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Budget and Planning : Forms and Guidelines

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Budget and Planning
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    Forms and Guidelines

    Budget Transfer Template

    Budget Transfer Instructions

    Inter-Fund Budget Transfer Template

    When using the budget transfer template please remember to include your department name, fiscal year, and designate if this is a permanent or one-time transfer.
    Also please include a description of the transfer along with a short description that will appear on the financial system (35 character max). If the transfer involves moving funds to or from a position please include the position control number and use the appropriate fringe rates. You may also want to use the round function to the nearest whole dollar to ensure that the transfer increase and decrease totals match. (Example: =round(A1*.157,0) will multiply the dollar value in cell A1 by 15.7% and round to the nearest whole dollar).

    Budget Amendment Policy

    Budget Amendment Request Form

    Calendar Year 2008 & 2009 CWA Pay Rates

    Link to General Accounting for New Index Request form and Organizational Hierarchy Adjustment form

    Page updated: September 14, 2009
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