Budget Development Timeline

  • 9/6/2019 Fall 2019 census. Continuing student and net tuition models refreshed.
  • 9/11/2019 FY20 Q1 meeting of the Operating Forecast Group.
  • 9/11/2019 Leadership Team meeting. Fall 2019 census results are reported by CIPE.
  • 9/12/2019 Board eBook deadline: summer and fall enrollment results, FY20 operating forecast.
  • 9/26-27/2019 Board of Trustees Q1 meeting.
  • 10/1/2019 Budget Assist is opened for FY21 proposals; new and continuing student enrollment target spreadsheets are issued by CIPE.
  • 10/3/2019 Inaugural meeting of the University Budget Advisory Council (UBAC).*
  • 10/9/2019 Leadership Team meeting.
  • 10/11/2019 New and continuing student enrollment target spreadsheets are due to CIPE.
  • 10/15/2019 Proposals for new course fees or other fee changes are due to the Vice Provost for Institutional Budget, Planning, and Analytics.
  • 10/16/2019 Vice Provost for Institutional Budget, Planning, and Analytics advances proposed new and continuing student enrollment targets to UBAC and Cabinet discussions.
  • 10/17/2019 October UBAC meeting (review FY21 tuition and fee studies, review proposed FY21 tuition and fee increases, review FY21 enrollment targets, etc.).*
  • 10/29/2019 Provost's Council recommends approval of FY21 tuition and fee levels, as well as FY21 enrollment targets.
  • 10/30/2019 Cabinet and President recommend FY21 tuition and fee proposals, as well as FY21 enrollment targets, to Board of Trustees.
  • 11/1/2019 Two Budget Assist proposal types (Existing Contract Increase and Non-Discretionary Increase) are due.
  • 11/13/2019 Leadership Team meeting.
  • 11/15/2019 Budget Assist is closed for FY21.
  • 11/20/2019 FY20 Q2 meeting of the Operating Forecast Group.
  • 11/21/2019 November UBAC meeting (review Existing Contract Increase and Non-Discretionary Increase Budget Assist proposals, begin procedure to score Budget Assist proposals).*
  • 11/21/2019 Board eBook deadline: FY21 tuition and fee recommendations, FY21 enrollment targets, FY20 operating forecast update.
  • 12/5-6/2019 Board of Trustees meeting: approval of tuition and fee recommendations, as well as enrollment targets.
  • 12/11/2019 Leadership Team meeting.
  • 12/12/2019 December joint Cabinet-UBAC meeting (review discretionary Budget Assist proposals).*
  • 12/16/2019 NCAP process must be completed for all summer/fall 2020 program launches/cancellations.
  • 12/16/2019 December UBAC meeting (review scoring of Budget Assist proposals and make recommendations to President’s Cabinet).*
  • 12/17/2019 Due date for Provost to approve all FY21 cohort/program launches/cancellations.
  • 12/18/2019 President’s Cabinet reviews discretionary Budget Assist proposals and receives recommendations from UBAC.*
  • 12/19/2019 Budget Assist decision‐making spreadsheet issued to the President.
  • 12/20/2019 President and Provost confer and President makes final decisions concerning FY20 Budget Assist proposals. Decision-making spreadsheet is returned to Vice Provost for Institutional Budget, Planning, and Analytics.
  • 1/3/2020 Vice Provost for Institutional Budget, Planning, and Analytics informs various groups about the results of the President’s decisions concerning Budget Assist requests.
  • 1/15/2020 Leadership Team meeting. President comments on his decisions concerning Budget Assist proposals.
  • 1/16/2020 January UBAC meeting (review President’s decisions concerning Budget Assist requests).*
  • 2/7/2020 Spring 2020 Census; continuing student and net tuition models refreshed.
  • 2/10/2020 New and continuing student enrollment target spreadsheets reissued for updates.
  • 2/12/2020 Leadership Team meeting.
  • 2/14/2020 Revised new and continuing student enrollment target spreadsheets due.
  • 2/18/2020 Revised new and continuing student enrollment targets are approved by Vice Provost for Institutional Budget, Planning, and Analytics.
  • 2/19/2020 President’s Cabinet meeting. Cabinet discusses budget‐balancing efforts, if necessary.
  • 2/20/2020 February UBAC meeting (review of prospective budget-balancing efforts, if necessary).*
  • 2/26/2020 President’s Cabinet meeting. If necessary, Cabinet determines allocation of aggregate savings target to units.
  • 3/11/2020 FY20 Q3 meeting of the Operating Forecast Group.
  • 3/11/2020 Leadership Team meeting (FY21 Board operating budget document available).
  • 3/12/2020 Board eBook deadline: FY21 Board operating budget documents, FY20 operating forecast update.
  • 3/19/2020 March UBAC meeting (if applicable, review of savings target allocations to units).*
  • 3/26-27/2020 Board of Trustees Q3 meeting: approval of FY21 operating budget.
  • 4/1/2020 Cabinet members deliver budget savings initiatives to CIPE, if necessary.
  • 4/8/2020 Leadership Team meeting.
  • 4/16/2020 April UBAC meeting (review summaries of proposed savings initiatives, gather feedback for the President’s Cabinet).*
  • 4/22/2020 President’s Cabinet reviews UBAC feedback about proposed savings initiatives, if required for FY21.*
  • 4/24/2020 President and Provost confer and approve savings initiatives, if required for FY21.*
  • 4/27/2020 FY21 operating budget uploaded to Banner Finance with savings (if required for FY21).
  • 5/6/2020 Leadership Team meeting.
  • 5/21/2020 May UBAC meeting.*
  • 5/27/2020 FY20 Q4 meeting of the Operating Forecast Group.
  • 5/27/2020 Board eBook deadline: Review of anticipated FY21 enrollment outcomes, FY20 operating forecast update.
  • 6/1/2020 FY21 begins.
  • 6/8-9/2020 Board of Trustees summer retreat.

      *The University Budget Advisory Council (UBAC) is being formed in FY20, and so the milestones on this timeline associated with that group may be subject to revision once that group is constituted and meeting regularly.