2008 Planning and Budgeting Instructions

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Transmittal Letter and Major Changes (PDF File)

Legislative Budget Request (LBR)

Submittal Process for the Legislative Budget Request (LBR) Instructions (PDF File)

Legislative Budget Request (LBR) Instructions (PDF File)

Schedule 1: Trust Funds Available (MS Word File)

Inter-Agency Transfers Reported on Schedule 1 (MS Excel File)

Schedule 1A: Detail of Fees and Related Program Costs (MS Excel File)

Schedule 1A: Detail of Fees and Related Program Costs (Example) (MS Excel File)

Schedule 1A-Part I: Examination of Regulatory Fees (MS Word File)

Schedule 1A-Part II: Examination of Regulatory Fees (MS Excel File)

Schedule 1A-Part II: Examination of Regulatory Fees (Example) (MS Excel File)

Schedule 1B: Detail of Unreserved Fund Balance (MS Excel File)

Schedule 1B: Detail of Unreserved Fund Balance (Example) (MS Excel File)

Schedule 1C: Reconciliation of Unreserved Fund Balance (MS Excel File)

Reconciliation of Beginning Trial Balance to Schedule I and IC (MS Excel File)

Schedule ID: Request for Creation, Re-creation, Retention, Termination, or Modification of a Trust Fund (MS Excel File)

Analysis of Trust Fund Creation (MS Word File)

Schedule IV-A: Data Center Reconciliation (MS Excel File)

Schedule IV-A: Data Center Reconciliation (Example) (MS Excel File)

Schedule IV-B: Information Technology Projects

Schedule IV-C: Recurring IT Budget Planning

Schedule VI: Detail of Debt Service (MS Excel File)

Schedule VI: Detail of Debt Service (Example) (MS Excel File)

Schedule VII: Agency Litigation Inventory (MS Word File)

Schedule IX: Major Audit Findings and Recommendations (MS Excel File)

Schedule XI/Exhibit VI: Agency-Level Unit Cost Summary (Example) (MS Excel File)

Schedule XII: Outsourcing or Privatization of a Service or Activity Business Case (MS Word File)

Schedule XIIA-1: Cost/Benefit Analysis – Projected Cost and Compensation (MS Excel File)

Schedule XIIA-2: Cost/Benefit Analysis – Benefits and Additional Costs (MS Excel File)

Schedule XIIA-3: Cost/Benefit Analysis – Assumptions (MS Excel File)

Schedule XIIB-1: Major Outsourcing and Privatization Initiatives Initially Undertaken in the Last 5 Years – Background Information (MS Word File)

Schedule XIIB-2: Major Outsourcing and Privatization Initiatives Initially Undertaken in the Last 5 Years – Cost and Deliverables Data (MS Excel File)

Schedule XIII: Proposed Consolidated Financing of Deferred-Payment Commodity Contracts (MS Word File)

Legislative Appropriations System/ Planning and Budgeting Subsystem (LAS/PBS) Code Forms

Adding New Appropriation Category Codes and Titles Form (MS Word File)

Adding or Changing Budget Entity Codes and Titles Form (MS Word File)

Catalog of Federal Domestic Assistance (CFDA) Agency Request Form for New/Temporary CFDA Code (MS Word File)

Changing Appropriation Category Titles and/or Itemization of Expenditure (IOE) Form (MS Word File)

Adding or Changing Program Component Codes and Titles Form (MS Word File)

Changing a Trust Fund Title Form (MS Word File)

LAS/PBS Data Entry Forms

Budget Detail Data Entry (MS Excel File)

Position Adjustment Data Entry (MS Excel File)

Schedule I Trust Fund Data Entry (MS Excel File)

Schedule I

Schedule I Preparation Manual (PDF File)

Capital Improvements Program Plan (CIP)

Capital Improvements Program Plan (CIP) Instructions (PDF File)

CIP-A Leased Space: Current Usage and Short-Term Projections (MS Excel File)

CIP-B: Infrastructure Support Grants and Aid to Local Governments (MS Excel File)

CIP-3: Short-Term Project Explanation Form (MS Excel File)

CIP-4: Service-Level Operational Maintenance Budget (MS Excel File)

CIP-5: Service-Level Capital Renewal Projects (MS Excel File)

Long Range Program Plan (LRPP)

Long Range Program Plan (LRPP) Instructions (PDF File)

Exhibit II: Performance Measures and Standards (MS Excel File)

Exhibit III: Performance Measure Assessment (MS Word File)

Exhibit IV: Performance Measure Validity and Reliability (MS Word File)

Exhibit V: Identification of Associated Activity Contributing to Performance Measures (MS Excel File)

Exhibit VI: Agency-Level Unit Cost Summary (Example) (MS Excel File)