A position must exist on the University's Master Position List prior to the recruitment or appointment of an employee. Please contact the Office of Human Resources (OHR) for the proper procedures for filling a vacancy or requesting a new position.
The Budget Office will verify funding is available for each vacancy, internal transfer, and reclassification transaction.
If funding is not available, the Budget Office will notify OHR of concerns regarding position funding.
A final approver for budget transfers in the Banner Finance System.
Coordinate the Fiscal Year Budget Development Process, supporting unit budgeting prep via providing historical information and responding to questions.
Review all Human Resources transactions to verify compliance with funding guidelines and verify sufficient budget exists to support the transaction.
Develop, manage, and disburse monthly, quarterly and/or annual Budget-to-Actual reports.
Authorized to review unit budgets and transfer funds within a unit to address negative ACCT balances.
If sufficient budget does not exist or the transaction violates a funding guideline, the transaction will be returned to the unit for correction.
Units should request an effective, efficient, and sound budget to support all unit operations (expenses) for the entire fiscal year, including personnel-related expenses, during the Budget Development Cycle.
Upon receiving a fiscal year loaded budget, units should enter requestions for any known/expected expense for the fiscal year (i.e., encumber/commit funds for anticipated expenses including copy/printer expenses, continuing vendor service agreements, etc.) to support timely paying of invoices and improve expense forecast reports
Units should regularly review their spending, ideally on a monthly basis, to address any potential negative balances. via Budget Transfer Request. and update operational plans as needed.
Units are responsible for verifying compliance with the funding guidelines and verifying sufficient budget exists in the appropriate account codes prior to the submission of any Budget Transfer Requests or Human Resources transactions.
Should unit needs arise later in the fiscal year, prior purchase/expense approval should be confirmed via the requestion process before any purchase is made.
This includes any service agreements, MOUs/MOAs, etc. with financial impacts.
It is the unit's responsibility to confirm a FOAP with available funds to support expenses.
Any invoices a unit receives should be directed to Accounts Payable immediately upon receipt.
Units should ensure, prior to submitting a budget transfer, that funds allocated to an ACCT pool are not needed during the fiscal year for future expenses within the ACCT pool.