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Planning and Analysis
The Planning and Analysis office supports the strategic allocation of institutional resources by implementing executive directives, coordinating the development of the operating budget and Legislative Appropriations Request (LAR), and leading the tuition and fee setting process. It ensures accurate staffing representation in the budget, conducts analysis to inform decision-making, and educates the campus community on budget-related matters.
Organizational Charts
Services
The UTRGV Planning and Analysis office plays a central role in managing the university’s budget process by coordinating the development of the annual operating budget, legislative appropriations requests, and tuition and fee structures.
UTRGV Budget Primers are educational resources that explain the university’s budgeting structure, financial model, and annual planning process. They provide context for how revenue is generated, how expenses are categorized, and how budget decisions align with institutional goals, helping stakeholders better understand the principles that guide financial stewardship.
The Planning and Analysis office oversees budget revisions by reviewing and approving budget journal entries. They ensure entries are correctly coded, balanced, and meet all approval and fund check requirements. The office also provides training materials, tools, and guidelines to assist departments in managing budget transfers and revisions effectively
Position Control ensures that all budgeted positions at UTRGV are accurately reflected and fully funded. The Planning and Analysis office creates, modifies, and verifies positions during the budget cycle, only listing those with confirmed funding. They coordinate closely with Human Resources for employee assignments and provide templates and forms for various position requests
UTRGV uses Oracle Hyperion as its primary budget development application. This tool supports the university’s financial planning and reporting needs. The Planning and Analysis office offers training, access support, and guidance to departments using Hyperion to ensure accurate and timely budget submissions
What We Can Do For You
This section outlines how the Planning and Analysis office supports different university stakeholders. From assisting deans and senior administrators with budget planning to offering presentations for faculty and students, the office tailors its services based on the audience. They also guide public inquiries through formal information request channels.
Helpful Links
These Helpful Links provide access to key budgeting resources, including benefit cost estimators, state budget primers, UT System policies, and Texas Higher Education Coordinating Board data. These tools support informed decision-making and transparency in university financial planning.