Mission & Vision
The Planning & Budgets Department assists in the projection, development, and management of the University budgets. Financial information and advice is provided to Deans, Directors, and their designates to help them make decisions regarding management of funds for their respective areas. The Planning & Budgets Department is dedicated to supporting the University community as a technical and administrative resource for financial information. The Planning & Budgets Department provides support services to the campus community by ensuring that timely and accurate financial information is readily available to make decisions and recommendations. This is accomplished through facilitating the development and management of the University Operating fund and Ancillary fund budgets. The Office acts as a resource to business unit leaders by providing guidance and assistance in planning and controlling their budgets and to staff by training and advising on budget and financial matters.
Services
The Planning & Budgets Department provides the following support services for the University of Windsor Campus community:
1. Planning & Forecasting
- Facilitate the preparation of the University Operating & Ancillary budgets
- Provide capital project budget planning
- Project budgetary ramifications of proposed collective bargaining agreements
- Conduct case studies and scenario analysis
- Maintain multi-year budgets
2. Monitoring & Advising
- Provide ongoing faculty/departmental reviews of revenues and expenditures
- Identify efficiency and cost-saving options within faculties/departments
- Calculate and track year-over-year carryover funds
- Maintain the faculty/staff position control system and track salary spending against budget
- Conduct monthly, mid-year and 9-month reviews
- Advise on the appropriate application of financial policies and procedures
- ·Assist in the preparation and monitoring of faculty/departmental business plans
3. Training & Supporting
- Training for the users of the University’s Financial Information System (FIS)
- Develop reports and provide information required to support decision makers
- Open and close business units, object and subsidiary accounts
- Conduct regular reviews of system data to ensure it remains up-to-date and accurate
Resources
BU01 - 2023/24 Budget Adjustment Template
BU02 - Budget Adjustment Instructions
BU03 - UWinsite Budgets Fundamentals Training for New Users
User Training & Information Sessions
The University of Windsor Budgets office hosts regular training and information sessions for UWinsite Budgets (formerly PBCS) users. During the sessions users are introduced to new system enhancements, provided refresher information and tips to enhance efficiency as well as provided updates on upcoming financial events and deadlines. A list of previously discussed topics includes:
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System Navigation
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Setting the Point-of-View
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Budget Adjustments
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PO Carryover Methods
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Account Drill Through
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Labour Detail Budgets
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Running & Scheduling Reports
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Forms, Reports & Dashboards
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Financial Year-end Schedules
Below you will find documentation from each of the sessions:
Cycle
The University fiscal year reflects the academic year beginning on May 1 with the start of the inter/summer session and ending on April 30 after the completion of the Winter semester.
May
- Implement the new budget and roll out to all faculties and departments.
- Identify primary areas where budget support will be focused over summer months.
- Complete year-end review and submit associated working papers and financial reports.
June - August
- Conduct appropriations review including annual carryover calculations.
- Meet regularly with faculties/departments to assist with business planning required to implement budget obligations.
- Conduct a detailed review of faculty/staff positions and associated salary/benefit budgets.
September
- Begin enrolment targeting in association with Institutional Analysis and Deans/Department heads.
- Distribution of carryover funding based on appropriations review.
October - December
- Conduct mid-year review.
- Initial discussions of tuition fee framework.
- Solicit input from faculties/departments into tuition fees and enrolment targets.
- Initial stages of operating and ancillary budget planning.
January & February
- Conduct 9-month review.
- Enrolment planning and tuition fee setting.
- Continue operating and ancillary budget development process.
- Faculty/departmental expenditure reviews.
March & April
- Final stages of operating and ancillary budget development, approval and communication.
- Final expenditure reviews.
- Support fiscal year end close process, including preparing various reports, statements, entries, working papers, etc.
Contact Information
Manager, University Budgets
Mr. Andrew Kuntz
p: 519-253-3000 x 5008
e: andrewk@uwindsor.ca
Senior Budget Analyst
Ms. Alicia St. Pierre
p: 519-253-3000 x 2082
e: apomeroy@uwindsor.ca
Budget Analyst
Ms. Leanna Prior
p: 519-253-3000 x 2021
e: leannap@uwindsor.ca
Junior Budget Analyst
Ms. Rachelle Badour
p: 519-253-3000 x 2022
e: rbadour@uwindsor.ca
Budgets
University of Windsor
Lambton Tower
401 Sunset Avenue
Windsor, Ontario N9B 3P4
(519) 253-3000, ext. 2022
budgets@uwindsor.ca