Accounting & Budget

Quarterly budget reviews are conducted between budgetholders and the Budget Team. Other budgetary needs that may surface throughout the year and any request to track spending for projects and events need to be discussed with the Budget Team. If you have any questions related to faculty allocation, spending balances or chartstrings/speedcharts, please email the Budget Team at [email protected]. 

Over the course of the fiscal year, all budgetholders conduct four quarterly reviews, one at the end of each quarter. Quarterly reviews follow the Budget Questionnaire provided by the Budget Team, and are submitted to the Budget Team at [email protected]. 

In addition to the written quarterly reviews, budgetholders meet with the Budget Team once a year to discuss and forecast the upcoming fiscal year. These in-person budget forecast meetings are held in December. For the quarterly review, budgetholders receive the following reports by email:

  • Operations Summary at quarter end
  • Payroll Report at quarter end
  • Program Initiatives & Segments (where applicable) at quarter end

In return, budgetholders complete and submit the Budget Questionnaire to validate estimated spending for the current fiscal year against actual spending year to date, for the following four criteria:

  1. Staffing Updates
  2. Programming Updates
  3. Reallocation Within Current Budget
  4. Strategic Planning

For the in-person budget forecast meeting, budgetholders receive the following reports by email:

  • Operations Summary at Nov 30
  • Payroll Report at Nov 30
  • Program Initiatives & Segments (where applicable) at Nov 30

In return, budgetholders meet with the Budget Team in December to discuss and forecast the upcoming fiscal year.

Please email any questions with the subject Quarterly Reporting to [email protected].

Throughout the year, additional budgetary needs may arise for us to meet our strategic goals, for the current fiscal year or in future fiscal years. All new needs must be reviewed by the Associate Dean of the budgetholder's area and submitted to [email protected] for CFO approval. 

To be considered for the upcoming fiscal year, all new needs must have final CFO approval by February 28.

Please email your request with the subject New Needs to [email protected].

Chartfields, or Initiatives and Segments, are used to track spending on projects and events. If you have a project or event you would like to be able to track spending on, or would like to know if you already have a Chartfield, please email your request with the subject Chartfields (Initiative/Segment) to [email protected].

Please email your request with the subject SpeedChart/ChartString to [email protected].

Please email your request with the subject Payroll/Labor Accounting/Combocodes to [email protected].

Please email your request with the subject Faculty Allocation/Spending Balances to [email protected].