Budget Request System
Budget Request Submission
Budget Request System
Budget Request Submission
• Agenda
▫ Budget Request System Overview
▫ Budget Request Form – FWABREQ
 Header Record
 Line Item
 Detail
 Priorities
 University Goals & Objectives
 Header Priorities
 Collaborative Units
 Making Changes to Budget Request
▫ Review
Budget Request System Overview
• UNCW’s budget request process is available through
Banner forms created to automate and standardize the
budget process
• Budget requests can be entered during the following
budget cycles:
▫
▫
▫
▫
▫
▫
AA
BE
CITI
FF
MY
SB
Annual Allocation
Biennial Expansion
Campus Initiated Tuition Increase
Student Fees
Mid-Year Adjustment
Supplemental Budget
(March – June)
(July – August)
(July – Dec)
(Sept– Dec)
(Jan– March)
(Nov – Jan)
Budget Request System
Submitting Budget Requests
• Budget requests are entered in Banner on the
Budget Request form, FWABREQ
• Three levels of security
▫ Form access
▫ Org security
▫ System lock out
Budget Request System
Budget Request Form - FWABREQ
• To create a new budget request leave the Budget
Request ID field blank and click Next Block,
Budget Request System
Budget Request Form – FWABREQ
• Header Record
▫
▫
▫
▫
▫
Title - short description, 35 characters max
Budget Cycle - provided by the Budget Office
Unit Code – division/school
Organization – department
Narrative Description – comprehensive
description, 500 character max
▫ Expected Outcomes
▫ Success Measures
▫ New Revenue Sources Generated – if
applicable
Budget Request System
Budget Request Form - FWABREQ
• Important Tip
▫ Remember to save before leaving each tab
▫ Budget ID assigned when header tab is complete
and saved
Budget Request System
Budget Request Form - FWABREQ
• Wouldn’t let me save until the fix is in production.
Budget Request System
Budget Request Form – FWABREQ
• Line Item Detail
▫ Description - short description of item
requested
▫ Fund – fund code to purchase item/service
▫ Account – account code to purchase item/service
▫ Amount – enter requested amount in
appropriate blocks
 Whole dollars only
Budget Request System
Budget Request Form – FWABREQ
• Line Item Detail
▫ Facilities Box – check box for items for
renovations or related expenses
 Requires special project forms
http://www.uncw.edu/sp/admproc/vcb120.htm
▫ Purchasing Box – check box for items requiring
Purchasing review
 Items above the capitalization threshold
 Items with lead time
Budget Request System
Budget Request Form – FWABREQ
• Line Item Detail
▫ Position Requests




FTE – for positions only, ex. 1.0 = full time
EPA/SPA Position Title – classification title
Provide position number for existing positions
HR Box – box is automatically checked for salary
account codes
 SPA - 912XXX
 EPA - 911XXX
Budget Request System
Budget Request Form – FWABREQ
• Line Item Priorities
▫ Priority Codes – combination of codes and
levels
 Codes – New, Prior Year, Unavoidable
 Levels – High, Medium, Low
▫ Action Code
 Forward, Hold
Budget Request System
Budget Request Form – FWABREQ
• Line Item University Goals/Objectives
▫ Select at least one University Goal and Objective
for each line item
Budget Request System
Budget Request Form – FWABREQ
• Header Priority
▫ For your level code, enter the priority number for
the budget request
▫ Select the action code,
 Forward, hold
▫ Check the ready for review box when you are
finished and the request is ready for the next level
to review
Budget Request System
Budget Request Form – FWABREQ
• Collaboration Unit
▫ For detailed instructions see the Budget Request
System Collaborations procedures
 Available on the Budget Office webpage
 http://www.uncw.edu/ba/finance/Budget/Budget Request System.html
Budget Request System
Budget Request Form – FWABREQ
• Making changes to a budget request
▫ On FWABREQ, enter the budget request ID, next
block.
▫ changes to the request can be made until the
system is locked at your level.
▫ The lock out date is controlled by the divisional VC
Budget Request System
Budget Request Submission
• Review
▫ Budget Request System Overview
▫ Budget Request Form – FWABREQ
 Collaborative Unit Tab
▫ Collaboration Form – FWABRCL
▫ Collaboration Review
 Budget Request Form - FWABREQ
Questions?
Need assistance?
Call the Budget Office
23914