Below are links to all instructions and memoranda relating to the upcoming annual budget cycle.
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Chapters
Ch. 1: Introduction and Timetable
December 28, 2016
[Memo]
Ch. 2: Auxiliary Funds 128 and 136 Budget Instructions
December 5, 2016
[Memo]
Ch. 3: Staff Compensation Plan
TBD
Ch. 4: Budget Related Personnel Actions
February 21, 2017
[Memo]
Ch. 5: Reconciling the Planning Allocation and Budget Submission
March 14, 2017
[Memo]
Ch. 6: Compensation Administration Tool (CAT) Technical Instructions
January 17, 2017
Ch. 7: Non- Salary Budget Data Entry Using BDNS in the 3270 System
January 17, 2017
Ch. 8: Understanding the Allocated vs Budgeted Planning Allocation Report
March 16, 2017
Ch. 9: Balancing Budget – Using BSUM in 3270 and the Planning Allocation Reports
January 17, 2017
Ch. 10: Budgeting for Fund 131 Instructions
March 17, 2017
Memoranda
Categorizing Actual FY18 Year-End Fund Balances
TBA
by Laurent Heller
- FY18 Year-End Fund Balance Guidance
Liability and Malpractice Premium
June 12, 2018
by Tim Norris
Municipal Services Distribution
June 11, 2018
by Lea Erickson
Workers Compensation Distribution
June 5, 2018
by Lea Erickson
Forecasting FY18 Year-End Fund Balances
April 17, 2018
by Lea Erickson
2017-18 Chargebacks for Campus IT Licenses and Common Systems Costs
April 4, 2018
by Laurent Heller
2017-18 Centralized Services Assessment
February 8, 2018
by Donna Halleran
2017-18 Budget Load to Accounting
October 5, 2017
by Tim Norris
Central Funds for Compensation Adjustments for 2017-18 Academic Year
September 29, 2017
by Sarah Mangelsdorf/ Laurent Heller
2017-18 Fund 131 Assessment
September 12, 2017
by Sarah Mangelsdorf/ Laurent Heller
2017-18 Annual Budget Phase II Allocation Memo
September 6, 2017
By Gary Buehler
2017-18 Fund 133 Overhead Allocation
August 31, 2017
by Sarah Mangelsdorf/ Laurent Heller
Repayment of 2016-17 Fund 101 Excess Expenditures
August 30, 2017
by Tim Norris
Fund 101 Carryover to 2017-18
August 30, 2017
by Tim Norris
2017-18 UW System Operating Budget and Fee Schedule
July 3, 2017
by Board of Regents
2017-18 Budget Planning Allocation – Extension Funds (Funds 104, 143 and 183)
April 11, 2017
by Jennifer Klippel
2017-18 Annual Budget Allocations and Guidelines – UW System
March 17, 2017
by Gary Buehler
Initial 2017-18 Budget Planning Allocations – GPR Funds
February 10, 2017
by Tim Norris
FY18 Fund 101 Budget Model Reallocations
January 31, 2017
by Sarah Mangelsdorf/ Laurent Heller
2017-18 Fund 136 Revenue Budgeted as Fund 101 (Submission of Form 22)
January 25, 2017
by Jennifer Klippel
Update to Rate-Based Method for Graduate Assistant Pay and FY18 Stipend Minima
January 24, 2017
by Sarah Mangelsdorf/ Laurent Heller/ William Karpus
2017-18 Annual Budget Guidelines and Timeline – UW System
January 11, 2017
by Gary Buehler
Budget Materials Distribution List Memo
December 28, 2016
by Jennifer Klippel
Indexing of Faculty Promotional Base Increases
December 2, 2016
by Sarah Mangelsdorf
Compensation Adjustments for Faculty Promotions
September 2, 2016
by Sarah Mangelsdorf
Preliminary 2017-18 Program Revenue Budget Building Cost Factors and Timeline
November 29, 2016
by Renee Stephenson
Initialization of the 2017-18 Planning Allocations
October 5, 2016
by Jennifer Klippel
Appendices
Appendix A: Salary Ranges and Minima for Unclassified Staff
Appendix B: Program Codes and Definitions
Appendix C: Numeric Fund Codes
Appendix D: UW-Madison Unclassified Title Guideline
Appendix E: Fringe Benefit Rates
Appendix F: 2017-18 UW- Madison Budget Checkout Checklist
Do you need to view the budget instructions for a year that is not listed? Please contact our office:
mbo@vc.wisc.edu
608-890-1842