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 2013 / 2014 Consolidated Operating Budget Information

Budget System is now open and available for FY 2014 data entry.  Budget entries should be completed by Monday, May 20, 2013.    

Please watch this seven minute video at your convenience. This video may be used in conjunction with the User Guide.    

PeopleSoft Budget System Training Video

PeopleSoft Budget System link

User Guide(pdf) for Budget Preparers and Reviewers

2013-14 Budget Workbook Template
Guidelines for Budgeting and Financial Management of Current Operations (pdf)
2013-14 Budget Schedule (pdf)
Accounting Distribution Strings
Budget Transfer Form Activity and Class Changes ONLY (xls)



Fiscal Year 2013 / 2014 Budget Schedule

 University Budget Development 
Planning and development of proposed Macro Budget for Fiscal Year 2013/2014. University Budget Council (UBC) September 2012 through January 2013
University Budget Review and Approval 
University Finance Committee review of proposed Macro budget. Finance Committee December 2012
University Board of Trustees review and approval of Operating Budget. Board of Trustees February 2013
Departmental Budget Setup and Input 
Budget Guidelines and Planning Guide for Fiscal Year 2013/14 distributed to Budget Managers
Budget Office
April 2013
Allocation for Department Operating and Student Wages to Vice Presidents, Deans, Provost Budget Office
May 2013
PeopleSoft 9.1 Budget System available to end users Budget Office April - May 2013
Budget planning and input to PeopleSoft budget system Budget Office May 2013
Department operating budget input completed in Peoplesoft Budget system Budget Managers
May 2013
Budget Implementation 
Budget information available in Finance System for new fiscal year
 Budget Office
July 2013