- Zero-Based Budget Overview
This annual process requires each manager to justify a division's recurring budget activity in detail. Find instructions for preparing your ZBB.
- Permanent Budget Information (Word file)
This report contains all permanently budgeted funds by ORGANIZATION-FUND. The report contains adjustments to the permanent budget and does not affect the operating ledger unless a transfer of funds adjusts the current funded areas. All June 30 permanent balances feed into the July operating ledgers and are noted as "July 1 Adjustment" entries.
- Permanent Staffing Information (Word file)
This report contains all permanently budgeted, career employees and is organized by ORGANIZATION-FUND. Within each report, employees are organized by title code number. Please note: Not all "career" employees are funded with permanent funds. If you believe that an employee should be on the report, please notify your fiscal contact.
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- Account Code Summary Report
This FinancialLink report displays financial column activity for the queried accounting period(s). It is useful as a quick summary of account activity for estimating ZBB activities.
- Budgetary Savings Activity
Current Year (temporary) budgetary savings dollars represent the amount of funding generated when an employee resigns, transfers, retires, etc., if that employee was funded above the entry level of the classification.
To request the use of any generated Budgetary Savings balances, please complete a
Budgetary Savings Request Form and submit to your assigned fiscal assistant for review and further disposition
to Controller's Office.
- Expanded Budget Summary Report
This FinancialLink report provides various levels of fiscal and budgetary information organized
by project, organization, and index level. Two "BFS Standard Templates" are available and are useful in comparing ZBB top-worksheet
budgets to actual activites, because the template is organized in the ZBB format.
- Expenditures By Month Report
This FinancialLink report provides summarized financial activity by month. It is useful for understanding and tracking projection entries and analyzing trends.
- Financial Team Protocols
These documents describe the tasks required by fiscal administrators to manage their assigned budgets.
Beginning-Year Fiscal Tasks (Word file)
Ongoing Fiscal Tasks (Word file)
End-of-Year Fiscal Tasks (Word file)
Financial Team Performance Elements (Excel)
- One-Time Budget Activity (Word file)
One-time costs represent significant costs over and above approved unit zero-based budget
allocations that are non-recurring in nature. A request for BFS-AVC funding must be submitted
to your Controller's Group Senior Manager for endorsement.
- Ratio Analysis Report (Word file)
This report provides a quick analysis of actual budget/allocation, expenditure, recharge, revenue, and purchase order activities. Net and gross organization balances are provided, as well as the percent spent to date.
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Statement of Operations (Word file)
This formatted FinancialLink report summarizes information by top-level account code classification type.
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