2023-24 Budget Instructions

Strategic Framework 2020-2025

VCFA Revenue Innovations

Budget Process Deliverables & Timeline

• January 24th – CAT is loaded
• January 24th – PlanUW opens
• January 24th – CAT to PlanUW integration begins
• January 24th – Initial GPR Budget Planning Allocation Issued
• February 3rd – Summer Session Budget Worksheets are due to DCS
• February 17th – Extension Budget (104) Requests are due to DCS
• March 3rd – FY24 PlanUW Budget Entries for Non-Allocated Funds (133, 135, 144, 150, 161 and 233) are due
• March 31st – All funds forecast due for all units
• March 31st – MBO will review FTE levels for Funds 128, 131, and 136
• March 31st – The automatic rate change feed from HRS to CAT will be inactive
• April 7th – Smaller budget units and Auxiliary budgets are due
• April 14th – Large school and college budgets 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

FY24 Annual Budget Instructions
December 8, 2022

Q2 Forecasting due March 31st, 2023

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

PlanUW Allocation Updates:

New Allocation Reports are available for divisions for FY24 budget planning, instructions and more information can be found here.

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.

Tentative FY23-24 Auxiliary Rate Setting Timeline
UW System

2024-25 Rate Change Reasons
UW System

[UPDATED] FY23-24 Auxiliary Budget Instruction Comparison
Madison Budget Office

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.

FY24 Additional Allocation Memo
March 2023

FY24 Financial Aid Allocation Letter
March 2023

2023-24 Initial Allocation Memo
February 2023

FY24 Annual Budget Guidelines with Timeline
January 2023

FY24 Budget Authority Change Memo
January 2023

2023-24 Program Revenue Budget Building Cost Factors and Timeline November Update
November 2022

2023-24 Reasons for Rate Changes
August 2022

Outcomes Based Funding Report FY19-22
July 2022

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

HR policy UW-5023: Salary Adjustments

FY24 Graduate Assistant Stipend Minima and Principles Memo
November, 2022

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 Promotion Increases Agreement Memo
April 2023

Faculty Standard Promotional Rate Increase Memo FY24
March 2023

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.

FY24 Planning Allocation Reports are now available, the Planning Allocation User Guide and January 2023 updates can be found here.

FY24 Fund 101 Budget Model Reallocations
May 1, 2023

FY2022-23 Fund 133 Non-Federal Overhead Allocations
September 12, 2022

FY2022-23 Fund 150 Overhead Allocation
August 24, 2022

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 2023-24 budget changes to the Division of Continuing Studies/Office of the Provost for Lifelong Learning.