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UITS ANNUAL BUDGET PREPARATION

UITS ANNUAL BUDGET PREPARATION. FISCAL 2015 JULY 2014 - JUNE 2015. PLEASE HELP US. WE NEED YOUR PATIENCE TRANSITIONS FO DIRECTOR SEARCH INTRODUCTING NEW FO ASSOCIATE DIRECTOR: RHONDA INMAN

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UITS ANNUAL BUDGET PREPARATION

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  1. UITS ANNUALBUDGET PREPARATION FISCAL 2015 JULY 2014 - JUNE 2015

  2. PLEASE HELP US • WE NEED YOUR PATIENCE • TRANSITIONS • FO DIRECTOR SEARCH • INTRODUCTING NEW FO ASSOCIATE DIRECTOR: RHONDA INMAN • UPCOMING REALIGNMENT IN THE FO DUE TO NEW PERFORMANCE MEASURES, REPORTS: INNOVATION V. OPERATION EXPENSES; TRANSITIONING ABC FROM BUDGET TO ACTUAL-EXPENSE DRIVEN

  3. QUICK REVIEW • WHAT ARE THE GOALS? • WHAT’S NEW? • WHAT IS THE PROCESS? • WHAT ELSE DO I NEED TO KNOW? • WHAT ARE THE DEADLINES? • WHO CAN HELP ME? • APPLICATION WALK THROUGH

  4. WHAT ARE THE GOALS? • align FY 15 budgets with FY 15 objectives • university wide • Empowering People • within OVPIT • align personnel with appropriate funding source • apply FY 2015 salary policy to UITS personnel

  5. WHAT’S NEW? • UITS to UA • all funding and budget construction under the UA chart • consistent policies across all campuses • reflecting One IU IT

  6. UITS TO UA, continued • Preserving visibility of how we deploy each campus' funds • working with each campus to identify needs • transparency all around

  7. UITS TO UA, continued • New account numbers • https://webdb.iu.edu/uitsfs/scripts/acctconv/acct_srch.cfm • Application has been converted

  8. WHAT IS THE PROCESS? • CHARGEBACK ACTIVITIES • plan FY 15 services • set FY 15 rates

  9. WHAT IS THE PROCESS?...continued • GENERAL FUND / STF / ITSP/EP • evaluate expense distributions • consider / address • base v cash funding for personnel • planned personnel changes • ERC contributions

  10. WHAT IS THE PROCESS?...continued • COMPLETE ENTRIES IN THE APPLICATION • WAIT FOR FURTHER DIRECTION ON COMPENSATION

  11. WHAT ELSE DO I NEED TO KNOW? TRAVEL/TRAINING • $750 per FTE allotment for travel/training • layered in at FY 14 levels under 6000/FTE for BL/IN • At director level for GF and STF • you CAN budget more

  12. ASSUMPTIONS, continued WORKSTATION FUNDING • $750 per FTE allotment for staff personal productivity tools • layered in at FY 14 levels under 5202/FTE for BL/IN • regional campuses are exempt - included in the campus desktop replacement accounts • At director level for GF and STF • you CAN budget more, in 5215

  13. ASSUMPTIONS, continued COMPENSATION • WE DON'T KNOW THE SALARY POLICY FOR FY 15 YET! • Fringe Benefit costs are increasing • For now, set aside in chargeback accounts a 3% reserve for increases in salary and fringe • already layered in

  14. MORE ASSUMPTIONS ADMINISTRATIVE FEE • for chargeback activity on BL and IN campuses • reflects the administrative cost of running your business • human resources / administrative support / communications / finance / policy/security / facilities • set as 6% of your budgeted revenue • budget in object code 9951

  15. AND STILL MORE ASSUMPTIONS BBS - BASIC BUNDLE OF SERVICES • BL / IN campuses only • reflects holdover expenses from the funding conversion for voice/data services • legacy charges for services applied to non general fund accounts • let's convert to base reductions

  16. MORE TO THINK ABOUT • USE NOTES FIELD • DELEGATE SETTING • PROCESSES IN YOUR DIVISION • Finalize when you are done

  17. WHAT ARE THE DEADLINES? • JAN 30 • rates for chargeback services due • FEB 14 • all initial budgets are due • personnel reflected in appropriate source • MID MARCH • salary setting

  18. WHO CAN HELP ME? • RATES • Becky Markland • PERSONNEL MOVES • Kelley Cantrell • GRANT / EXTERNAL FUNDING ISSUES • Kathy Sterrett • Theresa Dawson • Ellen Ware • DELEGATE SETTING • Michelle Hartman • Rhonda Inman • UITSFIN • When you don't know who to call

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