2017-18 Budget Instructions

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]

• Attachment Form 20 (blank spreadsheet)
• Attachment Form 20 Narrative (blank spreadsheet)

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

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

• Liability and Malpractice Premium Distribution Schedules

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

• FY18 Year-End Fund Balance Guidance

2017-18 Chargebacks for Campus IT Licenses and Common Systems Costs
April 4, 2018
by Laurent Heller

• 2017-18 Summary of Licenses & Common Systems and Campus Network
• 2017-18 Divisional Assessments

2017-18 Centralized Services Assessment
February 8, 2018
by Donna Halleran

• 2017-18 Divisional Assessment

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 Assessment Schedule

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

• Budget Materials Distribution List – FY18

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

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