Overview

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This article explains the self-service and full-service options offered by Budget & Finance Services (BFS). Self-service options include Knowledge Based Articles (KBA). Full-service options include submitting tickets in the Services & Support portal. Additionally, you'll find a list of definitions to help you choose the appropriate service offering when submitting a ticket. 

Essential Information

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• The following teams are part of Budget Services and will assist with servicing your tickets
  • Advancement
  • Campus Budget Office
  • Costing Policy & Analysis

• If you need help with an issue serviced by Budget & Finance Services, Search the Budget & Finance Knowledge Base to find articles curated by our experts on a variety of topics
•  Not finding the answers you're looking for? 
  • Submit a Services & Support Ticket using the definitions below to select the appropriate service offering that suits your needs

Next Steps

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Advancement

About	Related To...	More Specifically (Service Offering)	Service Offering Definition
Gift Funds	Gift Fund Inquiries	Event Approval
Gift Funds	Gift Fund Inquiries	Gift Agreement Review
Gift Funds	Gift Fund Inquiries	Gift Fund Questions
Gift Funds	Gift Fund Inquiries	Gift Fund W9 or Vendor Setup
Gift Funds	Gift Fund Setup & Transfer	Donation & Pledge Adjustments
Gift Funds	Gift Fund Setup & Transfer	Foundation Request for Funds Transfer
Gift Funds	Gift Fund Setup & Transfer	Gift Fund Chart String
Gift Funds	Gift Fund Setup & Transfer	Inactivate Gift Fund (Oracle or ESP)
Gift Funds	Gift Fund Setup & Transfer	New Gift Fund
Gift Funds	Gift Fund Setup & Transfer	PI or BO Changes
Gift Funds	Incoming Gift	Incoming Gift Check/Other
Gift Funds	Incoming Gift	Incoming Gift Wire or ACH

 

Campus Budget Office

About	Related To...	More Specifically (Service Offering)	Service Offering Definition
Budget & Planning	Budget Distribution Page	Budget Distribution Page Entries and Edits
Budget & Planning	Budget Distribution Page	Budget Distribution Page Reports
Budget & Planning	Budget Reporting	Campus Budget Office Reports
Budget & Planning	Central Campus Assessments	Auxiliary and Self‐Supporting Activities (ASSA), Differential Income, OP Assessment
Budget & Planning	Fund Transfers/Allocations	CBO Resource Allocations
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Campus Budget Office (CBO) Operations
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	EPBCS Summary Reports
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Oracle Planning & Budgeting (EPBCS) Training Inquiries
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Resource Commitment Tracking Tool
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Task List 1: Review and Manage Staff Planning
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Task List 2: Review and Manage Faculty Planning
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Task List 4: Review and Manage Core Fund Budgets
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Task List 5: Review and Manage Non-Core Fund Budgets
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Task List 6: Review and Approve Budget Plans
Budget & Planning	Oracle Planning & Budgeting (EPBCS)	Task List 8: Review and Manage Capital Planning

 

Costing Policy & Analysis

About	Related To...	More Specifically (Service Offering)	Service Offering Definition
Costing Policy & Recharges	Financial Analysis Inquiries	Composite Benefit Rate (CBRs)
Costing Policy & Recharges	Financial Analysis Inquiries	F&A rate development (IDC, IDR, Indirect, Overhead)
Costing Policy & Recharges	Financial Analysis Inquiries	Financial & Costing Analysis General Inquiry
Costing Policy & Recharges	Financial Analysis Inquiries	Sales & Service Activities (SSA) - recharge operations
Costing Policy & Recharges	Sales & Services Activity Management	Exceptions to Policy Requests for Recharges
Costing Policy & Recharges	Sales & Services Activity Management	Proposal Submission