Deans (and/or Input Consolidated August Program pro-formas Finance Developer) and (should include issues, inquires about Budget Reps recs, and revenue and arrange recommendations cost estimates; meeting(s) with identified by Checks for AVP supporting completeness – and reasonable Academic departments) assumptions; Finance; Budget Provides reps revise based guidance on on feedback and issues or open build a items in consolidated set of pro-formas for their individual school August AVP-Academic This Input Consolidated Finance deliverable university-wide develops should be (should include consolidated reviewed to issues, recs, and pro-forma across understand recommendations University potential identified by resources supporting needs across departments) schools August / AVP Acad Fin Budget Input Budget Office should – meets with provides input document issues, September Budget and in terms of risks, and recs Planning for issues, risks, regarding program initial and recs; If there is no input to provide, then Budget Office provides that abide by guidelines and are complete
August Deans (and/or Program Developer) and Budget Reps arrange meeting(s) with AVP – Academic Finance; Budget reps revise based on feedback and build a consolidated set of pro-formas for their individual school Finance inquires about revenue and cost estimates; Checks for completeness and reasonable assumptions; Provides guidance on issues or open items in Input Consolidated pro-formas (should include issues, recs, and recommendations identified by supporting departments) August AVP-Academic Finance develops consolidated pro-forma across University This deliverable should be reviewed to understand potential resources needs across schools Input Consolidated university-wide (should include issues, recs, and recommendations identified by supporting departments) August / September AVP – Acad Fin meets with Budget and Planning for initial Budget provides input in terms of issues, risks, and recs; If there is no input to provide, then Budget Office provides that abide by guidelines and are complete Input Budget Office should document issues, risks, and recs regarding program
proforma-policy.docx