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University Budget Office Information Update

University Budget Office Information Update. Jessica Fitchett February 12, 2008. Game Plan. Public Budget Documents 2008 State Operating Budget 2008 Local Budget 2008 All Funds Report 2009 State Operating Request Protected Budget Documents Vice Presidential Expenditure Authority NSTAR

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University Budget Office Information Update

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  1. University Budget Office Information Update Jessica Fitchett February 12, 2008

  2. Game Plan • Public Budget Documents • 2008 State Operating Budget • 2008 Local Budget • 2008 All Funds Report • 2009 State Operating Request • Protected Budget Documents • Vice Presidential Expenditure Authority • NSTAR • Local Budget Update

  3. State Budget • Current Year • Due October 1 • Categorized by “Activity” • Instruction • Research • Public Service • Academic Support • Student Services • Institutional Support

  4. Local Budget • Current Year • Due October 1 • Categorized by Fund Type • Designated • Auxiliary • Plant

  5. All Funds Report • Current Year • Due twice a year • Initial • Mid-year • Categorized by “Activity” and Fund type • Includes Grants and Contracts

  6. State Operating Request • Next Fiscal Year • Due October 1 • This format combines the most comprehensive picture: • Mission, Values and Goals • Performance Measures • Continuation Budget • Personal Services • Strategic Investments • Federal Funds

  7. Vice Presidential Expenditure Authority • Posted each quarter • Q1 & Q2 available • Format similar to the Daily Status of Funds, but presented horizontal rather than vertical • Combines State and Local accounts • Roll-up views • By Cabinet • By Branch • By Department • By Unit (State vs. Local)

  8. NSTAR • Planning and Budget Application • In line with standardizing the budgeting process for the three state universities • Streamline the State and Local processes • Excel platform • Schedule • Data load(s) and interfaces being defined currently • PeopleSoft • Advantage • Alpha Testing to begin this week • Go Live May 2008

  9. Local Budget Update • Historical Template Distributed • Proceed with defined business process • In a Perfect World • The data from the summary sheet with be loaded into NSTAR in May • State budget data will follow • JFR’s are the primary source for this data

  10. Review • Budget Documents • Public docs found at: • http://www4.nau.edu/pair/Budget/BudgetReports.asp • Protected doc found at: • https://www4.nau.edu/pair/Budget/Protect_file/FinMgmtReports.asp • NSTAR implementation is coming soon – stay tuned!

  11. Final Thoughts • Check out the Budget Office Website • https://www4.nau.edu/pair/Budget/index.asp • Call me anytime x-7151, if I don’t know the answer I will make sure I get you to someone that does.

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