Budget Process

Toolkit

The Campus Budget Office has created the Budget Process Toolkit to guide Divisional Finance Leaders and campus finance professionals through the Divisional Budget Process. The Toolkit introduces a standardized approach to completing an internal budget and provides the tools needed to manage the process.
 

Quarterly Financial Reports

Campus leadership is launching the new Quarterly Financial Reporting process. The Quarterly Financial Reports will allow divisions to course correct throughout the year, deliver transparent reporting to divisional leaders, and improve the quality of financial actual, budget, and forecast data. 

PrototypeQuarterly Reporting Package

Quarterly Forecast

In conjunction with Quarterly Reporting, we are launching a new Quarterly Forecast process. Read more.

Instructions and Guidelines:

Submission Forms:

Your Divisional Financial Leader

Divisional Financial Leaders (DFLs) develop and implement the budget process, advise leadership on key budgetary decisions, and serve as an advocate for the needs and priorities of their division. Access the list of DFLs.

Call Letter

The Chancellor sends the Budget Call Letter every year to each of the Vice Chancellors, Vice Provosts, and Deans to provide instructions around preparing the next year’s budget. Dated February 2, 2016, this year's call letter is provided here.