The Office of Budget & Planning is responsible for managing the budgeting and financial planning operations of the University. This includes overseeing the capital and operating budget planning functions, developing models and managing long-term financial projections, managing year-by-year budgeting processes, and providing both the support and tools necessary for the departments to fulfill their responsibilities as related to the budgeting and planning processes.

The mission of this office is to achieve coordinated planning and efficient use of resources -- both capital and operating -- to best achieve the programmatic mission(s) of the University. The Director of Budget & Planning reports jointly to the Provost (fulfillment of the programs and mission of the University) and to the Associate Vice President of Finance (most efficient use of resources).

The Office of Budget & Planning is also responsible for:

• Ensuring that the spending of Yale's restricted gifts and the income (via the spending rule) from endowment funds conform to both donor wishes and the advancement of University missions
• Establishing policies and procedures
• Designing high-level processes that support the overall functions of the University

Office of Budget & Planning Departments