2022-23 Budget Instructions

2022 Annual Budget Memo to Divisions
December 22, 2021
by Karl Scholz
Rob Cramer

Budget Process Deliverables & Timeline

• February 31st – CAT is loaded by MBO
• February 3th – PlanUW opens
• February 7th – CAT to PlanUW integration begins
• February 7th – Summer Session Budget Worksheets are due to DCS
• February 16th – Initial GPR Budget Planning Allocation Issued
• February 18th – Extension Budget (104) Requests are due to DCS
• March 4th – FY23 PlanUW Budget Entries for Non-Allocated Funds (133, 135, 144, 150, 161 and 233) are due
• April 1st – MBO will review FTE levels for Funds 128, 131, and 136
• April 1st – The automatic rate change feed from HRS to CAT will be inactive
• April 8th – Smaller budget units and Auxiliary budgets and forecasts are due
• April 15th – Large school and college budgets and forecasts are due
• By June 30th – Obligated, Planned, or Designated commitments with documentation are due
• Post July 30th – Submission of supporting fund documentation to MBO

Small Budget Units and Auxiliaries: A01, A02, A03, A04, A05, A10, A12, A18, A27, A37, A42, A45, A46, A47, A49, A52, A54, A56, A57, A63, A77, A80, A85, A88, A93, A96
Large Budget Units: A06, A07, A17, A19, A34, A40, A48, A53, A71, A87

2022-23 Redbook Load Memorandum
July 29, 2022
by Andrew Johnson

FY23 Annual Operating Budget Development Instructions Memorandum
December, 2021
by Karl Scholz
Rob Cramer

Follow this link to the PlanUW’s Current Year Forecasting webpage where you will find video tutorials, reference guides, deliverables, and more.

New Forms:

By Account Form: The By Account Form replaces the need to “Create a Wedge” to enter budget data into an intersection that did not previously have budget data or actuals. The By Account Form is available in the Non-Compensation and Revenue cards.

New Reports:

FTE Summary: This report shows historical and current FY23 budgeted FTE. You can select the Department and Fund to populate the report. The FTE are broken out by the different salary categories.   

FTE Summary – By Department: This report shows historical and current FY23 budgeted FTE.  You can select the Department and Fund to populate the report. This is a helpful way to view your divisions total FTE in a Fund (or all funds) by Department.    

New Report Structure:   

We have simplified the report levels to make navigation easier for end users:  

Level 1: These are the reports we believe are most used by end users.   

Level 2: These are two new reports that include only FTE data 

Level 3: These are reports we believe are less used and potential candidates for sunset.   

Simplified Report Point of View (POV) Selection: 

We have removed some of the past POV choices to eradicate the need for end users to have to ensure they are selecting the right member inside of each dimension. In the event you find a selection missing that you had used in the past please contact your analyst and we can build a report to meet your specific needs. 

You can find new PlanUW training videos here.

CAT and PlanUW

Budgeting tools being used for the Annual Operating Budget entry include PlanUW; for all non-compensation, revenue, and budget balancing. The Compensation Administration Tool (CAT) is used for salary, wages and FTE entry.

Note: The Planning Allocation (PA) Tool is no longer in use. Commitments, allocations, and budget targets are now entered and supported inside the PlanUW tool (beginning FY21).

There is guidance, training materials, and instructions on how to use these tools – found on their respective web pages. If you have any questions, need technical assistance, or if you would like to request a divisional or individual training, please reach out to your MBO Analyst.

Additional Tools

Completing the Annual Operating Budget can be made easier with the use of additional data, Tableau, and canned reports to complete an informed and sound budget. On the MBO website, we hold numerous Operational Reports that can assist in looking at historical trends and current state. Academic Planning and Institutional Research (APIR) manages the Department Planning Profiles as well as other Tableau dashboards that may be helpful in completing your budget. If you are looking for assistance in data extraction or compilation of specific data needs, please reach out to your MBO Analyst who may be able to assist or they can direct you to a data specialist.

FY23 Budget Comparison – Seg Fee Units

When planning re-organizations and developing new departments and hierarchies, it is advisable that you reach out to your MBO Analyst along with the Business Services team. Our offices are able to assist in providing guidance in a myriad of ways including; following best-practices, knowledge of campus and system policy, providing alternative fiscal management strategies, as well as advising on suitable timing to roll-out such initiatives that will result in less time and resources.

2022-23 Additional Allocation Memo
March 11, 2022
by Aimee Arnold

2022-23 Initial Allocation Memo
February 28, 2022
by Aimee Arnold

FY23 Annual Budget Guidelines with Timeline
February 3, 2022

2022-23 Budget Officer Agenda and Attachments
February 3, 2022

2022-23 Program Revenue Budget Building Cost Factors and Timeline
November 22, 2021
by Chrissy Klappa

CAT Live View / CAT to PlanUW Integration

CAT entry and changes will be pulled in periodically throughout the day to update PlanUW where budget tie-outs and balancing will occur. As divisions approach their operating budget submission due dates, (to better assist in balancing while the CAT to PlanUW integration has not yet occurred), we are maintaining the Live CAT View in the Planning Allocation tool where you can balance subsequent to the next scheduled integration.

Click here to access the CAT Data Integration schedule.

Budget balancing (including FTE) will be completed inside PlanUW which has replaced the Planning Allocation tool.

Central Funds for Compensation Adjustments for FY 2022-23 Modifications
July 22, 2022
by Patrick Sheehan

Central Funds for Compensation Adjustments for FY 2022-23
June 20, 2022
by John Karl Scholz
Robert Cramer

Central Funds for Compensation Adjustments for FY 2021-22
September 28, 2021
by John Karl Scholz
Robert Cramer

HR policy UW-5023: Salary Adjustments

FY23 Graduate Assistant Stipend Minima & Principles
November 8, 2021
by William Karpus

The Office of Human Resources’ Title and Standard Job Description Library outlines salary ranges and minima.

The Office of Human Resources’ Title and Standard Job Description Library outlines salary ranges and minima.

Compensation Adjustments for Faculty Promotions Memorandum

Promotions are allowed to fall between a fixed-dollar amount and ten percent of the faculty member’s salary base. Faculty promotions should reflect at least the following rate changes that were approved by the University and the Provost.

Faculty Standard Promotional Rate Increase Memo 22-23
January 25, 2022
by Beth Meyerand and
Patrick Sheehan

2022-23 Promotion

2021-22 Promotion

The Office of Human Resources’ Title and Standard Job Description Library outlines salary ranges and minima. The minima apply to all current appointments, vacant positions and new appointments, whether made through the budget process or the appointment system.

FY23 Fund 101 Budget Model Reallocations
March 17, 2022
by Karl Scholz
Rob Cramer

2021-22 Fund 133 Overhead Allocation
September 2, 2021
by Karl Scholz
Rob Cramer

FY2021-22 Fund 150 Overhead Allocation – Appendix A
August 19, 2021
by Rob Cramer

The Division of Continuing Studies/Office of the Associate Vice Provost for Lifelong Learning should be contacted concerning questions relating to UW Extended Campus (formerly CEOEL) and the Division of Business and Entreprenuership (DEB).

Please contact Hope Simon for inquiring and additional information.

Divisions involved in UW Extended Campus and DEB programming submit 2022-23 budget changes to the Division of Continuing Studies/Office of the Provost for Lifelong Learning.