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Budget Calendar

Budget and Planning Process

FY 2017-18

Updated: June 12, 2017

Note: All dates are subject to change.

FY18 Budget Cycle Calendar (pdf)

DATE DESCRIPTION
October 14 FY 2018 Capital Plan Submissions due @ 7pm
October 26 (ongoing) Provost’s Capital Planning Group review of capital plan submissions and related institutional needs
December CPG and CF&PC approval of final Capital Plan
January 13 Base Budget Adjustment edocs completed and approved
January 23 Initial load to into BMT
January 26 – 28 Board of Trustees meeting
February 1 BMT open  to College Level Users 
February 7 – 28 Campus training and review sessions of Longview BMT (Budget Management Tool)
February 7 Long term pool estimated income loaded
February 8 BMT open to Department Level Users
February (mid) Planning assumptions posted
March B&P, Finance Committees review and approval of proposed capital plan
March 1 SIP eligibility set in BMT
March Budget Letters distributed
March 15 – 21 D-Level exact close date communicated by C-Level UBOG member of each College/Unit to their departments.
March (late) Staff market pay analyses delivered to organizations. (From Compensation Services, OHR, report available in Workday)
April Capital Planning Opens
April 7 Budget model information posted and college/ unit data review period.
April 14 BMT planning modules closed to College Level Users
April 19 – 21 Submit SIP Templates to Budget Office
April 21 Organizational budget narrative and financial report due to Budget Office
April 21 – May 2 Trustee Budget FY 18 roll up completed
May 1 SIP closed to all users
May 5 May Book completed for BOT mailing
May 26 – 27 Boards of Trustees meet to approve operating budget and capital plan
June 7 Trustee budget snapshot set in Longview

June 8 – 12

 

On request to Budget Office, BMT planning module open to College Level Users 
June 12 Close BMT to all level users @9pm
June 13 – 14 *Individual incumbent (workforce) planning records updated to include SIP awards, SIP Apply
June 19 SIP Awards loaded to Workday HR, awards are effective July 1
June 15 – 19 BMT planning modules reopened to College level users for final balancing of accounts.
June 19 UBO begins final budget review.
July 25 FY18 Budget loaded to general ledger.

* Dates are subject to change based on business process deadlines.