Important Updates

The FY2021 Budget Calendar lists key deadlines for the current fiscal year. The Budget Calendar can be easily accessed via our homepage, or you can access a downloadable version at the link below.

The FY21 Operating Budget is now available via the link below. This publication details extensive budgetary and programmatic information for the University as well as for individual responsibility centers and the Health System. Please reach out to our office if you would like additional information or to arrange an orientation or training session for your […]

We’ve migrated away from the hard copy request form and you can now submit a request for Planning user access online. The link is below and in the Budgeting Resources section of our site. Planning User Access Form

As we proceed with consolidating and readying materials for next year’s budget, we will be locking out changes to Planning beginning on Sunday night at 7pm.   The system will remain available until Sunday night but we encourage everyone to finalize last minute adjustments by close of business on Friday, 5/15 if possible.  If after […]

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

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, […]

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 […]

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 […]

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 […]

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 […]