPTEMBER Personnel Roster and Departmental Budget CFWD Spending Plans Tuition & Fee Survey F&A Analysis/Distribution BDB GAR Analysis System Roster Student Fee History Analysis Historical Budget Spreadsheet Budget Fast Facts - Actuals Budget Fast Facts - Current year budget Enrollment Tables to System
2 Spending Plans due to Budget Office BOR MEETING SEPT 7-8 AMC CAMPUS Compensation Report Fall Enrollment update Efficiencies updates from campus departments due to Budget Office OCTOBER CFWD Report and Spending plans to LT CFWD/UNP Report to System Campus Efficiency Update to System BDB to System Strategic Plan update Schedule ABRs Pull data for ABRs; complete spreadsheets Send ABR spreadsheets to campus departments Begin on S&Us College level Department level BOR MEETING 10/18 GRANT STREET TENTATIVE NOVEMBER Student Fee proposals due to Budget Office Student Fee Proposal presentation to Provost/VCAF Continue on S&Us Continue on ABRs Student Fee Audit BOR MEETING NOV BOULDER CAMPUS Financial Aid presentation
3 UNP/CFWD Report Efficiency Update ABR documents due to Budget Office DECEMBER Student Fee Proposals to Chancellor Student Fee Template prep Budget Templates ABR presentations BOR MEETING 12/6 GRANT STREET TENTATIVE JANUARY Sources & Uses to System Budget Templates to System Student Fee Templates to System Budget Initiative Fact Sheets to System Tuition, Fees, & Compensation briefing Salary Increase Report Initial campus meeting BOR RETREAT JAN Annual Indicators Budget discussion FEBRUARY
4 SIR Initial review of SIR Eligibility worksheets Institutional Fee Plan BOR MEETING FEB 8-9 DENVER CAMPUS Tuition Fees Compensation Request FY 19 Auxiliary Budgets Deadline to enter continuing SALARY BJEs MARCH Final Tuition and Fee Tables to System Tuition, Fees, and Compensation Presentaton to System SIR Base Budget Fee Analysis Year end close preparation Deadline to enter CONT BJEs into the financial system Compensation Pool BOR MEETING GRANT STREET TENTATIVE FY 19 Auxiliary Budgets due from campus departments APRIL Regent Tables A, B, C, D, E and F Meet with Financial Aid Meet with Development
5 SIR Year end close preparation Deadline to transfer GF balances to Plant w/o taxation Auxiliary Budget Upload Regent Materials BOR MEETING APRIL 5-6 COLORADO SPRINGS CAMPUS Tuition Resolution Fee Resolution Compensation Action MAY Budget Notebooks to System SIR Year end close preparation Auxiliary Budget Upload Regent Materials BOR MEETING GRANT STREET TENTATIVE Final SIR to Chancellor for approval JUNE SIR - final to HR for upload COF/FFS Reconciliation Year End close - ALL BUDGET ADJUSTMENTS MUST BE DONE BY SECOND CLOSE!!
6 Auxiliary budgets to match actuals Revenue budgets must equal revenue actuals Transfer budgets must equal transfer actuals Balances over $10K on general fund ledgers to reserves (fund 72s) Auxiliary Budget Upload Classified Salary increase upload BOR MEETING JUNE BOULDER Budget Notebooks Debt Report Two-year Cash lists
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