Santa Clara University

University Budget Office


budget

The University Budget Office develops, implements, and maintains a comprehensive and integrated budgeting process. The annual budget planning process is led by the University Budget Council with the support of the President and senior management. Participants also include the Budget Advisory Committee, Budget Forum,key University departments and the campus community. The budget planning process culminates in the development of a 5-Year Financial Operating Plan that serves as the basis for establishing annual departmental operating budgets.

Working closely with all levels at the University, the University Budget Office also assists in the management of University financial resources. As part of the University Finance Office management team, we ensure that accounting and control processes provide the information required to support financial management and planning activities.

Fiscal Year 2014 / 2015 Consolidated Operating Budget Information

New for FY15 Micro Budget - XLerant's BudgetPak Software

As announced at the October Business Manager's meeting, we will be implementing new software called XLerant BudgetPak for the FY 2014-15 departmental micro budget process coming this winter.  Follow the link below to get a preview of the BudgetPak system.  Stay tuned over the next few months for updates on the budget schedule, training opportunities, and deadlines.  

Guidelines for Budgeting and Financial Management of Current Operations (pdf)
XLerant BudgetPak Link: Higher Education Institutions
2014-15 Workbook Instructions (pdf)
2014-15 Budget Schedule (pdf)
Accounting Distribution Strings
Budget Transfer Form Activity and Class Changes ONLY (xls) Note: this form is to be used ONLY for budget transfers. For actual financial transactions, please contact your account representative.



Fiscal Year 2014 / 2015 Budget Schedule

 University Budget Development 
Planning and development of proposed Macro Budget for Fiscal Year 2014/2015. University Budget Council (UBC) September 2013 through January 2014
University Budget Review and Approval 
University Finance Committee review of proposed Macro budget. Finance Committee December 2013
University Board of Trustees review and approval of Operating Budget. Board of Trustees February 2014
Departmental Budget Setup and Input 
Budget Guidelines and Planning Guide for Fiscal Year 2014/15 distributed to Budget Managers
Budget Office
April 2014
Allocation for Department Operating and Student Wages to Vice Presidents, Deans, Provost Budget Office
May 2014
BudgetPak available to end users Budget Office April - May 2014
Budget planning and input to BudgetPak Budget Office May 2014
Department operating budget input completed in BudgetPak Budget Managers
May 2014
Budget Implementation 
Budget information available in Finance System for new fiscal year
 Budget Office
July 2014