FY20 planning and budgeting process

The FY20 planning and budgeting process is underway. We will continue to use the new SharePoint form that was developed last year. The form streamlines the submission process, successfully collapsing all the previous forms into one easy-to-use form. Users can access the form now for submission of items for the FY20 planning and budgeting year. Access to the form will close at the end of the day Friday, April 5.

To aid budget managers in submitting Existing Budget Increase/Decrease (budget maintenance) requests, the budget office has emailed budget baseline worksheets to users. If you are a budget manager of an auxiliary unit and are making budget maintenance adjustments, you are required to attach the baseline worksheets to your forms prior to submission. See direction pdf for more information.

Written directions and instructional videos have been created to assist users with form completion. These items and a link to the Planning & Budgeting SharePoint form are posted to the FY2020 Planning & Budgeting page, which is accessible from the Finance Department’s SharePoint page.