FY12-13 Budget Turnaround (BTA) screens for basic budget expense are due back to your department’s final approver prior to the submission deadline of June 1, 2012. The BTA screens must be sent to firstname.lastname@example.org by your department’s final approver.
Either Internet Explorer or Firefox web browsers should be used to access BTA. If you have specific questions regarding your budgets, please call or email your Budget Analyst. Contact information for analyst assignments is available on the Budget Office web site at: http://www.udel.edu/Budget/staff. If you encounter any technical problems with the BTA On-line System, please contact Cathy Zinszer (x1234). We need to be aware of any problems or concerns and welcome your questions.
The information on the BTA screens is as of the March month-end close. Make sure that your New Permanent Budget Total does not exceed the Target amount. Refer to the new BTA Budget Targets document under BTA Instructions on the Budget Office web site for additional information.
On the Purpose Detail screens the budgets can be adjusted by entering the $ Change, the % Change, or the New Perm Budget. By entering any one of those values, the others will automatically calculate. All changes must be accompanied by an explanation in the “Comment” column required by the system. BTA Screens will be returned if comments are inadequate or additional information has not been provided via e-mail to your Budget Analyst.
Do not manually enter benefit calculations. Hit the Calculate Benefits button for the BTA System to calculate the benefits. The system will budget the benefits and add a comment for the appropriate benefit accounts. This function can be used as often as needed while changes are being made to the budgets on the Purpose Detail screens. When calculating benefits multiple times, hit Ok to accept the benefit calculation or hit Cancel to be able to enter a manual calculation if needed. If the calculation is not accepted, the system will require a comment. The benefits are calculated based on FY12-13 budgeted salaries at the rates listed below.
If you add a new salary account by hitting the “Add More Lines” button, it is not necessary to manually add the matching benefit account if it is not currently budgeted. After adding a new salary account hit the Save button; hit the Calculate Benefits button; the benefit account will be automatically inserted, budgeted, and a comment added.
The Class field is included on the Purpose Detail screens to allow salary budgeting at the class level instead of at the account level for those who want more budget detail. If salaries are currently permanently budgeted using class, those budgets appear on the Purpose Detail screens; otherwise, the budgets are by account. Either method of budgeting may be used. To change to budgeting by class, enter each salary line using the “Add More Lines” function.
When downloading the prior 3 years of historical information from the BTA screens, the file will be saved as a CSV file unless you hit “Save As” and save it as an Excel file. To print a PDF copy of both the Purpose Summary and the Purpose Detail screens use the printer-friendly view on the Purpose Summary screen at any time.
Below are your base assumptions when completing the Basic Budget Expense screens, which are due back approved to the Budget Office no later than June 1, 2012.
|SALARY INCREASE POOL||4.0%|
|BENEFIT RATES (Faculty and Professionals, Staff, and Other)
(Graduate students - accounts 122300, 122500, 122600, and 122800)
|36.0%, 62.3%, and 7.9%
|EQUIPMENT REPLACEMENT/AMORT INCREASE||2.5%|