NACUBO Cover Changing for Excellence was the featured cover story in the January, 2015 edition of Business Officer, the official magazine of the National association of College and University Business Officers (NACUBO).  You can read the full story online. Each month, Business Officer is delivered to representatives at over 2,100 higher education institutions with over 45,000 represented employees.


News - Budgeting Process

  • August 17, 2016
    August 17, 2016 —

    Progress made this reporting period:

    Enhanced Budgeteer Role:

    • No new updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Rolled out the new BudCast reports designed to monitor and manage the funds subject to the FY 2017 spending limits.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.
  • July 13, 2016
    July 13, 2016 —

    Progress made this reporting period:

    Enhanced Budgeteer Role:

    • No new updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Concluded the areas’ compact budget discussions with the Provost in which all schools and administrative units prepared and updated BudCast reports used in the discussions. 

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.
  • June 15, 2016
    June 15, 2016 —

    Progress made this reporting period:

    Enhanced Budgeteer Role:

    • No new updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • May 6th - Demonstrated the new BudCast reports designed to monitor and manage the funds subject to the FY 2017 spending limit to the Campus Financial Officers at their CFO meeting. 

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.
  • May 18, 2016
    May 18, 2016 —

    Enhanced Budgeteer Role:

    • No new updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Continue to revise reports to monitor all the funds impacted by the spending limits for FY 2017.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.
  • April 13, 2016
    April 13, 2016 —

    Enhanced Budgeteer Role:

    • No new updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Work on pushing the new capability that allows position-level budget reallocations using budget values from Version Budget out to production.
    • Develop draft of BudCast reports to be used in FY 2017 to monitor the spending limits.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • Spring 2016 continues to see growth in the Everspring programs for both Education and Business​
  • March 16, 2016
    March 16, 2016 —

    Enhanced Budgeteer Role:

    • BCP Phase 1 operated with the new flexible Merit Department.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Updated the Monthly Variance Fund Management Reports in February to ensure each projected expense column was not duplicating the YTD actual data.  The reports have now been updated to report the projections accurately.
    • A new BudCast functionality is operating in “test” mode and will be rolled out in March.  In the test environment, BudCast users can do position-level budget reallocations using budget values from Version Budget, which specifically allows users to distribute a budget from the Operating Plan onto individual positions. 

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.​
  • February 17, 2016
    February 17, 2016 —

    Progress made this reporting period:

    Enhanced Budgeteer Role:

    • Opened BCP January 25th using the new budgeteer requested features to include the flexible Merit Department.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • BudCast updated to correctly incorporate the names of current staff members that have the longer State of Kansas emplid.  Prior to this correction, BudCast would reflect a former employee’s name that had the shorter KU HR Pay emplid.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.
  • January 13, 2016
    January 13, 2016 —

    Enhanced Budgeteer Role:

    • Incorporated budgeteer feedback into the design of the BCP database for FY 2017 budget preparation to include a flexible merit department field.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No update

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No update
  • December 16, 2015
    December 16, 2015 —

    Enhanced Budgeteer Role:

    • Continued to collect input from budgeteers on how to improve the budget collection process using the access database as well as features to request in a new budget system. 

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • User specific bookmarks were implemented in BudCast.
    • New search functions have been added in BudCast in both the reports and views to search for specific text and/or numbers that may be hidden in collapsed rows in the report.
    • Dynamic sum, count and averages are provided in reports and views when multiple cells are highlighted.  This feature is much like Excel.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No update until Spring semester starts.
  • November 16, 2015
    November 16, 2015 —

    Enhanced Budgeteer Role:

    • Asking several budgeteers to assist with the assessment activities for a new budget and reporting system in meetings scheduled in November and December.  Each budgeteer was selected based on their experience and insight.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Continued enhancements to the BudCast tool to ensure manually keyed projections are saved correctly.  The Period Spread default in the Operating Plan Budget Version was modified so that when users manually make a change to any of the monthly forecasting cells at the header or line item level, the period spread method will automatically change to ‘manual’. 

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • Students enrolled in the KU Academic Accelerator Program (KUAAP), a partnership between the University of Kansas and Shorelight Education, increased from only 27 students in Fall 2014 up to 146 students in Fall 2015, which increased student credit hour production by 1,327. 
    • Fall 2015 is the first semester the Business School offered new online courses via Everspring in Accounting and Decision Sciences generating over 315 new student credit hours.
    • School of Education’s Everspring enrollment continues to grow.  They generated over 1,751 more credit hours in Fall 2015 compared to Fall 2014.
  • October 14, 2015
    October 14, 2015 —

    Enhanced Budgeteer Role:

    • No new update.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • New Operating Plan Budget Version Views demonstrated at the Sept. 15th BudCast Financial Working Group meeting to show Actuals, Projections, Variance by month – called Budget & Forecast to provide even further analysis of the budgets compared to actuals.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • Fall 2015 is the first semester the Business School offered online courses via Everspring in Accounting and Decision Sciences. 
  • September 16, 2015
    September 16, 2015 —

    Enhanced Budgeteer Role:

    • No new update.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • The Budget Office will use the KUEA financial information contained and summarized in BudCast to update annual carryforward reports to ensure the carryforward discussions include KUEA balances (that are not contained in the DEMIS reporting tools). 

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new update.
  • August 24, 2015
    August 24, 2015 —

    Enhanced Budgeteer Role:

    • No update.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Effective in July, the CPC-SSC sends BudCast reports to the principal investigators as Excel reports based on the input from the June 23rd meeting.
    • July 27th – BudCast committee met with Econ and ISPR to discuss issues concerning updating and/or using the all funds BudCast tool. 
    • July 28th - BudCast committee met with Lied Center to discuss issues concerning updating and/or using the all funds BudCast tool. Discussed clearing funds that almost duplicate the activity in a revenue fund be removed from the all sources of funding report.
    • A major enhancement was made available in the BudCast Grants Administration Module. The primary enhancement was the addition of position-level detail (i.e., names of persons/positions paid on a project) within the grant financials reporting.  This should allow Principal Investigators to make better use of the substantial reporting tools supported within BudCast.  
       

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No update.
  • July 20, 2015
    July 20, 2015 —

    Enhanced Budgeteer Role:

    • June 8th - Met with Budgeteers who responded to the Nominations requested to improve PRO and BudCast implementations
      • Budgeteers would really like a reporting tool that could handle imports/exports directly from/to Excel.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • June 30th - BudCast Steering committee met to discuss new budget/reporting tools knowing Oracle scheduled to visit in July.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new update.
  • June 17, 2015
    June 17, 2015 —

    Enhanced Budgeteer Role:

    • No new updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Completed all of the Budget Compact meetings using BudCast to produce the all funds financial reports used for discussion.  Last meeting held May 18th.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • May 13, 2015
    May 13, 2015 —

    Enhanced Budgeteer Role:

    • Conducted specialized training for Budgeteers only on how to prepare BudCast Projection Fund Management reports for upcoming Compact Budget discussions.
    • Training conducted by FMS BudCast team on April 7th, April 13th and April 20th with opening statements made by Mary Ann Richey, Budget Office, at the beginning of each training session.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • BudCast priorities/checkpoint meeting held between Budget Office, Comptroller’s Office and FMS staff to ensure BudCast is functioning and being modified appropriately to encompass all funding sources for reporting purposes.
      • SSC usage of DEMIS, Test Database, ITTC model, Review Project issue log
    • Modified Projection Fund Management report to reflect revenue budget funding as negative number to ensure reports are clear and easy to understand.
    • Generated a customized Projection Fund Management report to include the centrally held carry-forward balances to ensure all sources of funding were being picked up for each ARSP generated report.
    • Modified the Operating Plan>Version Budget so that the salary monthly forecasts were no longer editable because those adjustments should be made in the Operating Plan>Version Salary Projection instead.
    • Modified the reporting layout when organized by fund to display the new General Use (GU) funds created in FY 2015 in the General Use section instead of the Revenue Funds (RU) section (i.e. funds 068,069,084,086)

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates.
  • April 15, 2015
    April 15, 2015 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Projection Fund Management reports used in Compact/Budget Calls Spring 2015; process calls for each unit/school updating/modifying their budgets in the operating plan and salary projections in the BudCast tool.
    • FMS BudCast team have and will be conducting specialized training for the Campus Budgeteers to ensure they can modify/update their budgets in the operating plan and salary projections in preparation for the Spring 2015 compact meetings
    • Discussions taking place to identify developers for the IT Cost Allocation now that Huron consultants are no longer active on the project
      • IT missing consumption metrics template
    • BudCast Steering Committee formed
      • First meeting held March 27th, 2015
      • Discussed prioritization of BudCast modifications/enhancements

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • March 18, 2015
    March 18, 2015 —

    Enhanced Budgeteer Role:

    • 5 individuals trained on Grants Administration in BudCast on Feb.11th.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • When KUEA reimburses KU for fund 725 charges, KUEA includes the Chartfield 1 in the details and BudCast is able to report the expense with the Chartfield 1 value in the appropriate Endowment Association fund (EDR, EDU, etc.).

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new update.  
  • February 18, 2015
    February 18, 2015 —

    Enhanced Budgeteer Role:

    • 14 individuals trained on Advanced Operating Plan January 28th.

     

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • BudCast team has organized the reporting options in the BudCast reporting tool so that is easier to find the specialized reports like the KUEA reports.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • Budget Office, FMS team and SSC staff met January 12th to discuss training targeted toward PI’s.  As a result, the FMS website has been updated with various “how to” documentation to assist PI’s in getting started.  The website includes short video training guides.  
  • January 12, 2015
    January 12, 2015 —

    Enhanced Budgeteer Role:

    • Continued rollout of BudCast training materials
    • Will be forming a BudCast Steering Committee to help prioritize reporting needs and enhancements to BudCast

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Planning to open the BCP system and begin phase 1 of the FY 2016 budget preparation process no later than 01/20/2015

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • Growing enrollment (summary as of 12/31/2014)
      • Three schools (Business, Engineering, and Law) are operating under a funding model whereby credit hours (and associated tuition revenue) are tracked against a baseline.
        • Either a portion of the tuition revenue above the baseline is provided back to the school, or funding is returned if enrollment drops
      • KUAAP – KU Academic Accelerator Program
        • The university has partnered with Shorelight Education to recruit undergraduate international students to KU
        • We welcomed our first cohort of students in Fall 2014
      • Online Enrollment
        • The School of Education is partnering with Everspring, an educational, technology, design and services firm, on a program which will allow working professionals to further their education, advance their careers and make new innovations in the field of education without requiring their presence on campus.

    For Spring 2015, students will be enrolled in programs in the departments of Special Education, Curriculum & Instruction, and Educational Leadership & Policy Studies.

  • December 15, 2014
    December 15, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • December 1, 2014
    December 1, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • 11-20-2014 Financial Management Systems team conducted training for 22 participants, including 3 Budgeteers, described as Basic Operating Plan. 
    • 11-20-2014 Budget Office, BudCast Analysts and Huron Staff (Mike Phillips) met with representatives from the CLAS SSC to review reporting requirements and facilitate report distribution

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • November 17, 2014
    November 17, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Meetings to discuss 06/30/2014 carry forward balance status have been set for deans/vice provosts, budget officer and A&F staff
      • All scheduled meetings (20) have been held
    • FMW BudCast team has scheduled several training sessions available to all those across campus.  The first class was held 11/06/2014 called BudCast - Grants Administration.   10 people attended. 

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • October 31, 2014
    October 31, 2014 —

    Enhanced Budgeteer Role:

    • Workgroup met on 10/30 (BudCast analysts, and unit Budget Officers). Agenda items included
      • The FMS team has established a series of training classes for the entire campus. The training sessions filled up almost instantly.  They are also working with SSC depts. to schedule customized training sessions for them.
      • In addition, the FMS team has revamped all the training materials that are published on their website.  The training materials are referred to as Quick Reference Guides.  Currently, they have one video tutorial on their website for reporting, but steps are being made to publish even more.
      • Starting in November, the FMS / BudCast team  will have BudCast open lab hours in Carruth room 31 ever Friday at 3 pm.
      • https://financial-management-systems.ku.edu/budcast-overview

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Meetings to discuss 06/30/2014 carry forward balance status have been set for deans/vice provosts, budget officer and A&F staff.
      • As of 10/31,  sixteen meetings have been held
      • Four meetings remain - scheduled to be done by 11/12/2014

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • October 20, 2014
    October 20, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Meetings to discuss 06/30/2014 carry forward balance status have been set for deans/vice provosts, budget officer and A&F staff
      • As of 10/17/14 ten meetings have been held

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • October 3, 2014
    October 3, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

     

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Meetings to discuss 06/30/2014 carry forward balance status have been set for deans/vice provosts, budget officer and A&F staff
      • As of 10/03, three meetings have been held
    • BudCast Reporting group met on 10/01/2014 (Budget Office staff, BudCast analysts, and LAS SSC representatives)
    • Agenda items included:
      • KUEA Data reporting
      • Changing this meeting to a monthly (rather than biweekly)
      • Establishing a separate group to focus on grants reporting issues

     

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • September 22, 2014
    September 22, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Meetings to discuss 06/30/2014 carry forward balance status have been set for deans/vice provosts, budget officers and A&F staff
    • Workgroup (Budget Office staff, BudCast analysts, and unit budget officers) met on 09/18.  Agenda items included:
      • Training documents
      • Grants Administration module and reporting

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • September 05, 2014
    September 5, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • August 25, 2014
    August 25, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • FY 2015 budget load (to HR/Pay) completed for academic year staff
    • Knowledge transfer continues from Huron to BudCast analysts
    • Workgroup met on 08/22 (Budget Office staff, BudCast analysts, and unit Budget Officers).; agenda items included:
      • Walk-through of the existing operating plan in BudCast
      • Discuss possible work-around within BudCast for Fund 725 Reporting

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • August 11, 2014
    August 11, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • FY 2015 budget load (to HR/Pay) completed for “12-month” staff
    • FY 2015 budget load (to HR/Pay) scheduled for academic year staff
    • Knowledge transfer continues from Huron to BudCast analysts
    • BudCast analysts continue to build library of training materials

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • July 28, 2014
    July 28, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • FY 2015 budget allocations have been loaded into the financial system
    • FY 2015 budget load file (merit increases, faculty promotions, and funding distributions) has been sent to HR/Pay
    • Knowledge transfer continues from Huron to BudCast analysts
    • BudCast analysts continue to build library of training materials

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • July 14, 2014
    July 14, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • June 30, 2014
    June 30, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • As of 06/27/2014, all 19 of 19 scheduled meetings related to the FY 2015 Budget Scenario Review have been held.
      • Reports from BudCast, especially the BudCast Annual Budget Planning Template within the Operating Plan, were utilized in these discussions.
    • BudCast analysts continue to work with Huron staff on knowledge transfer and other system documentation.
    • Budget Office, BudCast Analysts, and Huron Staff continue to meet with representatives from the CLAS SSC to review reporting requirements and facilitate report distribution.
    • BudCast Analysts are working on revising all the training documents for the BudCast system which will be published and accessible on both the Budget Office and Financial Management Systems websites using a multi-layered web based platform.
    • BudCast Analysts now take an active role in setting up new users to the system, which had currently been handled by the Budget Office. The Budget Office still approves the requests for new/modified users.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • June 16, 2014
    June 16, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • June 2, 2014
    June 2, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • As of 05/30/2014, 11 of 19 scheduled meetings related to the FY 2015 Budget Scenario Review have been held  
      • Reports from BudCast, especially the BudCast Annual Budget Planning Template within the Operating Plan, have been utilized in these discussions.
    • Second BudCast analyst position filled; start date 05/27/2014
    • BudCast analysts working with Huron staff on knowledge transfer and other system documentation
    • Budget Office, BudCast Analysts, and Huron Staff continue to meet with representatives from the CLAS SSC to review reporting requirements and facilitate report distribution
      • Will be adding representatives from other areas to the group as enhancements to the Operating Plan reporting are considered
    • Budget Office initiated the transitioning of the primary responsibility to review and respond to inquiries received in the BudCast Support email inbox to the full-time BudCast analysts

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • May 19, 2014
    May 19, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • May 5, 2014
    May 5, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continue to work with Huron on Budget Scenario Analysis report to replace the All Funds Excel worksheet
    • Filled first BudCast System Analyst position (hire date 04/05/2014)
    • Completed interviews to fill second analyst position week ending 05/02/2014
    • Budget Scenario Review with deans and vice provosts scheduled to begin Monday, May 5, 2014 and run through Monday, June 23, 2014

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • April 21, 2014
    April 21, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • April 7, 2014
    April 7, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • March 24, 2014
    March 24, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Resolved reconciliation processes for KUEA data.
      • 03/26/2014. Demonstration of BudCast operating plan to Chancellor and Provost.
      • Continue to work with Huron on Budget Scenario Analysis report to replace the All Funds Excel worksheet.
      • Demonstration of Budget Scenario tool (work in progress) provided to members of the Budget Office staff and nearly 20 deans/vice provost’s budget officers on Thursday, 03/27.
    • Preliminary interviews completed week ending March 28 to hire full time BudCast System Analyst.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • March 10, 2014
    March 10, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Working with KUEA to enhance the reconciliation processes for KUEA data.
      • Working with consultants to utilize Budget Scenario Analysis to replace the All Funds Excel worksheet.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • February 24, 2014
    February 24, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • February 10, 2014
    February 10, 2014 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • January 27, 2014
    January 27, 2014 —

    Enhanced Budgeteer Role:

    • Additional training for FMW / BudCast (aimed at Budgeteers and focusing on the operating plan) was completed on January 23, 2014. Over 30 KU staff participated in the training sessions.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Reports for departments supported by the CLAS SSC have been made productional and distributed by the SSC for October and November activity.
      • Budget Office continues to work with CLAS SSC to refine reports and modify reports to meet needs of the University community.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • January 13, 2014
    January 27, 2014 —

    Enhanced Budgeteer Role:

    • Additional training for FMW / BudCast  (aimed at Budgeteers and focusing on the operating plan) has been scheduled in January  -- 33 have enrolled.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Reports for departments supported by the LAS SSC have been made productional and distributed by the SSC for October and November activity.
    • Carry forward discussions :
      • As of 12/20/2013, the Vice Provost and Associate Vice Provost/Budget Director had met with each of the deans and other vice provosts concerning FY 2013 year-end balances.  Twenty (20) separate conversations were conducted.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • December 9, 2013
    December 9, 2013 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • November 25, 2013
    November 25, 2013 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • November 11, 2013
    November 11, 2013 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • October 28, 2013
    October 28, 2013 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No new updates

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • October 14, 2013
    October 14, 2013 —

    Enhanced Budgeteer Role:

    • Training for FMW / BudCast continues.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls.
      • Continued work with CLAS SSC and BudCast developers to define SSC reporting needs and address needs with BudCast.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • September 27, 2013
    September 27, 2013 —

    Enhanced Budgeteer Role:

    • No current updates.

    Redesign KU's Annual Budget Process:  encompass all sources of funding

    • No current updates.

    Create Budgetary Incentivesto grow enrollment & sponsored research, rewarding accountability

    • No current updates.
  • September 16, 2013
    September 16, 2013 —

    Enhanced Budgeteer Role:

    • Training for FMW / BudCast continues on ad hoc basis.
    • Will be meeting with representatives of CLAS and SSC to review BudCast reports and determine how to best address needs.
    • Knowledge transfer from Huron staff to Budget Office staff continues (regarding BudCast).

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • September 3, 2013
    September 3, 2013 —

    Enhanced Budgeteer Role:

    • Training for FMW/BudCast continues
    • Recent activity with wave 3 of the CLAS SSC

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • August 19, 2013
    August 19, 2013 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No new updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • August 5, 2013
    August 5, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 110 campus staff have participated.
    • Training was provided to CLAS SSC, wave 2, during the week of July 15.
    • While the first wave of training has been completed, specialized training and desk side coaching continue for all staff.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls.
    • Budget Office website now includes information concerning BudCast.
    • FY 2014 working budget completed – information loaded to KU Financial system.
    • FY 2014 UBUD reporting – available to campus.
    • FY 2014 BudCast – available to campus.
    • All reporting systems to include new OOE categories for FY 2014 budgeting and expenditure tracking.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • July 22, 2013
    July 22, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 110 campus staff have participated.
    • Training was provided to CLAS SSC, wave 2, during the week of July 15.
    • While the first wave of training has been completed, specialized training and desk side coaching continue for all staff.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls.
    • Budget Office website now includes information concerning BudCast.
    • FY 2014 working budget completed – information loaded to KU Financial system.
    • FY 2014 UBUD reporting – expected to be available to campus by Friday 07/26.
    • FY 2014 BudCast – expected to be available to campus by Friday 07/26.
    • All reporting systems to include new OOE categories for FY 2014 budgeting and expenditure tracking.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • July 8, 2013
    July 8, 2013 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • June 24, 2013
    June 24, 2013 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • June 10, 2013
    June 10, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 110 campus staff have participated.
      • While the first wave of training has been completed, specialized training and desk side coaching continue for all staff. Recently, training was provided to staff from the office of Business and Financial Planning. Previously scheduled training for other offices has been postponed.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls.
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories into these systems to enable a more robust reporting mechanism for FY 2014.
      • Budget Office website now includes information concerning BudCast.
      • Anomolies related to KUEA expenditure reporting in BudCast have been resolved.
    • FY 2014 Budget Call
      • Budget Officers for dean and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries.
      • Discussions have been scheduled by the Provost's Office
        • Round 1 of compact meeting completed as of 05/21/2013.
        • Meetings for compact round 2 have begun; 12 meetings completed as of 05/22/2013.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • May 24, 2013
    May 24, 2013 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • May 13, 2013
    May 13, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 103 campus staff have participated.
      • While the first wave of training has been completed, specialized training and desk side coaching continue for all staff – training was provided to staff from the Public Safety Office 05/07/2013.
      • Business and Financial Planning as well as Human Resources staff are scheduled to begin training the week of May 20th.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls.
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories into these systems to enable a more robust reporting mechanism for FY 2014.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • April 30, 2013
    April 30, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW/ BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 100 campus staff have participated.
    • A tailored training session has been completed for staff in the CLAS Shared Service Center. During the week of 04/22, an additional training session was conducted for staff in the CLAS Shared Service Center regarding auto distribution of reports.
    • While the first wave of training has been completed, specialized training and desk side coaching continue for all staff.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories into these systems to enable a more robust reporting mechanism for FY 2014.
    • IT staff are working on the BudCast web site. Content will include:
      • Link providing access to download BudCast
      • Link providing access to download BudCast Report Viewer
      • Technical FAQs
      • Production Report Profiles/Screenshots
      • Access to training documents
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries
      • Discussions have been scheduled by the Provost's Office; eighteen meetings completed as of 04/26/2013.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • April 15, 2013
    April 15, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 80 campus staff have participated.
      • A tailored training session has been completed for staff in the CLAS Shared Service Center. While the first wave of training has been completed, specialized training and desk side coaching continue. An additional training session is planned for staff in the CLAS Shared Service Center regarding report distribution.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories into these systems to enable a more robust reporting mechanism for FY 2014.
    • IT staff are working on the BudCast web site. Content will include:
      • Link providing access to download BudCast
      • Link providing access to download BudCast Report Viewer
      • Technical FAQ's
      • Functional/End User FAQ's
      • Production Report Profiles/Screenshots
      • Access to Training Documents
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries
      • Discussions have been scheduled by the Provost's Office.
      • Fifteen meetings completed as of 04/12/2013

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • April 1, 2013
    April 1, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW/ BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
      • Initial wave of training sessions for budget officers and central staff has been completed; over 80 campus staff participated. While the first wave of training has been completed, specialized training and desk side coaching continue.
      • A tailored training session has been completed for staff in the CLAS Shared Service Center.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories into these systems to enable a more robust reporting mechanism for FY 2014.
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries
      • Discussions have been scheduled by the Provost's Office; eleven meetings completed as of 03/29/2012.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • March 18, 2013
    March 18, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW/BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 80 campus staff have participated:
      • Additional training sessions will be scheduled for staff in the Shared Service Center.
      • While the first wave of training has been completed, specialized training and desk-side coaching continue.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on All Funds Budget template to be used in future budget calls.
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories to enable a more robust reporting mechanism for FY 2014.
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries.
      • Discussions have been scheduled by the Provost's Office
      • Nine meetings completed as of 03/15/2012; next meeting scheduled for 03/29/2012.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • March 4, 2013
    March 4, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW/BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 80 campus staff have participated:
      • Additional training sessions will be scheduled for newly appointed budget officers; one training scheduled for 03/07/2013.
      • Additional training sessions will be scheduled for staff in the Shared Service Center.
      • While the first wave of training has been completed, specialized training and desk-side coaching continue.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on All Funds Budget template to be used in future budget calls.
      • Working on changes to the Budget and Financial systems to incorporate additional OOE categories to enable a more robust reporting mechanism for FY 2014.
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries.
      • Discussions have been scheduled by the Provost's Office - seven meetings completed as of 02/28/2012.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • February 17, 2013
    February 17, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Initial wave of training sessions for budget officers and central staff has been completed; over 80 campus staff have participated:
      • Additional training sessions will be scheduled for newly appointed budget officers
      • Additional training sessions will be scheduled for staff in the Shared Service Center
      • While the first wave of training has been completed, specialized training and desk side coaching continue.

      Redesign KU's Annual Budget Process: encompass all sources of funding

      • Status of the FMW/BudCast implementation:
        • Continued development on All Funds Budget template to be used in future budget calls
        • Working on changes to the Budget and Financial systems to incorporate additional OOE categories to enable a more robust reporting mechanism for FY 2014.
      • FY 2014 Budget Call
        • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries
        • Discussions have been scheduled by the Provost's Office
        • One meeting completed as of 02/15/2012.

      Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

      • No current updates
  • February 4, 2013
    February 4, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Training sessions with budget officers and central staff continue; as of 02/01/2013, over 80 campus staff have participated. Group training sessions have been completed. Specialized training and desk-side coaching continue.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts continue to work on FY 2013 and FY 2014 spending plan summaries
      • Discussions have been scheduled by the Provost Office

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • January 22, 2013
    January 22, 2013 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast expected to provide basis for higher level discussions with budget officers and KU central administration.
    • Training sessions with budget officers and central staff continue. As of 01/17/2013, six sessions have been conducted and over 70 campus staff have participated. Group training sessions with one-on-one desk side training to follow. Rollout will continue through January 2013.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Continued development on the All Funds Budget template to be utilized in future budget calls
      • Demonstration of BudCast to deans and vice provosts at 01/17/2013 Leadership Council
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts are working on FY 2013 and FY 2014 spending plan summaries
      • Discussions have been scheduled by the Provost's Office

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • January 7, 2013
    January 7, 2013 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • December 10, 2012
    December 10, 2012 —

    Enhanced Budgeteer Role:

    • Implementation of FMW / BudCast, expected to provide basis for higher level discussions with budget officers and KU central administration
    • Training Sessions with budget officers and central staff scheduled to begin week of Dec. 3 on FMW. Group training sessions with one-on-one desk side training to follow. Rollout will continue through January 2013.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • As of 11/26/2012, meetings to discuss FY 2012 year end carryforward balances with deans, vice provosts and budget officers have been completed; in total, 22 meetings were held.
    • FY 2014 Budget Call initiated 12/06/2012.
    • Status of the FMW implementation:
      • Will be referred to as BudCast (a BUDgeting and foreCASTing reporting tool)
      • Initial implementation is complete and the tool is now being utilized by Information Technology and the School of Education.
      • A project plan (including scheduled training sessions and training documentation), for campus roll out began on December 5, 2012. Training and post "Go Live" support will continue through January 2013.
      • Financial reports for departments and central administration are continuing to be developed through January 2013.
      • Developing the All Funds Budget template to be utilized in future budget calls.
      • Huron staff engaged in these efforts will be working to transition skill set to KU staff.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • FY 2014 Budget Call includes realignment targets based on these measures.
  • November 12, 2012
    November 12, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Eighteen of twenty-two meetings have been conducted with deans and VPs concerning FY 2012 carry forward balances; three review meetings are scheduled for the week of November 12; the last meeting is scheduled for the week of November 26
    • FY 2014 Budget Call delayed; working toward determination of budget realignment targets

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • October 1, 2012
    October 1, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Review of FY 2012 carry forward balances in process
    • Carry forward database (summary of year-end balances by appropriation and fund) populated and made available to budget officers
    • Budget Office scheduling meetings with deans and vice provosts to discuss balances
    • Focus group to implement FMW (Financial Managers Workbench) continues to meet
    • Demonstration of FMW provided to Budget Office at September meeting

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • Letter to request FY 2014 Budget Call materials in draft form; anticipating that letter will be sent to deans and vice provosts within the week
  • September 17, 2012
    September 17, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • September 4, 2012
    September 4, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Analysis of FY 2012 revenue, expense, and resulting carry forward balances continues

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • August 20, 2012
    August 20, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • In partnership with KU IT and Huron, formed a focus group to consider the FMW (Financial Managers Workbench) tool to assist in management reporting. KU IT will serve as the pilot project for this initiative with a targeted rollout of 11-1-2012.
    • Updated budget cycle based on conversation with KU stakeholders.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • August 6, 2012
    August 6, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • July 23, 2012
    July 23, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • 07/18/2012 presentation to CFE executive committee

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • July 9, 2012
    July 9, 2012 —

    Enhanced Budgeteer Role:

    • No new updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No new updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No new updates
  • June 12, 2012
    June 12, 2012 —

    Enhanced Budgeteer Role:

    • No current updates

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • No current updates

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • May 29, 2012
    May 29, 2012 — Enhanced Budgeteer Role
    • Report from budgeteer work group sent to Vice Provost on 05/19/12
    Redesign KU's Annual Budget Process: encompass all sources of funding
    • All Funds Budget model (including actuals for FY 2011 and YTD for FY 2012) sent to deans and vice provosts and their budget officers on 05/22/12
    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability
    • No current updates
  • May 14, 2012
    May 14, 2012 — Enhanced Budgeteer Role
    • No current updates
    Redesign KU's Annual Budget Process: encompass all sources of funding
    • No current updates
    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability
    • No current updates
  • April 30, 2012
    April 30, 2012 — Enhanced Budgeteer Role
    • No new updates.
    Redesign KU's Annual Budget Process: encompass all sources of funding
    • Workgroup continues to meet: aggregating, analyzing, and assembling the pertinent data for the all-funds budget model.
    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability
    • No new updates.
  • December 26, 2012
    April 26, 2012 —

    Enhanced Budgeteer Role:

    • Training Sessions with budget officers and central staff continue; as of 12/19/2012, four sessions have been conducted and 34 campus staff have participated. Group training sessions with one-on-one desk side training to follow. Rollout will continue through January 2013.

    Redesign KU's Annual Budget Process: encompass all sources of funding

    • Status of the FMW/BudCast implementation:
      • Initial implementation is complete and the tool has been made available to budget officers in the following units: Information Technology, the School of Education, Operations, Provost Office, Student Affairs, Enrollment Management, Shared Service Centers, Academic Affairs, Faculty Development, Diversity & Equity, Research and Graduate Studies, and the School of Business.
      • Training and post "Go Live" support will continue through January 2013.
      • Financial reports for departments and central administration continue to be developed through January 2013.
      • Developing the All Funds Budget template to be utilized in future budget calls.
      • Huron staff engaged in these efforts will be working to transition skill set to KU staff.
    • FY 2014 Budget Call
      • Budget Officers for deans and vice provosts are working on FY 2013 and FY 2014 spending plan summaries.

    Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability

    • No current updates
  • April 16, 2012
    April 16, 2012 —
      Enhanced Budgeteer Role:
    • Workgroup to discuss enhanced budgeteer role met on 04/18
    • Redesign KU's Annual Budget Process: encompass all sources of funding
    • Workgroup continues to meet: aggregating, analyzing, and assembling the pertinent data for the all-funds budget model.
    • Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability
    • The Provost's Office has scheduled meetings with individual deans and vice provosts regarding the Annual Budget and Planning Report. It is anticipated the conversations between the Provost and deans/vice provosts will include budgetary incentives.
  • April 2, 2012
    April 2, 2012 —
    • Enhanced Budgeteer Role:
    • Workgroup to discuss enhanced budgeteer role met on 03/28
    • Redesign KU's Annual Budget Process: encompass all sources of funding
    • Workgroup continues to meet: aggregating, analyzing, and assembling the pertinent data for the all-funds budget model.
    • Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability
    • No current updates.
  • March 19, 2012
    March 19, 2012 —
      Enhanced Budgeteer Role:
    • Workgroup to discuss enhanced budgeteer role met on 03/08 and 03/14
    • Redesign KU's Annual Budget Process: encompass all sources of funding
    • Budgeteers met on 03/16 to review template for all-funds budget model.
    • Workgroup continues to meet: aggregating, analyzing, and assembling the pertinent data for the all-funds budget model.
    • Create Budgetary Incentives: to grow enrollment & sponsored research, rewarding accountability
    • [In planning/pending]
  • March 5, 2012
    March 5, 2012 —
    • Conducting survey of budgeteers regarding their current responsibilities.
    • Database with carry forward balances was made available -- budgeteers will be projecting 06/30/2012 carry forward balances and providing information concerning commitments against these funds.
  • February 13, 2012
    February 13, 2012 —
    • Workgroup continues to meet and analyze expenditure data.
  • February 6, 2012
    February 6, 2012 —
    • The Provost's Office sent the FY 2013 call letter to deans and vice provosts on Monday, January 30.
    • Workgroup continues to meet analyzing expenditure data.
  • January 23, 2012
    January 23, 2012 —

    Workgroup has formed to gather, analyze, and summarize expenditure data for Spring 2012 budget call. Expect to provide expenditure data with the new template to deans and vice provosts mid-March. Budget call to deans and vice provosts letter anticipated week of January 23.

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