The University of San Francisco: Planning, Budget and Review
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University of San Francisco
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Budget Process

 

 Summer

  • Tuition and Fee Study updated.
  • Inflation Forecast updated.
  • Planning and Budget Database updated.
  • Contribution Margin Report updated.
  • Budget Variance Reports updated.
  • Staff Compensation Increases.
  • Quarterly Unrestricted Operating Forecast

Fall

  • Academic Program Reviews are finalized.
  • Faculty Compensation Increases
  • Enrollment projections are created.
  • Faculty Budget Review Committee and Business Managers meetings
  • Net tuition and other revenue projections are created.
  • Tuition and Fee recommendation presented to the Board of Trustees.
  • Contracted adjustments identified and confirmed.
  • Departments create new plans and review previous plans.
  • Quarterly Unrestricted Operating Forecast

Winter

  • Enrollment projections are updated.
  • Leadership Team Planning Retreat
  • The Leadership Team prioritizes the plans; the President decides which plans are approved and become part of the budget.
  • Budgets are prepared and balanced.
  • Operating budget document prepared.
  • Quarterly Unrestricted Operating Forecast

 

Spring

  • Budgets are presented to the Board of Trustees for approval.
  • Service Unit Reviews are provided to the Leadership Team.
  • Faculty Budget Review Committee and Business Managers meetings.