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Reference and Information

by Fehler,Lori T. last modified Jan 28, 2014 03:20 PM

Additional reference documents and required forms to effect budgetary changes within a unit during the Budget Development and Budget Analysis cycles.

Frequently Asked Questions

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. 

2013-2014 Gift Program Load (pdf)

Budget Preparation System Presentation 2014-2015 (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 Budget Access

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)

New Department Number Request

Transfer Funds to an Existing Plant Fund Account

BRR/BCO Instructions (pdf)

Budget Revision Request and Change Order (BRR/BCO) Form (xls) 
BRR/BCO Form with Continuation Page (xls)
The only macros in these spreadsheets affect the check boxes.
If security settings do not allow macros, click Options to enable macros.

BTR Instructions 

Budget Transfer Request (BTR) Form (xlsm)

Clinic and APS Budget Instructions

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Email the Bursar

502-852-6503

Campus Locations

Budget & Financial Planning
Phone: 502-852-6166

Grawemeyer Hall
Room 20
Louisville, Ky. 40292

Bursar's Office
Phone: 502-852-6503

Houchens Building
Room 101
Louisville, Ky. 40292

Controller's Office
Phone: 502-852-7072

Service Complex
2nd Floor
Louisville, Ky. 40292

Payroll Office
Phone: (502) 852-2978

Personnel Services Building
1980 Arthur Street
Louisville, Ky. 40208-1707

Position Management
Phone: (502) 852-2978

Personnel Services Building
1980 Arthur Street
Louisville, Ky. 40208-1707

Vice President for Finance
Phone: 502-852-6166

Grawemeyer Hall
Room 20
Louisville, Ky. 40292

 
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