FY11 Annual Budget Report
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Budget Request Timeline
Note: Units that are not invited to submit a request for funding still need to complete Unit Funds History
section (below).
December

Overview of new process for Support Unit SFOs.
January

Initial letter sent from Provost and CFO to Support Units requesting a bulleted
list of priorities for the next fiscal year
February


Support Units submit bulleted list of requests to the Provost and CFO (early)
CSS reviews bulleted lists from Support Units and develops a recommendation
list for the Provost and CFO
Provost and CFO review CSS recommendations and consult with CSS to develop
recommendations for invitations
List of invited units to continue in the budget process released by Provost/CFO
(mid)
Service Improvements and Mandates forms submitted to Resource Planning and
Institutional Research and Planning (IRP) (mid to late)
Requests forwarded to members of the CSS
CSS reviews requests and holds budget consultations (all month)
CSS may request additional information if needed to make a more informed
recommendation
CSS forwards recommendations for funding to Senate Fiscal Committee (SFC) for
approval (late)
SFC forwards recommendations to Provost and CFO (early).
Provost and CFO review recommendations and make initial funding decisions
CFO prepares funding decision document and shares with SMC and IFP
Approved budget requests finalized (early)
CFO shares final funding decisions with SFC
Budget letters detailing approved requests released to Support Units
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March

April

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May
June
July/August
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FY11 Annual Budget Report
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TWO PAGE SUMMARY
This section should be used to focus the Central Services Subcommittee’s attention on the most vital
aspects of your budget request. The following questions can be used as a guide:
1. What is the primary mission of your unit and how would it be impacted by this budget request?
2. Describe how the budget request contributes to strategic goals for the university.
3. Describe the service improvements and/or efficiencies the budget request will provide to the unit
and/or the university.
4. If the budget request is designed to implement recommendations from a recent program review,
indicate how those recommendations will be impacted by this request.
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FY11 Annual Budget Report
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UNIT FUNDS HISTORY
Provide the unit’s continuing funds and cash funding history and ending budget balances for the past three years.
FY08
Unit Description
PBA
History
Cash Carry
Forward
FY09
PBA
History
Cash Carry
Forward
FY10
PBA
History
Percent Change from FY09
Cash Carry
Forward
PBA History
Cash Carry
Forward
What is the planned use of
cash carry forward > 20% of
FY10 PBA? (100 word limit)
STATUS REPORTS ON NEW FUNDING OR CONTINUATION FUNDING FOR MULTIPLE YEAR REQUESTS RECEIVED FOR FY09 & FY10
For each mandate or service improvement that received funding in FY09 or FY10, complete the table below
Mandate or Service Improvement
Title
Amount received
One-Time Cash
PBA
How is the funding being used? Who is benefiting from the service? Have the uses of funds
changed from the original intent? Has it been expended as planned? (100 word limit)
FEES AND CHARGES
Include new fees and planned increases to existing fees for FY11 that affect other departments or large numbers of students, faculty and staff
Description (include group to be assessed the fee)
Example: Cost estimating fee for construction projects
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Current
Amount per unit
Unit of Measure
$500
Per request
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Future (FY11)
Amount per unit
Unit of Measure
$0
Per request
FY11 Annual Budget Report
REQUESTS
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FOR NEXT FISCAL YEAR
Carry over to the Long-Term Needs Continuing Multi-Year Needs section if this request spans multiple years
Priority
Title (50 characters)
Mandate1(M) or
Service
Improvement
(SI)
Amount requested
PBA
Cash
Additional FTE
PBA
Cash
Description/rationale for the request. Explain how the proposal
will be implemented if additional funds are not received (300 word
limit).
LONG-TERM NEEDS - CONTINUING MULTI-YEAR REQUESTS
If the request for next fiscal year is part of a multi-year request, identify below the request(s) for subsequent years.
Identify only the top 5 priorities requiring $100,000 or more. Indicate if internal reallocation will be a component of responding to the mandate or service improvement.
These projections must align with the unit strategic plan.
Priority
Title (50 characters)
Description (100 word limit)
Funding Needed
FY12
PBA
FY13
Cash
PBA
FY14
Cash
1
PBA
FY15
Cash
PBA
A request is considered a mandate if it is implemented due to a change in federal or state law, required by an external agency, or required by the Board of
Trustees. Please provide clarification if this request is in response to a requirement from another unit at Ohio State.
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Cash
FY11 Annual Budget Report
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LONG-TERM NEEDS – NEW FUNDING NEEDED FY12-15
Describe anticipated additional resources needed over the next five years to respond to new mandates and projected service improvements that were not identified in
Requests for the Next Fiscal Year (above).
Identify only the top 5 priorities requiring $100,000 or more. Indicate if internal reallocation will be a component of responding to the mandate or service improvement.
These projections must align with the unit strategic plan.
Priority
Title (50 characters)
Description (100 word limit)
Funding Needed
FY12
PBA
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FY13
Cash
PBA
FY14
Cash
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PBA
FY15
Cash
PBA
Cash