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 (1.12 MB PDF) (184 KB PDF)
Florida Fiscal Portal Submittal Process (1.41 MB PDF) (3.83 MB PDF)
Legislative Budget Request (LBR)
Legislative Budget Request (LBR) Instructions for Fiscal Year 2024-25 (1.17 MB PDF) (1.42 MB PDF)
Schedule 1: Trust Funds Available Including Schedule IB (42 KB XLS) (96 KB XLS)
Inter-Agency Transfers Reported on Schedule 1 (27 KB XLSX) (24 KB XLSX)
Schedule 1A: Detail of Fees and Related Program Costs (112 KB XLS) (166 KB XLS)
Schedule 1A: Detail of Fees and Related Program Costs (Example) (106 KB XLS) (160 KB XLS)
Schedule 1A - Part I: Examination of Regulatory Fees (30 KB DOC) (30 KB DOC)
Schedule 1A - Part II: Examination of Regulatory Fees (64 KB XLS) (134 KB XLS)
Schedule 1A - Part II: Examination of Regulatory Fees (Example) (66 KB XLS) (134 KB XLS)
Schedule 1C: Reconciliation of Unreserved Fund Balance (42 KB XLS) (190 KB XLS)
Reconciliation of Beginning Trial Balance to Schedule I and IC (78 KB XLS) (86 KB XLS)
Schedule ID: Request for Creation, Re-creation, Retention, Termination, or Modification of a Trust Fund (84 KB XLS) (165 KB XLS)
Analysis of Trust Fund Creation (26 KB DOC) (28 KB DOC)
Schedule VI: Detail of Debt Service (87 KB XLS) (114 KB XLS)
Schedule VI: Detail of Debt Service (Example) (93 KB XLS) (128 KB XLS)
Schedule VII: Agency Litigation Inventory (35 KB DOC) (36 KB DOC)
Schedule IX: Major Audit Findings and Recommendations (94 KB XLS) (108 KB XLS)
Schedule XI/Exhibit VI: Agency-Level Unit Cost Summary (Example) (140 KB XLS) (180 KB XLS)
Schedule XII: Outsourcing or Privatization of a Service or Activity (95 KB DOC) (96 KB DOC)
Schedule XIIA-1: Cost/Benefit Analysis - Projected Cost and Compensation (96 KB XLS) (165 KB XLS)
Schedule XIIA-2: Cost/Benefit Analysis - Benefits and Additional Costs (72 KB XLS) (96 KB XLS)
Schedule XIIA-3: Cost/Benefit Analysis - Assumptions (74 KB XLS) (141 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) (61 KB DOC)
Schedule XIIB-2: Major Outsourcing and Privatization Initiatives Exceeding $10 Million Initially Undertaken in the Last 5 Years - Cost and Deliverables Data (131 KB XLS) (242 KB XLS)
Schedule XIII: Proposed Consolidated Financing of Deferred-Payment Commodity Contracts (46 KB DOC) (46 KB DOC)
Schedule XIV: Variance from Long Range Financial Outlook (67 KB XLS) (100 KB XLS)
Schedule XV: Contract Reporting (50 KB DOC) (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 (1.61 MB PDF) (3.17 MB PDF)
Schedule IV-B Template (156 KB DOCX) (452 KB DOCX)
Appendix A: Cost Benefit Analysis (93 KB XLSX) (72 KB XLSX)
Appendix B: Project Risk Assessment (174 KB XLSX) (170 KB XLSX)
Legislative Appropriations System/ Planning and Budgeting Subsystem (LAS/PBS) Code Forms
Adding New Appropriation Category Codes and Titles Form (38 KB DOC) (40 KB DOC)
Adding or Changing Budget Entity Codes and Titles Form (41 KB DOC) (44 KB DOC)
Catalog of Federal Domestic Assistance (CFDA) Agency Request Form for New/Temporary CFDA Code (46 KB DOC) (48 KB DOC)
Changing Appropriation Category Titles and/or Itemization of Expenditure (IOE) Form (44 KB DOC) (44 KB DOC)
Adding or Changing Program Component Codes and Titles Form (45 KB DOC) (46 KB DOC)
Changing a Trust Fund Title Form (36 KB DOC) (38 KB DOC)
LAS/PBS Data Entry Forms
Budget Detail Data Entry (92 KB XLS) (135 KB XLS)
Position Adjustment Data Entry (106 KB XLS) (128 KB XLS)
Schedule I Trust Fund and Schedule IB Data Entry (92 KB XLS) (128 KB XLS)
Schedule I
Schedule I Preparation Manual (895 KB PDF) (607 KB PDF)
Capital Improvements Program Plan (CIP)
Capital Improvements Program Plan (CIP) Instructions (635 KB PDF) (403 KB PDF)
CIP-A Leased Space: Current Usage and Short-Term Projections (60 KB XLS) (158 KB XLS)
CIP-B: Infrastructure Support Grants and Aid to Local Governments (72 KB XLS) (174 KB XLS)
CIP-3: Short-Term Project Explanation Form (66 KB XLS) (170 KB XLS)
CIP-4: Service-Level Operational Maintenance Budget (66 KB XLS) (163 KB XLS)
CIP-5: Service-Level Capital Renewal Projects (78 KB XLS) (172 KB XLS)
Long-Range Program Plan (LRPP)
Long-Range Program Plan (LRPP) Instructions (423 KB PDF) (319 KB PDF)
Exhibit II: Performance Measures and Standards (54 KB XLS) (136 KB XLS)
Exhibit III: Performance Measure Assessment (34 KB DOC) (34 KB DOC)
Exhibit IV: Performance Measure Validity and Reliability (28 KB DOC) (28 KB DOC)
Exhibit V: Identification of Associated Activity Contributing to Performance Measures (46 KB XLS) (156 KB XLS)
Exhibit VI: Agency-Level Unit Cost Summary (Example) (113 KB XLS) (190 KB XLS)
Business Case Guidelines & Instructions
Business Case Development & Submission Process (97 KB PDF) (96 KB PDF)
Summary Guide to Business Case Development Process (25 KB PDF) (24 KB PDF)

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Last Updated 10/10/2023

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