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Budget Calendar

Budget and Planning Process

FY 2018-19

Updated: October 3, 2017

Note: All dates are subject to change.

FY19 Budget Cycle Calendar (pdf)

DATE DESCRIPTION
January (mid) – February (mid) Budget model information posted and college/ unit data review period.
January 15 Base Budget Adjustment edocs completed and approved in KFS
January 24 Initial load to into Longview Planning System
January 25 – 27 Board of Trustees meeting
February (early) Planning assumptions posted
February 1 Longview Budget Planning System open to College Level Users 
February 7 Long term pool estimated income loaded
February 8 Longview Budget Planning System open to Department Level Users
February 13 – 21 Campus training and review sessions of Longview Budget Planning System
March (early) Budget Letters distributed
March 1 SIP eligibility set in Longview Budget Planning System
March 5 D-Level exact close date communicated by C-Level UBOG member of each College/Unit to their departments.
March 26 Longview Budget Planning System planning modules closed to College Level Users
March (late) Staff market pay analyses delivered to organizations. (From Compensation Services, OHR, report available in Workday)
April 2 Organizational budget narrative and financial report due to Budget Office
April 10-13 Trustee Budget FY 19 roll up completed
April 19 – 21 Submit SIP Templates to Budget Office
May 1 SIP closed to all users
May 5 May Book completed for BOT mailing
May 25 – 26 Boards of Trustees meet to approve operating budget and capital plan
June 6 Trustee budget snapshot set in Longview

June 8 – 12

 

On request to Budget Office, Longview Budget Planning System planning module open to

College Level Users 

June 12 Close Longview Planning System to all level users @9pm
June 13 – 14 *Individual incumbent (workforce) planning records updated to include SIP awards, SIP Apply
June 15 – 19

Longview Budget Planning System planning modules reopened to College level users for

final balancing of accounts.

June 19 SIP Awards loaded to Workday HR, awards are effective July 1
June 19 UBO begins final budget review.
July 26 FY19 Budget loaded to general ledger.

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