FY13-14 Budget Turnaround (BTA) screens for self-supporting operations are due back to your department’s final approver prior to the submission deadline of January 30, 2013. The BTA screens must be sent to bta@udel.edu 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.
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 will recalculate benefits and add a comment based on the FY13-14 rates listed below when you adjust budgets on the Purpose Detail screens.
If you add a new salary account by hitting the “Add More Lines” button, the system will adjust an existing benefit account or insert, budget, and add a comment along with a message that the benefit account row has been added for a new benefit account if it is not currently budgeted.
The Class field has been added to 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 January 30, 2013.
| SALARY INCREASE - FOR PLANNING PURPOSES ONLY | 1.0% | |
| BENEFIT RATES (Faculty and Professionals, Staff, and Other) (Graduate students: accounts 122300, 122500, 122600, and 122800) |
35.1%, 72.0%, and 7.9% 7.0% |
|
| UTILITIES INCREASE | 3.0% | |
| EQUIPMENT REPLACEMENT/AMORT INCREASE | 2.0% |
