BUDGET PLANNNING & DEVELOPMENT PROCESS FLOW CHART
BUDGET DEVELOPMENT & PREPARATION REVIEW & APPROVAL
President's Unit Auxiliary Budget Oversight C'ttee (Develops Policies & Guidelines)
President's Unit Request
Departments Admin. & Finance Departments Admin. & Finance Request
Budget Office Consolidates
Institutional Advancement Request Auxiliary Budgets
E&G Budgets
Strategic Plan/Goals
Institutional Priorities Based on 4 Guiding Principles & 10 Critical Elements (President) E&G Budget (Planning & Developing Policies & Guidelines)
President Reviews & Approves Policies & Guidelines
Institutional Departments
Student Affairs
Student Affairs Request
Budget Development Workshop
Departments
Academic Affairs Departments
Academic Affairs Request
Evaluate prior year Goals/Achievement
Recom
Capital Planning Master Plan, PECO & SEPTEMBER OCTOBER CITF Considerations
2008
2008
2009-2010 Capital Improvement Plan List NOVEMBER submitted to FBOE
Master Plan Visioning Workshop DECEMBER JANUARY 2008review/discuss 2009
Submittal of CITF
Prep. of 2010-14 CIP, (PECO &
2008
projects priority FEBRUARY list Student Affairs 2009
MARCH Courtelis) for UBOT review APRIL 2009 2009
1: Housing rental rates due BOG 2: 2009-10 Budget requests due in Budget Office 3: SG budget submitted to University President for approval 4: Auxiliary Oversight Committee meets to review auxiliary budgets 5: E&G budgets ready for preliminary review
MAY 2009
Committee Reviews JUNE PECO, Courtelis projects 2010-14 2009
UBOT review/a
JULY 2009
AUGUST 2009
1: UNF 2009-10 Operating Budget details submitted to BOG
SEPT. Capital Impr 2009 Plan (CIP) pri
1: BOG approves 2009-10 Budget Plan 2: UBOT/President Discuss strategic plan/goals 3: 2009-10 LBR Operating & Capital budget revision submitted 4: Review Capital Planning strategies 5: 2009-10 Capital projects funding released
PECO and Courtelis 1: BOG approves 2008-09 1: Revised PECO/CIP list funding release due BOG for 2009-10 Budget Plan 2: UBOT/President Discuss 2: President communicates strategic plan/goals institut. priorities based 3: 2008-09 LBR Operating on 4 Guiding Principles & Capital budget & 10 Critical Elements revision submitted 3: UBOT considers A&S, 4: Review Capital Planning CDRC, Health & strategies Athletics fee increases. 5: 2008-09 Capital projects funding released
1: Budget Office publishesDevelop Building Programs forCourtelis Challenge 1: Budget Guidelines are 1: projects 2008-09 Operating Budget current CIPfor 2009-10 developed and CITF lists - Grant program list on ongoing 2: A&S, CDRC, Health & E&G Allocations submitted to BOG Athletics fee increases 2: Auxiliary Oversight c'ttee submitted to BOG develops & recommends 3: Master plan review policies & guidelines for 2009-10 year
1: President reviews &Plant Survey 1: 2009 Legislative Obtain Educ. approves guidelines Session begins Recommend. for PECO and 2: Budget development 2: Report of student fees Courtelis projects BOG mini-workshop due 3: UBOT reviews and approves housing rental rates
2009-10 LBR Revision Submitted
1: President & staff review State of auxiliary committee's to recommendations 2: Legislative session ends 3: 2009-10 E&G summary released to President 4: Prior year goals & objectives evaluated 5: E&G budgets finalized 6: UBOT Workshop
1: Submit 2009-10 E&G 1: Approved budgets Florida Legislature convenes Expenditure plans to BOG distributed to Units review receives submittals 2: Divisions submit LBR 2009-10 2: UNF E&G and PECO allocations 3: 2010-11 LBR instructions received from FBOE 4: President & Staff discuss LBR submission 5: President/UBOT discuss LBR submission 6: President recommends Operating & Capital budgets to UBOT for approval allocation details to Budget Office 3: Budget Office prepares UNF's budget plan for submission to BOG 4: Capital & Operating Budget Plans submitted to BOG
UBOT Workshop
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