A few weeks ago
we asked that you provide us information regarding position funding so we could
begin addressing position control issues for the upcoming year. The next step in our End of Year (EOY)
budget process is to give you an opportunity to submit any additional
operational unfunded requirements (UFR), identify to us any UFRs that are
strategic initiatives that must be funded in FY08/09 and let us know of any
funding adjustments you need within your accounts for FY08/09. In May, I will be reviewing all E&G
Unrestricted (1XXXXX), E&G Restricted (2XXXXX), and Auxiliary (3XXXXX)
accounts for any required adjustments to their revenue (if applicable) and
operating expenditure budgets (expenditures minus personal services) for
FY08/09. To facilitate that review
I respectfully request that each account program manager review his/her
account(s) and forward any requested adjustments and/or unfunded requirements
(UFR) through their respective VPs, Commandant, or Deans in turn to the Provost
no later than close of business (COB) 6 May 2008. In turn, I respectfully
request that all VPs, Commandant, and Provost forward their departments' inputs
to the Budget Office no later than COB 12 May 2008.
In an effort to
provide you with some tools to aid in your ability to respond to us with your
requirements, we offer the following.
The attached instructions and form (UnfndReqFrmInstruct08-09
and
UnfundedReqForm08-09) can be
used to submit any UFRs that you have not previously submitted. A listing of all the current outstanding
UFRs is attached to this email or can be found on the Budget Office
website. Should you find any listed
UFR that should be removed, please send us a listing of those
items.
Also attached
is a form that can help me quickly identify any college strategic initiatives
that must be funded next fiscal year (StrategicInitiatives08-09). Request items you put on this form must
clearly be approved strategic initiatives that must be
funded in FY08/09 fiscal year. The
UnfndReqFrmInstruct08-09 form can be used to help guide you through the
completion of this form.
To review and
update your operating budgets, I respectfully request you use the following
guidelines:
1. Go to FRS Screen 22 for your
account and print it out.
2. Review your account's
Original Budget/Next Year's budget for pools 3000 through
9000.
a. Original Budgets reflects
your accounts current base budget.
b. Note: Revised budget line reflects your latest
funding adjustments and/or Budget Office adjustments for encumbrance carry
forwards (from last year to this year’s budget) and non-recurring requirements
made during this fiscal year.
c. Note: Last Year's line reflects FY06/07
end-of-year Revised Budget.
d. Note: Next Year's line should have the same
numbers as your original budget or be a zero (all revenue and/or personal
services pools).
3. Review each Original Budget
Pool.
a. If Original Budget and
corresponding Next Year Budget pool amount is accurate, then place a check mark
in the Next Year Budget column to the right of the
number.
b. If you want to move budget
money out of one pool to offset an increase in another/other pools, do so by
lining out the current number in the Next Year Budget column and placing the
total amount required for each pool to the right of the lined out number. Note: The net effect to your Total Other
Expenditure line should be zero.
c. If you are requesting
additional funds to support any given pool with no offset, please put the total
amount needed for the pool in the Next Year Budget column followed by an
asterisk (*) thus indicating to us you have a new funding requirement. Submitting an increase to your budget
pool requirement does not necessarily mean it will get approved and will require
an entry on your UnfundedReqForm07-08 form.
d. If your FY08/09 requirement
is actually lower than what you will need and funds are not needed to support
another pool, please put the required amount Next Year Budget column with a
double asterisk (**) as well.
4. If we do not receive an input
for any given account by the deadline set above, we will roll what is currently
in the Original Budget/Next Year Budget column into the Original Budget for
FY08/09. If we make any adjustments
to your account's budget, we will notify you by email or memo of the adjustment
and request any comments you may have.
5. If you would like to meet
with me or
If you have any
questions or comments please call or email me at this address. Your prompt attention to this request
will be greatly appreciated.
Thanks,
Col. Jim
Openshaw
Budget
Director