Full Template (Page Title)

2009-10 Budget Instructions
Memoranda

(All documents were distributed via email unless otherwise noted)
 
Memo Date Author Subject
 
Oct 29, 2009 Bazzell Tuition Revenue Enhancement Proposals
Oct 21, 2009 Norris 2009-10 Faculty Promotional Increases
• (no attachments)
Sep 28, 2009 Norris 2009-10 Fund 101 Reallocation Exercise
• FY10 Fund 101 Reallocation Exercise
• UW-Madison Fund 101 Reallocations (revised Sep 30, 2009)
Sep 11, 2009 Bazzell 2009-10 Fund 150 Overhead Allocation
• (no attachments)
Aug 30, 2009 Norris 2009-10 Budget Load to Accounting
• Crosswalk of Legacy Major Class to SFS Budget Account Codes
Aug 28, 2009 Norris 2009-10 Budget Adjustment - Supplement for Prior Year Carryover Encumbrances
• (No attachment)
Aug 28, 2009 Martin Chancellor's Letter to Faculty
Aug 19, 2009 Norris Fund 101 Carryover to 2009-10
• Fund 101 Carryover Positive — Budget Transfer Form
• Fund 101 Carryover Positive — Budget Transfer Form (Excel 2003 format; can be downloaded, edited, and returned as an email attachment)
Aug 19, 2009 Norris Repayment of the 2008-09 Fund 101 Excess Expenditures
• Fund 101 Carryover Negative — Budget Transfer Form
• Fund 101 Carryover Negative — Budget Transfer Form (Excel 2003 format; can be downloaded, edited, and returned as an email attachment)
Aug 13, 2009 Norris 2009-10 Midyear Budget Transfer Processing
• Request for Budget Transfer - Fiscal Year 2009-10 (Acrobat document)
• Request for Budget Transfer - Fiscal Year 2009-10 (Excel 2003 format; can be downloaded, edited, and returned as an email attachment)
• Crosswalk of Legacy Major Class to SFS Budget Account Codes
Aug 13, 2009 Norris 2009-10 Fund 101 Budget Reduction for Furlough Salary Savings
• UW Madison 2009-10 Fund 101 Furlough Budget Reductions
• Journal BDMB000003
• Journal BDMB000004
Aug 12, 2009 Bazzell 2009-10 Fund 133 Overhead Allocation
Jul 30, 2009 Richgels 2009-10 Semester I & II Fee Table
• Student Fee Table for the academic year 2009-10
Jul 3, 2009 Bazzell 2009-2011 Assessments to Program Revenue
• Summary-Program Revenue Assessments
Jun 16, 2009 Underwood
Bazzell
Cadwallader		 Tuition Remission/Supplementation for Graduate Fellows and Trainees
Jun 12, 2009 Bazzell Policy regarding cash balances in gift funds
• Research and Sponsored Programs Notice 93-3: Financial Responsibility Policy for Extramural Projects
Jun 11, 2009 McLean Fiscal Year Initialization Schedule-Phase 2 draft
Jun 1, 2009 Norris 2009-10 Annual Budget Process — Phase II
• Appendix A : 2009-10 Unclassifed Salary Minima and Category A Salary Ranges
May 29, 2009 Underwood
Bazzell		 Compensation Plan and Mandated Furloughs
• Change in Salary Increases for June and 2009-2010 - Sample Salary Notification Letter
• Furlough Language — Offers/New Employees
May 29, 2009 Stephenson FY10 Phase II Budget
May 8, 2009 Morgan / DOA Actions to Implement Further Budget Reductions
May 7, 2009 Norris 2009-10 Summer Session Budget
May 4, 2009 McLean Fiscal Year Initialization Schedule (Phase 1) for fiscal year 2009-10
May 4, 2009 Bazzell 2009-11 Government Efficiency Measure Reductions and Reallocation Exercise
Apr 24, 2009 DeRubeis 2009-10 Budget Forms 5 and 6
• (Forms 5 and 6 are part of the Chapter 6 distribution [see Feb 3 below, or the FY10 Chapters section] and are repeated here for convenience.)
• Form 5 Sample
• Form 5 Blank
• Form 6 Sample
• Form 6 Blank
Apr 1, 2009 Norris 2009-10 Budget Development Checklist
• Appendix H
Mar 30, 2009 Norris Reconciling Fund 101 Program Code Changes Made During the 2009-10 Budget Process and Reconciliation Narrative Requirements
• Chapter 8 dated 3-25-09
• 2009-10 Budget Form 20 — Sample
• 2009-10 Budget Form 20 — Blank
• 2009-10 Form 20 Narrative
Mar 13, 2009 Underwood
Bazzell		 2009-10 High Demand Faculty Retention Program
• UW-Madison Distribution of 2009-10 High Demand Faculty Fund
Mar 10, 2009 Norris Reporting of Major Class Assignments for the 2009-10 1% Across-the-Board Reduction: Planning Allocation Reference Number 56.120
• Form 9 - Blank
• Form 9 - Sample
Mar 9, 2009 Bazzell The 2009-10 Annual Budget Process
• GPR Reductions
• PR Reductions
• Fund 136 Detail
• Fund 128 Cash Transfer
• Chapter 1 - Introduction and Timetable
Mar 6, 2009 Harris 2009-10 Annual Budget Initial Allocations (Revised)
Mar 2, 2009 Norris RE: Budget Officers Meeting
Feb 24, 2009 Norris 2009-10 UW-Madison Unclassified Distribution Guidelines
• Chapter 5 Draft dated 01-27-09
• Chapter 6 dated 02-03-09
• Memo: The 2009-10 Unclassified Compensation Plan - Phase II Draft
• Memo: The 2009-10 Annual Budget Process Draft (Page 2, Item 2 only)
Feb 16, 2009 Norris Budget Officers Meeting
• IMS Teleprocessing Weekend Availability - 2009-10 Budget Process REVISED
Feb 4, 2009 Bazzell Initial 2009-10 Budget Planning Allocation - GPR Funds
Feb 3, 2009 Norris 2009-10 Annual Budget Instructions - Chapter 6
• Chapter 6 - Budget Related Personnel Actions
• Form 5 Sample
• Form 5 Blank
• Form 6 Sample
• Form 6 Blank
• Appendix A dated 01-06-09
• Appendix C dated 01-06-09
• Associate Professors with Five Years or More in Rank dated 2-03-09
Feb 3, 2009 Norris IMS Teleprocessing Weekend Availability - 2009-10 Budget Process
Feb 2, 2009 Norris Rate and Title Copy from IADS
Jan 29, 2009 Norris 2009-10 Classified Budget Process - Rate and Title Copy from IADS (no attachment)
Jan 28, 2009 Cadwallader Research Assistant stipend for 2009-2010
Jan 21, 2009 Norris 2009-10 Fund 136 Revenue Budgeted as Fund 101 (Submission of Form 22)
• Form 22 - 2009-10 Fund 136 Revenue Budgeted as Fund 101
Jan 16, 2009 Norris Teleprocessing Authorizations and InfoAccess Files Available for the 2009-10 Budget Process
• UW Madison Budget Programs and descriptions
Jan 13, 2009 Bourque Clarifying the Use of Projects in the 2009-10 Budget
Jan 8, 2009 Norris 2009 Summer Budget Process
Jan 5, 2009 Norris 2009-10 Budget Transactions Are Available
Dec 19, 2008 Richner 2009-2010 Auxiliary/Funds 128/136/528/530/533 Budget Instructions - Chapter 2
• Chapter 2: Auxiliary/Funds 128, 136, 528, 530, 533 Operations
Dec 17, 2008 Norris 2009-10 Budget Timetable
• Chapter 1: Introduction and Timetable
Dec 15, 2008 Norris Budget Material Distribution Lists
• Distribution Lists for Budget Related Material
Nov 26, 2008 Norris Initializing the 2009-10 Budget File
Sep 30, 2008 Nelson 2009-10 Auxiliary Cost Factors
• 2009-10 Auxiliary Cost and Budget Building Factors
Aug 26, 2008 Schouten Initializing the FY10 Planning Allocations with the 2008-09 Red Book Level 001.001
• Madison's list of funds for initializing the 2009-10 planning allocations
 
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