Budget Plan Deadlines
In addition to the UBO Calendar of Activities, Budget Officers and Departments will find this page useful for keeping track of Budget plan-specific deadlines. Note: The deadlines below for FY26 will be updated in winter 2024, specifically for the CPB System.
FY25 Budget Plan Process
| Date | Budget Officers and their teams | Date | Department / Program Budgeters |
|---|---|---|---|
| Available Now | 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. New User Live Zoom Session Feb 22, 2p-4p Register via STARS by Feb 21. | Available Now | 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. New User Live Zoom Session Feb 22, 2p-4p Register via STARS by Feb 21. |
| Feb 26 | FY25 Budget Plan Process kicks off; Final submissions are due April 5th | Feb 26 | FY25 Budget Plan Process kicks off; Check with your budget officer for your department's involvement and due date |
| Feb 26 - Apr 4 | Instructor Office Hours by appointment replace scheduled Open Labs... Submit a Service Request for an appointment for individual help. | Feb 26 - Apr 4 | Instructor Office Hours by appointment replace scheduled Open Labs... Submit a Service Request for an appointment for individual help. |
| Prepopulated by UBO | 1) Endowment with Jan 2023 data 2) Payout Data as of 2/15/23, reloaded by UBO ~3/15 with Feb 2023 data | ||
| Before you start budgeting | 1) IMPORTANT: Make changes to your Department Favorites by 3/4/24. 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 14 | Ensure your unit's Transfer Administration System (TAS) entries are complete and current for upload into Tidemark | ||
| March 15 (Tentative) | Base General Fund allocations entered by UBO | ||
| March 15 | TAS Entries available in Tidemark | ||
| March 28 | 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 | ||
| By April 5 | 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 5 | Completed Year End Projection and Budget Plan Submission due. See Understanding your numbers guidelines. |