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The three forms below are for the three different kinds of transfers we process within the Office of Financial Planning (OFP).

Form

Related Policy

Use

Related Instructions

1.

View file
nameBudget Change Request Template.xlsx

Transfer Policy

Most common

Transfer will only impact budgeted funds (xxx002, 30200x, or 121001)

BCR Instructions

2.

View file
nameBudget to Designated Change Request Template.xlsx

Transfer Policy

Transfer will pull from the budget and move funding into designated (or non-budgeted) funds*

BDCR Instructions

3.

View file
nameDesignated Fund Change Request Template.xlsx

Transfer Policy

Transfer will only impact only designated (or non-budgeted) funds

DCR Instructions

*If this transfer will impact more than two designated funds, please fill out both a Budget Change Request and a Designated Fund Change Request (Rows 1 and 3).

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