____________________________________________________________________
FISCAL MANAGEMENT OPERATIONS GUIDE

Budget Amendments

Any additional salary adjustments made available through reallocated funds in any executive area for market, counter offers, or reclassifications may be approved by the respective Vice President, after a permanent source of funds has been certified by the Vice President for Business Affairs.

Transfer of funds (executed electronically) moving money from one sub-account to another or between accounts must be designated as being permanent or temporary. Any adjustment marked permanent will be reflected in the following year's budget allocations.

Budget changes requiring approval of the System Administration and subsequent ratification by the U.T. Board of Regents through the docket:

• Transfers from unappropriated Educational and General Fund Balance.
• Appointments and promotions involving tenured faculty.
• Appointments, promotions and salary increases involving the Chief Administrative Officer.
• Increases in budgeted amounts of $100,000 or more from income for Auxiliary Enterprises, Designated Funds, Service Departments and Revolving Funds.

Budget changes requiring approval of system administration (Non-Docket)

• Reappropriation of prior year Educational and General fund Balances of $100,000 or more.
• Salary increases involving tenured faculty.
• Appointments, promotions and salary increases involving administrative and professional personnel reporting directly to the Chief Administrative Officer, a Vice   President or the equivalent.
• Appointments and salary increases involving employees serving under written employment contracts (i.e. coaches).

All docket and non-docket budget changes listed above must be sent to System on a Request for Budget Change (RBC) document prepared by the Budget Office. All RBCs should be approved before the actual appointment or change can be made.

Budget changes require approval of the Chief Administrative Officer or their designee. (Most of the items listed below can be executed electronically. At UTSA these items are approved by the account manager and through the appropriate hierarchy and processing departments.)

• All interdepartmental transfers.
• All budget transfers between line-item appropriations within a department.
• Increases of less than $100,000 in budget amounts from income for Auxiliary Enterprises, Designated Funds, Service Departments and Revolving Funds.
• Reallocation of unallocated Faculty Salaries.
• Transactions involving all other personnel except those already specified above.
• Summer Session Budgets (academic areas only).