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Transfers cannot move funding out of vacant labor lines unless providing backfill for the position in question. These transfers must have pre-approval from the CFOOffice of Financial Planning. If the transfer is taking place in tandem with a change in responsibilities for the vacant position (and therefore a permanent decrease in salary will occur for this role), note this in the explanation provided to budget@spu.edu.

Benefits will always be transferred based on the current rate (see Benefit Rates). This portion of the transfer will be added by the Office of Financial Planning unless one of the following is true, in which case adding benefits is the responsibility of the departmentDepartment:

  • Funding is being transferred into or out of a designated fund

  • Funding is being transferred for the purposes of backfill (pre-approval by CFO Office of Financial Planning only) and impacts an expense account

Benefit cost should always be considered by departments Departments when creating a new position or cutting a current positionwhen considering reorganizations.

Student labor will only be transferred between student labor accounts and cannot be utilized for other purposes.

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Budgeted Transfers

Transfers between account types (i.e. labor to expense, etc.) are not allowed, unless express special approval is given by the CFOOffice of Financial Planning.

Transfers cannot move money out of ID charge accounts as this is considered revenue by another department. If you believe this amount to be inaccurate, please raise the issue with budget@spu.edu.

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Designated Transfers

Designated fund transfers should be within the intent of the original funds.

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