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CIS Reports Section 4

CIS Reports Section 4. Budget, Allocation, and Status of Funds. Section 4: Budget, Allocation, and Status of Funds. What questions do Series 4 reports answer:. What is our current budget plan by fund? How much funds are still available for obligation? How much are we spending on equipment?

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CIS Reports Section 4

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  1. CIS Reports Section 4 Budget, Allocation, and Status of Funds

  2. Section 4: Budget, Allocation, and Status of Funds

  3. What questions do Series 4 reports answer: • What is our current budget plan by fund? • How much funds are still available for obligation? • How much are we spending on equipment? • What percentage of my funds are already obligated and is our spending uniform?

  4. Report Purpose Information in this report illustrates the Allocations, Budget Plans and Status of Funds from FFIS CIS 4.1 displays: The status of funds, consolidated into an all-funds-summary; comparing allocations to budget plans and obligations at the major object class level. CIS 4.2 displays: The status of funds, by program; comparing allocations to budget plans and obligations at the major object class level. CIS 4.3 displays: Budget plans by fund, by budget object code.

  5. Use of Report • All program managers can get fund status without any assistance. • CIS 4.1 and 4.2 are excellent analysis reports because they compare planned FTE and $ to actual FTE and $ the prior and current year. • CIS 4.1 and 4.2 reports are the only CIS reports that report allocations. • CIS 4.3 is a quick way to view the budget, by program, and in total.

  6. What is Report 4.1 Content? Budgeted Sub-allocations FA and TA Allocations Current Obligations % Used Budget Plan Balance Summarized Totals for BOC’s

  7. What is Report 4.2 Content? Current Obligations FA and TA Allocations Available Balance % Used Budgeted Sub-allocations Summarized Totals for BOC’s

  8. What is Report 4.3 Content? Budgeted Sub-allocations Budget Object Code breakdown Totals for each BOC

  9. 4.x Metadata • Data Source: FFIS • Data Updating Frequency: Foundation Financial Information System (FFIS) data is updated monthly.

  10. Thank you!

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