1. University Budget Office Budget Information Meeting
Spring 2017

2. Topics for FY18 Budgeting
Timeline
NStar Upgrade
Budgeting Guidelines
Updates for FY17
FY18 Budgeting Information
Position Budgeting
Template Enhancements
Finance Budgeting
Tool and Training

3. Timeline February - NSTAR upgrade notification Contract Masters
Distributed March 3rd
Returned March 29th
Contracts printed May 5th
Early March - Budget Guidelines issued
March 1st - April 12th - Local AND State Budget input templates available in NSTAR
April 13th – April 26th - Local AND State Budget input templates available for JFRs only
April 27th – May 10th - Budget Office review
Mid May – Budgets finalized for reporting to ABOR

4. NStar Upgrade NStar Upgraded to Service Pack 25
Service Pack 25 should improve performance and works with Excel 2010, 2013 and 2016
EPM Add-in tab remains in ribbon
Expand buttons work properly
Formulas allowed
Service Pack Bit should match your Excel Bit
EPM 32 bit loaded automatically from server
EPM 64 bit available on website
Excel 16 may require additional component
All Service Packs are available under NStar Installation at

5. Budgeting Guidelines All Funds Budgeting
Important to consider all funding sources during the budgeting process and throughout the year
Helps to determine what resources are available to fund University, Division and Department priorities
Approvals and Funding Requests
Submitted budgets are approved by Vice President or Provost and reviewed by JFR
Funding requests go through Vice President or Provost

6. Updates for FY17 State Budget Adjustments/Local Transfers
Mid-year completed
Year-end
Reorganizations
Ongoing updates for commitments

7. FY18 Budgeting Information
Budget Process Guidelines and Information document published at the beginning of March
Timeline
State Salary Holdback
Rates for University Charges
Admin overhead – 1% increase on auxiliary revenue
Risk insurance charge
ITS network charge – no increase, remains at 1%
Other Changes
ITS long distance/other charges to code in same class
University central transfers to / code in same class

8. Position Budgeting Deadlines for NStar budgeting Work Days for FY18
April 3rd - new position requests
April 5th - ePAR final approvals
Work Days for FY18
260 work days for classified staff
Expense reduced by 1 day
No impact on appointed staff

9. Position Budgeting
Salary budget total in HR must match total in Finance for each deptID
Using the Department Salary Set-Aside
Use for potential positions and/or salary adjustments
Split Funded positions
Coordinate between deptIDs so FTE and salary, including any salary changes, are budgeted properly (1 FTE maximum)

10. Position Budgeting HR Position Query ERE
Use to identify unused positions that should be inactivated or to identify positions to be unbudgeted
Generally, only unoccupied/100% grant funded positions can be unbudgeted
ERE
Rule of Thumb spreadsheet for estimated rates for new hires by category
ERS Payroll Reports for estimated rates for current employees

11. Template Enhancements
Check Box to identify deptIDs to be inactivated
Revenue Groupings
Predefined for review during budgeting
Improve reporting and review
Local deptIDs
Added to Threshold Report

12. Finance Budgeting State and Local Templates State Template
Budget all deptIDs
Budget where revenues and expenses occur
Salary budget should be current actual PeopleSoft salary and FTE
Salary budget and FTE should match between HR and Finance
Budget for University Charges
State Template
Reallocations should net to zero at cabinet level
Local Template
Budget Year-End estimate for all deptIDs
Budget increases/decreases for FY18
Transfers should be coordinated between divisions and departments

13. Budgeting Tools and Training
Budget Process Guidelines and Information
Budgeting Tools for NStar
Videos for HR/State/Local Templates
Quick Reference Guides for HR/State/Local Templates
Transfer Instructions
NStar Reports PowerPoint and Guide
NStar Reports for Budget Proofing
JFR Folders
State Funding Listing/Local Transfers List
Salary Change Report
Budget Training
Schedule with Budget Analyst

14. Questions ?