Budget & Fiscal Planning

Oregon State University: Annual Budget Process

Late Spring: Office of Budget & Fiscal Planning coordinates annual university budget process (pdf)

1. Budget development begins with input from the University Budget Committee, Office of Enrollment Management, Provost's Council and the Faculty Senate Executive Committee.
2. Projections developed using Oregon University System (OUS) annual allocations, multi-year enrollment projection plans and projections for research, grant and contract activities.
3. Projections for all inputs analyzed with preliminary budget plans changing as enrollment stablizes and planning assumptions evolve.

Early Summer: Annual Budget is communicated to campus constituents

Late Summer: Final version of the annual budget is reviewed and approved by the President, prior to publication and distribution by the Office of Budget & Fiscal Planning.

Fall: Comprehesive annual Budget Book (Orange Book) is published and distributed.

Budget Development & Change Instructions & Forms - Questions? Contact Karen Meador

~ Budget Development Timeline & Guidelines ~

Budget Development Calendar (pdf)        

~ Budget Prepartions Instructions - FY2012-2013 ~

E&G Funded Units (pdf)    Statewide Public Services (pdf)    Graduate Tuition Remission Policy

 ~ Budget Change Request Forms  ~

  Budget JV "How To" (pdf)       Traditional Form (xlsx)        Wide Form (xlsx)

Budget Projection/Forecast Instructions & Forms - Questions? Contact Terri Cook

~ Quarterly Budget Projection Templates (.xlsx) ~

E&G Quarterly Forecast                         SWPS Quarterly Forecast

Auxiliaries Quarterly Forecast              Service Centers Quarterly Forecast