Budget Office

The Budget Office provides recommendations on the allocation of university resources; develops, implements, and administers the university budget; and allocates financial resources in keeping with William & Mary's mission and Strategic Plan. In addition, we coordinate development of operating budget initiatives submitted to the Commonwealth of Virginia and the integration of all budget development activities into the overall planning activities of the university.

Reference Information

SCHEV Chart of Accounts (pdf)
Fringe Benefit Rates

Policies & Procedures

Higher Education Equipment Trust Fund Procedures (HEETF)
Deficit Monitoring Policy

Resources

Data Fundamentals
- Central place to learn about key university concepts used every day in the running of W&M. Includes Qlik Sense & Finance courses.
Banner Finance Training Guide (pdf)
Budget Forms