Allotments Budget Structure

Design

Allotments are used to manage agencies’ budgets at a level lower than Appropriations. The Allotments Budget Structure provides agencies the flexibility to allot to the agency specific ChartFields in addition to the Key ChartFields in the Appropriations, Releases, and Reserves Budget Structures. Agencies must select one of the three Control options for the Allotment Budget Structure: Control, Track with Budget, or Track without Budget. Agencies define the combination of ChartFields and the level of budgetary control that best fits their agency’s business and the manner in which they record transactions. For example, agencies can create an allotment for a contract by including the agency-specific ChartField of Contract on the allotment.

The following design considerations are applied to the Allotments Budget Structure:

• Allotment budget journals are created and maintained by the agencies
• The Account Type is “Expenditure” so expenditure transactions with the specified Key ChartFields are subject to the Allotment Budget Structure
• Allotments Budget Structure can be set to Control, Track with Budget, or Track without Budget
• The Budget Calendar is set to “Annual” to configure Budget Year, mirroring the State of Florida fiscal year
• The Allotments Budget Structure is configured as a child to the parent Appropriations Budget Structure

Maintenance

The Allotments Budget Structure is configured and maintained by DFS and used by agencies to define the level of control for their agency.

Version History