The State Budget Request Form has been simplified for the Fiscal Year 20/21. The
template provided requires the budget holders to complete a form for EACH of their
State Accounts. Budget holders will upload the required summary data through the submission form below
and upload the template file prior to clicking the Submit button.
Complete the cells for Vice President, the Account Number, the Budget Holder, and
the Account Name.
Please use Business Intelligence (BI) to assist in estimating projected expenditures.
Here are the Login Directions for BI: Login to Business Intelligence (BI) to complete
the sections related to the Fiscal Year(s). In BI, the Budget Holder will click on
to the “Account Summary” dashboard, enter the “Account number”, change the Fiscal
Year, as necessary, and click “Apply”.
For the following steps, please enter the Projected Expenditures.
List Temporary Service - Regular
List Extra Service
List Temporary Service - Student
List OTPS - Office, Maintenance, Academic Supplies
List OTPS - Travel
List OTPS - Service Contracts, Subscriptions, Advertising, Cell Phones
List OTPS New Equipment Needs
List Library Acquisitions Only
List Construction Renovation or Repair
The Final Summary Tab at the bottom of the form will auto-populate.
Please contact the Carol Vosatka or Laura Gross for assistance in navigating in the
SUNY Business Intelligence (BI) module.