General Instructions to Complete the Municipal Budget Workbook
a)
This workbook shall be used for completing the Municipal Introduced and Adopted Budgets.
b)
It is designed to automatically calculate amounts linked from various data entry points.
c)
The individual tabs containing formulas are locked to protect the formulas.
d)
Fill in only the gray sections of the worksheet.
e)
Begin by navigating to the "Key Inputs" tab.
f)
Select the municipality (and county) by clicking on the arrow on the right side. This will populate the entity name and county. Continue to complete each of the fields in order to populate standard information throughout the workbook. If a utility(s) exists, enter the type of utility into the fields listed.
g)
In all applicable signature lines, insert the email address of the applicable official.
h)
Once approved by the Governing Body, the completed Introduced Budget must be submitted to the Division via the FAST "Introduced Budget" record portal and it must be precisely named as:
<municode>_introbudget_20xx (all 4 digits municode must be included).
i)
Once approved by the Governing Body, the completed Adopted Budget must be submitted to the Division via the FAST "Adopted Budget" record portal and it must be precisely named as:
<municode>_adoptbudget_20xx (all 4 digits municode must be included).
j)
Only the Chief Financial Officer has access to the "Submit for Review" tab within the FAST portal.
k)
If copying data from a prior workbook, utilize the copy and paste-special values functionality built into Excel to preserve formatting.
l)
On the Key Inputs tab, users can click the "Convert to Standard Template" button to reduce the number of unused pages throughout the document. To revert back to the full-size version of the workbook, click the "Revert to Expanded Template" button.
l)
Please review the additional instructions "Quick Guide for completing the Municipal Budget" link below: