2023-24 Budget Instructions

2023-2024

This page outlines the instructions, memoranda, and upcoming deadlines and deliverables for the FY2023-24 budget process.

If you have questions about the budget process you can contact your Madison Budget Office Analyst. General inquiries can be sent to mbo@vc.wisc.edu or PlanUW specific emails sent to PlanUW-MSN-MBO@vc.wisc.edu.

Quick Links

Budget Strategy | Budgeting Resources | Personnel Actions | Allocations

Budget Strategy

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Campus Strategic Initiatives

2023 Annual Budget Memo to Divisions
December, 2022

Budgeting Deliverables & Timetable

Budget Process Deliverables & Timeline (dates to be updated)

  • February 13th – 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
  • March 31st – All funds forecast due for all units
  • 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 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

Annual Operating Budget Development Instructions

FY24 Annual Operating Budget Development Instructions Memorandum
December, 2022

Current Year Forecasting

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

Budgeting Resources

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PlanUW: New Items + Training Videos

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.

Budgeting Tools & User Guides

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.

Auxiliary Input Assumptions

Note on Establishing New Centers & Re-Organizations

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.

UW System Budget & Allocation Memoranda

2023-24 Additional Allocation Memo
March, 2023

2023-24 Initial Allocation Memo
February, 2023

2023-24 Annual Budget Guidelines with Timeline
February, 2023

2023-24 Budget Officer Agenda and Attachments
February, 2023

2023-24 Program Revenue Budget Building Cost Factors and Timeline November Update
November 8, 2022

2023-24 Reasons for Rate Changes
August 22, 2022

Budget Balancing Tools

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.

Personnel Actions

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Compensation Adjustments

Graduate Assistant Stipend Minima & Principles

Salary Ranges & Minima

Promotion

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 FY 2023-24
January, 2023

2022-23 Promotion

wdt_ID Promotion (that took effect in AY 2022-23) Academic (9-month basis) Annual (12-month basis)
1 Associate Professor to Professor $10,532 $12,449
2 Assistant Professor to Associate Professor $8,196 $9,598

2021-22 Promotion

wdt_ID Promotion (that took effect in AY 2021-22) Academic (9-month basis) Annual (12-month basis)
1 Associate Professor to Professor $10,325 $12,205
2 Assistant Professor to Associate Professor $8,035 $9,410

Post Degree Training Minima

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.

Allocations

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Fund Specific Allocations

FY24 Fund 101 Budget Model Reallocations
March, 2023

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

FY2022-23 Fund 150 Overhead Allocation
August 24, 2022

Extension & Outreach

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.

Archived Budget Instructions

The instructions included in this section relate to the annual and biennial budget development cycles.

2022-23 BUDGET INSTRUCTIONS

2021-22 BUDGET INSTRUCTIONS

2020-21 BUDGET INSTRUCTIONS

ARCHIVED BUDGET INSTRUCTIONS

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