{"id":569,"date":"2014-10-28T13:14:46","date_gmt":"2014-10-28T18:14:46","guid":{"rendered":"https:\/\/www.wisconsin.edu\/budget-planning\/?page_id=569"},"modified":"2026-01-27T11:44:21","modified_gmt":"2026-01-27T17:44:21","slug":"annual-operating-budget","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/budget-planning\/annual-operating-budget\/","title":{"rendered":"Annual Operating Budget"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-569\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-12 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t    <div class=\"bs-component bs-tabs\">\n    <ul id=\"tab_0\" class=\"nav nav-tablist nav-tabs\">\n        <li class=\"active\"><a href=\"#online-reports\" role=\"tab\" aria-selected=\"true\" aria-controls=\"online-reports\" id=\"online-reports_tab_label\">Online Reports<\/a><\/li><li class=\"\"><a href=\"#technical-instructions-and-help\" role=\"tab\" aria-selected=\"false\" aria-controls=\"technical-instructions-and-help\" id=\"technical-instructions-and-help_tab_label\">Technical Instructions and Help<\/a><\/li><li class=\"\"><a href=\"#redbook\" role=\"tab\" aria-selected=\"false\" aria-controls=\"redbook\" id=\"redbook_tab_label\">Budget Exhibits<\/a><\/li><li class=\"\"><a href=\"#forms-and-templates\" role=\"tab\" aria-selected=\"false\" aria-controls=\"forms-and-templates\" id=\"forms-and-templates_tab_label\">Forms and Templates<\/a><\/li><li class=\"\"><a href=\"#auxiliary-budget-documents\" role=\"tab\" aria-selected=\"false\" aria-controls=\"auxiliary-budget-documents\" id=\"auxiliary-budget-documents_tab_label\">Auxiliary Budget Documents<\/a><\/li><li class=\"\"><a href=\"#cat\" role=\"tab\" aria-selected=\"false\" aria-controls=\"cat\" id=\"cat_tab_label\">CAT<\/a><\/li>    <\/ul>\n    <div class=\"tab-content\">\n        \n            <div data-name=\"online-reports\" id=\"online-reports\" class=\"tab-pane fade  in active\" role=\"tabpanel\"  aria-labelledby=\"online-reports_tab_label\">\n    <h3 class=\"sr-only\">Online Reports<\/h3>\n    <div class=\"copy\">\n\t    \n        \n\t\t\t\t\t<div id=\"cfct-build-724\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-12 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2 id=\"ti2\">Online Budget Reports<\/h2>\n<p><strong><a href=\"https:\/\/positioncontrol.mbo.wisc.edu\/reports.aspx\">Position\u00a0Reporting<\/a><\/strong> &#8211; Detailed Monthly\u00a0Position\u00a0Reports<\/p>\n<p><strong><a href=\"https:\/\/ofr01.doit.wisc.edu\/formsLauncher\/forms?config=pa\">Planning Allocation Reports<\/a><\/strong> &#8211; Historical Allocation Reports and Allocated vs. Budgeted Reports, and Live CAT View (Requires Java. \u00a0Best browser to use is Internet Explorer)<\/p>\n<ul>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_development\/buddev_docs\/UWSA_Guide-to-Using-the-WEB-PA.pdf\" target=\"_blank\">UWSA Guide to Planning Allocation System Reports<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<\/ul>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-doc-list\">\n\t\t\t\t<h2>Authorization Forms<\/h2>\n\n<div class=\"doc-list\">\r\n<ul class=\"list-unstyled\"><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_development\/bud_dev_forms\/Planning_Allocation_Sys-Auth-upd-Feb-2020.pdf\" target=\"_blank\">Planning Allocation System Authorization<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type xlsx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_development\/bud_dev_forms\/Pctl_Form.xlsx\" target=\"_blank\">Position Reporting Authorization Form<span class=\"sr-only\"> xlsx<\/span><\/a><\/span><\/li>\r\n<\/div>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t        \t<\/div>\n<\/div>\n            <div data-name=\"technical-instructions-and-help\" id=\"technical-instructions-and-help\" class=\"tab-pane fade \" role=\"tabpanel\" hidden=\"hidden\" aria-labelledby=\"technical-instructions-and-help_tab_label\">\n    <h3 class=\"sr-only\">Technical Instructions and Help<\/h3>\n    <div class=\"copy\">\n\t    \n        <h2>Annual Budget Technical Instructions<\/h2><p><a href=\"https:\/\/www.wisconsin.edu\/financial-administration\/accounting-and-budget-control\/chart-of-accounts\/program-0-student-services\/\">Program and Sub-program Codes and Definitions<\/a><\/p><p><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Section-3-Appropriation-Structure_FY19.pdf\" target=\"_blank\">Appropriation Structure<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/p>        \t<\/div>\n<\/div>\n            <div data-name=\"redbook\" id=\"redbook\" class=\"tab-pane fade \" role=\"tabpanel\" hidden=\"hidden\" aria-labelledby=\"redbook_tab_label\">\n    <h3 class=\"sr-only\">Budget Exhibits<\/h3>\n    <div class=\"copy\">\n\t    \n        \n\t\t\t\t\t<div id=\"cfct-build-108\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-doc-list\">\n\t\t\t\t<h2>Budget Cycle Overview<\/h2>\n\n<div class=\"doc-list\">\r\n<ul class=\"list-unstyled\"><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/budget_cycle_overview\/Budget%20Cycle%20Overview.pdf\" target=\"_blank\">Budget Cycle Overview<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-divider\">\n\t\t\t\t<hr class=\"cfct-div-solid\" \/>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-doc-list\">\n\t\t\t\t<h2>Annual Budget Documents<\/h2>\n\n<div class=\"doc-list\">\r\n<ul class=\"list-unstyled\"><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/annual_budget_documents\/1.-2025-26-Tuition-Rates-and-Preliminary-Operating-Budget,-July-2025-(2).pdf\" target=\"_blank\">2025-26 Annual Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/annual_budget_documents\/2024-25-UW-System-Annual-Budget-Document.pdf\" target=\"_blank\">2024-25 Annual Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/annual_budget_documents\/2023-24-UW-System-Annual-Budget-Document.pdf\" target=\"_blank\">2023-24 Annual Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/2022-23-UW-System-Annual-Budget-Document.pdf\" target=\"_blank\">2022-23 Annual Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/2021-22-UW-System-Annual-Budget-Document.pdf\" target=\"_blank\">2021-22 Annual Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-divider\">\n\t\t\t\t<hr class=\"cfct-div-solid\" \/>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-doc-list\">\n\t\t\t\t<h2>Biennial Budget Documents<\/h2>\n\n<div class=\"doc-list\">\r\n<ul class=\"list-unstyled\"><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/biennial_budget_documents\/2025-27-UW-System-Biennial-Operating-Budget-Request.pdf\" target=\"_blank\">2025-27 Biennial Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/biennial_budget_documents\/2023-25-UW-System-Biennial-Operating-Budget-Request.pdf\" target=\"_blank\">2023-25 Biennial Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/biennial_budget_documents\/2021-23-UW-System-Biennial-Operating-Budget-Request.pdf\" target=\"_blank\">2021-23 Biennial Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/2019-21-UW-System-Biennial-Operating-Budget-Request.pdf\" target=\"_blank\">2019-21 Biennial Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_documents\/biennial_budget_documents\/2017-19-UW-System-Biennial-Operating-Budget-Request.pdf\" target=\"_blank\">2017-19 Biennial Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span><\/li>\r\n<\/div>\n\t\t\t<\/div><\/div><div class=\"col-md-9 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h4><strong>2025-2026 Universities of Wisconsin Budget Exhibits<\/strong><\/h4>\n<span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/2025-26-Budget-Exhibits(2).pdf\" target=\"_blank\">2025-26 Budget Exhibits<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\n<p>&nbsp;<\/p>\n<h4><strong>2024-2025 Universities of Wisconsin Budget Exhibits<\/strong><\/h4>\n<span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/2024-25-Universities-of-Wisconsin-Budget-Exhibits(2).pdf\" target=\"_blank\">2024-25 Universities Of Wisconsin Budget Exhibits<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n\n<p>&nbsp;<\/p>\n<h4><strong>2023-2024 Universities of Wisconsin Budget Exhibits<\/strong><\/h4>\n<span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/2023-24-Universities-of-Wisconsin-Budget-Exhibits(2).pdf\" target=\"_blank\">2023-24 Universities Of Wisconsin Budget Exhibits<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n\n<\/div>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t        \t<\/div>\n<\/div>\n            <div data-name=\"forms-and-templates\" id=\"forms-and-templates\" class=\"tab-pane fade \" role=\"tabpanel\" hidden=\"hidden\" aria-labelledby=\"forms-and-templates_tab_label\">\n    <h3 class=\"sr-only\">Forms and Templates<\/h3>\n    <div class=\"copy\">\n\t    \n        <h2>Forms and Templates<\/h2><p>&nbsp;<\/p><p><span class=\"doc-icon\"><a class=\"doc-type xlsx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/2026-27-GPR-Shifts-Between-Funds-Template.xlsx\" target=\"_blank\">2026-27 GPR Shifts Between Funds Template<span class=\"sr-only\"> xlsx<\/span><\/a><\/span>\u00a0<br \/><br \/><span class=\"doc-icon\"><a class=\"doc-type xlsx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/2026-27-Distribution-of-Undistributed-Template-Updated-for-FY27.xlsx\" target=\"_blank\">2026-27 Distribution of Undistributed<span class=\"sr-only\"> xlsx<\/span><\/a><\/span><\/p><p>&nbsp;<\/p>        \t<\/div>\n<\/div>\n            <div data-name=\"auxiliary-budget-documents\" id=\"auxiliary-budget-documents\" class=\"tab-pane fade \" role=\"tabpanel\" hidden=\"hidden\" aria-labelledby=\"auxiliary-budget-documents_tab_label\">\n    <h3 class=\"sr-only\">Auxiliary Budget Documents<\/h3>\n    <div class=\"copy\">\n\t    \n        <blockquote><h2>Annual Auxiliary Budget Documents<\/h2><\/blockquote><p><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/2026-27-Cost-Factors-Memo-and-Timeline.pdf\" target=\"_blank\">2026-27 Cost Factors Memo And Timeline<span class=\"sr-only\"> pdf<\/span><\/a><\/span><br \/><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/budget_development\/auxiliaries\/NACUBO%20FARM%20Policies%20703.111%20through%20703.117.pdf\" target=\"_blank\">NACUBO FARM Policies 703.111 Through 703.117<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/p><p>\u00a0<\/p><p>\u00a0<\/p>        \t<\/div>\n<\/div>\n            <div data-name=\"cat\" id=\"cat\" class=\"tab-pane fade \" role=\"tabpanel\" hidden=\"hidden\" aria-labelledby=\"cat_tab_label\">\n    <h3 class=\"sr-only\">CAT<\/h3>\n    <div class=\"copy\">\n\t    \n        \n\t\t\t\t\t<div id=\"cfct-build-1513\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-9 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2>CAT Overview<\/h2>\n<p>With the implementation of HR Design and UPS, UWSA HR, UWSA budget, and the Service Center have worked together to create a new solution within PeopleSoft HRS called the Compensation Administration Tool (CAT). The Compensation Administration Tool allows for the distribution of pay plan and merit- based compensation adjustments along with corresponding funding changes. The new tool is an intermediate solution until the implementation of a new enterprise forecasting and planning system. The Compensation Administration Tool is accompanied by a standard business process which will prepare the institutions for the future deployment of a new budgeting system to support scenario-based analysis, forecasting, and the delivery of rate increases to HRS.<\/p>\n<h2>Training Resources<\/h2>\n<p>Visit the <a href=\"https:\/\/www.wisconsin.edu\/compensation-administration-tool\/\">Compensation Administration Tool website<\/a> to find resources that will help you through initial CAT training as well as throughout the budgeting cycle. If you have further questions please contact <a href=\"mailto:jennifer.goytowski@wisconsin.edu\">Jennifer Goytowski.<\/a><\/p>\n<\/div>\n\t\t\t<\/div><\/div><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module cfct-module-image\">\n\t\t\t\t<a href=\"https:\/\/www.wisconsin.edu\/compensation-administration-tool\/\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"205\" src=\"https:\/\/www.wisconsin.edu\/budget-planning\/wp-content\/uploads\/sites\/91\/2015\/10\/UWCAT-link-vertical21.jpg\" class=\"cfct-mod-image cfct-module-image-mod-image alignnone \" alt=\"CAT Project Website\" \/><\/a>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t        \t<\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":53,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-569","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/569","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/users\/53"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/comments?post=569"}],"version-history":[{"count":25,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/569\/revisions"}],"predecessor-version":[{"id":3248,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/569\/revisions\/3248"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/media?parent=569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}