DePaul :: Budget Office

Where can I find the 2008-09 Budget Instructions?

Where can I find the Budget Planning System documentation?

When are training sessions offered for the Budget Planning System?

How should New Initiative Requests be submitted?

What is the due date for 2008-09 proposed budgets?

Can I view or edit my budget proposal after the deadline?

How do I delegate access to the Budget Planning System?

How do I login to the Budget Planning System?

When will Endowment Earnings be populated in the Budget Planning System?

When will Tuition Income be populated in the Budget Planning System?

How should I budget for Salaries and Benefits?

How should I budget for Telephone Expense?

Can I budget for carry-forward available balances?

Where can I find the carry-forward available balance for a DEPTID in the Budget Planning System?

Q: Where can I find the 2008-09 Budget Instructions?
A: 2008-09 Budget Instructions can be downloaded here.

Q: Where can I find the Budget Planning System documentation?
A: 2008-09 Budget Planning System documentation can be downloaded here.

Q: When are training sessions offered for the Budget Planning System?
A: The training schedule can be found here. To register for a training session contact the Budget Office at extension 2-6695 or e-mail us at budgetoffice@depaul.edu.

Q: How should New Initiative Requests be submitted?
A: New Initiative Requests should be submitted to your Executive Area Liaison using the 2008-09 New Initiaive Funding Request Form.

Q: What is the due date for 2008-09 proposed budgets?
A: The budget submission deadline is October 7, 2007 for departments reporting to the President and departments reporting to the EVP. The budget submission deadline for areas within Academic Affairs is October 15, 2007.

Q: Can I view or edit my budget proposal after the deadline?
A: It is possible to view the 2008-09 budget proposal after it has been submitted, however you must contact your Executive Area Liaison to make any edits.

Q: How do I delegate access to the Budget Planning System?
A: Delegations can be done on the Budget Mgr Delegates page ('For Employees->Budget Managers->Budget Manager Delegation'). Refer to the Budget Planning System documentation for more information.

Q: How do I login to the Budget Planning System?
A: Login to campus connection, then navigate to the Budget Planning Application by selecting 'For Employees->Financial System->DePaul Budget Planning->DePaul Budget Entry'.

Q: When will Endowment Earnings be populated in the Budget Planning System?
A: Departments do not need to budget current year distributions or expenditures of the current distributions. These endowment distributions will be calculated by the Controller’s Office and populated in the Budget Planning System by September 4th. Endowment distributions will continue to be available for expenditure in the fiscal year distributed. Any unspent distributions will be returned to the endowment’s principal at the end of the fiscal year, effective FY08. These distributions will grow the respective endowment’s principal, creating a higher distribution in subsequent years available for expenditure.

Historical Balances (Accrued Through 6/30/07):
Departments may obtain access to historical accumulated carry forward balances during the budget cycle, transfer unused budgets, or request access through the President’s Office, Academic Fiscal Administration, of the Executive Vice-President during the fiscal year. When planning access through the budget cycle, please use account 555252: Historical Carry Forward Access

Q: When will Tuition Income be populated in the Budget Planning System?
A: Tuition Income will be populated into the Budget Planning System after Tuition rates have been submitted to and approved by SRAC in mid November.

Q: How should I budget for Salaries and Benefits?
A: Please use the salary amounts budgeted for the current fiscal year, final 2007-08, when submitting base budget proposals for fiscal year 2008-09. The Budget Planning System will automatically calculate the corresponding benefits based on the entered salary amount. The benefit amounts will be automatically budgeted at 36 percent of budgeted salaries for full-time, benefits-eligible positions and 10 percent of budgeted salaries and wages for part-time positions. Note that student employees, including graduate assistants, are not eligible for benefits so that budgeted wages for these positions have no impact upon the departmental benefits expense.

The salary increase and benefits pool for 2008-09 will be added to your base budget once these amounts have been determined by SRAC and approved by the President and the Board of Trustees. The annual salary planning process, as in previous years, will occur in the spring.

To aid in the process of salary and budget planning, units should confirm that final 2007-08 salary budgets, by dept. id and account code, accurately reflect actual 2007-08 salaries and wages. If you note a discrepancy, please work with your executive area liaison to make the necessary corrections to the final 2007-08 budget. Though salary planning is conducted in the spring, it is important to verify now that 2007-08 salary amounts are correct to ensure that attributions for benefits and merit pool increases are made using accurate base amounts.

Q: How should I budget for Telephone Expense?
A: The fixed-fee portion of the telephone access charge (known as the NTI Access Charge) has been eliminated. Starting in fiscal year 2007-08, departments will only be billed for actual long distance and local toll use, so planning for the telephone expense account (553180) should be based only on anticipated usage expenses and any anticipated cellular telephone and/or blackberry-related charges. Please consult your telecommunications summary and detail reports for information about current and previous fiscal year usage costs.

Q: Can I budget for carry-forward available balances?
A: The budget savings program ended effective July 1, 2007. Unspent past savings as of June 30, 2007 that were not budgeted in 2007-08 have been assigned to quasi-endowments for the applicable units. You can view the endowment earnings amount available for expenditure in 2008-09 via the Budget Planning System or, if the amount is not displayed, by working with either your executive area liaison or contact Mark Hawkins (2-5562) in the Controller's Office.

Budgeting for other carry-forward/fund 220 balances, such as indirect cost recoveries, fee sharing, etc., will be handled in a manner consistent with past years. If you manage a carry forward department, please work closely with your executive area liaison to evaluate budgetary needs and to plan accordingly. Please contact your executive area liaison if you need additional information.

Q: Where can I find the carry-forward available balance for a DEPTID in the Budget Planning System?
A: Navigate to the Budget Detail page for a DEPTID in the Budget Planning System. If the DEPTID has a carry-forward available balance, a line will reflect what the carry-forward available balance is, as of June 30, 2007. If you decide to budget carry-forward dollars in 2008-09, please include comments in the Budget Planning System.