Budget Office Communications Financial Area Representatives Meeting February 18 th, 2008

FY Budget Document Long (BDL) Process Critical Dates Budget Overview & BDL Preparation Workshops February 20 th, 25 th, 26 th & 27 th BDLs open to Departments February 27 th BDL Hands-On Workshops March 7 th, 10 th, 11 th & 17 th BDLs due in Budget Office (Divisions may have earlier due dates to VPs & Provost) March 28th

FY Budget Workshop Calendar 1604 CAMPUS SESSIONS: Location JPL Wednesday, February 20, :00 PM – 2:15 PM Part I Budget Overview Process (DE670) 2:30 PM – 4:00 PMPart II Budget Document Preparation (DE669) Monday, February 25, :00 AM – 9:15 AMPart I Budget Overview Process (DE670) 9:30 AM – 11:00 AMPart II Budget Document Preparation (DE669) Wednesday, February 27, :00 PM – 2:15 PM Part I Budget Overview Process (DE670) 2:30 PM – 4:00 PM Part II Budget Document Preparation DOWNTOWN CAMPUS SESSION: Location BV Tuesday, February 26, :00 PM – 2:15 PMPart I Budget Overview Process (DE670) 2:30 PM – 4:00 PMPart II Budget Document Preparation Registration may be completed at

Budget Transfer Process The Budget Office will be the final approver of all VT1 (14 accounts) and VT2 (18, 19, 29 and 30 accounts) transfer documents with the exception that 30 account transfers will be routed on to General Accounting (effective February 19 th ) VT1 and VT2 Request for Transfer of Funds instructions will be posted to the Budget Office website in the immediate future A listing of Budget Transfer Rules will also be posted to the Budget website to provide a checklist to be reviewed before submitting your transfers to the Budget Office The Budget Office is also investigating how to streamline the inter-fund transfer process by eliminating the number of entries thus expediting the process time.