Budget Planning and Development Budget Updates Budget Planning and Development Office of Financial Affairs (http://www.utsa.edu/financialaffairs/)

Update on FY 2016 “Old Year” Ending Balance Roll Forward TARGET DATE: Early October Salary Cost Transfers Remaining: If Between Project ID’s – Cost Transfer in FY 2017 If Between Project ID and Cost Center – Cost Transfer in FY 2017 If Between Cost Centers – Budget Transfer where allowed Office of Financial Affairs Budget Planning & Development

Update on FY 2017 “New Year” New Year Budgets are loaded Budget Controls are not “turned on” Will be turned on when balances roll forward Please monitor your expenditures closely during this interim time. Baseline Salary Encumbrances are posted Refer to Salary Encumbrance document posted on our website under General Budget Guidelines at http://www.utsa.edu/financialaffairs/budget/ Office of Financial Affairs Budget Planning & Development

“New Year” (Cont’d) Existing Cost Centers with Associated Revenue are associated New cost centers created in FY 2017 need to be associated during the year New Budgetary Group A2100 implemented for GTA salaries. FY 2017 Funding Position Deadlines posted on our website under “Calendar” at http://www.utsa.edu/financialaffirs/budget/ Office of Financial Affairs Budget Planning & Development

Reminders for new year… Fund all “new” positions as soon as they are created Do not have to wait for an incumbent to be hired Update the DBT when there is a grant expiring in the current or the next month Use most current budget transfer form Provide Journal ID in the subject line of your emails to us Most current form can be found at http://www.utsa.edu/financialaffairs/budget/forms.cfm Office of Financial Affairs Budget Planning & Development

Budget Planning & Development Useful Queries “Demo” UTS_CA_POSITIONS_FUNDED_FILLED How are my current filled positions funded? Who is the incumbent in each position? Is there expired funding on any of our positions? UTS_CA_POSITIONS_FUNDED_DBT Same information as above but will also see additional positions in this list if you have vacancies Office of Financial Affairs Budget Planning & Development

Budget Planning & Development REMINDER You can update funding on vacant positions to remove any grants that are expired! You do not have to wait until the position is filled. Please communicate this critical information with college and department personnel responsible for initiating DBT’s Office of Financial Affairs Budget Planning & Development

Managing Dept Revenue & Expense Budgets Future Training Dates Funding Positions October 7 , 2016 9:30 am – 11:30 am November 8, 2016 1:30 pm – 3:30 pm Managing Dept Revenue & Expense Budgets October 12, 2016 2 pm – 5 pm Office of Financial Affairs Budget Planning & Development

Budget Planning & Development QUESTIONS Office of Financial Affairs Budget Planning & Development

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