Reference and Information
Additional reference documents and required forms to effect budgetary changes within a unit during the Budget Development and Budget Analysis cycles.
Unit Budget Coordinators Each VP/Dean designates a unit budget coordinator to represent their unit during the Budget Development and Budget Analysis cycles of the Operating Budget.
Finance Responsibility Matrix (pdf)
List of programs, related attributes and actions administered by central units within the Vice President for Finance Division.
Budget Preparation System Presentation 2013-2014 (pdf)
PCS Code Manual (pdf)
In 1987, internal concerns were expressed about the accuracy of PCS code reporting and a work-group was established from staff in the Office of Planning and Budget and the Controller's Office for the purpose of reviewing and updating the university's procedure on the assignment of Program Classification Structure (PCS) codes. Based on their review of the university's accounting system and current literature on PCS code assignment systems, the work group developed new guidelines establishing a framework for PCS code assignments.
Hiring Freeze Guidelines (pdf) In order to prepare the University to manage potential budget cuts with the least adverse impact on mission-critical needs, all vacant positions are frozen, effective January 10, 2012. Exceptions may be granted by formal approval of an executive vice president.
Hiring Freeze Exception Form (pdf) The Request for Authorization to Hire form requires signature from the Department Chair/Director, VP/Dean of the unit and the Executive Officer reporting directly to the President before the action is approved.
Request for New Program or Project Form
Budget and Financial Program Approved for FY2013 (pdf)
Budget and Financial Programs Approved in FY2012 (pdf)
Chartfield Attribute Change Form
(previously Department Number Change Form)
Transfer Funds to an Existing Plant Fund Account
Forms for those not using Microsoft Excel 2007:
(MS2007 users, see forms listed in next section.)
Budget Revision Request (BRR) Form (xls)
The only macros in this spreadsheet affect the check boxes.
Clicking 'enable macros' when opening the file should not subject your computer to harmful viruses.
BRR Form with continuation pages (xls)
(please use for ten or more entries)
Budget Transfer Request (BTR) Form (xls)
Budget Change Order (BCO) Form (xls)
Use during annual budget development process.
Forms for those using Microsoft Excel 2007:
Budget Revision Request (BRR) Form (xlsm)
The only macros in this spreadsheet affect the check boxes.
If security settings do not allow macros, click Options to enable macros.
BRR Form with continuation pages (xlsm)
(please use for ten or more entries)
Budget Transfer Request (BTR) Form (xlsm)
Budget Change Order (BCO) Form (xlsm)
Use during annual budget development process.
