Resources & FAQs
Financial Budgeting Resources
The Financial Budgeting Resources below provide the tools, training, and scheduling needed to plan, implement, and maintain operating budgets and financial plans that support the mission and goals of The University of Texas at Arlington and of the UT System and to prepare legislative appropriation requests. The Resources below also meet compliance requirements and provide useful information to the University's department/cost center managers.
Frequently Asked Questions
The Office of Budgets, Planning, and Analysis (BP&A) at the University of Texas at Arlington is overseen by the Office of the Chief Financial Officer. BP&A is comprised of three divisions: Budgets, Planning, and Analysis. BP&A collaborates with university leadership to provide financial information that facilitates the goals and initiatives of the university.
Year-end balances are brought forward into the new fiscal year during the carry forward process. BP&A coordinates with Accounting Services to ensure the accuracy of balances and cost center speed types provided by the respective responsible fiduciaries and ultimately executes the transactions to bring ending balances from the prior year into the beginning balances of the current year.
The BP&A Office leads the university community through the annual operating budget creation. Working directly with the departments setting their own budgets, BP&A orchestrates to ensure the meeting of UT System deadlines, and ultimately the approval by the Board of Regents. A link to the calendar can be found on the resources page of the BP&A website.
The Budget Allocation Model is the University’s tool utilized to distribute revenues from Education and General (E&G) Appropriations, Research Appropriations, Designated Tuition, and AP Program Fees. It provides increased transparency into sources of revenue and expenditure and insights into budgetary decisions. Additional detailed information can be found on the Budget Allocation Model link on the CFO's homepage.
The Forecast Model is the university’s tool utilized for projecting the next fiscal year’s tuition and fees revenue. The BP&A office also orchestrates long-range planning, monthly year-end forecasting, and various other financial modeling initiatives and needs of the Office of the CFO. Focused on financial transparency and innovation of processes, the approach is steeped in attention to collaboration and accuracy that breeds a breadth of scenarios needed for informed stewardship.
Please see detailed instructions in the UTA Policies and Procedures document linked here.
An eForm is an electronic form solution within UT Share that provides a secure and efficient way for processing various human resources, payroll, and position funding transactions. See the support documents linked here for additional information.
Errors are exceptions that have failed budget checking because they do not conform to the rules established for that control budget. Transactions with errors stop at the budget check stage and do not proceed until they are corrected or overridden and are budget checked again. Please see details for possible solutions here.
Please see the budget transfer rules document here.
Please see the details here.