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Home > Our departments > Finance Services > Financial regulations and policies > Financial Regulations > C: Financial management and control > 17. Financial planning
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  • Appendix

17. Financial Planning

17.1. Five year forecast – The Director of Finance is responsible for preparing annually a rolling five-year financial plan for approval by Council on the recommendation of the Vice Chancellor’s Executive Group and for preparing financial forecasts for submission to the Funding Council. Financial plans should be consistent with the strategic plans approved by the Council.

17.2. Council will, from time to time, set financial targets for the University. These will help the Director of Finance in preparing more detailed financial plans for the University.

17.3. Annual Budget – The Director of Finance is responsible for preparing annually a revenue budget and capital programme for consideration by Council. The budget should also include cash flow forecasts for the year and a projected year-end balance sheet.

17.4. The University budget will be underpinned by individual budgets prepared by College Deans and Directors of Services.

17.5. The University allocates resources in accordance with its Income Distribution Model (IDM) introduced in 2004/05 and revised in 2010. College Deans and Directors of Services are responsible for the economic, effective and efficient use of resources whether allocated to them through the IDM or externally generated.

17.6. During the year, the Director of Finance is responsible for submitting revised budgets (forecasts) to the Vice-Chancellor’s Executive Group for consideration before submission to Council for approval.

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