UVA Human Resources » Other Hr Services

Budget Toolkit

Access

The University seeks to strike a balance between open access to data and data protection by assigning Integrated System (IS) and Student Information System (SIS) Responsibilities to employees. The Responsibilities allow access to specific categories of data and the assignment process complies with the University of Virginia Administrative Data Access Policy.

Requests for Integrated System responsibilities are made by you or your supervisor and submitted via the Electronic Self-Help Access Request Process (ESHARP). To begin the IS access process, go to ESHARP. In most cases, additional responsibilities are automatically assigned with a responsibility.

There are two responsibilities in the Budget module:

Central

UVA UBO Budget Developers work in the University Budget Office.

Departmental

UVA Budget Developers develop departmental budgets and provide budget information to the University Budget Office. This responsibility is active only during the budget season: the months of February, March, and April.

Training

The University of Virginia budget development process begins in December and January when the budget instructions, templates, assumptions, and calendar are completed and posted on the University Budget Office’s (UBO) home page.

Each year, in January, the UBO holds a training course for all individuals needing the UVA Budget Developer responsibility to complete their budget requirements. Users who held the responsibility in the previous budget development cycle must attend one of the training sessions. UBO staff conduct the training which includes, but is not limited to, a description of budget development process's required submissions and changes in procedures over the past year.

In January, the UBO notifies each Vice President when the final instructions and state and local general budget targets are ready. Vice Presidents then communicate the instructions to the units reporting to them. The targets are accessible through a Discoverer report available in ODS. During the months of February, March, and April, departments are required to complete their budget submissions using the Integrated System Budget Forms no later than the due dates in the Budget Calendar. The due dates are established at intervals determined by the UBO.

Documentation