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Budget Control Rules

Budget Control Enhancements - Effective September 1, 2012.

Operating Funds (Funds 10 through 16):


Expenses are separated into three totals: Personnel Expense, Controllable OTPS, and Uncontrollable OTPS.


Personnel Expense includes all accounts in the 50000 series.

Controllable OTPS includes all accounts in the 60000 and 70000 series including transfers and financial aid, but not including those accounts deemed 'Uncontrollable OTPS.'

Uncontrollable OTPS includes select accounts in the 60000 and 70000 series.


Personnel, Controllable OTPS, and Uncontrollable OTPS balances can be spent across multiple Org Codes if they are in the same 'Sub-Department.

To determine your balance available in these funds, run a query using the 'Budget Control Report.' You will be prompted for your Fund and Sub-Department. Select All Orgs, Programs, Funds and the applicable accounting year & period. When the query is finished, choose the 'Rollup to Sub Department' report on the results screen. When populated, the report will contain three subtotals in the expense section, each for Personnel, Controllable OTPS, and Uncontrollable OTPS. The 'Balance Available' column on each of these three sub-total rows represents the total amount available.


Designated Funds (Funds 20 through 22):  

Expenses are separated into three totals: Personnel Expense, Controllable OTPS, and Uncontrollable OTPS.  

Personnel Expense includes all accounts in the 50000 series. 

Controllable OTPS includes all accounts in the 60000 and 70000 series including transfers and financial aid, but not including those accounts deemed 'Uncontrollable OTPS.' 

Uncontrollable OTPS includes select accounts in the 60000 and 70000 series.  

Expenses are checked against the Project ID for Funds 20 and 22 and Program Code for Funds 21.  
 
Grant Funds (Funds 24 and 25): 
 

Expenses are checked against the Project ID, but are not separated into sub-categories. The Balance Available on the Total Expense line represents the amount you can spend. 
 

Capital Funds (Funds 52 & 56): 
 

Expenses are checked against the Project ID, but are not separated into sub-categories. The Balance Available on the Total Expense line represents the amount you can spend.

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