Office of Budget and Planning

Budget Planning and Procedures

The following information can help explain budget planning processes and serve as a resource for budget preparation.

Budget Planning Calendar
This list of important events includes upcoming Macros Meetings and Individual Unit Meetings.

Fiscal Year 2010 Budget Preparation Instructions (PDF)
This downloadable guide offers detailed instructions for reviewing and updating budget prep data.

Budget Preparation Fiscal Year 2010 Calendar (PDF)
This schedule provides important due dates during the budget prep process.

Account and Budget Class Codes (Excel)
This listing provides all PeopleSoft Account codes and their related Budget Class code.

Guidelines for Faculty Salary Planning (PDF)
This downloadable guide can help in the salary planning process for faculty members.

Salary Planning Contacts
This listing provides contact information for individuals who can answer salary planning questions.

Process for Setting the Annual Endowment Spending Rate
This web page provides an explanation for how the Endowment Spending rate is determined.