Budget Planning Cycle
Budget Planning Cycle
Purpose
The Budget Planning Cycle outlines the timeline, responsibilities, and coordination points for Â鶹Ãâ·Ñ°æÏÂÔØBoulder’s annual and multi-year budget processes.
This cycle supports:
- Coordinated campus planning
- Compliance with institutional requirements
- Strategic and transparent resource allocation
While many activities occur year-round, key milestones follow a predictable annual rhythm.
Budget Planning at a Glance (Executive Summary)
For leaders and unit managers, the budget year generally follows this flow:
- Summer (July–August): Budget implementation and roll-forward
- Fall (September–November): Review of current-year performance and preliminary planning for future years
- Winter (December–February): Compensation planning and preliminary budget model development
- Spring (March–May): Finalization of future-year allocations and unit budget submissions
- Early Summer (June): Budget review, approval, and Board of Regents action
Review the Full Calendar
Detailed month-by-month activities are outlined in the Budget Development Cycle and Calendar for units responsible for budget development and execution.
- Â鶹Ãâ·Ñ°æÏÂÔØBoulder Budget Planning Handbook
- Unit-Level Fiscal Planning Framework
- Management Responsibility
- Fund Accounting & Spending Authority
- General Fund Vacancy Savings
- 5-Year Reserve Utilization Plan
- Budget Planning Cycle
- Timing of Critical Central Budget Processes
- Anaplan Budget Tool
- Budget Reporting Concepts (In-Year Forecasting Tool)
- Budget Planning Meetings
- Rate-Based Service Activities (RBSA)
- Budget Model Allocation
- 5-Year Financial Outlook
- Budget Ledgers