BUDGET REQUEST FORMS - FY 2006
Funding requests made by the President, Vice Presidents and Provosts for additional resources and/or reallocations must be submitted on the following budget request forms. The budget forms will be used as the basis for discussion during the annual budget hearings and to provide the necessary information for analysis and justification to support the request. During the hearings, the campus or unit will present specific and comprehensive resource needs for each request.
Budget request forms are submitted in February as part of the overall institutional budget process. Due to limited resources, it is important that the institution focus on mandatory items, items of extraordinary need and items of the highest priority. Only these items will be considered for allocations of new funds or the reallocation of existing institutional resources. Request for items outside of these constraints must be funded from within existing budgets at the campus or unit level. Institutional priority does not imply automatic resource allocation.
The purpose and description of each form utilized in the budget hearing process is presented below.
BUD01 - Personal Services and Operating Expenses
The purpose of this form is to request additional funding for new and continuing programs. The request may be for positions and/or operating expenses. The form may also be used for internal reallocations of existing funds. If a request is contingent upon a campus or unit reallocation of existing resources, this must be fully described in the justification provided on Form BUD02.
The top priorities of the campus or unit will be prioritized and summarized using this form. This document should be a statement of the units highest priority based on need and institutional initiatives.
Each request must be ranked according to need and listed in priority order. Indicate the Strategic Planning Initiatives to which the budget request is linked.
Provide a concise narrative justification for the item requested. Include position titles and the number of positions. Indicate if the period of funding is for one year or must be continued. The expenditure description specifies the type of expense (full time staff, travel, supplies, per diem, equipment). Include the total amount of funds requested for each priority item. This form is not to be used for technology or equipment needs.
Total all items in the space provided.
BUD02 – Justification for Personal Services and Operating Expenses
A narrative justification for each priority must be submitted. The justification should include: a short description or program review of the current operation/organization of the unit; trends or external factors affecting the unit; benchmarks or measures of performance to support the request; and linkage with the institutional planning initiatives. Use this form to explain any critical issues, items and opportunities appropriate to the request and the unit.
A separate form must be used for each item or priority requested. The narrative request should not exceed one page in length per item requested.
BUD03 – Technology Improvement Funds
The purpose of this form is to request funding for technology needs and initiatives. The technology requests may include software, hardware, computer and specialty labs, training needs, smart classrooms, etc. The requests should be for items in excess of $1,000 and should include details of all costs associated with the request. These initiatives may be geared toward the institution as a whole, the campus or department or some combination thereof. It is anticipated that funding for these initiatives will come from a variety of sources.
Special consideration should be given to proposals that could be funded from Technology Fees. The focus of the use of the Technology Fee is on academic or instructional technology with distinctions drawn between expenditures for administrative applications or scientific and laboratory equipment, and instructional technology. Identify items that are student related.
Each request must be ranked according to need and listed in priority order. Indicate the Strategic Planning Initiatives to which the budget request is linked.
Provide a concise narrative justification. Indicate if the period of funding is for one year or must be continued. The expenditure description specifies the type of expense, i.e., software, equipment, per diem, etc. Include the total amount of funding requested for each priority item.
Total all items in the space provided.
BUD04 – Equipment (Non-Technical)
The purpose of this form is to request equipment items of a non-technical nature. The equipment items requested should be in excess of $1,000 with a life expectancy of three or more years. Equipment funds will come from various sources.
Each request must be ranked according to need and listed in priority order. Indicate the Strategic Planning Initiative to which the request is linked.
Provide a concise narrative justification. Indicate if the period of funding is for one year or must be continued. Include the total amount of funding requested for each priority item.
Total all items in the space provided.
