Budget & Financial Planning

The primary duties of Budget & Financial Planning are to coordinate the preparation of the annual operating budget, maintain the adopted budget throughout the fiscal year, process budget transfers and amendments, and to set up new accounts.

• FY 2024 Budget Detail (pdf)
• FY2024 Budget Book (University) (pdf)
• FY2024 Budget Book (System) (pdf)
• FY 2023 Budget Detail (pdf)
• FY 2023 Budget Book (pdf)
• FY 2022 Budget Detail (pdf)
• FY 2022 Budget Book (pdf)
• Legislative Appropriations Request 2026-2027 (System) (pdf)
• Legislative Appropriations Request 2026-2027 (pdf)
• Legislative Appropriations Request 2024-2025 (System) (pdf)
• Legislative Appropriations Request 2024-2025 (pdf)

Staff

Pat Zimmerer, Senior Financial Analyst, (940) 898-3504

Resources

References

• Benefits Rate (pdf)
• Chart of Accounts (COA) Reference (pdf)
• EBS Chart of Accounts Mapping
• Common COA Strings (pdf)
• Differential Tuition (pdf)
• Budgetary Control Dashboard (Non-Revenue Examples)
• Budgetary Control Dashboard (Revenue Examples)
• Choosing a Budget Account Group
• Carryforwards (RESTE) in Oracle Cloud (pdf)
• Payroll Details Report Instructions

Forms

• Budget Transfer Request Form (pdf)