General Fund Budget Allocation Instructions
August 9, 2006
Memorandum
To: Division Budget Managers
From: John Waayers
University Budget Officer
Subject: 2006-07 General Fund Budget Allocation Instructions
The 2006-07 Level A Final Budget Allocations were provided to the Cabinet on August 9 , 2006. The President has requested that they be returned to the Budget Office by September 28, 2006. Once completed as requested below, please be sure to review all of your respective department's input to make sure it balances to your Level A Allocation.
A. Instructions for Personal Services Budgets (Phase II):
STEP 1. All of the Phase I changes that were requested have been input into the Human Resource (Use the HR System Budget/Expense report in your reports portfolio. Remember to use fiscal year 2006).
STEP 2. Save the resulting report using the "Save as" option to your local hard drive, with the file name of "2006 Phase II" in a location that you will remember. If you are responsible for compiling several budgets, you may wish to add a department identifier to the end of the file name, such as 2006 Phase II Budget Office.
STEP 3. Using the saved report from Step 2, allocate your budget to the desired level, Appointment, Position (vacancies only), or Pool using the Original Budget column. Projected salaries, based on the individual's salary as of June 30, 2006, have been provided where possible. (NOTE: Budgets for Student Wages and /or Work-Study must be included on this spreadsheet.) All chartfield strings must be sub-totaled. For example 00106-xxxxx-00000-601401 would have a subtotal, as would 00106-xxxxx-12501-601401. Rows will need to be inserted as needed for these subtotals. Add a formula in the Total line of the Original Budget column that adds together all the sub-totals from the above entries and to make sure you have used your entire personal services budget.
PLEASE NOTE: ALL BUDGET ENTRIES FOR SALARIES NEED TO BE FORMATTED AS FOLLOWS: $ XX,XXX.00. NO ROUNDING WILL BE ALLOWED - ALL DIGITS FOLLOWING THE DECIMAL HAVE TO BE ZERO AND THEY HAVE TO BE DISPLAYED ON THE FINAL SUBMISSION. When done, save the report (with all columns after "Original Budget" deleted or hidden), print a copy, and continue to the next section.
If a change you requested in Phase I is not displaying, or if you have any other questions, please contact Pam Lewis in the Budget Office at x85295.
