Budget Forms & Instructions

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

 

Form

Related Policy

Use

Related Instructions

1.

Transfer Policy

Most common

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

BCR Instructions

2.

 

Transfer Policy

Transfer between the budget and designated (or non-budgeted) funds*

BDCR Instructions

3.

Transfer Policy

Transfer will only impact 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).

All forms should be submitted via Jira in excel form, with approvals recorded in Jira. These forms will auto-assign to the Office of Financial Planning, and we will reassign the ticket based on the approval workflow listed on the ticket.

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