2019-20 Budget Instructions

Ch. 1: Introduction and Timetable
January 7, 2019
[Memo]

Ch. 2: Auxiliary Funds 128 and 136 Budget Instructions
January 18, 2019
[Memo]

• Attachment 2019 Fund 136 FY192021 Budget

Ch. 3: Staff Compensation Plan
Coming Soon

Ch. 4: Budget Related Human Resources Actions
February 8, 2019

Ch. 5: Reconciling the Planning Allocation and Budget Submission
Coming Soon
[Memo]

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

Ch. 6: Compensation Administration Tool (CAT) Technical Instructions
January 19, 2019

Ch. 7: Non- Salary Budget Data Entry Using PlanUW
Coming Soon

Ch. 8: Understanding the Allocated vs Budgeted Planning Allocation Report
March 19, 2019

Ch. 9: Balancing Budget – Using PlanUW and the Planning Allocation Reports
Coming Soon

Ch. 10: Summer Budget Entry
March 20, 2019

2019-20 Fund 133 Overhead Allocation
August 21, 2019
by Karl Scholz/
Laurent Heller

2019-20 Central Funds for Compensation Adjustments
July 30, 2019
by Jim Henderson/
Laurent Heller

2019-20 Fund 150 Overhead Allocations
June 28, 2019
by James Henderson/
Laurent Heller

2019-20 Annual Budget Allocations and Guidelines – Revised
March 29, 2019
by Aimee Arnold

University of Wisconsin System 2019-20 Annual Budget Guidelines
March 21, 2019
by Aimee Arnold

2019-20 Budget Planning Allocation – Extension Funds (Funds 104, 132 and 189)
March 19, 2019
by Jennifer Klippel

FY20 Initial GPR Budget Planning Allocations
February 23, 2019
by Jennifer Klippel

Arts and Humanities Professional Development Allocation
February 22, 2019
by Jennifer Klippel/
Petra Schroeder

FY20 Fund 101 Budget Model Reallocation
February 15, 2019
by Sarah Mangelsdorf/
Laurent Heller

FY20 Annual Budget Guidelines
January 25, 2019
by Aimee Arnold

FY20 Annual Budget Timeline
January 25, 2019
by Aimee Arnold

2019-20 Compensation Administration Tool (CAT) and Planning and Budgeting Cloud Solution (PBCS) Availability
January 23, 2019
by Jennifer Klippel

Increase to the Centralized Service Charge
January 18, 2019
by Laurent Heller

FY20 Graduate Assistant Stipend Minima and Principles
January 24, 2019
by Sarah Mangelsdorf/
Laurent Heller/
Willliam J. Karpus

Preliminary 2019-20 Program Revenue Budget Building Cost Factors and Timeline – Revised
November 20, 2018
by Crissy Klappa

Initialization of the 2019-20 Planning Allocations
October 10, 2018
by Jennifer Klippel

2019-20 Post-Tenure Review Increments – Central Funds for Compensation Adjustments, 2018-19
September 20, 2018
by Sarah Mangelsdorf/
Laurent Heller