Important Updates

May 13, 2020

FY20 Year-End Closing Instructions

The FY 2020 year-end closing schedule and deadlines include numerous changes from the prior year. Please review the information carefully. Please contact the Comptroller’s Department with any questions. https://www.finance.upenn.edu/financial-reporting/fiscal-year-end-closing-instructions

April 28, 2020

FY20F and FY21B COVID-19 Financial Risk Registers Due Fri. 5/8

Please note that in addition to updating your previous Financial Risk Register, which focuses on FY20, we ask that you complete a risk register to estimate the financial impact of the pandemic on your FY21 budget.  The FY21B risk register template was emailed on 4/28/20. Please submit both registers to Kimber VanSant (vansant@upenn.edu) by Friday, […]

April 17, 2020

Tuesday 4/21 Budget Planning Virtual Session: International Students & Enrollment Planning

Join us on Tuesday, April 21 from 1:00-2:00 PM for a discussion with Amy Gadsden, Associate Vice Provost for Global Initiatives and Executive Director of Penn China Initiatives. She will give a sense of the numbers by region and some of the challenges being monitored with regard to visas and OPT.  Trevor will also present […]

April 15, 2020

Budget parameters released, budget timelines extended, and narrative requirements reduced to help Schools and Centers complete their planning amidst uncertainty

A detailed budget submitted in Planning to the University Budget Office is now due April 30 for resource and administrative centers and May 7 for schools. We have granted a week-long extension to give you more time to evaluate the impact of the COVID-19 outbreak on your budgets.  The final budget submission will be loaded […]

April 15, 2020

Guidance on CV19 Program Code Usage

The purpose of using the CV19 (COVID-19 Pandemic) program code is to enable the University to track expense and revenue impacts of COVID-19. Understanding these financial impacts will enhance the University’s ability to make informed decisions as we manage through the current crisis and plan for potential future disruptions. The scope of this document is […]

October 15, 2019

We’ve got a new name

As you may have noticed, our name has changed from the Office of Budget and Management Analysis to the Office of Budget Planning & Analysis, as we have evolved to manage more than simply the budget, but also maintain an acute focus on planning and analysis. Along with the new name comes this newly redesigned […]