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{"sheet":"FY26 Timeline - EXTERNAL","index":0,"n_rows":20,"n_cols":6,"rows_kept":20,"cut":false,"hidden":false,"merged":[]}
["Section","    Action","Responsible Office","Target Completion/Due Dates","Comments","COMPLETED?"]
[1,"FY26 Micro Budget Process Planning","UBO, Controller's Office, Provost's Office, and Human Resources","2025-01-24","Review and confirm FY26 Micro Budget schedule and timeline.",true]
[{"$f":"A2+1","v":2},"All proposed budget structure changes submitted to the University Budget Office","College/School/Unit Staff","2025-02-07","Send  out form / schedule meeting with Controller's Office to review (approve / decline) ",true]
[3,"Confirm enrollment, tuition, and financial aid budget information for Undergraduate, Graduate, Jesuit School of Theology, and School of Law","Provost's Office","2025-02-28","Budget information should align with Approved Macro Budget. Email to Ed & Soniya with amounts. ",false]
[4,"Distribute final Tuition and Student Fees schedule","Provost's Office","2025-03-10","Tuition & Fees schedule on Provost's Office shared drive",false]
[5,"Email UBC-approved items to University departments with finalized Allocations with attachments.","University Budget Office","2025-03-14","University departmental allocations to VPs  - includes Department Operating Expenses, Student Wages, Library Acquisitions, Financial Aid",false]
[6,"Email Endowment income allocation amounts and uses to University departments. ","University Budget Office, Controller's Office & Provost's Office","2025-03-14","Endowment income master file confirmed and saved to Consolidate Ops shared drive as 'Read Only'",false]
[7,"University Budget Forum [PROPOSED DATE]","University Budget Office","2025-03-18","Noon-1pm California Mission Room, Benson Center",false]
[8,"Departments confirm final Endowment income allocation amounts and uses","College/School/Unit Staff","2025-03-28","Units to confirm final Endowments amounts by expense category",false]
[9,"Departments confirm final University Allocation reallocation changes to Cost Centers","College/School/Unit Staff","2025-03-28","Units to confirm final Allocation to be made to each Cost Center. ",false]
[10,"Human Resources freezes Workday data for review during HR Salary Planning Process","Human Resources","2025-04-01","Staff Salary Freeze in Workday from 4/1/25 - 6/30/25",false]
[11,"UBO to meet with Budget Managers regarding Personnel Staff Salary budget","University Budget Office ","2025-04-07","Meetings to occur from 4/7/25 - 4/30/25 (4 weeks)",false]
[12,"Email Supplemental Budget template to CAS & LSB for inputs","University Budget Office","2025-04-25","Send to College of Arts & Sciences and Leavey School of Business",false]
[13,"Confirm FINAL Staff base salary & supplemental pay budget with Units/Schools/Divisions","College/School/Unit Staff","2025-05-02",null,false]
[14,"Submit final Supplemental Budget to UBO","College of Arts & Sciences and Leavey School of Business","2025-05-09",null,false]
[15,"Finalize all College/Schools/Units \"Sources and Uses\" in Adaptive ","College/School/Unit Staff","2025-05-09",null,false]
[16,"Faculty base salary & supplemental pay budget submitted to UBO.","Provost's Office","2025-05-15","Budget Journal Voucher; Summary of Budget  & Sources of Funding for E&G, Law School, JST, and other funds",false]
[17,"Publish FINAL comprehensive budget from Adaptive into Workday ","University Budget Office","2025-06-06",null,false]
[18,"Load Supplemental Budget into Workday via EIB Load","University Budget Office","2025-06-13","College of Arts & Sciences and Leavey School for Business",false]
[19,"Email FINAL FY26 Budgets to University departments with attachments.","University Budget Office","2025-06-13",null,false]

{"sheet":"FY25 Timeline - INTERNAL","index":1,"n_rows":40,"n_cols":8,"rows_kept":40,"cut":false,"hidden":true,"merged":[]}
["Section","    Action","Responsible Office","Target Completion/Due Dates","Source Documents\n(Title and Location)","COMPLETED?"]
[1,"Email to review Micro Budget Schedule","Budget Office","2024-01-26","Planning of FY 2025 -  (Provost,HR, Controller)",false]
[{"$f":"A2+1","v":2},"Budget Process Planning","University Budget Office & Provost's Office","2024-01-26","Review schedule and timeline for fiscal year 2025",false]
[3,"Email to VP Areas FY 25 Budget Structure Changes","Budget Office","2024-01-26","Add attachments",false]
[4,"Review and Confirm Micro Budget Schedule","Provost Office, Controller's Office, Human Resources","2024-02-02"," ",false]
[5,"Update UBO website","University Budget Office","2024-02-09"," ",false]
[6,"All proposed budget structure changes submitted to the University Budget Office","Cabinet Offices","2024-02-09","Send  out form / schedule meeting with Controller's Office to review (approve / decline) ",false]
[7,"Graduate enrollment, tuition, and financial aid budget information confirmed","Provost's Office","2024-03-01","Graduate enrollment tuition revenue worksheets; graduate tuition revenue included in Tuition Revenue Summary worksheet; graduate financial aid budget worksheets",false]
[8,"Jesuit School of Theology enrollment, tuition, and financial aid budget information confirmed","Provost's Office","2024-03-01","JST enrollment tuition revenue worksheet; JST tuition revenue included in Tuition Revenue Summary worksheet; JST financial aid budget worksheet",false]
[9,"School of Law enrollment, tuition, and financial aid budget information confirmed","Provost's Office","2024-03-01","Law School enrollment tuition revenue worksheet; Law School tuition revenue included in Tuition Revenue Summary worksheet; Law School financial aid budget worksheet",false]
[10,"Endowment income allocation amounts and uses confirmed with President, Provost and Vice Presidents","Controller's Office & Provost's Office","2024-03-08","Endowment income master file confirmed and saved to Consolidate Ops shared drive as 'Read Only'",false]
[11,"Tuition and Student Fees schedule finalized and distributed","Provost's Office","2024-03-11","Tuition & Fees schedule on Provost's Office shared drive",false]
[12,"Undergraduate enrollment, tuition, and financial aid budget information confirmed","Provost's Office & Enrollment Management","2024-03-12","Undergraduate enrollment planning assumptions narrative document; undergraduate enrollment planning assumptions worksheet; undergraduate tuition revenue included in Tuition Revenue Summary worksheet; undergraduate financial aid worksheet",false]
[13,"Dean/Division list","University Budget Office","2024-03-13","Update internal dean/division list with department structural changes ",false]
[14,"University departmental allocations to Cabinet  - includes Department Operating Expenses, Student Wages, Library Acquisitions, Financial Aid  (with attachment)","University Budget Office","2024-03-15","Attachments: Phase I Workbook with structure and allocation changes",false]
[15,"University Budget Forum {PROPOSED DATE]","University Budget Office","Tuesday, March 19, 2024","Noon-1pm California Mission Room, Benson Center",false]
[16,"VP Phase I portfolio reallocations submitted to the University Budget Office","Cabinet Offices","2024-03-22","Attachments: Phase I Workbook with structure and allocation changes",false]
[17,"Deadline: Adaptive system entry for completed Phase I workbooks ","University Budget Office","2024-03-28",null,false]
[18,"Confirm car allowances with Athletics","University Budget Office","2024-03-28",null,false]
[19,"Human Resources freezes Workday data for review during HR Salary Planning Process","Human Resources","2024-04-01",null,false]
[20,"Run manual integration between Workday and Adaptive for Personnel data ","University Budget Office ","2024-04-01",null,false]
[21,"Phase II: All funds allocations and endowment income plus instructions for student wage, department operating expense, and transfer budgets distributed to Deans, Vice Provosts, EDs, Assistant Vice Presidents.  Staff salary base and supplemental pay (car allowance, housing allowance) also included to designated & auxiliary funds.","University Budget Office","2024-04-12","Attachment: Phase II Workbook",false]
[22,"UBO to meet with Budget Managers regarding Personnel Staff Salary budget","University Budget Office","4/15/24 - 5/10/24",null,false,null," "]
[23,"Faculty base salary & supplemental pay budget submitted to University Budget Office","Provost's Office","2024-05-10","Budget Journal Voucher; Summary of Budget  & Sources of Funding for E&G, Law School, JST, and other funds",false]
[24,"Staff base salary & supplemental pay budget submitted to University Budget Office","College/School/Unit Staff","2024-05-10",null,false]
[25,"Run manual integration between Workday and Adaptive for Personnel data after conversations with Units regarding headcount","University Budget Office","2024-05-10",null,false]
[26,"System entry of tuition and financial aid budget sources and uses (input by University Budget Office only)","University Budget Office","2024-05-10",null,false]
[27,"DEADLINE: College/Schools/Units build sources and uses of student wage and department operating budget and submit completed budget workbooks to University Budget Office, including Supplemental Budget","College/School/Unit Staff","2024-05-17","Deans, Vice Provosts, Assistant Vice Presidents submit completed workbooks to University Budget Office with cc: to appropriate Vice President",false]
[28,"Deadline: First Pass Adaptive system entry for final Phase III workbooks ","University Budget Office","2024-06-07",null,false]
[29,"System entry of miscellaneous revenue budgets, undergraduate tuition and financial aid.","University Budget Office","2024-06-07","University Budget Office inputs miscellaneous revenue that is not tied to specific spending, (e.g. library fines, disciplinary fines).  In addition, University Budget Office will upload tuition and financial aid based on figures finalized by the Provost Office in early March.",false]
[30,"System entry of debt budget","University Budget Office","2024-06-07",null,false]
[31,"System entry of student wages and department operating expense budgets (incl. gift transfers, reserve transfers, student wages, operating expenses) - all fund types.","University Budget Office","2024-06-21",null,false]
[32,"System entry of Library Acquisitions budgets","University Budget Office","2024-06-21",null,false]
[33,"System entry of faculty salary budget sources and uses (input by University Budget Office only)","University Budget Office","2024-06-21",null,false]
[34,"System entry of staff salary budget sources and uses (input by  University Budget Office only)","University Budget Office","2024-06-21",null,false]
[35,"System entry of benefits budget sources and uses (input by University Budget Office only)","University Budget Office","2024-06-21",null,false]
[36,"Deadline: Second Pass (final) Adaptive system entry for final Phase III workbooks ","University Budget Office","2024-06-21",null,false]
[37,"Final comprehensive operating budgets confirmed with Deans, Vice Provosts, and Associate/Assistant Vice Presidents (included salary planning)","University Budget Office & Provost's Office","2024-06-28",null,false]
[38,"Publish final comprehensive budget from Adaptive into Workday ","University Budget Office","2024-06-28",null,false]
[39,"Phase III Communications","University Budget Office","2024-07-12",null,false]

{"sheet":"FY25 Timeline - EXTERNAL","index":2,"n_rows":26,"n_cols":5,"rows_kept":26,"cut":false,"hidden":true,"merged":[]}
["Section","    Action","Responsible Office","Target Completion/Due Dates","COMPLETED?"]
[1,"Budget Process Planning","University Budget Office & Provost's Office","2024-01-26",false]
[{"$f":"A2+1","v":2},"All proposed budget structure changes submitted to the University Budget Office","Cabinet Offices","2024-02-09",false]
[3,"Graduate enrollment, tuition, and financial aid budget information confirmed","Provost's Office","2024-03-01",false]
[4,"Jesuit School of Theology enrollment, tuition, and financial aid budget information confirmed","Provost's Office","2024-03-01",false]
[5,"School of Law enrollment, tuition, and financial aid budget information confirmed","Provost's Office","2024-03-01",false]
[6,"Endowment income allocation amounts and uses confirmed with President, Provost and Vice Presidents","Controller's Office & Provost's Office","2024-03-08",false]
[7,"Tuition and Student Fees schedule finalized and distributed","Provost's Office","2024-03-11",false]
[8,"Undergraduate enrollment, tuition, and financial aid budget information confirmed","Provost's Office & Enrollment Management","2024-03-12",false]
[9,"University departmental allocations to Cabinet  - includes Department Operating Expenses, Student Wages, Library Acquisitions, Financial Aid  (with attachment)","University Budget Office","2024-03-15",false]
[10,"University Budget Forum","University Budget Office","Tuesday, March 19, 2024",false]
[11,"VP Phase I portfolio reallocations submitted to the University Budget Office","Cabinet Offices","2024-03-22",false]
[12,"Human Resources freezes data for review during HR Salary Planning Process","Human Resources","2024-04-01",false]
[13,"Phase II: All funds allocations and endowment income plus instructions for student wage, department operating expense, and transfer budgets distributed to Deans, Vice Provosts, EDs, Assistant Vice Presidents. Phase II also includes Worktag (Activity and/or Assignee) Budget details. Staff salary base and supplemental pay (car allowance, housing allowance) also included to designated & auxiliary funds.","University Budget Office","2024-04-12",false]
[14,"Faculty base salary & supplemental pay budget submitted to University Budget Office","Provost's Office","2024-05-10",false]
[15,"Staff base salary & supplemental pay budget submitted to University Budget Office","College/School/Unit Staff","2024-05-10",false]
[16,"System entry of tuition and financial aid budget sources and uses (input by University Budget Office only)","University Budget Office","2024-05-10",false]
[17,"DEADLINE: College/Schools/Units build sources and uses of student wage and department operating budget and submit completed budget workbooks, and Worktag (Activity and/or Assignee) Budget details to University Budget Office. Needs to include Worktag budget detail (If Applicable)","College/School/Unit Staff","2024-05-17",false]
[18,"System entry of miscellaneous revenue budgets, undergraduate tuition and financial aid.","University Budget Office","2024-06-03",false]
[19,"System entry of debt budget","University Budget Office","2024-06-03",false]
[20,"System entry of student wages and department operating expense budgets (incl. gift transfers, reserve transfers, student wages, operating expenses) - all fund types.","University Budget Office","2024-06-21",false]
[21,"System entry of Library Acquisitions budgets","University Budget Office","2024-06-21",false]
[22,"System entry of faculty salary budget sources and uses (input by University Budget Office only)","University Budget Office","2024-06-21",false]
[23,"System entry of staff salary budget sources and uses (input by  University Budget Office only)","University Budget Office","2024-06-21",false]
[24,"System entry of benefits budget sources and uses (input by University Budget Office only)","University Budget Office","2024-06-21",false]
[25,"Final comprehensive operating budgets confirmed with Deans, Vice Provosts, and Associate/Assistant Vice Presidents (included salary planning)","University Budget Office & Provost's Office","2024-06-28",false]