Fiscal Year 15-16 Self-Supporting Units Budget Turnaround Instructions
FY15-16 Budget Turnaround (BTA) screens for self-supporting operations are due back to your department’s final approver before the submission deadline of February 27, 2015. The BTA screens must be sent to firstname.lastname@example.org by your department’s final approver.
If you have specific questions regarding your budgets, please call or email your Budget Analyst. Contact information is on our website 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.
Budget the operation’s year-end allocation purpose at an amount other than $0. The operation’s year-end allocation purpose should be used to balance your Self-Supporting operation so that the Self-Supporting Unit Total equals $0.
The “Self-Supporting Unit Total” must equal $0.
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.
The BTA System now automatically calculates benefits as salaries are adjusted including when a new salary account is added using the “Add More Lines” feature on the Purpose Detail screens. They will adjust based on the FY15-16 rates listed below and the comments will include the rate used.
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 preliminary base assumptions when completing the Self-Supporting Budget screens, which are due back approved to the Budget Office no later than February 27, 2015.
|SALARY INCREASE - FOR PLANNING PURPOSES ONLY||1.0%|
|Faculty and Professionals||37.2%|
|Graduate students: accounts 122300, 122500, 122600, and 122800||5.7%|
|EQUIPMENT REPLACEMENT/AMORT INCREASE||0.0%|