University of Rhode Island -Office of Budget and Financial Planning

For more information:

Office of Budget and Financial Planning

85 Upper College Road

Kingston, RI 02881

(401) 874-2509

(401) 874-5824 (fax)

All documents are in PDF format unless otherwise specified.

*** Please note due to web server limitations files with .xlsx, .docx etc extensions must be downloaded using a browser other than Internet Explorer. If you experience difficulity downloading a file contact the Budget & Financial Planning Office front desk at 4-2509 and we can arrange to email you the file.

FY2014	FY 2014 Training Sessions Ballentine Computer Lab Room 240 Upcoming dates to be announced soon. To register please email Caroline at cnatale@mail.uri.edu FY 2014 Allocation FY2014 Allocation Budget File Roll-out Calendar (05/13/13) FY2104 Budget Template Non-Fund 100 Technical Guidelines (04/15/13) FY2014 Fringe Calculator - (xlsx) Updated 5/06/13 FY 2014 Allocation Fund 110 General Budget Guidelines (04/29/13) FY 2014 Allocation Aux Ent Shep General Budget Guidelines (Updated 04/15/13) • Technical Guidelines (04/15/13) Auxiliary, Enterprise, Shepards Summary Paragraph Template (.docx) (4/12/13) FY 2013 Allocation Funds 115, 126, 400 & 430 General Budget Guidelines (04/15/13) FY 2014 Allocation Fund 101 & 105 General Budget Guidelines (04/15/13) FY 2014 Request FY2014 Request Guidelines for Auxilaries, Enterprises & Shepards FY2014 Summary Paragraph Template BR-10 Form FY2014 Request - Fringe Calculator
FY2013	FY 2013 Mid Year Review Fund 100 FY2013 MYR - Fund 100 Budget Guidelines FY2013 MYR - Budget Narrative Template (.docx) Budget Transfer Form (revised 11.28.12) FY2013 MYR Vacant Postions Form FY2013 MYR Fringe Calculator (.xlsx) FY2013 MYR Auxiliary, Exterprise, Shepards, RI State Crime Lab Budget Guidelines (posted 12.11.12) FY2013 MYR Fund 101, 126 & 400 Budget Guidelines (posted 12.11.12) FY 2013 Allocation/MYR Fund 110 FY2013 Allocation/MYR Fund 110 Guidelines FY2013 Allocation/MYR Fund 110 Memo Technical Guidelines FY 2013 Allocation Fund 100 FY2013 Allocation Academic Deans Directors Memo FY2013 Allocation Non-Academic Dean/Directors Memo FY2013 Allocation Fund 100 General Budget Guidelines FY2013 Allocation Fund 100 Technical Guidelines FY 2013 Allocation Aux Ent Shep General Budget Guidelines (4/24/12) • Technical Guidelines (4/27/12) Auxiliary, Enterprise, Shepards Summary Paragraph Template (.docx) (4/24/12) FY 2013 Allocation Funds 115, 126 & 400 General Budget Guidelines (4/24/12) • Technical Guidelines (4/27/12) FY 2013 Allocation Fund 101 General Budget Guidelines ( 4.25.12) • Technical Guidelines (4/27/12) FY 2013 Allocation Fringe Calculator (.xlsx) Updated 7/16/12 FY2013 Request Guidelines for Auxilaries, Enterprises & Shepards FY 13 Request Fringe Calculator Tentative Rates (.xls)
FY2012	FY 2012 Mid Year Review FY2012 MYR Fund 101, Fund 110 (non-SPA) & Fund 400 Budget Guidelines FY2012 MYR Auxiliary, Exterprise, Shepards, RI State Crime Lab Budget Guidelines FY2012 MYR Fund 100 & SPA Budget Guidelines FY2012 MYR Transfer Form (.xlsx) FY2012 MYR Vacant Positions Form (.xlsx) FY2012 MYR Budget Narrative Template (.docx) FY2012 Fringe Benefit Calculator (.xls) FY 2012 Tentative Allocation Fund 100 FY2012 Tentative Allocation Academic Deans Directors Memo FY2012 Tentative Allocation Non-Academic Dean/Directors Memo FY2012 Tentative Allocation Fund 100 General Budget Guidelines FY2012 Tentative Allocation Fund 100 Technical Guidelines FY 2012 Allocation Fund 101 and 400 General Budget Guidelines (revised 3.29.11) • Technical Guidelines FY 2012 Allocation Aux Ent Shep General Budget Guidelines (4.12.11) • Technical Guidelines FY2012 Allocation Funds 115 & 126 General Budget Guidelines (4.12.11) • Technical Guidelines FY2012 Allocation Fund 110 Including SPA General Budget Guidelines (4.20.11) • Technical Guidelines FY2012 Allocation Summary Paragraph Template (.docx) * Please note due to web server limitations this file must be downloaded using a browser other than Internet Explorer. If you experience difficulity downloading the file contact the Budget & Financial Planning Office front desk at 4-2509 and we can arrange to email you the file. FY 2012 Fringe Calculator - Tentative Rates (.xls) Update 6/10/11 Budget Request The budget Request is submitted for the upcoming fiscal year each August of the current fiscal year. An example timeline for the FY2012 budget Request is as follows: September 2010 - Request submitted to the Office of Higher Education September 2010 - Board of Governor's for Higher Education reviews the budget request and submits to the State Budget Office February 2011 - Governor's recommendations for the FY12 Budget are sent to the General Assembly June 2011 - General Assembly enacts a final FY12 Budget FY 2012 Budget Request (September 2010) FY 2012 Request Highlights FY 2012 Request Target FY 2012 Request Auxiliary, Enterprise, Shepards** General Budget Guidelines • Technical Guidelines
General Supporting Documents	All documents are in PDF format unless otherwise specified. FY13 Organizational Chart 2008-2012 Filled Staff Positions Account Code Descriptions updated 4/25/13

Latest Information

Signature Authorization Policy • Guidelines • Form

	Chartfield Request Form • Instructions
	FY13 Mid Year Review
	FY14 Request & FY13 Allocation
	Tuition & Fees Rates FY14 Request (Tentative) & FY13 Allocation
	FY 14 Governors Budget
	FY2014 Allocation Budget File Roll-out Calendar

BUD INFO 2013 upcoming Meeting Dates

April 23, 2013 - 10AM Room 318

June 11, 2013

September 10, 2013

December 10, 2013

BUD INFO Listserv Signup

Budget Transfers

Email Budget Transfers
budget_transfers@etal.uri.edu

For more information and the transfer form in Excel format click

Strategic Budget & Planning Council

Access the new Strategic Budget & Planning Council website for more information, meeting times & locations, minutes, agendas and supporting documents.

staff

Linda Barrett, Director lindab@uri.edu

Cheryl Hinkson, Assoc. Director car@uri.edu

Caroline Natale, Business Analyst cnatale@uri.edu

Budget/Business Analysts

Colleen Robillard crobillard@uri.edu

Kelly Slocum kslocum@uri.edu

Robert Thibeault bobt@uri.edu

Eugen Trandafir eugen@uri.edu

Technical Support Staff

Diana MacDonald dianam@mail.uri.edu

Steve Thompson sthompson@uri.edu

Staff List by areas covered

adams house history

History of Adams House

Office of Budget and Financial Planning

FY2014

FY 2014 Training Sessions

FY 2014 Allocation

FY 2014 Allocation Fund 110

FY 2014 Allocation Aux Ent Shep

FY 2013 Allocation Funds 115, 126, 400 & 430

FY 2014 Allocation Fund 101 & 105

FY 2014 Request

FY2013

FY 2013 Mid Year Review Fund 100

FY 2013 Allocation/MYR Fund 110

FY 2013 Allocation Fund 100

FY 2013 Allocation Aux Ent Shep

FY 2013 Allocation Funds 115, 126 & 400

FY 2013 Allocation Fund 101

FY2012

FY 2012 Mid Year Review

FY 2012 Tentative Allocation Fund 100

FY 2012 Allocation Fund 101 and 400

FY 2012 Allocation Aux Ent Shep

FY2012 Allocation Funds 115 & 126

FY2012 Allocation Fund 110 Including SPA

FY2012 Allocation Summary Paragraph Template (.docx)

Budget Request

FY 2012 Request Auxiliary, Enterprise, Shepards

General Supporting Documents