Budget Development Tools

These resources are intended for individuals involved in the current year detailed budget development. ­

If you are interested in learning more about the general budget process and related resources, please view the “Budget Basics” section of our website.

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FY16

Important News:

To assist with planning unit Financial Projections, BPA has compiled the following resources:

Detailed Guidance

Planning Assumptions

Templates and Tools

  • THE Budget Sheet (blank template)
    • THE Budget Sheet has been loaded with historical data for each planning unit and saved to each planning unit’s respective bpa shared drive in the FY16 folder.
    • Please note that each sheet in this file is protected, but if needed it may be unprotected without a password. 
  • FY16 Budget Packet (blank template)
    • NOTE:  The blank Budget Packet template has been updated as of April 23rd, 2015.  The most recent change includes unlocking the B-6 raise assumption cell.
    • Populated budget packets were made available April 13th.
    • Budget packets may be used to assist in the budget planning process, but please note that the healthcare and variable benefits rates may change as planning assumptions are revised.
  • THE Budget Sheet versus Budget Packet Reconciliation Tool
    • Please note that each sheet in this file is protected, but if needed it may be unprotected without a password.

Schedules and Guidance

Models and Data

  • The following models have been developed with Spring planning assumptions and inputs. They are saved to the bpa shared drive at: bpa\Budget_Training_Materials\FY16
    • Allocated Cost Model
    • Tuition Model
    • Depreciation Model
    • Subvention Figures
    • Subsidy Model
    • Space Data
    • Endowment Distributions

Other Resources

  • RCM Allocation & Revenue Distribution - visual outlining timing of journal entries processed and anticipated to be processed.  This file will be updated monthly as journal entries are processed.  The file was last updated on 7/22/15.

 

Archives

FY15 Budget Development Tools

FY14 Budget Development Tools

 

FY14

Budget Packets

FY2013-2014 Budget Packet
This blank budget packet can be used for new cost centers, cost centers that did not automatically prepopulate, or in place of any prepopulated budget packet if desired.

FY2013-2014 Budget Packet Instructions
These instructions outline the technical components of how to complete a budget packet and what to include on each tab.

FY2013-2014 Budget Packet Submission Schedule
This schedule assigns Planning Units to one of three groups with a corresponding submission deadline.

Budget Guidance

FY2013-2014 Planning Budget Guidance Assumptions
Emailed on 4/5/13 & 4/8/13
This contains high level budget guidance used in the development of THE Budget Sheet, including:

  • Summarized Budget Submission
  • Fund Structure of THE Budget Sheet
  • Revenue and Expense Projection Guidelines
  • Forecasts for FY2015, FY2016, and FY2017
  • PACE & Workstudy Example

FY2013-2014 Budget Packet Detailed Guidance
Emailed on 5/15/13
This file provides specific details for use as budget packets are completed, including:

  • THE Budget Sheet Accounts
  • Allocation Amounts by Unit
  • THE Budget Sheet Lines TIE OUT
  • Grad Waivers, PACE & Workstudy, Grants & Foundation, Internally Restricted
  • Natural Account Changes under RCM

FY2013-2014 Highlights & Updates on THE Budget Sheet to Budget Packet Conversion
Emailed on 6/14/13
This memo contains highlights and updates on THE Budget Sheet to Budget Packet Conversion, including:

  • Tying out Salaries versus Benefits
  • Budget Guidance
  • Reconciliation of the final THE Budget Sheet vs. Budget Packets
  • Subvention
  • Budget Assistance

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