University Relations Staff:

It is that time of year when we focus on the preparation of the budget for next fiscal year. The annual operating budget process includes proposed salary increases that are effective July 1, 2016, and the non-salary budgets. Please note that managers are receiving a separate memo that includes details on University guidelines, how to access specific charts, etc. This communication is intended to highlight the budget process and timeline internal to University Relations (UR) and to ensure you are familiar with the process and key contacts.

The Budget Team
• Mark Witucki – Alumni Association
• Mary Ellen Koepfle, Geoff Stookey, Brenda Carr – Development

Fiscal 2017 Budget Process and Deadlines

Merit recommendations are provided by managers based on employee performance during fiscal 2016. These recommendations are reviewed by the appropriate Associate Vice President and ultimately approved by Lou Nanni. Human Resources and the Office of Budget & Planning audit these recommendations to ensure consistent application of University guidelines.

There are no incremental increases for non-salary budgets this year. If necessary, members of the budget team will work with your unit to re-allocate funds within the org to better align the budget plan with the spend activity.

Please note the following deadlines:

May 2 Self-reviews finalized in Endeavor (send forward to your supervisor by May 2)
Note: supervisors may designate an earlier deadline for the self-evaluation
May 2 Managers finalize merit recommendations
May 9 Associate Vice Presidents review and finalize merit recommendations
May 12 Managers complete review in Endeavor (send forward to HR by close of business)
Note: make sure Endeavor shows overall rating for your employee before sending forward
May 13 Vice President approves merit recommendations
June 15 Compensation statements sent to managers for distribution (if HR audit is final)
June 23 Staff salary notifications are available online in InsideND

Should you have any questions regarding the performance review process or the budget process, please let us know.

Thanks very much for your attention to the budget timeline.

Mary Ellen Koepfle