9.23 Budget Fund Transfer Requests
Budget fund transfer requests are initiated by the administrative person
responsible for the budgetary accounts affected. The budget fund transfer
request is then routed for approvals through the department head, college
dean, division vice-president, and the
university budget administrator. The budget administrator will implement
the transfer and disperse fully executed copies of the fund transfer request
to administrative personnel involved. Fund transfer requests may, if appropriate,
accompany requisitions and/or Appointment Authorization Request forms or
Personnel Action Forms.
Budgetary department heads may request a transfer of funds between accounts
for which they are administratively responsible. However, such fund requests
should be within main budget categories (i.e. from other expense to other
expense, from equipment to equipment, etc.). Also, fund requests are not
permitted between General Operating Fund and other fund accounts (restricted,
agency, etc.).
The main budgetary categories as they relate to this policy are as follows:
501 Faculty, Professional/Scientific, Institutional Officials, and Departmental
Graduate Student Assistants
502 Graduate Assistants
503 General Service Staff
504 Extra Help and Overtime
505 Extra Help and Overtime
506 Student Assistants
507 Salary Budgeted in Total
508 Fringe Benefits in Salaries and Wages
509 Salary Credits
520 Supplies and Services
560 Equipment
It may on occasion be necessary to transfer funds between budgetary categories.
Such transfers require the approval of the Vice-President for Administrative
Services.
Budget Fund Transfer Request forms are available in the Office of Budget
Administration and Analysis on request. The forms must balance (total
increase equals total decrease and contain an explanation of the purpose
of the transfer. If the transfer is a permanent transfer, then the box
marked "Permanent" must be marked. If the transfer is temporary,
the box marked "Temporary" must be annotated and the funds will
revert back to their original budgeting source for use in the budget base
for future budget developments.
Vice-President for Administrative Services Approved, 1979 | 
