During the course of a fiscal year, it may become necessary to adjust the Operating Budget. All changes to the Operating Budget are made through the Budget Amendment process.
Enter the line items that are being adjusted in this format: xx-x-x-xxxxxx-xxxx
Department Name and Item Description:
Enter as follows: Budget Office – M&O or Budget Office –Travel.
Enter beginning balance as of September 1 of the appropriate fiscal year. Refer to the Operating Budget or contact the Budget Office for assistance.
Enter the amount of increase or decrease. Do not enter negative numbers.
The form has formulas that will automatically calculate the ending balance.
Reason for Change:
Provide descriptive information as to why the amendment is being requested. Be sure to include specifics about the transaction, such as a Purchase Order number, the vendor name, or an employee’s name to distinguish the reason for this amendment from other similar amendments for your area.
Each division may have a different signature process. Please follow the hierarchy of signature approvals for your division. As a minimum, the Account Manager identified on the “Account Manager List” must sign the form. Budget amendments to move funds across division lines require the approval of the Vice President for Business Affairs and the President.
After entering all the above information, print out the form, obtain the necessary signatures, and submit it to Budget Office located at Tandy Suite 100, Room 109.
For additional information, contact the Budget Office at 956-882-7363.