Budget%20Office%20Communications

1

• Budget Office Communications
• Financial Area Representatives Meeting
• February 18th, 2008

2
FY 2008-2009 Budget Document Long (BDL)
ProcessCritical Dates

• Budget Overview BDL Preparation Workshops
• February 20th, 25th, 26th 27th
• BDLs open to Departments
• February 27th
• BDL Hands-On Workshops
• March 7th, 10th, 11th 17th
• BDLs due in Budget Office (Divisions may have
  earlier due dates to VPs Provost)
• March 28th

3
FY 2008-2009 Budget Workshop Calendar

• 1604 CAMPUS SESSIONS Location JPL 4.03.08
• Wednesday, February 20, 2008
• 100 PM 215 PM Part I Budget Overview
  Process (DE670)
• 230 PM 400 PM Part II Budget Document
  Preparation (DE669)
• Monday, February 25, 2008
• 800 AM 915 AM Part I Budget Overview Process
  (DE670)
• 930 AM 1100 AM Part II Budget Document
  Preparation (DE669)
• Wednesday, February 27, 2008
• 100 PM 215 PM Part I Budget Overview
  Process (DE670)
• 230 PM 400 PM Part II Budget Document
  Preparation
• DOWNTOWN CAMPUS SESSION Location BV 1.318
• Tuesday, February 26, 2008
• 100 PM 215 PM Part I Budget Overview Process
  (DE670)
• 230 PM 400 PM Part II Budget Document
  Preparation

4
Budget Transfer Process

• The Budget Office will be the final approver of
  all VT1 (14 accounts) and VT2 (18, 19, 29 and 30
  accounts) transfer documents with the exception
  that 30 account transfers will be routed on to
  General Accounting (effective February 19th)
• VT1 and VT2 Request for Transfer of Funds
  instructions will be posted to the Budget Office
  website in the immediate future
• A listing of Budget Transfer Rules will also be
  posted to the Budget website to provide a
  checklist to be reviewed before submitting your
  transfers to the Budget Office
• The Budget Office is also investigating how to
  streamline the inter-fund transfer process by
  eliminating the number of entries thus expediting
  the process time.