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case western reserve university

OFFICE OF BUDGET &
FINANCIAL PLANNING

 

Office of Budget & Financial Planning - FY10 Calendar


The Office of Planning and Budget Calendar provides important dates concerning the budget and planning process. The dates are subject to change as the calendar will be updated on a regular basis. 

 

 

Key:

BOT - Board of Trustees
FSBC - Faculty Senate Budget Committee
UBC - University Budget Committee
UPC - University Planning Committee

 


October 2009
Date
Activity
Notes
Oct. 6 FSBC mtg.  
Oct. 9 BOT Finance Com. Review YE operating results
Oct. 9 Request for professional tuition rates
Oct. 14 Send out 1st quarter forecast materials
Oct. 16 Updated space inventory due for inclusion in FY11 space allocations
   
Oct. 20 FSBC mtg.
Oct. 26 1st quarter forecasts due  
November 2009
Date
Activity
Notes
Nov. 4 FSBC mtg.  
Nov. 4 Mail 1st quarter forecast to BOT  
Nov. 10 Professional tuition rates due  
Nov. 12-25 Review of Tuition/Room and Board rates  
Nov. 13 Send out October forecast materials  
Nov. 18 FSBC mtg.
Nov. 18 BOT Ex. Com.  
Nov. 25 Forecast update due  
December 2009
Date
Activity
Notes
Dec. 1 Mail tuition/room/board material to BOT  
Dec. 2 FSBC mtg  
Dec. 14 Send out November forecast materials  
Dec. 15 BOT Finance Com. Tuition rate review and recommendations
De. 15 BOT Ex. Com. Tuition rate approval
Dec. 16 FSBC mtg.  
Dec. 10-23 Develop FY11 Fringe Benefit rates Rate development with Budget, Controller, and HR
Dec. 28 Forecast update due
Dec. 31 2nd Quarter Close  
 
January 2010
Date
Activity
Notes
Jan. 6 FSBC mtg.  
Jan. 19 thru Feb. 18 Staff Salary guidelines, ranges developed Guideline development with HR, Provost, CFO
Jan. 15 Send out 2nd quarter forecast materials  
Jan. 19 BOT Ex. Com.  
Jan. 20 FSBC mtg.  
Jan. 27 2nd quarter forecast due  
 
February 2010
Date
Activity
Notes
Feb. 3 FSBC mtg.  
Feb. 5 Mailing - 2nd quarter forecast to BOT  
Feb. 12 Send out January forecast information  
Feb. 16 FSBC mtg.  
Feb. 19 BOT Finance Com.  
Feb. 19-20 BOT review of FY11 endowment spending  
Feb. 25 Forecast update due  
Feb. 26 FY11 budget guidelines released  
March 2010
Date
Activity
Notes
Mar. 2 Request for FY11 faculty salary Provost Office activity
Mar. 3 FSBC mtg.  
Mar. 16 BOT Exec. Com.  
Mar. 16 FSBC mtg.  
Mar. 25 Forecast update due  
Mar. 29 Faculty salaries due to Provost
Mar. 31 3rd Quarter close
 
April 2010
Date
Activity
Notes
April 1-10 Faculty salaries discussed with Deans Provost
April 7 FSBC mtg.
April 9 Final FY11 budgets due  
April 13 BOT Ex. Com.  
April 14 Send out 3rd quarter forecast materials
April 20 FSBC mtg.  
April 14-26 Budget review with Deans
April 26 3rd quarter forecasts due
April 27 Finance Committee mailing - Draft budget  
   
May 2010
Date
Activity
Notes
May 3-14 Budget review with Vice Presidents  
May 5 FSBC mtg.  
May 12 BOT Finance Com. Review Draft FY11 Budget
May 12 BOT Ex. Com.  
May 14 Send out April Forecast information  
May 18 FSBC mtg.
May 21 BOT Mailing - FY10 forecast & FY11 budget  
May 27 Forecast update due  
   
June 2010
Date
Activity
Notes
June 2 FSBC mtg.  
June 4 BOT Finance Com. FY10 budget review
June 4-5 BOT Full FY10 budget approval
June 14 Send out May forecast information  
June 25 forecast update due