88 items found.
Last Modified
Due Date
Jun 23, 2023
Jul 26, 2023
Instructions for reporting and certifying FY 2023 maintenance reserve expenditures.
2023 Maintenance Reserve Reporting Instructions
2023 Maintenance Reserve Reporting Certification Form
Notification of Chart of Account changes to state agencies.
2023 Report: chart of accounts Changes – June 13, 2023 (COA)
2022 Report: Chart of Accounts Changes – June 24, 2022 (COA)
2021 Report: Chart of Accounts Changes – May 13, 2021 (COA)
2021 Report: Chart of Accounts Changes – April 28, 2021 (COA)
2020 Report: Chart of Accounts Changes – July 9, 2020 (COA)
2020 Report: Chart of Accounts Changes – June 25, 2020 (COA)
2019 Report: Chart of Accounts Changes – October 1, 2019 (COA)
2019 Report: Chart of Accounts Changes – July 30, 2019 (COA)
2019 Report: Chart of Accounts Changes – July 3, 2019 (COA)
2019 Report: Chart of Accounts Changes – June 14, 2019 (COA)
2019 Report: Chart of Accounts Changes – January 22, 2019 (COA)
2018 Report: Chart of Accounts Changes – October 19, 2018 (COA)
2018 Report: Chart of Accounts Changes – September 7, 2018 (COA)
2018 Report: Chart of Accounts Changes – July 24, 2018 (COA)
2018 Report: Chart of Accounts Changes – June 14, 2018 (COA)
2018 Report: Chart of Accounts Changes – March 2, 2018 (COA)
2017 Report: Chart of Accounts Changes - September 8, 2017 (COA)
Link: Live link to DPB's COA reports available within the "Virginia's Budget" Webpage
Link: Live link to DPB's COA2.0 report for Agency abbreviations
Reference: Virginia's Program Structure (COA)
Reference: Virginia's Expenditure Structure (COA )
2017 Report: Chart of Accounts Changes - March 18, 2017 through June 27, 2017 (COA)
2017 Report: Chart of Accounts Changes - July 1, 2016 through March 17, 2017 (COA)
Reference/Link: Agency Abbreviations background information and report link (COA)
2016 Final Report: Chart of Accounts Changes 7-1-2015 through 6-30-2016 (COA)
2016 Preliminary Report: Chart of Accounts Changes - July 1, 2015 through June 7, 2016 (COA)
2015 Final Report: Chart of Accounts Changes - June 26, 2014 through June 30, 2015 (COA)
2015 Preliminary Report: Chart of Accounts Changes - June 26, 2014 through June 6, 2015 (COA)
2014 Report: Chart of Accounts Changes - June 6, 2013 through June 24, 2014 (COA)
May 25, 2023
Jun 22, 2023
Includes instructions for the state agency submission of capital budget requests for potential inclusion in the Governor’s Introduced 2024-2026 biennial budget to be considered by the 2024 session of the General Assembly.
2024 Capital Budget Request Instructions
PB System Capital Budget Request Module Instructions
In spring of 2023, Dan Boersma worked with VITA to get XX accounts to properly work with the new Okta system. So XX account users can now change their passwords through Okta. See attachments.
DPB Standardized Login Process for XX accounts (Changing Passwords)
Jul 25, 2022
Aug 15, 2022
Instructions for reporting and certifying FY 2022 maintenance reserve expenditures.
2022 Maintenance Reserve Reporting Instructions
2022 Maintenance Reserve Reporting Certification Form
Jul 11, 2022
Aug 05, 2022
Includes instructions for the state agency submission of capital budget requests for potential inclusion in the Governor’s amendments to the 2022-2024 biennial budget to be considered by the 2023 session of the General Assembly.
2023 Capital Budget Request Instructions
PB System Capital Budget Request Module Instructions
This posting includes instructions and deadlines related to the closing of Fiscal Year 2022 for the Commonwealth's budget.
2022 Year-End Close Agency Instructions
Sep 03, 2021
Sep 23, 2021
Includes instructions for the state agency submission of capital budget requests for potential inclusion in the Governor’s Introduced 2022-2024 biennial budget to be considered by the 2022 session of the General Assembly.
2022 Capital Budget Request Instructions
PB System Capital Budget Request Module Instructions
Aug 09, 2021
Aug 27, 2021
Instructions for reporting and certifying FY 2021 maintenance reserve expenditures.
2021 Maintenance Reserve Reporting Instructions
2021 Maintenance Reserve Reporting Certification Form
This posting includes instructions and deadlines related to the closing of Fiscal Year 2021 and the start-up of FY 2022 for the Commonwealth's budget.
FY 2021 Year-End Close Instructions
FY 2022 New Year Start-Up Instructions
Deficit Provision Acknowledgment Form
Chapter 552, 2021 Acts of Assembly, 2021 Special Session I, was enacted on April 7, 2021. Chapter 552 contains appropriations for the 2020-2022 biennium and amends Chapter 1289 (2020 session) and Chapter 56 (2020 Special Session I).
Included below are links to the budget portal on the Legislative Information System, including links to Chapter 552. In addition, a PDF version of Chapter 552 is attached and Excel spreadsheets are included that detail the history of budget changes thus far during the 2020-2022 biennium from the 2020 Session of the General Assembly to 2021 Special Session I.
Note - Virginia operates on a biennial budget system. The 2020-2022 biennium began on July 1, 2020 and will end on June 30, 2022. The original two-year appropriation for the 2020-2022 biennium was included in Chapter 1289 of the 2020 Session of the General Assembly. This was amended by Chapter 56, 2020 Acts of Assembly, Special Session I, and has been further amended by Chapter 552, 2020 Acts of Assembly, 2021 Special Session I.
For more information about Virginia's budget process see the link below to 'Frequently Asked Questions About Virginia's Budget'.
Legislative Information System - Budget Portal - 2021 Special Session I
Legislative Information System - Chapter 552 - Electronic Version
Chapter 552, 2020 Acts of Assembly, Special Session I - PDF
2020-2022 History of Operating Budget Changes - Summary
2020-2022 History of Operating Budget Changes - Details
2020-2022 History of Capital Outlay Budget Changes - Summary
2020-2022 History of Capital Outlay Budget Changes - Details
Frequently Asked Questions About Virginia's Budget
Oct 27, 2020
Nov 06, 2020
Includes instructions for the state agency submission of capital budget requests for potential inclusion in the Governor's introduced amendments to the 2020-2022 biennium budget, to be considered by the 2021 session of the General Assembly.
2021 Capital Budget Request Instructions
PB System Capital Budget Request Module Instructions
Aug 10, 2020
Sep 04, 2020
Instructions for reporting and certifying FY 2020 maintenance reserve expenditures.
2020 Maintenance Reserve Reporting Instructions
2020 Maintenance Reserve Reporting Certification Form
This posting includes instructions and deadlines related to the closing of Fiscal Year 2020 for the Commonwealth's budget.
FY 2020 year-end close instructions
Broadcast email to agencies
Jun 21, 2019
Jul 26, 2019
Includes instructions for the state agency submission of capital budget requests for potential inclusion in the introduced budget for the 2020-2022 biennium.
In addition, the presentation from the capital training sessions offered in June 2019 is included.
2020 Capital Budget Request Instructions
Capital Budget Request Module - Performance Budgeting system instructions
DPB Capital Budget Presentation June 27th and 28th, 2019
This posting includes instructions and deadlines related to the closing of Fiscal Year 2019 and the start-up of FY 2020 for the Commonwealth's budget.
FY 2019 Year-end Close Instructions
FY 2020 New Year Start-Up Instructions
2019 Deficit Provision Acknowledgement Form
Broadcast email to agencies
Follow the links below to view agency budget requests for operating and capital outlay. These links will bring you to separate reports where you can filter by agency and other items to view agency requests.
Agency Operating Budget Requests
Agency Capital Outlay Budget Requests
Sep 18, 2018
Oct 09, 2018
Instructions for capital budget requests for possible inclusion in the Governor's 2019 amended budget.
2019 Capital Budget Request Instructions
The first link will take you to the latest budget document page. It contains information explaining the Governor's latest introduced budget and explanations for the latest budget passed by the General Assembly. For actual appropriation act information, see the "Appropriation Act" link which will take you to the Division of Legislative Automated Services (DLAS) budget portal.
DPB Budget Document Page
Appropriation Act - Chapter 854, 2019 Session (via DLAS Budget Portal)
The 2018 caboose budget (Chapter 1, 2018 Special Session I) and the 2018-2020 biennial budget (Chapter 2, 2018 Special Session I) were signed by Governor Northam on June 7, 2018.
PDF versions of both acts are included below as well as links to the web versions which can be found on the Virginia Legislature's Legislative Information System (LIS) budget portal. The Excel spreadsheets below provide a detailed history of operating appropriation changes for the 2016-2018 biennium (from the 2016 session to the 2018 special session) and the 2018-2020 biennium (2018 special session).
Chapter 1 - 2018 Caboose Budget - PDF Version
Chapter 1 - LIS Budget Portal - Web Version
Chapter 2 - 2018-2020 Biennial Budget - PDF Version
Chapter 2 - LIS Budget Portal - Web Version
Detailed History of 2016-2018 Operating Appropriation Act Changes
Detailed History of 2018-2020 Operating Appropriation Act Changes
FY 2019 budgeting New Year Start-up instructions; Separated from year-end close instructions while waiting on delayed approval by the GA.
FY 2019 New Year start-up Instructions
FY 2019 Deficit Acknowledgement Form
FY 2018 year-end close instructions
2018 Agency Instructions - email to agencies
Aug 16, 2017
Sep 08, 2017
Each year, agencies with capital projects need to estimate their requirements for the draw down of approved bond funding for their applicable projects. The Departments of Planning and Budget and Treasury need this information in order to schedule bond issuances in the coming year and to project the need for debt service funding. Accordingly, each agency with bond funded capital projects should follow the attached instructions for submitting the draw schedules to the Department of Planning and Budget through the Performance Budgeting system.
Capital Project Draw Schedule Instructions
Aug 02, 2017
Sep 06, 2017
These instructions pertain to Commonwealth of Virginia agencies with maintenance reserve projects. These instructions cover the procedure for submitting the annual required report on maintenance reserve expenditures. Attachments inlcude the instructions and agency head/responsible party certification form.
Maintenance Reserve Annual Report Instructions
MR Annual Report Certification Form
Jun 05, 2017
Jul 07, 2017
The attached contains instructions for state agency submissions of capital outlay project requests for potential inclusion in the Six Year Capital Outlay Plan and the Governor’s budget bill to be submitted to the 2018 General Assembly.
2018 Capital Budget Request Instructions
FY 2017 Year-end Close and FY 2018 New Year Start-up instructions
Deficit Provision Acknowledgement Form
Aug 08, 2016
Sep 02, 2016
State agencies should review the attached instructions regarding the annual reporting of maintenance reserve sub-project expenditures. Under the process recently put in place for implementing maintenance reserve (MR) projects, agencies no longer have to submit proposed MR projects to DPB for review and validation before proceeding to work on the project. Second, agencies do not have to report annually on the status of every MR project that had been validated by DPB. Rather, agencies are now required to report annually on only those projects for which expenditures were made in the previous fiscal year.
Instructions for Reporting 2016 Maintenance Reserve Expenditures
2016 MR Certification Form
Aug 08, 2016
Sep 09, 2016
Each year, agencies with capital projects need to estimate their requirements for the draw down of approved bond funding for their applicable projects. The Departments of Planning and Budget and Treasury need this information in order to schedule bond issuances in the coming year and to project the need for debt service funding. Accordingly, each agency with bond funded capital projects should follow the attached instructions for submitting the draw schedules to the Department of Planning and Budget through the Performance Budgeting system.
Instructions for Submitting 2016 Draw Schedules
Aug 08, 2016
Sep 16, 2016
The attached document provides guidance for state agencies regarding the submission of capital budget requests for potential inclusion in the Governor’s proposed amendments to the 2016-2108 biennial budget that will be submitted to the 2017 General Assembly and in the update of the Commonwealth’s Six-Year Capital Outlay Plan. It also provides guidance for implementing the maintenance reserve program.
Instructions for Submitting 2017 Capital Budget Requests
Jul 08, 2016
Jul 08, 2016
See the attached document for information on the July 8, 2016 update to the Performance Budgeting system.
July 2016 Performance Budgeting System Update
PB System User Roles/Permissions By Module
Base Budget - Agency
Agency Budget Savings Strategy Module
Capital Budget Requests - Bulk Submit to DPB
Capital Budget Requests - Prioritization
Capital Budget Requests - Entering Requests
Capital Project Review
Capital Budget Requests - DGS Review
Decision Packages - Bulk Submit to DPB
Decision Packages - Prioritization
Decision Packages - Entering Data
Budget Execution Adjustments ( BEX )
Draw Schedule
Maintenance Reserve ( MR ) - Prioritization
Maintenance Reserve ( MR) - Entering Requests
Maintenance Reserve ( MR ) - Bulk Submit to DPB
Supplemental Reporting
System Navigation and Features
Technical Adjustments - Entering Data
User Security Permissions
Using the Work Tray
Six Year NGF Revenue Estimates
PB External User Password Reset Instructions (For
Getting Started with Your XX Account
The spreadsheets below include a summary of agency operating budgets, authorized position levels, and capital outlay budgets for the 2016-18 biennium as contained in Chapter 780, 2016 Acts of Assembly, also known as the 2016 Appropriation Act (the initial budget for the 2016-18 biennium). There are separate spreadsheets for operating dollars, authorized positions, and capital outlay dollars. Each spreadsheet contains two tabs; one tab that shows Chapter 780 totals by agency, program/project, subprogram/service area, and fund and one tab that shows incremental changes that occurred during the 2016 General Assembly Session.
Chapter 780 (2016) Operating Budget Summary (2016-18 Biennium)
Chapter 780 (2016) Authorized Position Level Summary (2016-18 Biennium)
Chapter 780 (2016) Capital Outlay Budget Summary (2016-18 Biennium)
FY 2016 Year-end Close and FY 2017 New Year Start-up instructions
Deficit Provision Acknowledgement Form
Copy of DPB broadcast message to agencies
The spreadsheets below include a summary of agency operating budgets, authorized position levels, and capital outlay budgets for the 2014-16 biennium as contained in Chapter 732, 2016 Acts of Assembly, also known as the 2016 caboose budget (the final budget for the 2014-16 biennium). There are separate spreadsheets for operating dollars, authorized positions, and capital outlay dollars. Each spreadsheet contains two tabs; one tab that shows Chapter 732 totals by agency, program/project, subprogram/service area, and fund and one tab that shows incremental changes that have occurred in each area throughout the 2014-16 biennium during the 2014, 2015, and 2016 General Assembly sessions.
Chapter 732 (2016) Operating Budget Summary
Chapter 732 (2016) Authorized Position Level Summary
Chapter 732 (2016) Capital Outlay Budget Summary
Sep 02, 2015
Sep 18, 2015
Bond Funding Draw Schedule instructions
Sep 02, 2015
Sep 30, 2015
Maintenance Reserve Annual Report instructions
Maintenance Reserve Certification Form
Current Budget Calendar
May 13, 2015
Jun 15, 2015
2016 Capital Budget Request Instructions
Chapter 665 Operating Budgets
Chapter 665 Capital Outlay Budgets
Oct 15, 2014
Nov 14, 2014
FY 2014 Maintenance Reserve Reporting Instructions
FY 2014 Maintenance Reserve Reporting Template
FY 2014 Maintenance Reserve Reporting Certification
Aug 20, 2014
Sep 05, 2014
2015 Draw Schedule Instructions
These items have expired and are for archival purposes only.
Capital Budget Requests Report
FY 2015 New Year Start-Up Instructions
FY 2015 Deficit Acknowledgement Form
May 23, 2014
Jun 27, 2014
2015 Capital Budget Instructions
May 09, 2014
Jun 13, 2014
FY 2014 year-end close instructions (Word)
FY 2014 year-end close instructions (PDF)
Broadcast Message To Agencies
Sep 24, 2013
Oct 04, 2013
2014 Capital Project Draw Schedule Instructions
May 21, 2013
Jun 21, 2013
2014 Capital Budget Request Instructions
FY2013 Year-End Close and FY2014 Start Up Instructions
Debt Acknowledgement Form
Key Dates
FY 2013 Program Structure
FY 2013 Expenditure Structure
FY 2013 Agency Abbreviations
Agency Strategic Plan Overview
Program or Service Area Strategic Plan
Performance Measure Results Overview
Executive Progress Report
Object of Expenditure Structure
Jul 12, 2010
Aug 13, 2010
These items have expired and are for archival purposes only.
Instructions
Virginia State Government Program Structure
The 2010 Budget Document
Out-of-Cycle Requests
Agency 2010-2012 Budget Development Calendar
These items have expired and are for archival purposes only.
Instructions for the 2010 Annual Update to Agency Maintenance Reserve Plans
Frequently Asked Questions
Jun 01, 2009
Jul 01, 2009
2010 - 2012 Agency Maintenance Reserve Instructions
These items have expired and are for archival purposes only.
Instructions
Request to Use Recovery Subobject Codes
Debt Acknowledgement Form
Form A (Microsoft Access version 2000)
Form A (Microsoft Access version 2003)
Apr 15, 2009
Jun 01, 2009
These items have expired and are for archival purposes only.
2010 - 2016 Six-Year Capital Budget Requests instructions
Jun 18, 2008
Jun 18, 2008
These items have expired and are for archival purposes only.
Chapter 847 Supplanting of General Fund Capital Projects
Jun 11, 2008
Aug 11, 2008
These items have expired and are for archival purposes only.
2009 Maintenance Reserve Plan Annual Update Instructions
These items have expired and are for archival purposes only.
Six-Year Capital Plan (2008-2014)
Jun 18, 2007
Jul 16, 2007
These items have expired and are for archival purposes only.
Instructions
FY2007 Maintenance Reserve Plan Status Report (MS Access 2003 format)
May 04, 2007
Jun 12, 2007
These items have expired and are for archival purposes only.
Instructions
Form A : Capital Project Review Summary (Access 2000 format)
Form A : Capital Project Review Summary (Access 97 format)
These items have expired and are for archival purposes only.
Overvew and General Instructions
Form H-1 Instructions: Capital Project request, Summary and Financial Information
Form H-1 Database
(MS Access 2003 format)
Form H-1 Database
(MS Access 97 format)
Form H-1: Completed Example
(MS Access 2003 format)
Form CNJ: Project Request Justification - instructions included
Forms C-1, S-1 General Instructions: Project Cost and Scope Profiles
Forms C-1, S-1 Detailed Instructions: Project Cost and Scope Profiles
Forms C-1, S-1
Form E-1: Project Energy Profile - Instructions included
Form T-1 Instructions: Project Technology Profile
Form T-1
Form MR-1 Instructions: Maintenance Reserve Subproject Request Form
Form MR-1
(MS Access 2003 version)
Form MR-1
(MS Access 97 version)
Form MR-2: Summary of Future Maintenance Reserve Subprojects
Instructions Included
These items have expired and are for archival purposes only.
Instructions
Jun 19, 2006
Aug 11, 2006
These items have expired and are for archival purposes only.
Instructions
FY2007 Maintenance Reserve Plan Status Report
These items have expired and are for archival purposes only.
Instructions
Form A : Capital Project Review Summary (Access 2000 format)
These items have expired and are for archival purposes only.
Capital Planning and Budgeting in Virginia
These items have expired and are for archival purposes only.
pdf format (based on status as of June 30, 2005)
Jun 22, 2005
Aug 16, 2005
These items have expired and are for archival purposes only.
Instructions in Word or Adobe PDF format
FY2006 Maintenance Reserve Plan Status Report
May 04, 2005
Jun 10, 2005
These items have expired and are for archival purposes only.
Instructions
Form A - Capital Project Review Summary
Mar 18, 2005
May 13, 2005
These items have expired and are for archival purposes only.
Overvew and General Instructions
Form H-1: Capital Project request, Summary and Financial Information
Form H-1 Instructions
Form CNJ: Project Request Justification (instructions included)
Forms C-1, S-1: Project Cost and Scope Profiles
Forms C-1, S-1 Instructions
Forms C-1, S-1 Completed Sample
Form L-1: Summary of Proposed Capital Outlay Leases (instructions included)
Form MR-1: Maintenance Reserve Subproject Request Form
Form MR-1 Instructions
Form MR-2: Summary of Future Maintenance Reserve Subprojects (instructions included)
Form T-1: Project Technology Profile (instructions included)
These items have expired and are for archival purposes only.
The Status of the Governor’s Capital Implementation Plan
Jun 08, 2004
Jun 18, 2004
These items have expired and are for archival purposes only.
Instructions for close of FY 2004 and startup of FY 2005
Acknowledgement of Debt Notification form
Form OC-1: Request to Use Recovery Suboject Codes
Form A (Access database: for users with Office 2000)
Form A (Access database: for users with Access 97)
These items have expired and are for archival purposes only.
Capital Outlay Plan
Appendix A: Yearly Draw Schedules for All Projects Approved by the 2002 and 2003 Sessions of the General Assembly
Appendix B: High-Priority Projects for 2004 - 2010
PPEA Accounting and Appropriation Procedures
Jul 02, 2003
Jul 31, 2003
These items have expired and are for archival purposes only.
Cover letter from Ric Brown, DPB director
Overview and General Instructions
Appendices
Capital Project Request, Summary, and Financial Information (Form H-1)
Form H-1 Instructions
Project Request Justification (Form CNJ and instructions)
Project Cost and Scope Profiles (Form C-1_S-1)
Form C-1 and Form S-1 Instructions
Project Energy Profile (Form E-1 and instructions)
Summary of Proposed Capital Outlay Leases (Form L-1 and instructions)
Maintenance Reserve Subproject Request (Form MR-1)
Form MR-1 Instructions
Summary of Future Maintenance Reserve Subprojects (Form MR-2 and Instructions)
Form T-1: Project Technology Profile
May 06, 2003
Jun 15, 2003
These items have expired and are for archival purposes only.
Cover letter and important highlights
Instructions for FY 2003 year-end close and FY 2004 start up
Form OC-1: Request to Use Recovery Suboject Codes
Acknowledgement Debt Notification Form
Form A (Access database: for users with Office 2000)
Form A (Access database: for users with Access 97)
These items have expired and are for archival purposes only.
Governor Warner's Capital Project Implementation Plan
Jul 11, 2002
Aug 16, 2002
These items have expired and are for archival purposes only.
Instruction for completing plans
May 03, 2002
Jun 15, 2002
These items have expired and are for archival purposes only.
Instructions
Form A (Access database)
Form A instructions
Form OC-1: Request to Use Recovery Suboject codes
Acknowledgement Debt Notification Form
These items have expired and are for archival purposes only.
Overview and General Instructions
Appendices
Instructions for Form H-1
Form H-1
Instructions for Form S-1 (Project Scope Profile)
Form S-1 (Project Scope Profile)
Instructions for Form CNJ (Project Request Justification)
Form CNJ (Project Request Justification)
Instructions for Form C-1 (Project Cost Profile)
Form C-1 (Project Cost Profile)
Instructions for Form E-1 (Project Energy Profile)
Form E-1 (Project Energy Profile)
Instructions for Form MR-1 (Maintenance Reserve Subproject Request)
MR-1 (Maintenance Reserve Subproject Request) Revised: March 15, 2001
Instructions for Form L-1 (Summary of Proposed Capital Outlay Leases)
Form L-1 (Summary of Proposed Capital Outlay Leases)
Instructions for Form L-2 (Summary of Existing Capital Outlay Leases)
Form L-2 (Summary of Existing Capital Outlay Leases)
Instructions for Form MR-2
Form MR-2
May 14, 2001
Jun 11, 2001
These items have expired and are for archival purposes only.
Instructions
Form OC-1: Request to use recovery subobject codes
Form A: Capital Project Review Summary
These items have expired and are for archival purposes only.
The Commonwealth's six-year capital outlay plan
