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.
FY24 Budget Plan Process
| Date | Budget Officers and their teams | Date | Department / Program Budgeters |
|---|---|---|---|
| Available Now | 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. | Available Now | 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 27 | FY24 Budget Plan Process kicks off; Final submissions are due April 5th |
Feb 27 | FY24 Budget Plan Process kicks off; Check with your budget officer for your department's involvement and due date |
| Mar 7 - 29 | Open Labs: Join the UBO on Zoom for one-on-one budgeting support. | Mar 7 - 29 | Open Labs: Join the UBO on Zoom for one-on-one budgeting support. |
| Prepopulated by UBO | 1) Endowment with Jan 2023 data 2) Payout Data as of 2/15/23, reloaded by UBO 3/16 with Feb 2023 data |
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| Before you start budgeting | 1) IMPORTANT: Make changes to your Department Favorites by 3/3/23. 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 (Tentative) |
Base General Fund allocations entered by UBO | ||
| March 16th | 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. |