This year, the university�s budget development process for the

							To:             Division Heads, Deans, and Department Heads via email

From:           Cynthia F. Page, Budget Director

Subject:        Budget information requested

Date:           March 10, 2011


Attached to this email are forms and documents needed to complete the second phase of the
university’s budget process. This phase includes budget reallocations (summary budget worksheet),
operating equipment allocations, and college work study allocations. Please note that all documents
for this phase of the budget process are being sent electronically – no paper copies of documents will
be sent unless requested. Many of the budget users have requested electronic documents in the
past to simplify their processes, thus we are sending all information in this phase in electronic format.
If you require paper copies, please contact me and they will be sent to you. The forms and
documents referenced in this email, except for the summary budget worksheet and summary of
central changes, are located on the Office of Budget Management web site at
http://www.jmu.edu/budgetmgmt/. The attachments are described below:

Summary Budget Worksheet - This spreadsheet provides budget information at the account level
for each organizational unit. The spreadsheet details the financial impact of the permanent revisions
and central funding issues already addressed for each unit by the Office of Budget Management.
You will note that some cells on the spreadsheet are marked N/A. These cells should not be
adjusted. A blank column is provided for units to reallocate funding among account codes to more
appropriately reflect their needs. The total changes in this column for each major division must
equal zero (0) for all educational and general units. Total major division changes for auxiliary
enterprise units must also equal zero (0). Major divisions are defined as Academic Affairs,
Administration and Finance, President’s Office, Student Affairs and University Planning &
Analysis, and University Advancement.

Summary of Central Changes – This report lists the detailed transactions which are reported as
changes on the Summary Budget Worksheet. This report is sent for your information, you do not
need to return it to us.

Verification of Full-time Salaries - The Office of Budget Management has already distributed
detailed salary data. Units are reviewing this data to ensure that all positions assigned to the
organizational unit are shown and that the corresponding information is accurate. Salary verification
data is due back to the Office of Budget Management on March 28, 2011.

College Work-Study - E&G units will use this form to request all college work-study funding for 2011-
12. This funding is zero-based each year. Each division head has been assigned a pool of funding to
support these wages. The division heads will use the completed college work-study request forms to
allocate these funds to the organizational unit level for 2011-12.

Operating Equipment Request - E&G units will use this form to request all operating equipment
funding for 2011-12. This funding is zero-based each year. Each division head has been assigned a
pool of funding to support equipment budgets. The division heads will use the completed operating
equipment request forms to allocate these funds to the organizational unit level for 2011-12. Please
keep in mind that the university’s IT unit is seeking to standardize the level of personal computers
used on campus. If you have questions, more information is available at the following web address:
http://www.jmu.edu/computing/hardware/.

A typical E&G organizational unit budget submission should include the following completed forms: 1)
summary budget worksheet; 2) college work-study request; and 3) operating equipment request. A
typical Auxiliary Enterprise unit budget submission should include a completed summary budget
worksheet.

Individual unit budget submissions are due to the Office of Budget Management no later than
March 28, 2011. If this deadline creates a hardship for your department, please contact the Office of
Budget Management so we can determine a mutually agreeable schedule.

Should you have any questions, feel free to contact me at extension 8-3562, Ms. Tammy Woods at
extension 8-3242, or Ms. Courtney Hodges at extension 8-3624. Our email addresses are,
respectively, pagecf@jmu.edu, woodstm@jmu.edu, and hodgesca@jmu.edu.