The Fall 2013 Financial Planning package includes:
- Planning Schedule for 2014-15 Budgeting Cycle
- Position Verification Review Lists
- Personnel or Position Change Request Form
- New Position Request Form
- Capital Equipment/Project Request Form
Personnel, Positions and Assignments: Review personnel data following the Position Verification Review List. Indicate any requests to change current personnel or positions on the Personnel or Position Change Request Form. Indicate any requests for new positions on the New Position Request Form. Due to Budget Office - October 28th.
Revenues: Not all packets include revenue. If your packet does, review the revenue data. Due to Budget Office - October 28th.
Expendables: To make requests to change current year (2013-14) expenses, please use this form Request to Change Expendables Budget. Links to explain the Colleague account structure and to undersand the appropriate use of the account numbers can be found here and/or here. Due to Budget Office - October 28th.
Capital Equipment/Project Request: List any capital needs on the Capital Request form. Detailed instructions are available here. Do not include requests for replacement desktop computers. New desktop systems as well as any peripherals (i.e. printers, scanners) and non-desktop technology requests should be included. Due to Budget Office - November 15th.
Request forms and supporting materials submissions: The dates above are the dates that your vice-president/dean needs to submit the materials to the Budget Office. They will establish a time line for you to return the materials to them, so they will have time to review and approve your requests.
Please contact Paula Sturge (5559) if you have any questions.