The University of Texas at Arlington

Financial Budgeting

The Financial Budgeting Resources below provide the tools, training, and scheduling needed to plan, implement, and maintain operating budgets and financial plans that support the mission and goals of The University of Texas at Arlington and of the UT System and to prepare legislative appropriation requests. The Resources below also meet compliance requirements and provide useful information to the University's unit managers

Financial Budgeting Resources

Critical information for all unit managers involved in the budgeting process is provided in Fiscal Procedure 15-2, FY 2009-2010 Operating Budget Preparation Instructions. This procedure includes an overview the steps in the budget process, when and where important budget meetings will be held, and guidelines for budgeting for salaries, deans' reserve accounts, auxiliary enterprises, designated funds, fringe benefit, and other important information

Detailed instructions for creating electronic budget documents using *DEFINE software are provided in Fiscal Procedure 15-1, Electronic Budget Document Preparation Guide.

Merit salary allocation instructions are found in Fiscal Procedure 15-3, FY 2009-2010 Operating Budget Merit Salary Allocation Instructions. Information specific to budgeting for merit increases includes current eligibility criteria for merit increases and how the increases should be incorporated into the budget.

Fiscal Procedure 15-4, Budget Rules and Procedures for Fiscal Year 2009 - 2010, contains general guidelines for budgeting, including initial budgeting and budget amendments.

UT Arlington's adopted rules for faculty academic workloads can be found in Fiscal Procedure 15-5, Faculty Academic Workload Requirements, Fiscal Year 2009-2010.

The FY2009 Dean's Enhanced Designated Tuition Accounts document provides current account numbers to be used and general information regarding how the accounts will be budgeted.

The Calendar for FY2009-2010 Budget Preparation provides a quick reference to important dates and events in the budget process.

FY 2009-2010 Operating Budget is available for reference.

Unit managers needing to process budget adjustments can do so by processing a VT1 in *DEFINE for 14E and G accounts and a VT2 for 19 and 29 local accounts

2010-2011 Pre Budget Policy and Preparation Instructions is a Managers' reference for procedures in advance preparation of the 2010-2011 Operating Budget.