The following resources are designed to provide guidance for prioritizing and planning for the next fiscal year. Planning and analysis tools, approval procedures, and timelines are explained.
Mandatory and Contractual Requests
General Fund 11 and Auxiliary Enterprise Fund 15 Budgets
- Zero-based Budgeting Guidelines including instructions to run the BUDZERO budget memo
- Instructions to run BUDZERO budget memo
- Instructions to run BUDSMRY
Designated Fund (18, 19, 59) Budget Requests
- Guidelines for submitting Designated Fund (18,19, 59) budgets including instructions to run the BUDMEMO4 budget memo
- Instructions to run BUDSMRES
Preparing Endowed Fund (31, 51) Spending Plans
- Instructions to run DIVE3151 Endowment Report
- Log in to Cardinal Financials and navigate to Reporting Tools > PS/nVision > Define Scope
- In the Report Scope field, enter DIVE3151 and click Search
- Enter the Division name for the report you’d like to receive. These are usually administrative units, departments, or schools. Click on the magnifying glass to get a list of options. Click Report Request.
- Pick the “as of” reporting date you’d like to get data for, then click Run Report.
- Under Reporting Tools > Report Manager, click on the Administration tab and then hit Refresh. It may take a few minutes for the report to run.
- Once the report has finished running, click on the file name to save/open.
Submitting New and Existing Fund (12) Budget Requests
- Existing Fund 12 Programs should use the BUDZERO budget template.
- New Fund 12 Programs must be approved by the Provost. Please contact the Academic Budget Office for assistance.
Yearly capital budgeting is essential for planning long-term capital improvements. Long-term planning identifies financial resources and manpower requirements in a logical and coordinated fashion. Before beginning the Capital Request Form, each area should review the Capital Budget Policy, which contains requirements that must be met before a project can be included on the request form.
Capital requests include physical assets or technology over $5,000 that has a useful life of greater than one year, including: new buildings; building improvements; system infrastructures (such as security, fire prevention, utilities); new and replacement machinery and equipment; major upgrades or repairs; technology; and vehicles.Divisions are contacted in the early fall by the AVP for Facilities and/or Information Technology in order to discuss upcoming capital needs and a single capital budget is compiled.
University Budget CommitteeThe University Budget Committee is responsible for the oversight of the annual budget preparation process. The Committee reports directly to the University President and is chaired by the Vice President for Finance and Treasurer. The Charge to the University Budget Committee details the purpose, authority and memberships, as well as the schedule and process.