Objectives. Components and Benefits of Budgeting. Planning as a Team & Communication. Budget Development Process. Priority Pools.
|
|
|
- Brandon McCormick
- 5 years ago
- Views:
Transcription
1
2 Objectives Components and Benefits of Budgeting Planning as a Team & Communication Budget Development Process Priority Pools Process Timeline BudgetPak Software
3 Components and Benefits of Budgeting Compensation Budgeting Forecasting Capital Operating Communicate Results with Team Performance Measurements
4 Planning as a Team Open communication among all participants avoids duplicated effort and enables planning for all necessary requirements.
5 Budget Development Process Overview Information and projection requests o o Enrollment with attrition Patient care center revenue Expenditures must be carefully examined for anticipated needs. o o Cost savings efforts Reallocation of funds. The college and/or department must include: o o Rationale Justification
6 Budget Resource Allocation University Wide Priority Pools 1. Program Review Action Plans 2. Current Academic and Operational Enhancements 3. Strategic and Operational Initiatives 4. Contractual and Committed Obligations 5. Capital Project/Equipment Replacement/Deferred Maintenance Funds 6. Salary and Fringe Benefits
7 Process Cycle at a Glance
8 BUDGET DEVELOPMENT AND FINANCIAL PLANNING PROCESS FOR THE FISCAL YEAR 2017/2018
9 December-January February-March March BUDGET DEVELOPMENT AND FINANCIAL PLANNING PROCESS FOR THE FISCAL YEAR 2017/2018 Launch & Gather Information Target Date December December January Joint Meeting - meet with Deans/Operations Group. Present priorities and plans. Discuss potential collaborative efforts and common priorities. Include Strategic Planning Initiative Steering Committee (SPISC), and Capital Projects Committee members to discuss status of the 2017/2018 fiscal budget planning process based upon Strategic, Infrastructural, and Operational Condition and Plans. Discuss concerns, specific Strategic Plan Initiatives, significant issues, Capital Planning and priorities. Emphasize transparency and collaboration. Submit all budgetary priority requests and information, etc. to the Senior Management Team categorized by Priority Pool. Meet with Academic Senate and SGA Officers to discuss 2017/2018 Budget Development Process. Discuss priorities and various components of cost centers and related tuition adjustments. Discuss concerns, significant issues, and priorities. Emphasize transparency. GG/KS/TF/KJ KJ DW/KS Review & Consolidate Target Date February February Senior Management Team to review and determine specific proposed budget funding for priority pools to Office of Budget Management, Planning and Analysis. Including possible transfer of funds among identified priority pools. Meet with Board Strategic Planning Committee. Discuss 2017/2018 University wide Strategic Plan and its linkage to the proposed budget. February Meet with Board Business, Finance and Investment Committee. Discuss 2017/2018 proposed budget. KS GG/KS/TF/KJ DW/KS M arch Status meeting with President. DW/KS March Kevin Shaw, Katherine Jimenez and Office of Budget Management, Planning, and Analysis to complete final proposed budget package to be distributed to the Board of Trustees. KS/KJ/BM PA Finalize March Board of Trustees to approve 2017/2018 Budget. BOT
10 BUDGET DEVELOPMENT AND FINANCIAL PLANNING PROCESS 2016/2017 Budget FOR THE Process FISCAL YEAR 2017/2018 Timeline March-June Allocate and Implement Target Completion March Begin sessions to review, process and determine specific funding from budget priority pools for GG/KS/TF allocation to Colleges and Departments. Including possible transfer of funds among identified priority March pools. Meeting to discuss proposed budget allocations with President. DW/KS March Distribute approved 2017/2018 budgetary information to Deans, Academic Senate, SGA Officers, KS Operations Group, and Budgetary Supervisors. March Begin Budget Phase II, the allocation information sessions. KJ/RG March March Budget Phase II Allocation Sessions & Information Materials available in both BudgetPak and the W Drive for access by Deans/Directors and Authorized Budget Coordinators. Budget Development BudgetPak software available for re-allocation of operating, and capital funds. Deans to coordinate the completion of Faculty Contracts due in April to Academic Affairs. Action Forms due in PeopleAdmin based upon instructions from the Office of Human Resources. March Salary worksheets available in the W Drive: Budget folder for allocation of salary pool funds. KJ/RG KJ/RG KJ/RG/OHR April Deans and Department Supervisors to submit completed Budget Worksheet Packages (BudgetPak BMPA Operating, Capital, and W Drive Salary Worksheets) to the Budget Management, Planning and Analysis Office. April Submit Faculty Contracts (without faculty signature) to Academic Affairs. Faculty Contracts to GG Provost Office for review and approval signature. May Salary worksheet summary reports generated for review and verification. KJ May Submission of final Salary/Wage Worksheets to Senior Management Team for review and approval. GG/KS/TF May Approved Faculty Contracts to Deans for faculty signatures, or to Department Supervisors, if changes GG to Faculty Contracts, employee salary/wage or operating allocation levels are necessary. May Deans and Department Supervisors to submit revised Faculty Contracts to Provost for review and GG processing. May Status meeting with President. DW/KS May Executive/Executive Compensation Committee and BOT to approve Officer and Highly Compensated GG/KS/TF May Employees Executive Management adjusted salary Team levels. to distribute any revised Faculty Contracts to OHR and employee salary GG/KS/TF May worksheets Office of Human to Katherine Resources Jimenez to provide for processing. Banner generated Personal Action Forms (PAF) for each KJ employee to the Office of Budget Management Planning and Analysis for review. June Deans/Department Supervisors to submit final signed faculty contracts to OHR. OHR June Submit final approved PAFs to Office of Human Resources. KJ June Office of Human Resources to distribute Banner generated employee letters. OHR Deans and Department Supervisors are not to discuss Salary/ Wage Levels with Employees prior to this date. June Office of Human Resources to complete input of adjusted or holds on employee compensation into OHR Banner H/R module. Relay all data and changes to Payroll and Budget Office for review and processing. June Finalize upload of approved budget amounts into Banner. KJ June Final date for any revisions to salary/wage levels to Office of Human Resources with the new information that will be reflected in the July 14, 2017 payroll. OHR
11 Communicating Top Three Priorities - Keeping Things Simple Pre-Plan (August September) Communication of Process (October November) Communicate Narrative & Financial Request * Conceptual Form & Timing * Funding Needs for Top Three Priorities Deadline: November 22, 2016
12 Priority Pools
13 Budget Development Tools Budget Website Time and Responsibility Schedule, Authorization Form, and Priority Pool List in BudgetPak Software and W Drive For the W Drive go to W:\Budget Office and click on the department folder. BudgetPak Software (training required for software access) To register for training go to CAPE Workshops via September 20 th Session 1 (Reporting Training): 9:00 am - 11:00 am Session 2 (Budget Development Phase I Training): 2:00 pm - 4:00 pm September 21 ST Session 1 (Reporting Training): 9:00 am - 11:00 am Session 2 (Budget Development Phase I Training): 2:00 pm - 4:00 pm Coming Soon BudgetPak Software Forecasting
14 BudgetPak will lead the shift in budgeting for organizational strategy. BudgetPak provides consolidation and reporting functionality allowing more time for analysis.
15 What is BudgetPak? XLerant s BudgetPak is a cloud based software. BudgetPak is a budgeting tool that provides reporting and budget planning capabilities. BudgetPak is trustworthy and has a high satisfaction rate among its extensive Higher Ed customer base. BudgetPak is an intuitive designed product that is designed to build a culture of: Budget accountability, ownership, and participation. Improved financial controls. Communication process.
16 BudgetPak Customers Some of BudgetPak Customers range from community colleges to large schools: Southern California University of Health Sciences Drew University Santa Clara University Lake Superior State University College of New Jersey Tufts Western Governors University Claremont Graduate University Gannon University Marietta College Touro College Fisher College Bunker Hill Community College The Rhode Island School of Design
17 What goes into BudgetPak? Historical Data Top Three Priority Pool Requests Budget Plan Linked to Strategic Planning
18 What are some BudgetPak Features?
19 BudgetPak Requirements Being a cloud based software, BudgetPak is automatically updated and upgraded to the most current specifications. Like many reporting software, BudgetPak works off an information screen shot for a specific period of time. The following BudgetPak data will be updated every business day: Current Fiscal Year Adjusted Budget Current Fiscal Year Actuals
20 Main Menu
21 Reports Menu One Click Canned Reporting Advanced Reporting
22 One Click Canned Reporting Examples
23 Advanced Reporting Examples
24 Navigation Screen
25 ActionPaks
26 Adding and Viewing Notes/Files
27 Information Completed Complete, rollup, sign off, and approve all budgets for your college/department in BudgetPak Software. After November 22, 2016 all budgets will be locked for editing and no changes will be accepted.
28 Office of Budget Management Planning & Analysis Support For additional assistance please contact the Office of Budget Management Planning and Analysis.
29 Questions??? Thank you!!!
Objectives Objectives
Objectives Objectives Budget Process Overview Updates Preliminary Preparation 2019 Operating Budget in BudgetPak Complete and Save Salary Worksheets in the W Drive Complete Budget Development Process by:
FY 2019 UNIVERSITY BUDGET CALENDAR
FY 2019 UNIVERSITY BUDGET CALENDAR FY2019 UNIVERSITY BUDGET CALENDAR PLANNING: July, 2017 Office of Budget Management distributes the following to all Vice Presidents, Provost Office, and Business Representatives
BudgetPak: Phase II Budget Reallocation
BudgetPak: Phase II Budget Reallocation Session Objectives for 2019 Operating Budget 1 Planning and Creating the Operating Budget 2 Benefits of Running BudgetPak Reports 3 4 Reallocating the Operating
Introduction to the UND s New Budget Model
Introduction to the UND s New Budget Model Existing Budget Model? UND s budget approach has been historical and incremental Meaning: The next year s budget for a unit would be what units got this year
BudgetPak Getting Started Guide for Users
BudgetPak Getting Started Guide for Users Overview This Getting Started Guide contains instructions for how to complete your FY2016 Budget. BudgetPak supports several levels of users. In your budget there
BudgetPak User Guide FY1718
BudgetPak User Guide FY1718 Contents Overview... 2 About Your FY1718 Budget... 2 Logging In to BudgetPak... 3 Reviewing Current and Historical Budget and Actual Information... 4 Creating Your FY1718 Budget...
SHEPHERD UNIVERSITY BUDGET PACKAGE FOR ANNUAL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2011
ATTACHMENT BB: SHEPHERD UNIVERSITY BUDGET PACKAGE FOR ANNUAL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2011 BACKGROUND Contents The budget package for this year includes the following: 1. Detailed instructions
Budget FAQ. President (Charge to CBC, & Recommendation to BOT)
Budget FAQ This document is meant to provide basic answers to frequently asked questions, and general guidelines for those across campus that work directly or indirectly with department budgets. All budgetary
UIC s Budget Calendar & Budget Development Process
UIC s Budget Calendar & Budget Development Process April 5, 2018, 3p 4p Conference Sponsors: The Office of the Chancellor, Budget & Financial Administration / Human Resources, the Office of the Provost
BudgetPak Budget Development Process Phase II
BudgetPak Budget Development Process Phase II Overview This guide contains instructions on how to complete the FY08 Operating Budget Phase II Reallocation Process using BudgetPak. To further aid, BudgetPak
Technical Budget Process. Overview FY18
Technical Budget Process Overview FY18 TABLE OF CONTENTS Introduction... 3 Conceptual Overview... 3 Basic steps in preparation process... 5 Budget development review report... 6 Classification of budget
Texas A&M University Salary Recommendation Process and Phase II Budget Guidelines FY 2013
Texas A&M University Salary Recommendation Process and Phase II Budget Guidelines FY 2013 GENERAL SALARY RECOMMENDATION PROCESS Budget, Payroll and Personnel (BPP) Prep Budget Entry FY2013 salary budget
FY16 BUDGET FORUM FY16 BUDGET FORUM. February 20, Michael Hindery Vice President for Finance and Administration
FY16 BUDGET FORUM February 20, 2015 Michael Hindery Vice President for Finance and Administration February 2015 Launched Illuminate www.scu.edu/alumn i/illuminate Have raised $17.5M for the new law school
An Overview: Responsibility Center Management (RCM) Treasurer s Town Hall January 15, 2015
An Overview: Responsibility Center Management (RCM) Treasurer s Town Hall January 15, 2015 Common University Budget Models EVERY TUB ON ITS OWN BOTTOM INCREMENTAL FORMULA-BASED RESPONSIBILITY CENTER MANAGEMENT
Standard 8: Financial Planning & Management
Standard 8: Financial Planning & Management Budget & Finance: Institutional Self Study Evaluation Scales Narratives Financial resources must be adequate for the programs and services offered and efficiently
TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER
TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER Budget Guidelines FY 2015 Overview The following Budget Guidelines have been developed to assist in the preparation of the FY 2015 Operating Budget. Each Vice
UW-STOUT Annual Operating Budget Process
UW-STOUT Annual Operating Budget Process An institution s budget process is shaped by institutional character; institutional size; administrative sophistication; faculty governance structures and processes;
THE COLLEGE OF NEW JERSEY STRATEGIC BUDGET PLANNING FISCAL YEAR 2015
THE COLLEGE OF NEW JERSEY STRATEGIC BUDGET PLANNING FISCAL YEAR 2015 Committee on Strategic Planning and Priorities (CSPP) Budget Decision-Making Principles and Process Approved by the Board of Trustees
Budget Preparation Manual FY
Budget Preparation Manual FY 2018-19 Table of Contents Introduction...1 Purpose...1 Strategic Plan...1 Challenges...1 The Process...2 Initial E&G Budget Submission (BUDRPT19) and Updated Scenarios...2
WyoCloud Planning & Budgeting Townhall. December 12 th, 2017
WyoCloud Planning & Budgeting Townhall December 12 th, 2017 1 Agenda Why does UW need WyoCloud Planning and Budgeting? What is WyoCloud Planning and Budgeting? WyoCloud Planning and Budgeting User Groups
Budget Preparation Manual FY
Budget Preparation Manual FY 2017-18 Table of Contents Introduction...1 Purpose...1 Strategic Plan: Impact 2015 Extended to 2017...1 Challenges...1 The Process...2 Initial E&G Budget Submission (BUDRPT18)
Budget Instructions FY 2019 Operating Budget
Budget Instructions FY 2019 Operating Budget Office of Budget and Financial Planning November 29, 2017 Contents Overview... 1 Baseline Budget for General Funds... 1 Developing Your Unit s Budget... 1
PROVOST S AREA MANAGEMENT CENTER FY 2019/20 BUDGET SUBMISSION GUIDELINES ATTACHMENT A
PROVOST S AREA MANAGEMENT CENTER FY 2019/20 BUDGET SUBMISSION GUIDELINES ATTACHMENT A The Provost s Office budgeting guidelines are intended as a supplement to the general information which has been provided
June 18, 2018 Lansing Community College Fiscal Year 2019 Proposed Budget Narrative. Introduction
June 18, 2018 Lansing Community College Fiscal Year 2019 Proposed Narrative Introduction The FY2019 process started in December 2017 when the Financial Services division invited all college employees to
SUMMARY OF KEY BUDGET MODEL ISSUES WITH RECOMMENDATIONS
SUMMARY OF KEY BUDGET MODEL ISSUES WITH RECOMMENDATIONS The current budget model used by UM-Flint was developed over several years by the Vice Chancellor for Administration and Director of Financial Services
UW-Platteville Pioneer Budget Model
UW-Platteville Pioneer Budget Model This document is intended to provide a comprehensive overview of the UW-Platteville s budget model. Specifically, this document will cover the following topics: Model
New Jersey Institute of Technology
New Jersey Institute of Technology Budget Presentation to the Faculty Senate FY17 Budget Highlights FY17 Budget Status Status of Business Process Improvements Budget Development Calendar November 10, 2016
UNTHSC. Annual Budget Development Process Fiscal Year 2019 Guidelines & Instructions - Spring 2018
UNTHSC Annual Budget Development Process Fiscal Year 2019 Guidelines & Instructions - Spring 2018 INTRODUCTION: The budgeting process at the University of North Texas Health Science Center (UNTHSC) assigns
MOREHOUSE SCHOOL OF MEDICINE BUDGET REQUEST INSTRUCTIONS
MOREHOUSE SCHOOL OF MEDICINE BUDGET REQUEST INSTRUCTIONS FISCAL YEAR 2010 2011 1 MOREHOUSE SCHOOL OF MEDICINE BUDGET REQUEST FISCAL YEAR 2010-2011 OVERVIEW INSTRUCTIONS Budgeting Expenditures The purpose
Ethan Erickson, Assistant Vice President for Budget Planning
Memorandum TO: FROM: President Provost Vice Presidents Deans and CEOs Ethan Erickson, Assistant Vice President for Budget Planning DATE: May 30, 2017 RE: FY 2018 Annual Budget Preparation Enclosed are
FY 15 & 16 Operating and Capital Budget Calendar Page 1 of 6
Page 1 of 6 August 1, 2014 Run faculty salary report in data warehouse to validate base salary correct notify Provost Office of discrepancies (this is different than the Payroll report) September 2014
Office of the Academic Senate One Washington Square San Jose, California Fax:
A campus of The California State University Office of the Academic Senate One Washington Square San Jose, California 95192-0024 408-924-2440 Fax: 408-924-2451 At its meeting of February 25, 2002, the Academic
Budget Development and Salary Planner Training SAM HOUSTON STATE UNIVERSITY BUDGET OFFICE BOBBY K MARKS ADMINISTRATION 308 MARCH, 2015
Budget Development and Salary Planner Training SAM HOUSTON STATE UNIVERSITY BUDGET OFFICE BOBBY K MARKS ADMINISTRATION 308 MARCH, 2015 Budget Process Timeline Feb 15 March 20: Dean/VP/division heads and
Financial Management Guidelines and Procedures
The financial position and future of the Colorado School of Mines is dependent on several variables including enrollment, research growth, changes in industry demand, and competing institutions at the
The University of Tennessee at Chattanooga Annual Operating Budget Preparation FY
The University of Tennessee at Chattanooga Annual Operating Budget Preparation FY 2014-15 This document describes the policies and procedures for preparing the annual unrestricted operating budget at The
BUDGET ALLOCATION PROCESS University Administrators Forum February 6, 2013
DIVISION OF BUSINESS AND FINANCE BUDGET ALLOCATION PROCESS University Administrators Forum February 6, 2013 North Carolina Agricultural and Technical State University Presentation Outline Budget Overview
BudgetPak User Guide. Lewis & Clark College. October 2016
BudgetPak User Guide Lewis & Clark College October 2016 Contents Overview... 2 Definitions and Set Up... 2 Logging In to BudgetPak... 3 Reviewing Current and Historical Budget and Actual Information...
BUDGET REPORT GUIDANCE FOR FY19: ACTIVITY-BASED UNITS
Office of the Provost University of Illinois at Urbana-Champaign BUDGET REPORT GUIDANCE FOR FY19: ACTIVITY-BASED UNITS 3 November 2017 The State of Illinois recent budget impasse ended in July 2017. Allocations
LOTTERY FUNDS HUMBOLDT STATE UNIVERSITY. Audit Report May 6, 2014
LOTTERY FUNDS HUMBOLDT STATE UNIVERSITY Audit Report 14-22 May 6, 2014 Lupe C. Garcia, Chair Adam Day, Vice Chair Rebecca D. Eisen Steven M. Glazer Hugo N. Morales Members, Committee on Audit Vice Chancellor
Budget Allocation Subcommittee: Report and Recommendations
RESOURCES PLANNING TASK FORCE Budget Allocation Subcommittee: Report and Recommendations I. Preamble The Committee was asked to determine how KPU should move forward in a budget environment that needs
FY 2013 Budget Development Academic Budget Considerations
ACADEMIC EXTERNAL ACADEMIC BUDGET AFFAIRS DEVELOPMENT COMMITTEE UNIVERSITY OF TOLEDO OF BOARD TOLEDO OF TRUSTEES BOARD OF TRUSTEES David Dabney William McMillen Jeffrey Gold November 30, 2011 1 President
Budgeting at Montclair State University
Office of Budget & Planning Budgeting at Montclair State University Overview for Budget Managers 1 7/9/2018 Introduction This presentation is for new budget managers and other new staff that will be involved
Administrative Staff Leadership Conference
Administrative Staff Leadership Conference Using Banner s Budget Module to Meet Your Management and Reporting Needs March 8th, 2007 1 There are many excellent tools currently available for management and
Informational Session for Fiscal Year Budget
Informational Session for Fiscal Year 2016-2017 Budget PRESENTED BY Angela M. Poole, CPA Acting Vice President for Finance and Administration Florida Agricultural and Mechanical University Budget and Finance
INSTRUCTIONS FOR COMPLETION OF BUDGET FORMS
INSTRUCTIONS FOR COMPLETION OF BUDGET FORMS As outlined in the Board of Governors Regulations Governing Academic Changes In Rhode Island s Public Institutions Of Higher Education, revenue and expenditure
BUDGET PREPARATION & MAINTENANCE SYSTEM TRAINING AND USER MANUAL FY 2012 WORKING BUDGET
BUDGET PREPARATION & MAINTENANCE SYSTEM TRAINING AND USER MANUAL FY 2012 WORKING BUDGET Office of the Vice President Administrative Affairs UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT-ADMINISTRATIVE
Budget Instructions for the Development of the FY Operating Budget
Budget Instructions for the Development of the FY 2017-18 Operating Budget Welcome to FY 2018 Budget Development! This document serves as a guide to the budget development process, including what each
The Florida International University Budget Town Hall Discussion. March 9, 2009
The Florida International University Budget Town Hall Discussion March 9, 2009 1 FLORIDA INTERNATIONAL UNIVERSITY AGENDA Direction What is the University s strategic direction? What are the state revenue
M E M O R A N D U M. Noel Sloan, Vice President for Administration and Finance and Chief Financial Officer
TEXAS TECH UNIVERSITY Office of the Vice President for Administration and Finance Box 42006 Lubbock, Texas 79409-2006 (806) 742-4250 (806) 742-6600 (FAX) M E M O R A N D U M TO: FROM: Financial Managers
Axiom Budgeting System Training FY
Axiom Budgeting System Training FY 2018-2019 Carrie Vaughan Administrative Systems Instructor Lead UAB Financial Affairs Budget Administration budgetadmin@uab.edu (205) 934-4118 Axiom Software An internet
Strategic Planning & Budget Handbook
Strategic Planning & Budget Handbook Revised January 2018 FORWARD Central Ohio Technical College and The Ohio State University at Newark have strategic plans that shape each institution s budget as well
BUDGET PREPARATION & MAINTENANCE SYSTEM WORKING BUDGET (BPM WB) EXPERIENCED USER REFRESHER MANUAL FY 2016
BUDGET PREPARATION & MAINTENANCE SYSTEM WORKING BUDGET (BPM WB) EXPERIENCED USER REFRESHER MANUAL FY 2016 UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT-ADMINSTRATION & FINANCE BUDGET AND FISCAL ANALYSIS
BUDGET PREPARATION & MAINTENANCE SYSTEM NEW USER MANUAL FY 2018 WORKING BUDGET
BUDGET PREPARATION & MAINTENANCE SYSTEM NEW USER MANUAL FY 2018 WORKING BUDGET Office of the Vice President Administration & Finance UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT-ADMINSTRATION &
Florida International University Finance Managers Meeting. February 15, 2013
Florida International University Finance Managers Meeting February 15, 2013 1 Florida International University Fiscal Year 2013-14 Budget Kick-Off February 15, 2013 2 FY 2013-14 BUDGET KICK-OFF AGENDA
Budget Submission Calendar
How to Submit the 2006-07 Budget University of Virginia Submissions, with prior vice presidential approval, must be received by the close of business on the dates listed. Each vice president, dean and
UNIVERSITY OF THE VIRGIN ISLANDS
UNIVERSITY OF THE VIRGIN ISLANDS St. Thomas FISCAL YEAR 2011-2012 UNIVERSITY BUDGET COMMITTEE OPEN INFORMATIONAL FORUM February 9, 2011 Vincent J. Samuel, UBC Co-Chair Solomon Santango-Kabuka, UBC Co-
SECTION B: Budgeting. Introduction. I. Legislative Budget Request
SECTION B: Budgeting Introduction Budget development and monitoring at the College is a collaborative process comprised of several different components, beginning with the biennial legislative budget request.
Transition Review Team Report to President Stearns August 2017
Transition Review Team Report to President Stearns August 2017 In December 2016, the Commissioner of Higher Education sent a memorandum to the campus and the Board of Regents discussing a transition plan
BUDGET PREPARATION & MAINTENANCE SYSTEM EXPERIENCED USER MANUAL FY 2019 WORKING BUDGET
BUDGET PREPARATION & MAINTENANCE SYSTEM EXPERIENCED USER MANUAL FY 2019 WORKING BUDGET Office of the Vice President Administration & Finance UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT-ADMINSTRATION
UNIVERSITY OF NORTH DAKOTA BUDGET OFFICE MEMORANDUM
UNIVERSITY OF NORTH DAKOTA BUDGET OFFICE MEMORANDUM DATE: April 20, 2018 TO: FROM: RE: Deans, Department Heads and Administrators Cindy Fetsch and Jennifer Moe, Budget Office 2018-2019 Personnel, Operating
GUIDELINES FOR THE OPERATION & MAINTENANCE OF CANADA FOUNDATION FOR INNOVATION-FUNDED INFRASTRUCTURE
GUIDELINES FOR THE OPERATION & MAINTENANCE OF CANADA FOUNDATION FOR INNOVATION-FUNDED INFRASTRUCTURE Western University Guidelines for the Operation & Maintenance of Canada Foundation for Innovation-funded
New Mexico Highlands University Annual Operating Budget Process. approved Fall 2016
New Mexico Highlands University Annual Operating Budget Process approved Fall 2016 Appendix I added Spring 2017 2 Table of Contents Introduction... 3 NMHU Budget Values and the NMHU Strategic Plan... 4
SOUTHWEST TENNESSEE COMMUNITY COLLEGE
SOUTHWEST TENNESSEE COMMUNITY COLLEGE Policy No. 4:00:00:00/2 Page 1 of 12 SUBJECT: Budget Policies and Procedures EFFECTIVE DATE: July 1, 2000; Revised: May 31, 2013. I Index I Index 1 II Introduction
B U D G ET D E V E LO P M E N T A N D S A L A R Y P L A N N E R
B U D G ET D E V E LO P M E N T A N D S A L A R Y P L A N N E R S A M H O U S T O N S TAT E U N I V E R S I T Y B U D G E T O F F I C E T H O M P S O N 3 0 2 M A R C H, 2 0 1 8 BUDGET PROCESS TIMELINE
On behalf of the Resource Allocation Task Force (RATF), I am pleased to forward you our final report. Your charge to the RATF was:
To: Dr. Rodolfo Arévalo, President From: Rex Fuller, Dean and Task Force Chair Date: May 21, 2008 Re: Resource Allocation Task Force On behalf of the Resource Allocation Task Force (RATF), I am pleased
Office of Budget and Financial Planning BUDGET MANUAL 2018
BUDGET MANUAL 2018 - Budget Manual 2018 Page 1 TABLE OF CONTENTS Page # 1. Purpose of the manual... 3 2. Structure of the budget.. 3 2.1 Types of budget 2.1.1 Annual Appropriation 2.1.2 Multi-Year Budgets
Fiscal Years Financial Plan
Fiscal Years 2017-2022 Financial Plan 1 FY 2017 Operating Budget Highlights FY2017 Operating Budget Highlights FY2017 budget ended with a surplus of $1.6M, most of which will be used to fund the multi-year
Leadership Steering Committee Report
Leadership Steering Committee Report Response to Administrative Review of Texas A&M University conducted by PwC The starting point The PwC report recognizes that Texas A&M University is already highly
BUSINESS AND FINANCIAL AFFAIRS DIVISION BUDGET OFFICE
Six-Year Planning: Initiative Summary Title: Implement More Effective and Efficient Budget Tools Initiative description, including statement of purpose and anticipated outcomes: The purpose of this initiative
University Payroll & Benefits Newsletter
University Payroll & Benefits Newsletter A U G U S T 2 0 1 5 V O L U M E 5, I S S U E 3 S P E C I A L P O I N T S O F I N T E R E S T : New Hire Benefit Information (pg.1) Part-time and New Foreign National
Legislative Appropriations Request. For Fiscal Years 2012 and 2013
Legislative Appropriations Request For Fiscal Years 2012 and 2013 Submitted to the Governor s Office of Budget and Planning and the Legislative Budget Board by SUL ROSS STATE UNIVERSITY - ALPINE A Member
BUDGET TRANSPARENCY REPORT
Academic Senate Strategic Issues Committee San Francisco State University Academic Year 16/17 BUDGET TRANSPARENCY REPORT 2016/2017 Recommendations laying the foundation for future budget focus TABLE OF
TRF Application Manual For Fiscal Year (FY) 2014 Grants
TRF Application Manual For Fiscal Year (FY) 2014 Grants Getting Started 1. Go to URL: http://oregonstate.edu/trf/submit 2. Login into ONID. IF you don't have an ONID sign up for one at http://oregonstate.edu/helpdocs/onid/getting-
Components of the Implementation Process
This is the eighth monthly report of the progress on implementing the Resource Management Model. Decisions about detailed design of the model were essentially completed by the end of December 2007. The
USF SYSTEM ANNUAL STRATEGIC BUDGET PLANNING PROCESS OVERVIEW
USF SYSTEM ANNUAL STRATEGIC BUDGET PLANNING PROCESS OVERVIEW Ralph C. Wilcox, Ph.D. Provost & Senior Vice President for Academic Affairs January 21, 2009 Purpose Prepare balanced budget and legislative
SUBJECT: Campus Operating Fund Budget Call for Fiscal Year 2018/19
February 22, 2018 M E M O R A N D U M TO: Provost Ching-Hua Wang Vice President Ming-Tung Mike Lee Vice President Phil Garcia Vice President Christine Lovely Vice President Christine Miller Vice President
Budgeting (and Other Essentials) in Academic Affairs
Budgeting (and Other Essentials) in Academic Affairs New Dep artment Chairs Orientation F r id a y, Au g u s t 18, 20 17 Diane S. Stephens Associate Vice President for Academic Resources and Planning Department
Frequently Asked Questions (FAQs) about NKU s New Budget Model
Frequently Asked Questions (FAQs) about NKU s New Budget Model Philosophy and guiding principles Why did NKU need a new budget model? Internal and external factors pointed to the need for a more flexible,
WHEN BUDGETING IS A TEAM SPORT 5 WINNING STRATEGIES FOR MULTI-PARTICIPANT BUDGETING
WHEN BUDGETING IS A TEAM SPORT 5 WINNING STRATEGIES FOR MULTI-PARTICIPANT BUDGETING A budget must be the cumulative effort of all who implement the organization s mission, including key leaders from all
Fiscal Year 2019 Budget Listening Session - Updated
Fiscal Year 2019 Budget Listening Session - Updated September 13, 2017 Max Baca, Vice President for Finance and Administration and 1 Budget Process Overview Step 1 Priorities Strategic Planning Group FY19
I. Background. Budget Advisory Council
Office of the Vice President for Finance & Business Operations 330.941.1331 Fax 330.941.1380 University Budget Process Updated 1/17/18 I. Background Youngstown State University s annual operating budget
Click to Add Title. What HR Professionals Need to Know About Budgets at UIC. HR Academy November 7, 2014
What HR Professionals Need to Know About Budgets at UIC Click to Add Title HR Academy November 7, 2014 Janet Parker Associate Chancellor & Vice Provost Budget & Resource Planning Agenda Fund Accounting
What is the deadline to return my forms? What are Flex Credits? How do I complete my Benefit Forms?
What is the deadline to return my forms? What are Flex Credits? How do I complete my Benefit Forms? http://www.maricopa.edu/employees/divisions/hr/benefits/newhire HR Administration / Benefits Office When
Carry Forward of Year End Funds
University of California, Merced Carry Forward of Year End Funds Responsible Official: Veronica Mendez, Vice Chancellor Finance and Admin Romi Kaur, Executive Director, Financial Planning & Analysis Responsible
COMMUNITY COLLEGE SYSTEM OF NEW HAMPSHIRE
COMMUNITY COLLEGE SYSTEM OF NEW HAMPSHIRE Section: BOT 400 Finance Date Approved: December 20, 2007 Effective Date: January 1, 2008 Amended Date: August 7, 2014 410 Financial Planning State law (RSA 188-F:6)
BUDGET PREPARATION & MAINTENANCE SYSTEM EXPERIENCED USERS REFRESHER FY 2013 WORKING BUDGET. Office of the Vice President Administrative Affairs
BUDGET PREPARATION & MAINTENANCE SYSTEM EXPERIENCED USERS REFRESHER FY 2013 WORKING BUDGET Office of the Vice President Administrative Affairs 1 UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT BUDGET
BPS_300 Business Planning Simulation
BPS_300 Business Planning Simulation BPS_300 Budget Preparation 1 Course Content Implementation of BPS at UK BPS Design and Layouts Sequence of Events Phase I Non-Position Budgets Phase II Salary Proposals
Strategic Budgeting Initiative
Strategic Budgeting Initiative Senate Presentation November 5, 2013 Financial Challenges Sharply reduced state support Increased risk from tuition dependency At Auburn, dependency rose from 44% to 63%
FY Proposed Tuition and Fees Meal Plans and Housing. December 14, 2018
Tuition and Fees Meal Plans and Housing December 14, 2018 Page 2 Tuition and Fee Review Process Article IX, Section 9 of NC Constitution: The General Assembly shall provide that the benefits of The University
Hers Institute Budgeting. This Session Will Include a Discussion of:
Hers Institute 2016 Budgeting This Session Will Include a Discussion of: The Purpose of the Budgeting Process Budget Types Approaches to Budgeting The Budget Process Why do we participate in the budget
Administrative Procedures Integrated Planning and Budgeting (IPB) Model
Administrative Procedures Integrated Planning and Budgeting (IPB) Model Team: Dr. Rosemary Delia and Dr. Dettie C. Del Rosario EXPECTED OUTCOME: Institutional excellence is the primary expected outcome
UCOP Operating Budget Manual
UCOP Operating Budget Manual The Operating Budget Manual provides an overview of the guidelines, policies, and procedures associated with the development of the annual operating budget at the University
NORTHWESTERN STATE UNIVERSITY Budget Development. Budget Model
VII-2 Budget Development NORTHWESTERN STATE UNIVERSITY Budget Development Budget Model The Planning, Programming, and Budget Execution (PPBE) model best fits the University s Budget Development. This model
California State University, Los Angeles University Resource Allocation Process for Change CURRENT ALLOCATION MODEL OVERVIEW
Overview California State University, Los Angeles University Resource Allocation Process for Change CURRENT ALLOCATION MODEL OVERVIEW The University Resource Allocation, as defined by Administrative Procedure
SMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014
SMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014 Table of Contents Logging On... 3 Navigating the Budget Worksheet... 4 Navigating to other Fund Centers... 5
Summary of Revisions. The scope of and permissible timeframe for academic IFR programs have been expanded.
State University I,. MembrandtiA of New York to Presidents Date: August 7, 1985 Vol. 85 No. 10 From: Division of Administrative Affairs Subject: Income Fund Reimbursable Program, Revised Policy and Guidelines
Training Document 1: Quick Proposal Creation using Kuali Coeus - Single PI Research Proposal
Training Document 1: Quick Proposal Creation using Kuali Coeus - Single PI Research Proposal This document illustrates how to create a single PI research proposal in response to a federal funding opportunity
FY 19 & 20 Operating and Capital Budget Calendar Page 1 of 5
Page 1 of 5 August 1, 2018 Run faculty salary report in data warehouse to validate base salary correct notify Provost of discrepancies (this is different than the Payroll report) September 2018 FY 2019
WESTERN ILLINOIS UNIVERSITY BOARD OF TRUSTEES September 28, 2018
WESTERN ILLINOIS UNIVERSITY BOARD OF TRUSTEES September 28, 2018 Resolution No. 18.9/3 FY2019 All-Funds Budget Resolution: WHEREAS must prepare an annual all-funds budget for Appropriated Funds, University
Fiscal Year 2019 Budget Listening Session
Fiscal Year 2019 Budget Listening Session August 30, 2017 Max Baca, Vice President for Finance and Administration Budget Process Overview Step 1 Priorities Strategic Planning Group FY19 Budget Priorities