ALVSCE Quarterly All Available Funds
About ALVSCE All Available Funds
The ALVSCE Quarterly All Available Funds Reporting process provides a standard template across units in ALVSCE. It serves as a planning and forecasting mechanism to recognize financial opportunities and challenges in advance, allowing for investment or corrective action as needed. Financial planning should be integrated with the programmatic and academic planning for each unit - not the driving force, but a holistic part of a unit's overall planning.
Announcements
The one-time exceptional deadline for FY22-Q3 is June 3, 2022.
Ongoing Timeline for Each Quarter
Quarter | Start Day for Entries | Due Day for Entries | Post Day for Snapshots | Primary Task for Entries | FY 2022 Due Dates |
Q1 | Second Monday of October | Third Friday of October | Last Friday of October | Updating Current Year Adjustments, Future Year Projections, and Obligations Worksheet | Past |
Q2 | Second Monday of January | Third Friday of January | Last Friday of January | Updating Current Year Adjustments and Obligations Worksheet | Past |
Q3 | Second Monday of April | Third Friday of April | Last Friday of April | Updating Current Year Adjustments and Obligations Worksheet |
Entries Due 6/3/2022; Snapshots to Post 6/10/2022 |
Q4 | Second Monday of August | Third Friday of August | Last Friday of August | Updating Obligations Worksheet and Reviewing Future Year Projections | Entering Begins 8/8/2022 Entries Due 8/19/2022 Snapshots to Post 8/26/2022 |
Change Log for Business Offices
This is a listing of changes that have been made to the process and/or the sheets and reports.
Date | Category/Item | Change(s) |
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2022-06-13 | Snapshots |
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2022-06-09 | Snapshots |
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2022-06-09 | Balances Worksheets for Academic Units - Formula Changes |
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2022-06-03 | Balances Worksheets |
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2022-06-03 | Obligations Worksheets |
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2022-06-02 | Obligations Worksheet for Academic |
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2022-06-01 | Obligations Worksheets |
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2022-05-28 | Balances Worksheets |
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2022-05-28 | Obligations Worksheets |
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2022-05-27 | Obligations Worksheet for Counties |
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2022-05-26 | Obligations Worksheets |
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2022-05-25 | -- Announcement -- Launch for FY22-Q3 |
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2021-12-07 | -- Announcement -- Launch for FY22-Q1 |
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Resources for Unit Business Offices
Update/Edit
- Academic Units and CALS Support Units
- County Units and Extension Support Units
Learn/Reference
- Quick Visual/Video Guide - (large download)
- Detailed Guide
- Fund/Subfund Mapping Reference Sheet
Reporting for Data Entry Support
- Live/Smartsheet Support Reports
- Unit Balance Summaries - High-level summary of balances by unit and unit group per balance group
- Unit Balance Summaries with Expense Categories - Summary of balances by unit and unit group per balance group with personnel and operations expense categories
- Obligation Item Details [TBD] - List of each unit's Obligations
- Helper Reports
- ALVSCE All Available Funds Actuals and Encumbrances Dashboard - Helpful for entering encumbrances into your current year Adjustments and determining to-date funding and expenses on Obligations that are tracked using Account Number or Project Code
Historical & Snapshot Reports
- Previously Completed Unit All Available Funds (PDFs) - See previous snapshots of completed All Available Funds for each unit
- ALVSCE Quarterly All Available Funds Snapshots Dashboard - See previous snapshots of completed All Available Funds for each unit in a dynamic dashboard (Restricted to FY22 and later)
Contacts for Support
Questions about appropriate categories, descriptions, or amounts?
- Academic Units: Contact Janis Rutherford or Amanda Stevens
- County Units: Contact Carolyne Greeno or Belinda Oden