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E & G 2003-2004
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| ___ | Creators and reviewers check BHG command for documents status |
| ___ | PRinT working copy of BDL before making changes |
| SECTION 2 LINE-ITEMS: FACULTY SALARIES | |
| ___ | Salaries at 02-03 current rates; no undocumented 03-04 increases |
| ___ | Check Titles for accuracy (Named Professorships, promotions and Special Titles) |
| ___ | Verify Appointment Dates |
| ___ | Verify Percent Time |
| ___ | Check Associated Blank Lines (same title, same rate, corresponding dates, percent time, same job class code) |
| ___ | Delete unassociated blank lines and move money to job codes 9996, 9997, or the Dean's Office if applicable |
| ___ | Verify Official Footnotes for temporary changes to line items and terminal persons |
| ___ | Add Unofficial Footnotes when necessary to relay reason for item changes |
| ___ | Forward copies of PAR's (for New Faculty), Resignation Letters, Leave Letters and Approvals for Endowed Chairs & Professorships to the Budget Office |
| ___ | Reconcile the Faculty '01' sub-account by entering option 'R' in Section 1. Reconciliation Balance should equal zero |
| SECTION 3 LINE-ITEMS: ADMIN & PROF SALARIES | |
| ___ | Salaries at 02-03 current rates; no undocumented 03-04 increases |
| ___ | Check Job Class Code |
| ___ | Verify Appointment Dates and Percent Time |
| ___ | Reconcile the A&P '09' sub-account by entering option 'R' in Section 1. Reconciliation Balance should equal zero |
| SECTION 4 LINE-ITEMS: CLASSIFIED SALARIES | |
| ___ | Salaries at 02-03 current rates; no undocumented 03-04 increases |
| ___ | Check Job Class Code |
| ___ | Verify Appointment Dates and Percent Time |
| ___ | Reconcile the Classified '10' sub-account by entering option 'R' in Section 1. Reconciliation Balance should equal zero |
| SECTION 5 ALL OTHER EXPENDITURES SUB-ACCTS | |
| ___ | TA/AI Lump Sum accounts should remain at current budget |
| ___ | Update the Recommended Column Amount of Lump Sum Sub-accounts if applicable OR Itemize changes using the "X" option |
| ___ | Reconcile All Other Expenditures sub-accounts by entering option 'R' in Section 1. Reconciliation Balance should equal zero |
| SECTION 7 GENERAL BUDGET INFORMATION | |
| ___ | Check Name and Title of Department Head and make changes if needed |
| ___ | Enter remarks that should travel with the document |
| SECTION 8 RECONCILIATION | |
| ___ | If applicable, allocations have been entered for E&G accounts and can be viewed in the Commitment and Allocation field in Section 8 |
| ___ | Verify Debit & Credit transfers between sub-accounts within the same budget group if applicable |
| ___ | Verify Debit & Credit transfers between sub-accounts outside the budget group if applicable |
| ___ | Make sure Reconciliation Balance is equal to zero |
| Other: | |
| ___ | VERify Budget from Cover Page |
| ___ | PRinT Document and Review Final Recommendations |
| ___ | Check BHG command to ensure that all documents have been routed forward |
| ___ | Dean's and Vice President's Offices should run BDJGBFS1 report (*DEFINE, BR1). The total Unit Reconciliation Balance on the BDJGBFS1 and the Total Reconciliation (BDL, Section 8) should both be zero |
