University Budget Office Information Update

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University Budget Office Information Update

• Jessica Fitchett
• February 12, 2008

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Game Plan

• Public Budget Documents
• 2008 State Operating Budget
• 2008 Local Budget
• 2008 All Funds Report
• 2009 State Operating Request
• Protected Budget Documents
• Vice Presidential Expenditure Authority
• NSTAR
• Local Budget Update

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State Budget

• Current Year
• Due October 1
• Categorized by Activity
• Instruction
• Research
• Public Service
• Academic Support
• Student Services
• Institutional Support

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Local Budget

• Current Year
• Due October 1
• Categorized by Fund Type
• Designated
• Auxiliary
• Plant

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All Funds Report

• Current Year
• Due twice a year
• Initial
• Mid-year
• Categorized by Activity and Fund type
• Includes Grants and Contracts

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State Operating Request

• Next Fiscal Year
• Due October 1
• This format combines the most comprehensive
  picture
• Mission, Values and Goals
• Performance Measures
• Continuation Budget
• Personal Services
• Strategic Investments
• Federal Funds

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Vice Presidential Expenditure Authority

• Posted each quarter
• Q1 Q2 available
• Format similar to the Daily Status of Funds, but
  presented horizontal rather than vertical
• Combines State and Local accounts
• Roll-up views
• By Cabinet
• By Branch
• By Department
• By Unit (State vs. Local)

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NSTAR

• Planning and Budget Application
• In line with standardizing the budgeting process
  for the three state universities
• Streamline the State and Local processes
• Excel platform
• Schedule
• Data load(s) and interfaces being defined
  currently
• PeopleSoft
• Advantage
• Alpha Testing to begin this week
• Go Live May 2008

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Local Budget Update

• Historical Template Distributed
• Proceed with defined business process
• In a Perfect World
• The data from the summary sheet with be loaded
  into NSTAR in May
• State budget data will follow
• JFRs are the primary source for this data

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Review

• Budget Documents
• Public docs found at
• http//www4.nau.edu/pair/Budget/BudgetReports.asp
• Protected doc found at
• https//www4.nau.edu/pair/Budget/Protect_file/FinM
  gmtReports.asp
• NSTAR implementation is coming soon stay tuned!

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Final Thoughts

• Check out the Budget Office Website
• https//www4.nau.edu/pair/Budget/index.asp
• Call me anytime x-7151, if I dont know the
  answer I will make sure I get you to someone that
  does.