Florida Fiscal Portal Publications

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Planning and Budgeting Instructions

Governor - Office of Policy and Budget

Publications

Planning and Budgeting Instructions
Transmittal Letter and Major Changes (160 KB PDF)
Florida Fiscal Portal Submittal Process (1.87 MB PDF)
Legislative Budget Request (LBR)
Legislative Budget Request (LBR) Instructions for Fiscal Year 2022-23 (1.92 MB PDF)
Schedule 1: Trust Funds Available Including Schedule IB (86 KB XLS)
Inter-Agency Transfers Reported on Schedule 1 (36 KB XLSX)
Schedule 1A: Detail of Fees and Related Program Costs (176 KB XLS)
Schedule 1A: Detail of Fees and Related Program Costs (Example) (188 KB XLS)
Schedule 1A - Part I: Examination of Regulatory Fees (30 KB DOC)
Schedule 1A - Part II: Examination of Regulatory Fees (140 KB XLS)
Schedule 1A - Part II: Examination of Regulatory Fees (Example) (146 KB XLS)
Schedule 1C: Reconciliation of Unreserved Fund Balance (187 KB XLS)
Reconciliation of Beginning Trial Balance to Schedule I and IC (92 KB XLS)
Schedule ID: Request for Creation, Re-creation, Retention, Termination, or Modification of a Trust Fund (163 KB XLS)
Analysis of Trust Fund Creation (28 KB DOC)
Schedule VI: Detail of Debt Service (150 KB XLS)
Schedule VI: Detail of Debt Service (Example) (116 KB XLS)
Schedule VII: Agency Litigation Inventory (36 KB DOC)
Schedule IX: Major Audit Findings and Recommendations (115 KB XLS)
Schedule XI/Exhibit VI: Agency-Level Unit Cost Summary (Example) (170 KB XLS)
Schedule XII: Outsourcing or Privatization of a Service or Activity (94 KB DOC)
Schedule XIIA-1: Cost/Benefit Analysis - Projected Cost and Compensation (173 KB XLS)
Schedule XIIA-2: Cost/Benefit Analysis - Benefits and Additional Costs (130 KB XLS)
Schedule XIIA-3: Cost/Benefit Analysis - Assumptions (174 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 (248 KB XLS)
Schedule XIII: Proposed Consolidated Financing of Deferred-Payment Commodity Contracts (46 KB DOC)
Schedule XIV: Variance from Long Range Financial Outlook (136 KB XLS)
Schedule XV: Contract Reporting (40 KB DOC)
Information Technology Guidelines and Forms
Schedule IV-B: Information Technology Projects Documents
Guidelines for Preparing the Schedule IV-B for IT Projects (2.19 MB PDF)
Schedule IV-B Template (451 KB DOCX)
Appendix A: Cost Benefit Analysis (88 KB XLSX)
Appendix B: Project Risk Assessment (162 KB XLSX)
Legislative Appropriations System/ Planning and Budgeting Subsystem (LAS/PBS) Code Forms
Adding New Appropriation Category Codes and Titles Form (40 KB DOC)
Adding or Changing Budget Entity Codes and Titles Form (43 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 (37 KB DOC)
LAS/PBS Data Entry Forms
Budget Detail Data Entry (143 KB XLS)
Position Adjustment Data Entry (137 KB XLS)
Schedule I Trust Fund and Schedule IB Data Entry (133 KB XLS)
Schedule I
Schedule I Preparation Manual (1.28 MB PDF)
Capital Improvements Program Plan (CIP)
Capital Improvements Program Plan (CIP) Instructions (871 KB PDF)
CIP-A Leased Space: Current Usage and Short-Term Projections (140 KB XLS)
CIP-B: Infrastructure Support Grants and Aid to Local Governments (156 KB XLS)
CIP-3: Short-Term Project Explanation Form (144 KB XLS)
CIP-4: Service-Level Operational Maintenance Budget (124 KB XLS)
CIP-5: Service-Level Capital Renewal Projects (154 KB XLS)
Long-Range Program Plan (LRPP)
Long-Range Program Plan (LRPP) Instructions (629 KB PDF)
Exhibit II: Performance Measures and Standards (114 KB XLS)
Exhibit III: Performance Measure Assessment (33 KB DOC)
Exhibit IV: Performance Measure Validity and Reliability (28 KB DOC)
Exhibit V: Identification of Associated Activity Contributing to Performance Measures (136 KB XLS)
Exhibit VI: Agency-Level Unit Cost Summary (Example) (172 KB XLS)
Business Case Guidelines & Instructions
Business Case Development & Submission Process (97 KB PDF)
Summary Guide to Business Case Development Process (25 KB PDF)

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Last Updated 08/02/2021

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