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Budget Plan Deadlines

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In addition to the UBO Calendar of Activities, Budget Officers and Departments will find this page useful to keep track of Budget Plan specific deadlines.

FY23 Budget Plan Process

Date Budget Officers and their teams Date Department / Program Budgeters
Feb 14th Updated Budget Plan Training video live in STARS; these videos replace the live refresher sessions offered in prior years for returning users and offer some detailed examples for new users. Feb 14th Updated Budget Plan Training video live in STARS; these videos replace the live refresher sessions offered in prior years for returning users and offer some detailed examples for new users.
Feb 28th FY23 Budget Plan Process kicks off;
Final submissions are due April 5th
Feb 28th FY23 Budget Plan Process kicks off;
Check with your budget officer for your department's involvment and due date
Feb 28th through March 31st Open Labs: Join the UBO on Zoom for one-on-one budgeting support. Feb 28th through March 31st Open Labs: Join the UBO on Zoom for one-on-one budgeting support.
Prepopulated by UBO 1) Endowment with Jan 2022 data
2) Payout Data as of 2/15/22, reloaded by UBO 3/16 with Feb 2022 data
   
Before you start budgeting 1) IMPORTANT: Make changes to your Department Favorites by 3/7/22. Changes are disabled after this date.
2) Make any changes to planning assumptions that have been inherited from UBO entries.
Before you start budgeting Make sure you understand your Budget Officer's internal budgeting deadlines and expectations.
March 15th Base General Fund allocations entered by UBO    
March 15th Ensure your unit's Transfer Administration System (TAS) entries are complete and current for upload into Tidemark    
March 17th TAS Entries available in Tidemark    
March 30th Last Day to make endowment principal changes in Endowment Planning application; email ubo-budgetsys@lists.stanford.edu when you want payout data migrated to your Budget Plan    
April 1st (tentative) Minor changes go live in Tidemark; UBO will disseminate a What's Changed document to explain the changes, if any April 1st (tentative) Minor changes go live in Tidemark; UBO will disseminate a What's Changed document to explain the changes, if any
By April  5th 1) Adjust your calculated ISC in ISC panels; ensure you have budgeted the portion of ISC recovery that is allocated to Dean/VP offices By April 5th, or earlier internal deadline 1) Adjust your calculated ISC in ISC panels
By April 5th Completed Year End Projection and Budget Plan Submission due. See Understanding your numbers guidelines.