Budgeting

Policy

• Detailed Budget Process Overview - Provides a general overview of the University's detailed budgeting process (updated annually).

Guidelines

• Position Valuation Guideline - Provides information on the creation/deletion of positions, approved hiring rates, and funding of vacant positions (updated annually).
• Salary Parameters - A summary of current vacant position funding & Creation/Deletion rates (updated  annually).
• Benefit Parameters - A summary of applicable benefit rates, by employee group, used for budgeting purposes (updated annually).

Procedures/Processes

• Budget Development Quick Reference Guide - How to enter budget information into the Budget Development Module.
• Frequently Asked Questions - Detailed Operating Budget

Forms

Versions		Document Name	Help
		Addition of Funds
		Salary Fall-in Template
		General Grant Operating Funding Template

Communications

2012-13 Operating Budget Summary

Instructions for the Current Budget Cycle

• February 13, 2013 - Final Review of Position & Salary Verification Worksheets
• December 4, 2012 - Review of Position & Salary Verification Worksheets
• November 16, 2012 - 2013/14 Budgeting for Revenues, Recoveries, Non-Salary Expenses and Interfund Transfers
• October 19, 2012 - Key Budget Dates 2013-14

Instructions for the Previous Budget Cycle

• June 22, 2012 - Salary Fall-In Budgeting
• June 11, 2012 - 2012/13 Budget Finalization
• February 13, 2012 - Final Review of Position & Salary Verification Worksheets
• December 2, 2011 - Review of Position & Salary Verification Worksheets
• November 18, 2011 - 2012/13 Budgeting for Revenues, Recoveries, Non-Salary Expenses and Interfund Transfers
• October 12, 2011 - Key Budget Dates 2012-13

Links

• 2010-11 Operating Budget and 2010-11 Capital Plan
• Crystal Reports Home Page - Access to College/Unit report of financial activity by fund roll-up - 4992 and access to non-salary budgeting comparative summary reports 5007 (summary by fund), 5008 (summary by org) and 5009 (summary by account) 

Training Material

• Detailed Operating Budget Update - Information session for those people familiar with  the detailed operating budget process (updated annually).
• Introduction to the Operating Budget - Training presentation for people new to the detailed operating budget process (updated annually).

UniFi Training Materials

• Creating Self Service Journal Vouchers & Budget Transfers
• Creating UniFi Plus Journal Vouchers & Budget Transfers
  
• Overview of Budget Development module in Self Service UniFi - Full description of Budget Development module.
• Budget Development Quick Reference Guide - How to enter budget information into the Budget Development module.