Full Template (Page Title)

2008-09 Budget Instructions
Memoranda

(All documents were distributed via email unless otherwise noted)
 
Memo Date Author Subject
 
Jun 12, 2009 Bazzell Policy regarding cash balances in gift funds
• Research and Sponsored Programs Notice 93-3: Financial Responsibility Policy for Extramural Projects
May 19, 2009 Norris 2008-09 Fund 101 Budget Reduction — Additional Unclassified Salary Savings Due to the Rescission of the June 1, 2009 2.0% Pay Plan Increase
• Unclassified Salary Savings
Feb 2, 2009 Bazzell 2008-09 Chargebacks for Campus IT Licenses and Common Systems Costs
• Summary of 2008-09 Licenses & Common Systems, and Assessments
• 2008-09 Budget Transfer
Jan 30, 2009 Amerson Fiscal 2008-2009 Centralized Services Assessment
• Fiscal 2009 Centralized Services Assessments Summary by Division
Jan 20, 2009 Norris 2008-09 GPR Budget Adjustments - Supplement for the Continuing Annual Cost of the January 4, 2009 Represented and Non-Represented Classified Staff Pay Plan Increases (WSEU — 02,03, 05, 06, WPEC — 07, Non-Represented — 16, 17, 18, and 97)
• Journal Entry Detail Report
Jan 6, 2009 Morgan (DOA) Measures to Address Projected FY09 Deficit
Dec 16, 2008 MBO 2008-09 Red Book Budget - CD Distribution
• 2008-09 Distribution List for Bound Red Books and CDs
Dec 15, 2008 Norris Budget Material Distribution Lists
• Distribution Lists for Budget Related Material
Nov 26, 2008 Reilly UW System Travel Approval Process
Nov 20, 2008 Donnelly
(OSER)		 Suspension of Discretionary Compensation Adjustments Delegation
Nov 20, 2008 Martin Follow-up on Restrictions on GPR/Tuition-Funded Vacancies/Hires
• UW System Position Vacancy Approval Process(Reilly)
• Restrictions on GPR/Tuition-Funded Hiring — Action Needed (Walters, Lund)
• (No spreadsheet attachments)
Nov 6, 2008 Norris 2008-09 GPR Budget Adjustments - Supplement for the Continuing Annual Cost of the October 12, 2008 Represented and Non-Represented Classified Staff Pay Plan Increases (All Bargaining Units Except 8 and 14)
• Journal Entry Detail Report
Oct 28, 2008 Reilly UW System Position Vacancy Approval Process
Oct 10, 2008 Norris Budget Transfer Reports
Oct 10, 2008 Farrell Policy Changes Concerning CHI Faculty Hiring
Sep 30, 2008 Bazzell 2008-09 Fund 150 Overhead Allocation
• (No attachments)
Sep 24, 2008 Norris 2008-09 Budget Adjustment - Supplement for Prior Year Carryover Requisitions
• FY09 Budget Adjustments for Prior Year Requisitions
Sep 15, 2008 Ramer FY08 Carryover PO Budgets
Sep 5, 2008 Diericks Summer Session Red Book Budget
Sep 4, 2008 Farrell
Bazzell
Van Kekerix		 Clarification of Credit Outreach 104-2 Principles of Operation FY09
• Credit Outreach 104-2 Operational Principles for FY09 and beyond (modified August 1, 2008)
Sep 2, 2008 Norris 2008-09 Budget Load to Accounting
Sep 2, 2008 Diericks Red Book Budget Load
Aug 29, 2008 Bazzell 2008-09 Fund 133 Overhead Allocation
• (No attachments)
Aug 15, 2008 Norris 2008-09 GPR Budget Reduction — Additional Unclassified Salary Savings Due to the Revised Effective Date for the Phased Pay Plan Increase
• Unclassified Salary Savings FY09 Revised
• Budget Transfer 1010
Aug 12, 2008 Norris 2008-09 GPR Budget Adjustments - Supplement for the Continuing Annual Cost of the July 6, 2008 Represented and Non-Represented Classified Staff Pay Plan Increases (All Bargaining Units Except 8 and 14)
• Journal Entry Detail Report
Aug 12, 2008 Norris 2008-09 GPR Budget Adjustments - Supplement for the Continuing Annual Cost of the June 8, 2008 Classified Staff Pay Plan Increases (WSEU — 02, 03, 05, 06, WPEC — 07, SEIU — 11, WEAC — 13, WSP — 15 and WLEA — 36)
• Journal Entry Detail Report
Aug 11, 2008 Norris Fund 101 Carryover to 2008-09 (no attachments)<
Aug 11, 2008 Norris Repayment of 2007-08 Fund 101 Negative Balances (no attachments)
Jul 31, 2008 Norris 2008-09 Midyear Budget Transfer Processing
• Budget Transfer Form dated 7-22-08
• Accounting Schemes For Fund 101 and 104 Salaries dated 7-22-08
• Budget Transfer Reason Codes dated 7-22-08
Jul 15, 2008 Richgels Fee Table for Fall and Spring 2008-09
• Student Fee Table for 2008-09, Semesters 1 and 2 (Version 2a)
Jul 18, 2008 Farrell 2008-09 Vilas Support for Recruitment and Retention
Jul 15, 2008 Richgels Fee Table for Fall and Spring 2008-09
• Student Fee Table for 2008-09, Semesters 1 and 2 (Version 2)
Jul 11, 2008 Paulson 2008-09 Tuition Bill Statement and Fee Schedule
• UW System 2008-09 Schedule of Student Fees - Bi-level Fees per Semester (revised)
Jun 24, 2008 Richgels 2008-09 Semester I & II Fee Table
• Student Fee Table for 2008-09, Semesters 1 and 2
Jun 19, 2008 McLean RE: Fiscal Year Initialization Schedule
• Fiscal Initialization Schedule 2008-2009
Jun 6, 2008 Kenyon Release of Salary Letters
Jun 5, 2008 Kenyon 2008-09 Pay Plan Changes
• 2008-09 Ranges REVISED 1.0% over 7-1-07 Effective 7-1-08 through 5-31-09 FINAL values
• 2008-09 Ranges REVISED 2.0% over 7-1-08 Effective 6-1-09 FINAL values
May 30, 2008 Wold Printing of Mainframe Reports
May 30, 2008 Wold FY09 Summary of Unclassified Salary Changes Report-Phased Pay Plan
• RMS Distribution List for Complete Unit-A
May 29, 2008 Wold FY09 Summary of Unclassified Salary Changes Report-Phased Pay Plan
• Appendix A - 2008-09 Unclassifed Salary Minima and Category A Salary Ranges (revised May 28, 2008)
May 28, 2008 Lund Sample Salary Notification Letters for Unclassified Employees (corrected)
May 27, 2008 Bazzell REVISED 2008-09 Unclassified Compensation Plan
• OSER recommendation
• JCOER Meeting Notice (pdf of hearing notice from JCOER website made May 28, 2008)
May 23, 2008 OSER OSER recommendation
May 22, 2008 Walters Legislature Action - Employee Contracts
Apr 22, 2008 Norris 2008-09 Budget Forms 5 and 6
• Blank Form 5
• Blank Form 6
Apr 9, 2008 Norris Web Reports Enabled
Apr 8, 2008 Norris Web Report Outage
Apr 1, 2008 Peterson Fund 104 FY09 Red Book Budgets
Apr 1, 2008 Norris 2008-09 Budget Development Checklist
• Appendix H: Budget Submission Checklist
Mar 31, 2008 Bazzell Additional 2008-09 Support for the Advanced Opportunity Program
• Distribution of Additional AOP Funding
Mar 30, 2008 Norris Reconciling Fund 101 Activity Changes Made During the 2008-09 Budget Process and Reconciliation Narrative Requirements
• UW System activity codes and definitions
• Chapter 8: Reconciling the Planning Allocation and Budget Submission
• Form 20 (Sample)
• Form 20 (Blank) (Excel 2003 spreadsheet)
• Form 20 Narrative (Excel 2003 spreadsheet)
Mar 26, 2008 Muller Revised Summer Session Allocations/td>
Mar 14, 2008 Norris 2008-09 Budget Planning Allocation - Extension Funds (Funds 104, 118-5, 143, 174, 176, and 183)
Mar 7, 2008 Norris 2008-09 High Demand Faculty Allocations
• 2007-09 High Demand Faculty Retention Program
(Farrell/Bazzell memo, June 6, 2007)
• Distribution of 2008-09 High Demand Faculty Fund
Mar 5, 2008 Muller Summer Session 2008 Allocations
Feb 29, 2008 Norris Preliminary 2008-09 Budget Planning Allocation - GPR Funds
Feb 25, 2008 Norris IMS Teleprocessing Unavailable March 1st
Feb 22, 2008 Bazzell The 2008-09 Annual Budget Process and Unclassified Compensation Plan (Corrected version, emailed Feb 24, 2008)
• Chapter 1 — Introduction and Timetable (Revised)
• Chapter 5 — Unclassified Staff Compensation Plan
• Chapter 6 — Budget Related Personnel Actions
• Appendix A
• Unclassified Pay Plan Allocations by Unit
• Unclassified Titles by Title Code and Name
• Associate Professors with Five Years in Rank
• Form 5 : Blank and Sample
• Form 6 : Blank and Sample
Feb 20, 2008 Stephenson 2008-09 Auxiliary Operations Cost and Budget Building Factors
Feb 20, 2008 Norris IMS Teleprocessing Weekend Availability - 2008-09 Budget Process
Feb 11, 2008 Norris 2008-09 Budget Transactions Are Available
Feb 7, 2008 Norris New Web Planning Allocation Report System
• BU_Security List Dated February 07, 2008
• CA_Security List Dated February 07, 2008
Feb 7, 2008 Norris Fwd: RE: 2008-09 Unclassified Pay Plan Adjustment Guidelines
• (Crist memo: see below [Feb 5, 2008])
Feb 5, 2008 Norris Authorizations and InfoAccess Files Available for the 2008-09 Budget Process
• UW-Madison Budget programs and Descriptions
• (No other attachment)
Feb 5, 2008 Crist 2008-09 Unclassified Pay Plan Adjustment Guidelines
Feb 5, 2008 Norris AOA Minor PR Operation Budget System Now Available
Jan 29, 2008 Norris 2008-09 Fund 136 Revenue Budgeted as Fund 101 (Submission of Form 22)
• Form 22 - Fund 136 Revenue Budgeted as Fund 101
Jan 28, 2008 Norris 2008 Summer Budget Process
Jan 24, 2008 Morgan Administrative Actions to Address Anticipated State Operations Reductions.
• (Copied from DOA website (here) on Jan 30, 2008.)
Jan 16, 2008 Norris 2008-09 Budget Timetable
• Chapter 1 — Introduction and Timetable
Jan 16, 2008 Andresen
Benzschawel		 New Fund for Gifts
Jan 16, 2008 Norris Initializing the 2008-09 Budget File
Jan 15, 2008 Schouten FY09 Planning Allocation Initialization: List of funds and methodology (Amended Mar 6, 2008)
Jan 9, 2008 Norris Budget Material Distribution Lists
• (no attachment)
Dec 20, 2007 Richner 2008-2009 Auxiliary/Funds 128/136/528/530/533 Budget Instructions - Chapter 2
• Chapter 2 — Auxiliary/Funds 128, 136, 528, 530, 533 Operations
Dec 5, 2007 Cadwallader Research Assistants Stipend for 2008-2009
Nov 28, 2007 Reilly 2007-09 Pay Plan Approved by JCOER
Nov 28, 2007 Amerson Preliminary Auxiliary Budget Information for Fiscal 2008-2009
Nov 9, 2007 Richner Auxiliary Rate Threshold for 08-09
Nov 9, 2007 Rubin Application Fee Increase
Nov 8, 2007 Stephenson 2008-09 Auxiliary Operations Cost and Budget Building Factors
• Instructions for the 2008-09 Auxiliary Budget Submission
• Auxiliary Templates 2008-09
Nov 1, 2007 Farrell Credit Outreach Operating Principles for FY09 and Beyond
• Credit Outreach 104-2 Operational Principles for FY09 and beyond (dated 12 Oct 2007)
 
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