Page 4 - Budget Request Guidelines

Budget Request(s) Expectations
The Budget Request Form will be available to all units from December 8th to January 15th. It is highly recommended that you discuss your request with your area's VP Leadership contact before submitting a form to ensure clarity and to understand the potential for budget adjustments in your area. The requests will be summarized and shared with the IFPB executive leaders in the context of overall Administrative and Infrastructure Units (AIUs) capacity and prioritization.
The AIUs are expected to submit Budget Request documentation that aligns with the following 4 categories:
1. Contractual escalations: An attachment listing the contracts with escalations, the renewal date of the contract, and the terms of the escalation (including whether the contract supports enterprise usage of a service or is specific to the plan file area only).
2. Support for new strategic initiatives: These requests should be directly attached to an initiative under the Strategic Plan for the University. For example, supporting the AI expansion requires more data storage in order for the SPF program to be successful. This does not provide a broad expansion of an area’s separate strategic initiatives.
3. Core service support: These requests relate to expanding (due to volume growth or new compliance requirements) or elevating a service level as required by the consumers served. The supporting business case should be attached to provide details, with supporting data, that has resulted in this service level change.
4. Recharge adjustments: For areas with recharges, provide details on the expenses that are increasing and will lead to increased recharges over the base budget. Although recharges will net to zero, an understanding of planned increases in charges to consumers needs to be understood as part of the budget process.
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