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Legislative Budget Request (LBR) Instructions for Fiscal Year 2012-13 (1.03 MB PDF)

Schedule 1: Trust Funds Available Including Schedule IB (42 KB XLS)

Inter-Agency Transfers Reported on Schedule 1 (50 KB XLS)

Schedule 1A: Detail of Fees and Related Program Costs (100 KB XLS)

Schedule 1A: Detail of Fees and Related Program Costs (Example) (112 KB XLS)

Schedule 1A - Part I: Examination of Regulatory Fees (30 KB DOC)

Schedule 1A - Part II: Examination of Regulatory Fees (64 KB XLS)

Schedule 1A - Part II: Examination of Regulatory Fees (Example) (78 KB XLS)

Schedule 1C: Reconciliation of Unreserved Fund Balance (96 KB XLS)

Reconciliation of Beginning Trial Balance to Schedule I and IC (78 KB XLS)

Schedule ID: Request for Creation, Re-creation, Retention, Termination, or Modification of a Trust Fund (72 KB XLS)

Analysis of Trust Fund Creation (26 KB DOC)

Schedule VI: Detail of Debt Service (74 KB XLS)

Schedule VI: Detail of Debt Service (Example) (84 KB XLS)

Schedule VII: Agency Litigation Inventory (35 KB DOC)

Schedule IX: Major Audit Findings and Recommendations (66 KB XLS)

Schedule XI/Exhibit VI: Agency-Level Unit Cost Summary (Example) (110 KB XLS)

Schedule XII: Outsourcing or Privatization of a Service or Activity (95 KB DOC)

Schedule XIIA-1: Cost/Benefit Analysis - Projected Cost and Compensation (104 KB XLS)

Schedule XIIA-2: Cost/Benefit Analysis - Benefits and Additional Costs (56 KB XLS)

Schedule XIIA-3: Cost/Benefit Analysis - Assumptions (50 KB XLS)

Schedule XIIB-1: Major Outsourcing and Privatization Initiatives Exceeding $10 Million Initially Undertaken in the Last 5 Years - Background Information (60 KB DOC)

Schedule XIIB-2: Major Outsourcing and Privatization Initiatives Exceeding $10 Million Initially Undertaken in the Last 5 Years - Cost and Deliverables Data (98 KB XLS)

Schedule XIII: Proposed Consolidated Financing of Deferred-Payment Commodity Contracts (46 KB DOC)

Schedule XIV: Variance from Long Range Financial Outlook (48 KB XLS)

Schedule XV: Contract Reporting (50 KB DOC)

Information Technology Guidelines and Forms

Schedule IV-B: Information Technology Projects Documents

Guidelines for Preparing the Schedule IV-B for IT Projects (1.54 MB PDF)

Schedule IV-B Template (510 KB DOC)

Schedule IV-B Cover Page Template (37 KB DOC)

Appendix A: Documentation Requirements for IT Projects (33 KB PDF)

Appendix C: Benefits Realization Table (34 KB DOC)

Appendix D: Cost Benefit Analysis Tool (156 KB XLS)

Appendix E: IT Project Risk Assessment Tool I (377 KB XLS)

Appendix F: Project Risk and Mitigation Table (52 KB DOC)

Appendix H: Work Breakdown Structure (WBS) Dictionary (34 KB DOC)

Appendix I: Responsibility Assignment Matrix (RAM) (58 KB DOC)

Appendix J: Estimating Project Level of Effort (8 KB PDF)

Appendix K: Project and Operational Budget Tables (89 KB XLS)

Appendix L: Communication Planning Methodology (50 KB PDF)

Appendix M: Communication Plan Tool (34 KB DOC)

Appendix N: Capacity Plan Template (420 KB DOC)

Schedule IV-C: Recurring IT Budget Planning documents

Guidelines for Preparing the Schedule IV-C (590 KB PDF)

Schedule IV-C IT Service Costs Workbook (260 KB XLS)

Data Center Consolidation documents

Guidelines for the Data Center Consolidation LBR Workbook (405 KB DOC)

Data Center Consolidation LBR Workbook (200 KB XLS)

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

Adding New Appropriation Category Codes and Titles Form (38 KB DOC)

Adding or Changing Budget Entity Codes and Titles Form (41 KB DOC)

Catalog of Federal Domestic Assistance (CFDA) Agency Request Form for New/Temporary CFDA Code (46 KB DOC)

Changing Appropriation Category Titles and/or Itemization of Expenditure (IOE) Form (44 KB DOC)

Adding or Changing Program Component Codes and Titles Form (45 KB DOC)

Changing a Trust Fund Title Form (36 KB DOC)

LAS/PBS Data Entry Forms

Budget Detail Data Entry (82 KB XLS)

Position Adjustment Data Entry (78 KB XLS)

Schedule I Trust Fund and Schedule IB Data Entry (108 KB XLS)

Schedule I

Schedule I Preparation Manual (506 KB PDF)

Capital Improvements Program Plan (CIP)

Capital Improvements Program Plan (CIP) Instructions (241 KB PDF)

CIP-A Leased Space: Current Usage and Short-Term Projections (81 KB XLS)

CIP-B: Infrastructure Support Grants and Aid to Local Governments (55 KB XLS)

CIP-3: Short-Term Project Explanation Form (52 KB XLS)

CIP-4: Service-Level Operational Maintenance Budget (83 KB XLS)

CIP-5: Service-Level Capital Renewal Projects (94 KB XLS)

Long-Range Program Plan (LRPP)

Long-Range Program Plan (LRPP) Instructions (176 KB PDF)

Exhibit II: Performance Measures and Standards (60 KB XLS)

Exhibit III: Performance Measure Assessment (34 KB DOC)

Exhibit IV: Performance Measure Validity and Reliability (28 KB DOC)

Exhibit V: Identification of Associated Activity Contributing to Performance Measures (61 KB XLS)

Exhibit VI: Agency-Level Unit Cost Summary (Example) (128 KB XLS)

Business Case Guidelines & Instructions

Business Case Development & Submission Process (101 KB PDF)

Summary Guide to Business Case Development Process (26 KB PDF)

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