- Inform the UBSC of large expenditures, e.g., capital purchases, etc., and/or agreed upon transfers (into or out of account) planned for the next fiscal year
- Inform the UBSC and OHR of any planned changes in staffing, including reclassifications, new positions, etc.
- Department head retains fiduciary responsibility for their budget
- Meet with unit to discuss and develop next year's budget
- Enter the budget into the online University Budget and Planning system