| August 2007 | Board of Regents approves Budget Request for Fiscal Year 2009 |
| Annual Budget to Actuals Online Application Open to Institutions |
| Annual Expenditure Reports - August 25 |
| September 2007 | Budget request for Fiscal Year 2009 due to OPB September 4 |
| OPB begins detailed review of USG budget requests |
| Projection for Quarterly Report due from institutions September 10 |
| Budget Amendment for First Quarter due from institutions September 20 |
| October 2007 | Budget Amendment for First Quarter due from institutions September 20 |
Annual Budget Conference October 17
- Institution Budget Review Process Information Submissions & New Funding Requests (due November 16)
- Mandatory Fee Requests & Business Plans (due December 14)
- Professional Program Tuition Requests (due January 11)
- Revenue Projections (due November 30)
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| OPB and LBO continue review of budget requests – request additional information |
| November 2007 | Institution Budget Review Process information submissions & New Funding requests due November 16 |
| Institutions preparing FY 2009 Fee Request and Professional Program Tuition |
| Budget review analysts receive institutional packages November 16 |
| November 2007 – January 2008 | Budget review analysts research and review institutional budgets |
| December 2007 | Mandatory Fee Requests & Business Plans due from institutions December 14 |
| Budget Office begins review of mandatory fee requests & business plans |
| Budget Amendment for Second Quarter due from institutions December 20 |
| January 2008 | Professional Program Tuition Requests due January 11 |
| Budget review analysts discuss findings at institutions, and develop issues list for each institution by January 11 |
| Finalize schedule for budget hearings with institutions by January 15. Institutions can submit revised new funding requests in accordance with BOR strategic plan priorities also by this date. |
| Governor presents FY 2009 Budget recommendations to the General Assembly |
| Chancellor presents FY 2009 Budget Request to Joint Appropriations Committee |
| February – March 2008 | Fiscal Affairs FY 2009 budget hearings with institutions from February 1 – 8 |
| Fiscal Affairs and analysts develop FY 2009 institution recommendations February 11 – 29 |
| During March, incorporate FY 2009 budget review recommendations into the strategic investment model (allocations) in process involving Fiscal Affairs, Chancellor and BOR senior staff |
| General Assembly passes FY 2008 Amended Budget |
| General Assembly passes FY 2009 Budget |
| Tuition and fees final analyses and recommendations by BOR staff |
| Budget Amendment for Third quarter due from institutions March 20 |
| April 2008 | Chancellor’s FY 2009 institution budget allocation recommendations are finalized and submitted to the Board for approval |
| Allocation, Tuition and Fees recommendations approved at Board Meeting |
| State Allocations, Tuition and Fees sent to all institutions with Budget Guidelines |
| May 2008 | Institutions submit Original Budget for FY 2009 on May 19 |
| Budget Office reviews Original Budget submissions |
| Begin budget strategy for FY 2010 |
| June 2008 | Board approves 2009 Original Budget at June meeting |
| Final budget amendments for FY 2008 due June 18 from institutions |
| Information request for New Square Footage projection for FY 2009 budget development sent to institutions June 9 (due June 25) |
| Health insurance and retiree fringe benefit projection templates sent to institutions June 9 to be completed and returned June 25 |
| July 2008 | FY 2010 budget development |
| USG Final FY 2008 budget amendment due to OPB |
| Unit B FY 2010 budget requests due July 8 |
| August 2008 | Annual Expenditure Report (AER) due August 15 |
| Board of Regents approves FY 2010 Budget Request |
| September 2008 | USG budget request for Fiscal Year 2010 due to OPB September 2 |
| OPB begins detailed review of USG budget requests |
