New Administrator’s Retreat, 2017

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Presentation transcript:

New Administrator’s Retreat, 2017 Being a Fiscal Agent New Administrator’s Retreat, 2017

The Buck Stops Here Know your resources Make sure that decisions are made with thought in advance Supervise your lead staff person

Colors of Money “Permanent” GR budget Temporary GR funds Foundation funds Agency funds

GR Budget Salaries are the biggest part Money can be transferred, either temporarily or permanently.

Temporary GR Instructional Cost Summer Salary Allocation Tech Tuition ERIP – Enrollment Rebound Incentive Program FCR – Full Cost Recovery

Foundation Endowed vs. fully expendable vs. “savings” Spending restrictions Note that the expendable money is there to be spent

Agency Research accounts Various other

Follow the Money Keep shadow books! Datatel doesn’t have everything Budget Wizard is slow to update Mistakes do get made

Things to Know Conference registration is not “Travel,” but “Contractual” Agreements get taken out of the fiscal year they cover Strategic Budget Carryover Getting temp money can happen with justification – make the case

Questions?