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Department Head

Dean or Director

V. President
or Provost

President

All Paper Budget Revisions

X

Shifting budgets among or between departments

X

X

Current year revisions which include travel, equipment, revenue accounts and transfers to the fund groups

X

X

Shifts involving fee remissions, part-time instructors, summer instructors, supplemental pay (overload and extra compensation) and graduate assistants.

X

X

Providing increased revenues and expenditures when revenues are at least equal to expenditures and there is a normal direct relationship between revenues and expenditures.

X

X

Permanent shift of base budget

X

X

X

Current shifts among or between accounts under different Deans

X

X

X

Shifts in the salary level of professional/administrative positions

X

X

X

Re-budgeting of lapsed salaries

X

X

X

Creation of new, regular positions on one-year appointments that will increase the total position count.

X

X

X

X

Establishment of a new activity or a major change in the scope of an existing activity.

X

X

X

X

Commitment of additional funding in future years.

X

X

X

X

Shifts of funds among or between Provosts or Vice Presidential areas of responsibility

X

X

X

X

All revisions affecting individual salaries or personnel positions not specifically delegated to other levels.

X

X

X

X

SSB Online - BD4

• Pooled positions (for example: Graduate Assistants, Student Assistants, Temporary Employees....)
• Travel (pool acct code 73000)
• Operating (pool acct code 74000)
• Other (78000, 79000....)

Exceptions - Following is a list of budget revisions that are required to be on paper. See below for information on paper budget revision Form BD02 and BD04 :

• Base Budget
• Revenue
• Carry Forwards
• Single Position (acct codes 61110, 61210, 61310, 61312, 61610, 61630 and 61635)
• Transfer between different Funds
• Transfer between different Orgs (if security not granted)
• Plant Funds/Projects/R&R (Renewal & Replacements)

Paper BD04

Excel Version

BD04 Instructions Web Form

• Funds moved between Index/FOAPALS using a BD04 will be a temporary move for the current fiscal year only
• The FOAPAL contains the Fund, Org, Account Code, Program and Activity numbers
• Before starting the BD04, the requestor will need to know the FOAPAL where funds need to be moved to, removed from and the dollar amount
• The form should be submitted on one page in a portrait orientation

A paper BD04 is required for these Temporary types of transactions:

• Revenue
• Carry Forwards
• Transfer between different Funds (If you are unfamiliar with this process, please contact Financial Planning at ext. 2117 for assistance)
• Transfer between different Orgs
• Plant Funds/Projects/R&R (Renewal & Replacements)

Paper BD02

Excel Version

BD02 Instructions Web Form

• Funds moved between Index/FOAPALS using a BD02 will be a permanent budget change
• The FOAPAL contains the Fund, Org, Account Code, Program and Activity numbers
• Before starting the BD02, the requestor will need to know the FOAPAL where funds need to be moved to, removed from and the dollar amount
• The form should be submitted on one page in a portrait orientation

For these Permanent types of transactions:

• Base Budget
• Pooled Positions Permanent Budget Change
• Revenue
• Transfer between different Funds (If you are unfamiliar with this process, please contact Financial Planning at ext. 2117 for assistance)
• Transfer between different Orgs (if security not granted)

Paper NBAPBUD

Excel Version

NBAPBUD Instructions Web Form

• New Permanent Base Position
• Re-classifications/Equity Increases/New Hires
• Promotions
• Base Salary Differentials
• Transfer Position To New Fund and/or Org

Paper BD04

Excel Version

BD04 Instructions Web Form

• Fund Limited Positions (not base funded)
• Current Year Reversals
• Request New Limited Positions

Reversal Calendars

FY24 Reversal Calendars

• All Base Positions are funded at 100%
• Reversal Calendar is used to determine the Returned Salary amount for current year that will not be expended