University Budgets & Reporting

Annual Tasks

The information below is provided to depict a typical fiscal year for University Budgets & Reporting.  The dates are dependent on the BOG, BOT and University leadership.  Specific processes and due dates will be communicated electronically as well as through meetings held throughout the year.

  • July
    • Post initial budgets in financial system
    • Coordinate E&G Rate and non-salary budgets for USF System for the new fiscal year
  • August
    • Finalize E&G budgets
    • Submit Operating Budget and SCD to BOG
  • September
    • Work with USF System to reconcile and post carry forward budget
    • Coordinate Institute and Center process and submit associated budget information to BOG
  • October
    • Extract, analyze, communicate and finalize Expenditure Analysis information to submit to BOG
    • Review and evaluate budget vs expenditure progress through first quarter
  • November
    • Review Financial Aid budget and expenditures
    • Communicate transactional issues to areas to resolve before end of calendar year
  • December
    • Communicate, reconcile and finalize E&G rate to submit SCD to BOG
    • Ensure all budget issues are resolved in preparation of the Spring semester
  • January
    • Review legislative session information and provide information to senior leadership
    • Work with USF System to project year-end  balances
  • February
    • Review and evaluate budget vs expenditure progress through second quarter
    • Coordinate budget priorities with USF System
  • March
    • Review legislative session information and provide information to senior leadership
    • Initialize budget communication with USF System
  • April
    • Work with USF System to start Operating Budget process
    • Starts preliminary steps in BOG Operating Budget process
  • May
    • Finalize Areas budget without new resources
    • Communicate transactional issues to Areas to resolve before end of fiscal year
  • June
    • Submit June SCD
    • Finalize budgets for 7/1