Forms

The purpose of the Budget Revision Form is for University Budget Authorities to submit changes to their beginning budgets during the fiscal year. This form is applicable only for general and auxiliary fund budgets at all university locations.  

  • Provide a brief justification for the request for a budget revision.
  • Indicate the budget period. The budget period corresponds with the ending year of the fiscal year. For example, the fiscal year beginning July 1, 2014, and ending June 30, 2015, would be equivalent to budget period 2015.
  • Indicate if the revision is a permanent or temporary revision. A temporary budget revision is one that the department only wants to be in effect for the current year. A permanent budget revision is one that will be required in the current fiscal year and subsequent fiscal years. An example of a permanent budget revision is funds transferred from another category to the salary category for a position that has been filled higher than the original budget.
  • List the Budget name as the description that is displayed in the annual Budget Book.
  • Complete ONLY Part A, Organization Budget Transfer information. Include the applicable Fund, DeptID, Program, and Account for organizational budgets that will be revised. Do not complete PS Journal ID. This is for the Office of Fiscal Planning and Analysis (OFPA) personnel to complete. The following are valid Account codes that can be used to revise Organization Budgets. Only use these accounts for budget revisions for general and auxiliary funds. Type the budget accounts in all caps as displayed in column 2 in the table below. All other ChartField values are the same as those used to process transactions. Once the budget changes are completed, the organization budget transfers (from and to) between accounts should equal. Formulas have been programmed to calculate the total for the organization budget.

 

Category

Budget Accounts

Major Category Represented

1

SALARY

Salaries

2

WAGES

Wages

3

FRINGE

Fringe Benefits

4

TRAVEL

Travel and Subsistence

5

CONTSV

Contractual Services

6

COMMOD

Commodities

7

EQUIP

Equipment

8

CAPOUT

Capital Outlay

9

PURCH

Purchases (Auxiliaries Only)

10

MANXFR

Mandatory Transfers

11

NMXFRS

Nonmandatory Transfers

 

Sign in the space indicated. The following signatures should be obtained BEFORE sending to the Office of Fiscal Planning and Analysis:

 

Request for Budget Transaction

Approval Required

All Budget Revisions

1. Chair/Dept Head

2. Dean/Director

3. Provost/Vice President

   
   
   

 

Once all appropriate signatures have been obtained, make a copy and send to the Office of Fiscal Planning and Analysis, McLemore Hall, Room 313 or email to OFPA.

 

The Office of Fiscal Planning and Analysis will then approve and forward on to the Vice President for Finance & Administration or the Associate VP for Finance & Administration for final approval.