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Why create a new Special Funds application?
Replace manual process
Reduce errors
More efficient
Information collection tool
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Where is the application?
Located under My Seaport
Use your UNCW domain user id & password
Administrative Services tab
Must have Banner Access
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Getting Started
Select the Budget Year and Fund
Update feature set by the Budget Office by
year
Budget in whole dollars. No $ sign needed
You should have the same fund access as in
Banner
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Special Funds Budget Request-Requirements
By budget pools
Actual data and Original Budget
Budget for the year you are developing
What comes from other tabs
Narrative flag
Download to Excel
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Special Funds Budget Request-Receipts
By budget receipt account codes
Actual data and Original Budget
Budget for the year you are developing
What comes from other tabs-Transfer In
Adding a new account code
Narrative flag
Download to Excel
Special Funds Budget Request-Summary End of
Year Cash Balance
• Just a summary-no data entry
• Beginning Cash balance-FGITBAL in Banner
• Download to Excel
• Balanced Budget Required
Special Funds Budget Request-Special Funds
Download to Excel
• Downloads the entire special funds package to
Excel-***You must do your own formatting to
print***
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Narrative Justification
Narrative Justification form for the Dept users
4,000 character limit
No spell check or editing-use Word 1st
Add file attachment-4K limit per file
Download to Excel
Save, save, save
Narrative Justification
• Budget Office form for the Budget Office
• Dept users can see our comments/questions
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Personnel Schedule -SPA Form
Existing Positions- Original FTE & Position
budget-real time from Banner
HR 3.30 flag for any changes to the position
budget and/or FTE
Save Position changes-for position section
only
Flows to the Requirements form
Personnel Schedule -SPA Form
• Add New SPA Position
– Valid position # or ‘New’
• Summary Total
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Enter if applicable: Longevity & Prem/Holiday Pay
5% default to Salary Reserves-you can change $ or %
Benefits based on rates on Admin tab
Remove Changes
• ‘Update Summary Totals’ button
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Personnel Schedule -EPA Form
Existing Positions- Original FTE & Position
budget-real time from Banner
HR 3.30 flag for any changes to the position
budget and/or FTE
Save Position changes-for position section
only
Flows to the Requirements form
Personnel Schedule -EPA Form
• Add New EPA Position
– Valid position # or ‘New’
– Set the ECLS code: EP, GR, TE, MM
• Summary Total
– 5% default to Salary Reserves-you can change $ or %
– Benefits based on rates on Admin tab
– Remove Changes
• ‘Update Summary Totals’ button
Transfer Schedule
• Transfers In/Out from the prior year
– Cannot delete, just leave at $0 if not needed
• Add New Transfer Out
– Must start with ‘98’
– For 988460, use valid Banner fund code
– For other ‘98’ transfers, N/A can be used
• Flows to Requirements form
Transfer Schedule
• Add New Transfer In
– Must start with ‘108’
– For 108460, use valid Banner fund code
– For other ‘108’ transfers, N/A can be used
• Flows to Receipts form
• Download to Excel
Admin
• Budget Office use only
– Dept users can view not edit
• Set the fiscal year and benefit rates
• Budget Revision-help us with data entry
• Lockout processes
– May 15, 2012
Ok, now what?
• Go forth and prosper!
–Make sure you can log in
–Do you have access to the correct funds?
For help on developing your Special Funds Budget
•Herb Owen- Budget Office ext 23914
•Metta King-Position Control SPA Analyst ext
27407
•Judy Siko-Position Control EPA Analyst ext 23599
•BGT 301-April 19, 2012