Office of Budget and Planning

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Mission

The office of Budget and Planning assists the executive management of the university community and its constituents in attaining their respective missions by providing and disseminating relevant and reliable information for planning, budgeting, management and accountability.

The office of Budget and Planning is responsible for:

• Presenting budget data in a transparent format that is widely accessible to the University community and its constituents
• Forecasting revenue and expenditures and providing analytical context for planning assumptions and budget policies.
• Developing financial models to enable decision-makers to compare and analyze multiple scenarios with variable assumptions.
• Modeling the impact of program, policy and process changes.
• Coordinating the presentation and review of policy, procedure, and allocation issues impacting operations with senior management.
• Allocating resources, monitoring their use, and reporting on results against plan.
• Responding to internal and external requests for data and information.

Policies & Procedures:

• Budget Development Policy (51000)
• Budget Development Procedures (51000)
• Budget Revision Procedures (51000)
• Budget Implementation Procedures (51001)

Forms & Documents

• Steps to Complete Online Budget Adjustments
• Revised Budget Adjustment Form
• Budget Cover Page (Doc)
• Budget Request Packet Instructions
• Budget Office daily duties flowchart (PowerPoint)
• Budget Account Summary Form (xls)
• Budget Narrative Justification Form (xls)

If you need assistance or have a question, please contact the budget office at: (318) 274-2630.

Staff