Financial Planning & Budgeting

The Financial Planning & Budgeting office strives to serve the University community with a friendly and servant oriented mindset. The functions of our office include:

• Coordinate and assist in the development of the operating budget requests
• Ensure the departments operate in accordance with the University’s Policies and Procedures
• Provide management with analysis and feedback about budgetary problems
• Ensure the timely availability and integrity of financial data for institutional decision-making
• Monitor departments operating budgets
• Process approved budget amendments
• Assist Budget Managers in the execution of their responsibilities
• Train division leaders, budget managers, and other users of the University's financial system on:
  • Finance related Policies & Procedures
  • Using the University's Financial System (Banner)
  • Understanding the Budget Planning Process

BUDGET ANALYSTS

 FOR ALL OTHER QUESTIONS OR CONCERNS,
PLEASE EMAIL BUDGET@LIBERTY.EDU OR CALL (434) 592-3333

ANNOUNCEMENTS:

Fiscal Year 2014 Budget Planning

The following tools were developed for th Budget Planning Cycle for Fiscal Year 2013-2014.  Divisions should use the documents below to assist them in the planning process.  Further assistance can be obtained via your specific Budget Analyst.

Budget Planning Guidelines 2013-2014
     Strategic Planning Goals and Objectives

FY14 Budget Request Form (BRF)

FY14 Budget Worksheet (blank)

Finance 100: Now ONLINE

Financial Planning & Budgeting is pleased to announce that Finance 100 is now available in both classroom and online formats. Successful completion of this course requires attendees to score a minimum of 80% accuracy on the quiz. Once the quiz is successfully completed, Financial Planning & Budgeting will submit a ticket for Banner Finance access.

Procedures for enrolling in Finance 100 are below:

1) Sign up for Finance 100 via the Pro Dev Portal.
Please note that attendees will need to wait until the following day to access the
Blackboard material.

2) Login to Blackboard to review course content and complete the quiz.

Financial Planning & Budgeting will submit tickets 2-3 times per week, but if access is needed immediately, email budget@liberty.edu. Please be sure to include the user name of the attendee and the date the quiz was completed. Permissions to view and submit transactions against a specific budget will still need to be obtained through the Fund/Org Access forms and additional Banner training.

Banner Aids

• Banner Support Site

• What's My FOAPAL? Index Code Assistance File

• Commodity & Accounting Codes

• "Pool" Account Information - information regarding the "Small Equipment & Furnishings" account code (732003) and NSF checking for commodity codes linked to the 7910 pool account. 

Forms

• Request for Access to Funds and/or Organizations: Request for Fund/Organization Forms will now be submitted electronically.  You may use the attached link to submit your request. Please note that your Budget Manager or Division Leader's authorization is still required.
  • Fund/Org Access
• Amendments and Transfers:
  • Before Completing a Budget Transfer - visit this page to see what you may need to know before transferring funds in your budget
  • Request for Budget Amendment (updated July 2012)
  • Request for Inter Fund/Orgn Transfer
• Accounting Related Forms:
  • BBTS FOAPAL Change Request Form
  • Incentive Reporting Form
  • Property & Equipment Transfer, Sale, & Disposal Form
  • HR Disbursement vs. Request for Check Forms - visit this page to see when to use the HR Disbursement form
    • Request for Check Form
    • Request for HR Disbursement

Policies & Procedures

Other Important Links 

Brand Identity Guide

Five-Year Strategic Plan 

Transportation Process for Users

LU Transit Bus Rental and Charter Services

Information Technology
     IT Marketplace

Staples Link

Budget Management Training
General Policies & Procedures
Duties & Responsibilities
Quotations