Board meetings, strategic plans, and buyer signals from Shannon Samuelson’s organization
Feb 10, 2026·BoardMeeting
Board
Meeting Notes
The meeting addressed several critical administrative and financial topics. Key discussions included resolving ongoing issues with the purchase order (PO) system, which required temporary restrictions on voucher entry and subsequent manual budget checking on approximately 700 POs, with an expectation of 90% resolution by Monday. Another significant topic involved payroll discrepancies between HR and finance systems, emphasizing the necessity of using formal payroll reallocations (eRAFs & ePARs) over manual fixes to ensure system consistency, particularly regarding graduate student cost center assignments. Furthermore, budget preparation timelines were reviewed, detailing deadlines for projections and forms (e.g., 2078, 2063, 4041 cost centers), with Hyperion data entry beginning on February 13th. Finally, guidance was provided on factoring Period 998 Budget Office sweeps (assuming 25%) into fund balance calculations and confirming restrictions on budgeting from fund balance for deficit funds (2064, 1051, 1052). Follow-up Hyperion training sessions were also announced.
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The budget meeting focused heavily on fiscal year 2027 (FY27) budgetary procedures. Key discussions included the process for position funding and deactivation, emphasizing correct cost center association for vacant and deactivated positions, and clarifying effective dates for deactivations, particularly for non-renewals and VSIP positions. Guidance was provided on fund transfer restrictions for current positions, specifically prohibiting transfers to fund codes 1051 or 1052 unless correcting suspense accounts, with grants being an exception. An update on the purchase order (PO) system indicated that current year POs are visible, prior year POs are being verified, and manual budget checks might be needed for some POs, with recommendations made for when to run financial reports. Finally, upcoming deadlines were outlined for college and division administrators, including a budget development session, due dates for 2078 reviews and 2063 course fee projections, and coordination efforts for obtaining specific endowment and fund projections.
Jan 29, 2026·BoardMeeting
Board
Budget Updates Minutes
Key discussions focused on budget management and reporting for FY27. Topics included ensuring administrative access to team channels for forecast and position funding reports, establishing procedures for inactivating positions to manage Hyperion load, and providing instructions for the upcoming FTE review deadlines. The team also reviewed and planned updates for projections related to Fund 2078 (E&G sales and service) and Fund 2063 (course fees), including the reallocation of unused equity. Furthermore, the group coordinated on pending data inputs, such as IDC and endowment information from the Systems Budget Office, and discussed improving accuracy for grant estimates by coordinating with Doctor Reichert and ORSP administrators. Follow-up tasks involve roster corrections for a Budget Development 2 training session and the completion of various funding report reviews.
Jan 27, 2026·BoardMeeting
Board
University Of Houston Clear Lake Meeting Notes
The meeting provided an overview of the accelerated FY27 budget process, highlighting a compressed timeline for submissions, centralization of major fund entries, and ongoing communication and training requirements. Key agenda items included a walkthrough of the budget calendar, integration with Hyperion and PeopleSoft Finance systems, instructions for position and payroll adjustments, and procedures for document management using Teams channels. Additionally, the committee discussed FTE and position reviews, course fee and revenue projections, and criteria for attendance at upcoming budget development training sessions.
Extracted from official board minutes, strategic plans, and video transcripts.
