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FY18 Unit Budget Development
FY18 Instructions & Materials
On October 12, 2016, Provost Baldasty released FY18 budget letters for academic and administrative units to inform the budget process for the coming fiscal year. The letters include budget-related deadlines, required information for submission, and the priorities informing the process. Along with the letter, customized Word and Excel templates were sent to each unit to complete.
As examples, here are generic versions of the materials that were sent to each unit:
Units are asked to complete these budget materials and submit them to the Office of Planining & Budgeting (OPB) by Friday, November 18, 2016. Please email all materials to Becka Johnson Poppe.
FY18 Budget Development Resources
Examples: Below are examples of completed responses to selected questions:
- Planned Expenditures Example: this is OPB's real response; please note that academic units do not need to provide information for each functional area in the way that administrative units do.
- Updated Carryover Usage Plan - Administrative Example: this is a fictional example for illustrative purposes.
- Updated Carryover Usage Plan - Academic Example: this is a fictional example for illustrative purposes.
Transforming Administration Program (TAP): For the FY18 budget development cycle, administrative units will turn to the goals and projects associated with the Transforming Administration Program (TAP). Each administrative unit will be asked to report how their unit is working to align with the TAP principles for central administrative units and to report additional means by which their unit can collaborate with other units to be more effective and reduce costs.
FY17 True-up Estimate: An estimate of the FY17 true up was made following Autumn census day. These respresent projections of tuition revenue for FY17, using FY17 enrollment information once it is available. The Fall estimate is available. Please note that these numbers are merely estimates based on Fall quarter enrollments.
Tuition Revenue and Salary Merit Increase Projection Models: A tuition revenue projection model is available(most recently updated 11//16/2016 at 3:00 p.m.). A preliminary salary merit increase model is also available. In both models, the user can specify the values in the yellow cells and see the effect on each unit's financial situation.
Additional Resources and Forums: Every year presents new conditions and opportunities that influence requests for information. As such, there are several new items present in this budget package that may require additional assistance. We wish to provide resources to support all units in completing this work in the timeframe allotted. Thus, the following resources are available to you:
1. OPB will hold two open Q&A sessions to discuss and answer questions about the budget process and templates (note that no formal presentation will be delivered). These sessions are open to anyone, and will be held at the following dates and locations:
• Friday, Oct. 14 from 11:00am to 12:00pm in the UW Tower Ravenna Training Room (floor 22)
• Thursday, Oct. 27 from 9:00am to 10:00am in Gerberding Room 142
2. Sarah Norris Hall and Becka Johnson Poppe are available to address questions or concerns outside of these Q&A sessions.
3. In addition, historical responses to similar questions from previous years are available by fiscal year and by unit on OPB’s Annual Budgets website.
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