Table of Contents

2009-11 Operating Budget Instructions
Part 2

Decision Packages and Other Submittal Requirements

2009-11 Biennium

The 2009-11 Operating Budget Instructions, Part 2, is presented in Acrobat portable document format (PDF). A free download is available at the Adobe Web site.

Entire Document

About the Instructions

Section 1: Budget Request Basics

1.1 The Strategic Framework for Budget Decisions
1.2 Fiscal Context Information for 2009-11 Budget
1.3 How is a Budget Request Organized?
1.4 What are the Submittal Requirements?
1.5 Other General Preparation Requirements
1.6 Using the Budget Development System

Section 2: The Activity View of the Budget

2.1 The Activity Inventory is an Alternative View of the Budget
2.2 What are the Budget Submittal Requirements?
2.3 How to Treat Administrative Costs in the Activity Inventory

Section 3: The Recommendation Summary View

3.1 What is the Recommendation Summary?
3.2 What are the Submittal Requirements?

Section 4: Decision Packages

4.1 What is a Decision Package?
4.2 The Required Elements of the Decision Package

Section 5: Carry-Forward and Maintenance Levels

5.1 What is the Carry-Forward Level?
5.2 What is Maintenance Level?
5.3 Inflation for Maintenance Level
5.4 How to Treat Unanticipated Receipts

Section 6: Policy and Performance Level

6.1 What is the Policy and Performance Level?
6.2 Agencies May Receive "Targeted Budget Instructions"

Section 7: Salary, Pension, and Insurance Data

7.1 Agency Compensation Data Collection and Update
7.2 Valid Pension System Codes
7.3 Other Compensation Cost Notes

Section 8: Agency Revenues and Fund Balance Reports

8.1 Summarized Revenues Report
8.2 Fund Summary and Fund Balancing
8.3 Transfer Reconciliation Statement
8.4 Working Capital Reserve (B9-1)
8.5 How to Avoid Common Revenue Errors

Section 9: Fee Information

9.1 Collecting Data on Fees
9.2 Approval for Agency Fee Increases
9.3 Submittal Process

Section 10: Performance Measures

10.1 Activity Performance Measure Targets
10.2 Performance Measure Incremental Estimates Report

Section 11: Facility Leases, Facility Maintenance and Links to the Capital Budget

11.1 Linking the Operating and Capital Budgets
11.2 Lease Requests and the Six-Year Facilities Plan

Section 12: Information Technology Portfolios and Decision Packages

12.1 Information Technology Portfolios and the Budget Context
12.2 Submittal Requirements for Information Technology Requests

Section 13: Risk Management and Self-Insurance Premiums

13.1 Agency Self-Insurance Premiums Decision Packages

Section 14: Other Budget Reports

14.1 Non-Budgeted Local Fund Summaries
14.2 State Matching Requirements for Federal Funding
14.3 Central Service Agency Charge Information
14.4 Additional Requirements for Higher Education Agencies
14.5 Puget Sound Recovery, Salmon Recovery and Watershed Health Monitoring
14.6 Other Budget Reports and Data

Appendices

A-1 Agency Budget Submittal Dates
A-2 Information Technology (IT) Addendum
A-3 Sample Decision Package - Addendum

Glossary of budget-related terms - http://www.ofm.wa.gov/budget/instructions/glossary.pdf

Budget-related forms and form examples - http://www.ofm.wa.gov/budget/forms.asp