The IFR Budget Request Form has been simplified for the Fiscal Year 20/21. The template
provided requires the budget holders to complete a form for EACH IFR Account. Budget
holders will upload the required summary data using the data submission form below
and upload the template file prior to clicking the "Submit" button.
Complete the cells for Vice President, Account Holder, Account Name, and the Account
Login to Business Intelligence (BI) to review the cash balance, and estimate the beginning
cash balance on July 1, 2020.
In BI, the Budget Holder will click on to the “Account Summary” dashboard, enter the
“Account number”, change the Fiscal Year, as necessary, and click “Apply”. From BI,
Budget holders will review their current cash balance and must estimate the final
expenditures for Fiscal Year 2019/20 to calculate an “Expected Cash Balance-FY Beginning”.
List the expected Revenue Sources for FY 20-21, and the anticipated amount of revenue
for each source. (Administrative Overheads will automatically calculate and provide
a Net Revenue amount).
For the following steps, please enter the Projected Expenditures.
For PSR – Non Instructional and Instructional, please contact the Business Affairs
for the anticipated expenditure(s).
List all Temporary Service – Regular.
List Extra Service.
For all Temporary Service.
OTPS will be estimated by major sub object classifications.
List OTPS – Office, Maintenance, Academic Supplies
List OTPS – Travel
List OTPS – Service Contracts, Subscriptions, Advertising, Cell Phones
List OTPS New Equipment Needs
List Library Acquisitions Only
For Construction Renovation or Repair Project
The Final Summary Tab, at the bottom of the form, will auto-populate. The Expected Cash Balance FY End
should show a positive balance. If not, please prepare a plan to return the account
to a positive cash state and discuss this plan with the VP for Business and Finance.