Campus Schedules

The UMass Dartmouth Budget Office maintains several key financial schedules and reports that support institutional planning, financial oversight, and governance. These include financial performance metrics, such as liquidity, debt, and operating margin, which help assess the University's fiscal health.

A central component is the Annual Operating Budget, which is presented to the Board of Trustees for approval and serves as a primary tool for evaluating the University's financial position. The budget incorporates historical financial results, current-year projections, enrollment assumptions, and strategic priorities to support effective planning and decision-making. Supplemental schedules provide additional information on expenditures, staffing levels, and student enrollment.

The Budget Office also develops and maintains the Capital Plan, a prioritized inventory of capital projects that guides long-term facility and infrastructure investments. The plan identifies potential funding sources and serves as the mechanism through which the Board of Trustees reviews and approves major capital projects, ensuring alignment with institutional needs and strategic objectives.