Letter head template for Internal Audit - Madison Budget Office

August 30, 2011
MEMORANDUM
(Via E-mail Only)
TO:
FROM:
SUBJ:
Budget Officers
Tim Norris
2011-12 Midyear Budget Transfer Processing
As in past years, Fund 101 transfers that involve movement between divisions or changes to
major class or program must be submitted to the Madison Budget Office. Please note that GPR
budget transfers which would result in the movement of budget authority from non-salary to
salary lines will not be processed unless the transfer provides for the associated fringe benefit
costs.
Divisions that have access to the JET Budget application may enter transfers at any time.
Divisions that are not using JET Budget may submit the attached transfer form to the Madison
Budget Office. We would prefer that you email the JET Budget file or the Excel budget transfer
form to the Madison Budget Office e-mailbox (mbo@vc.wisc.edu). Transfers from Madison to
another UW institution should continue to be submitted to our office for processing using the
attached form.
Please note that only divisions specifically authorized by Accounting Services should enter JET
budget adjustments for Fund 233 (Gifts). Also note that JET Budget entries cannot be made for
PeopleSoft Grants budgets, such as Funds 133 and 144..
The Budget Office is currently processing transfer requests that have been submitted by
schools and colleges. We have already completed processing midyear budget adjustments for
many of the following items; additional adjustments will be processed as they are finalized:
1. Fund 101 carryover supplements and repayments
2. Salary supplements for the central campus share of faculty promotional increases,
compression-equity adjustments, and post-tenure review adjustments
3. Supplements from campus level accounts
4. Assessments for Campus IT License and Common Systems Costs
5. Supplements from UW System such as Faculty and Academic Staff Development
Grants, solid Waste Management Funds and Applied Research Funding
6. Permanent base and one-time adjustments approved under the Madison Initiative for
Undergraduates
MADISON BUDGET OFFICE
University of Wisconsin-Madison 175 Bascom Hall 500 Lincoln Drive Madison, WI 53706-1380
608/263-4570 (Fax) 608/262-5238 www.mbo.wisc.edu

Budget Officers
September 1, 2011
Page 2
Some transfers are originated and entered by UW System directly in SFS. If you are expecting
specific budget changes from UW System, please forward a copy of the approval memo if it
appears that I did not directly receive a copy. I will follow-up with System Financial
Administration concerning the transfer processing entry.
If you have any questions regarding the midyear budget transfer process, please contact me.
Attachment: BudgetTransferForm.xls
c: Darrell Bazzell
George Ketterer
Hua Ramer
Janet Larson
FY12 BudgetTransferProcessing.doc