UH-Victoria

New Year Budget

PAYROLL .............................. Reports Needed:

APPROVED-NEW-FISCAL-YEAR ('13) Budget Sheet

NEW- FISCAL-YEAR ('13) BOB

CURRENT-FISCAL-YEAR ('12) BOB

Grants (Ledger 5/Fund Code begins with '5')

-positions are not loaded—will need to do a PRF for each employee and position.

Employees: Compare APPROVED-NEW-FISCAL-YEAR ('13) Budget Sheet

 (Budget Funding Section Only) to NEW- FISCAL-YEAR ('13) BOB:

1 - ('13) Budget Sheet—Descr. Col. = ('13) BOB

  • position number
  • employee(s) within position number

2 - ('13) Budget Sheet—New Amt Col. = ('13) BOB—

Base Budget

  • Yearly salary listed for each employee is correct

3 - ('13) Budget Sheet—FTE New Col. = ('13) BOB—

Base FTE

  • FTE for each employee is correct (so that encumbrance will calculate correctly)

Temp Workers:

Look at CURRENT-FISCAL-YEAR ('12) BOB for any temp workers employed now that will be employed in the new FY('13). (These are not budgeted or automatically brought forward.) You will need to compare the CURRENT-FISCAL-YEAR ('12) BOB to NEW- FISCAL-YEAR ('13) BOB:

1 - If Position Number showing on NEW- FISCAL-YEAR BOB WITH Funding (Base Budget), no action necessary

2 - If Position Number showing on NEW- FISCAL-YEAR BOB WITHOUT Funding (Base Budget), will need to do a Budget Journal to move $ from another position or cost center (see Job Aid: 84 Journal Budget For Positon Transfer Funds Same CC.doc).

3 - If NO Position Number or Funding (Base Budget) showing on NEW- FISCAL-YEAR BOB, will need to do:

• PRF to get position number set up

• Budget Journal to move $ from another position or cost center (see Job Aid: 84 Journal Budget for Position Transfer Funds Same CC.doc).

OTHER BUDGET Lines.........Reports Needed:

APPROVED-NEW-FISCAL-YEAR ('13) Budget Sheet

NEW- FISCAL-YEAR ('13) 1074.1

Compare APPROVED-NEW-FISCAL-YEAR ('13) Budget Sheet to NEW- FISCAL-YEAR ('13) 1074.1 to make sure all other budget lines/accounts are correct.

1 - ('13) Budget Sheet—account number/Descr. = ('13) 1074.1—Budget Node/Descr.

2 - ('13) Budget Sheet—amount = ('13) 1074.1—

Base/(Original)

IF ANY DISCREPANCIES, PLEASE CONTACT THE BUDGET OFFICE.