FY19 Budget Development
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1 January 1 Holiday - New Year's Day (First 2018 Holiday) January 4 Commission on Higher Education Meeting January 8 Budget Staff Meeting January 8 FY19 Governor's Proposed Budget Released - estimated January 9 General Assembly reconvenes January 10 Review Month-End Columbia Schedules including State Budget to Actual - December January 12 Mid-Year Reviews - all system campuses and Columbia auxiliaries - transmitted January 15 Review Fall and Spring Tuition and Fees January 15 Holiday - MLK Day January 17 Budget Update Group January 19 Roll up of User Fees to Chief Operating Officer / Budget Update Group January 19 "R" Funds Quarterly Recap January 19 Mid-Year Reviews due back - all System Campuses and Columbia auxiliaries - returned January 23 House Ways & Means Subcommittee Presentation - President & BUG January 25 Mid-Year Review finalized and sent to VP for Finance and CFO January 25 Board of Economic Advisors (BEA) Meets January 31 Carolina Action Network Day at the Statehouse January Compile Board of Trustees Meeting Mid-Year Review through 12/31/2017 January Board of Trustees Retreat January TBD Call for Academic Unit Blueprint Development
2 February 1 Commission on Higher Education Meeting February 1 Budget Update Group February 5 Budget Staff Meeting February 7 Senate Finance Higher Education Subcommittee survey via CHE February 8 A Fund Budget Training - HR Professional Development February 9 Review Fall and Spring Tuition and Fees February 9 Board of Trustees Meeting - Building & Grounds, Intercollegiate Athletics, Executive Committee, Full Board February 9 Three-Year Academic Unit Templates prepared based on January 31 data. February 10 Review Month-End Columbia Schedules including State Budget to Actual - January February 12 Tuition & Fee Solicitation Begins - System Campuses - due back March 9 (Janis Hoffman) February 15 Board of Economic Advisors (BEA) Meets - estimate due February House Ways & Means Budget Finalizes Committee Budget February 23 Deadline for Columbia - ALL BD's February 23 Campus Budget Meetings February 28 Budget Update Group February 28 Debt Collection Report (State Appropriation Act Proviso) due February 28 "A" Fund Spring Review Data Collection Date February 28 FREEZE - Recurring Columbia "A" Fund Budget February N/A CHE 100 Report (Spring tuition)
3 March TBD Academic Units - DRAFT Blueprint due (does not include five-year financial plan) March 1 Commission on Higher Education Meeting March 2 Service Units: Review Unit Description - revisions due 3/23/18 March 5 Initiative request guidelines sent to Vice Presidents (due April 5) March 5 Budget Staff Meeting March 5 Three-Year Academic Unit Templates due March 5-9 Spring Review Data Collection and Preparation - All Columbia Units March 5-20 Budget Office completes Columbia "A" fund base line item budget. Run reports, test, balance, etc. March 6 Call for Service Unit Blueprint development (due April 6 to Brunelli) March 9 Tuition & Fee Solicitation ENDS - Due Back in Budget Office (Janis Hoffman) March 10 Review Month-End Columbia Schedules including State Budget to Actual - February March 12 Columbia Tuition Update March House Floor Budget Deliberations March 13 Budget Update Group March 14 All Fund Type Budget workbooks sent to Columbia Units (due April 16) March 14 Spring Reviews transmitted to Columbia Units with due date of 23th March TBD Senate Finance Committee presentation - President March 16 Board of Trustees Committees - Academic Affairs & Faculty Liaison, Health Affairs, Audit & Compliance March 20 Final Balancing of Columbia "A" Fund budget for posting to Web based system March 22 Chief Operating Officer reviews and approves User Fees March 22 Board of Economic Advisors (BEA) Meets March 23 Roll-up of FY19 Tuition and Fee requests to VP for Finance and CFO March 23 Spring Review: Unit responses due in Budget Office March 23 Service Units: Description revisions due to Budget Office March 28 Columbia Units begin line-item A fund budget entry - due 4/6/18. Unit access, address inquiries, etc. March 27 Preliminary meeting with Bursar Staff: Tuition and Fee Schedules (tentative date) March 27, 28, 30 Provost Academic Unit Meetings
4 April 2 Budget Staff Meeting April 2 Provost Academic Unit Meetings April 2-6 Compile Spring Reviews for Budget Update Group April 5 Auxiliary Units: BOT budget packages available - due 4/17/18 April 5 Commission on Higher Education Meeting April 5 Initiative request deadline - Columbia. April 6 Provide BOT Budget packages to System Campuses: due 4/20/18 April 6 Columbia Service Units - Blueprints due. April 6 Columbia Service and Academic Units: FY2019 Web-based Budget system closed April 6 Carryforward Estimate templates out to all Columbia units - DUE Back 4/16/18 April 9 Campuses begin line-item Web based A fund budget entry. April 9 Board of Economic Advisors (BEA) Meets April 9, 10 & 30 President's Budget Hearings - Columbia Units & Campuses April 9-13 Balance Columbia Line Item Budget and run test G/L. Run reports, balancing, etc. April 10 Review Month-End Columbia Schedules including State Budget to Actual - March April 11 Columbia Tuition Update April 12 Budget Update Group April 13 Complete Board of Trustees Quarterly Reports April 13 "R" Funds Quarterly Recap April 16 All Fund Type Budget workbooks and Carryforward Estimate templates due back from Columbia units April 17 Columbia Auxiliary Board of Trustees Meeting Documents due back in Budget Office April 20 Board of Trustees Meeting - Building & Grounds, Executive Committee, Student-Trustee Liaison, Full Board April 20 System Campus Budget Documents due back in Budget Office April 30 Budget Update Group April TBD Senate Finance Budget Development
5 May TBD Senate Floor Budget Deliberations May 1-11 Board of Trustees Budget Document Preparation. Reports, schedules preparation, balancing, etc. May 3 Commission on Higher Education Meeting May 7 Budget Staff Meeting May 10 Budget Update Group May 10 Sine Die (General Assembly adjourns) - second Thursday in May per Act 199 of 2016 May 11 Columbia Tuition Update May 11 Review Month-End Columbia Schedules including State Budget to Actual - April May 11 Review Spring Tuition and Fees May 17 Budget Briefing Materials complete by COB May 17 Draft of Board of Trustees Budget Document Complete May 17 Finalize tuition and fees - President approves budget May 17 Board of Economic Advisors (BEA) Meets May 22 Budget Update Group May TBD Budget Recap meeting with President May Budget Briefings - Board of Trustees Members May 25 Second meeting with Bursar re: Tuition and Fee Schedules (Tentative) May TBD Media Relations Meeting May 28 Holiday - National Memorial Day
6 June 4 Budget Staff Meeting June 4-8 Complete final edits of Board of Trustees document- send to printer pending adoption of State Budget June 4-8 Prepare and finalize Board of Trustees presentation for June 22, 2018 June 7 Commission on Higher Education Meeting June 7 Auxiliary Units: Request line-item budget submissions - due 7/6/18 June 8 Board of Trustees Committees - Academic Affairs & Faculty Liaison, Intercollegiate Athletics, Audit & Compliance June 8 BOT mail out deadline June 8 Finalize Tuition and Fee Schedule and Board Mandated Fee Distribution - Send to Bursar's Office June Develop, Edit and Finalize Presentation for June 22, 2018 Board of Trustees Meeting June 14 Review Summer Tuition and Fees June 14 Columbia Tuition Update June 14 Review Month-End Columbia Schedules including State Budget to Actual - May June 14 Budget Update Group June 14 Board of Economic Advisors (BEA) Meets June 27 Budget Update Group June 22 Board of Trustees Meeting - Executive Committee, Full Board - FY19 Budget, Lunch w/board of Visitors June TBD EBO Letter to President - Baldrige Accountability Report
7 July 2-20 Ensure all year-end transactions are completed in accordance with Controller schedule July 2-27 Year-End Review: prepare, transmit to Campuses & Aux Units, compile responses, complete document July 2 Budget Staff Meeting July 4 Holiday - Independence Day July 6 CHE 100 Report due (Fall tuition) July 6 Auxiliary and School of Medicine: Line-item budget due July 10 Review Month-End Columbia Schedules including State Budget to Actual - June July 9-13 Load FY19 Columbia Line Item and Campuses as available July Review Summer Tuition and Fees July 12 Columbia Tuition update July 12 "R" Funds Quarterly Recap July 13 Carryforward preliminary update July 13 Notice of BOT Budget items out to Columbia units July 13 Campus Information due for CHE Presentation July 20 Carryforward preliminary update July 26 Board of Economic Advisors (BEA) Meets July 27 Carryforward from Final Post Close (Tentative) August 2 Commission on Higher Education Meeting August 6 Budget Staff Meeting August 6 Begin Compiling System Year-End Review - final by September 8, 2018 August 6-10 Budget Office compile information for Baldrige Accountability Report August 6-17 Budget Office completes Carryforward surtax August 10 Governor's Budget Submission instructions issued- Tentative August 10 Review Month End Columbia Schedules including State Budget to Actual - July August 14 Columbia Tuition Update August 17 Board of Trustees Meeting - Audit & Compliance, Executive Committee, Full Board, Strategic Planning August 24 Carryforward out to Columbia Units August 29 Board of Economic Advisors (BEA) Meets August 31 Fees & Fines Report (State Appropriation Act Proviso) due September 1 -- post on Web by that date
8 September 3 Holiday - Labor Day September 4 Budget Staff Meeting September 6 Commission on Higher Education Meeting September 8 Finalize System Year-End Review September 8 Review Summer Tuition and Fees September 10 Review Month-End Columbia Schedules including State Budget to Actual - August September 13 Columbia Tuition Update September 14 Board of Trustees Committees - Intercollegiate Athletics, B&G, Health Affairs, Academic Affairs & Faculty Liaison September 15 State line Item Detail Budget completed September 15 Accountability Reports (State Appropriation Act Proviso - Base Budget) due date for Posting on Web September 15 Governor's Budget Request - traditionally due this date September 20 Board of Economic Advisors (BEA) Meets October 1 Year End Financial Statements - Controller October 1 Lottery Funds Monitoring Procedures - Proviso October 1 Budget Staff Meeting October 4 Commission on Higher Education Meeting October 10 Review Month-End Columbia Schedules including State Budget to Actual - September October 11 Columbia Tuition Update October 12 Complete Board of Trustees Meeting Quarterly Reports October 12 "R" Funds Quarterly Recap October 18 Board of Economic Advisors (BEA) Meets October 19 Board of Trustees Meeting - Audit & Compliance, Executive Committee, Full BOT - USC Upstate October 31 CHE 150 due (if solicited) October 31 Academic Endowment Incentive Report due October 31 Fall Review Data Collection Date
9 November 1 Outstanding Institutional Debt Report (State Appropriation Act Proviso) due November 1, 2018 November 1 Abatements Report (State Appropriation Act Proviso) due November 1, 2018 November 1 Travel Report (State Appropriation Act Proviso) due November 1, 2018 November 1 Commission on Higher Education Meeting November 2 User Fees Solicitation - Columbia Campus - due back December 7, 2018 November 5 Budget Staff Meeting November 5-9 Fall Review Data Collection and Preparation - All Columbia Units November 8 Board of Economic Advisors (BEA) Meets November 9 Columbia Tuition Update November 9 Review Month-End Columbia Schedules including State Budget to Actual - October November 12 Fall Review: send out to all units - Response due back 12/5/18 November 16 Board of Trustees Committees - Building & Grounds, Health Affairs, Student Trustee Liaison November Holidays December 5 Fall Review: unit responses due back December 6 Commission on Higher Education Meeting December 7 User Fee Solicitation - due back in Budget Office December TBD Academic Fee Calculation due to CHE (if requested) December Fall Review: Compile responses for Budget Update Group December 10 Review Month-End Columbia Schedules including State Budget to Actual - November December 13 Columbia Tuition Update December 13 Board of Economic Advisors (BEA) Meets December 18 Board of Trustees Meeting - Academic Affairs, Executive Committee, Full Board December Holidays December 31 Data Collection Date for Campus and Columbia Auxiliary Mid-Year Reviews
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