FY 2015-16 Budget Process

FY 2015-16 Budget Process

We are in the final stages of our preparations for the FY 2015-16 Budget Process and are looking forward to partnering with you.

This page will be updated as we make more information available.

Key Dates

  • 1/23 thru 2/2 - CalPlanning will not be available
  • 2/2 - CalPlan HCP Refresh
  • 3/6 - CalPlan FY 2014-15 Forecast Due
  • 3/10 - CalPlan FY 2015-16 Operating Budget Opens
  • 4/3 - CalPlan FY 2015-16 Operating Budget and Narratives Due

Introducing the Budget Process Toolkit

The Campus Budget Office has created the Budget Process Toolkit to assist with the internal budget process for Divisions. The Toolkit introduces a standardized approach to completing an internal budget and provides the tools needed to manage the process. It includes checklists, sample agendas, high level timelines, best practices, work examples, and templates to assist with leading a successful budget process.
 
The Portfolio Budget Officers are working directly with the Divisional Finance Leaders (this is the CAO or CFO) to introduce this tool to each Division. 
 
If you have any questions about this Toolkit, please contact your Portfolio Budget Officer.

Budget Guidelines

  • Budget Call Letter (Coming Soon)
  • Budget Guidelines/Capital Instructions (Coming Soon)

Forms to be completed - (Coming Soon)

  • Budget Narrative

  • Form A: Faculty Permanent Budget Summary

  • Form B: Supplemental Budget Request
    This form is required for any new FY 2015-16 central funding requests to be considered.

  • Forms C, D, and E: Capital Plan
    These forms are required for division or central capital projects and debt service.

CalPlanning

For information about CalPlanning training, please visit the CalPlanning training page.

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