| Program/Business Unit | Budget reallocations must be within the same program/business unit. For example, an expense budget cannot be moved from JDH to UMG. |
| Funds | Budget reallocations must be within the same fund (general funds, operating funds, clinical funds and research funds). |
| Financial Classification | Budget reallocations must be within the same financial classification pools (salaries, purchased services, supplies and other expenses pools). |
| FTE/Head Count | Budget reallocations should not increase FTE/Head Count over approved budget. Budget modifications to fund unbudgeted positions will need to come from an existing vacant position. |
| Position Funding | Budget reallocations to fund mid-year unbudgeted positions will require the annual amount to be funded. For example, an unbudgeted $100,000 position starting in January would need a budget modification which equals the $100,000 not $50,000. |
| Unbudgeted Revenue Positions and Other Expenses | Budget reallocations which use revenue as the offset to increase expense will be reviewed by the PTR Committee. |
| Grant Movement | All positions moving off of a Grant onto the General Fund which are unbudgeted will need PTR approval and budget reallocation to fund the position. |
|---|---|
| CMHC Movement | Positions moving off of CMHC onto another UConn Health business unit will need approval by the PTR Committee. |
| Special Payroll Positions | Budget reallocations from Special Payroll positions to fund regular positions will be reviewed by the PTR Committee. |
| Overtime | Budget reallocations from budgeted overtime to fund regular positions will be reviewed by the PTR Committee. |
| Budgeted New Positions | Filled at their intended purpose only. For example, if a cardiologist is budgeted, the position can not be filled with an administrative assistant. All exceptions will be reviewed by the PTR Committee. |