Budget Process Policy

Responsible Unit: Finance | Executive lead: CFO 
Created: 11/2011 | Reviewed/Revised: 6/2015; 6/2016; 1/27/2023 | Effective: 1/27/2023 
Compliance: NWCCU 2.E.2, 2.E.3 
Approving Body: BOT | Classification: Institution-wide 

Policy:  
The university will utilize a consistent budgeting process, aligning the strategic plan and initiatives with faculty, staff and student needs, while addressing overall financial sustainability. 
  
Written policies of the University drive the amounts and methods by which items are paid unless an overriding policy exists at the College or cost center level. References to specific policies will be listed when applicable (e.g. grant guidelines, specific accreditation guidelines).  

Definitions:  
N/A

Procedure:
Budget Process Procedure

Related documents: 
Budget Authorizations 
Pre-Approval Cover Sheet 
Capital Equipment Request 
Internal Proposal 
Budget Change Form  

Policy Resources

• Policy Development and Approval Training
• Establishing and Creating University Policies and Procedures (Policy)
• Policy Development & Approval Procedure
• Policy Development & Approval Diagram
• Policy Justification Form
• Policy Template (password protected)
• Procedure Resources (password protected)
• PNWU Alumni Association Bylaws
• COM Bylaws
• PNWU Bylaws

For assistance with policies and procedures contact:

Lori Fulton
lfulton@pnwu.edu