Office of Budget & Planning

Forms and Guidelines

• Budget Transfer Template

• Budget Transfer Instructions

• Inter-Fund Budget Transfer Template

• When using the budget transfer template please remember to include your department name, fiscal year, and designate if this is a permanent or one-time transfer. Also please include a description of the transfer along with a short description that will appear on the financial system (20 character max). If the transfer involves moving funds to or from a position please include the position control number and use the appropriate fringe rates. You may also want to use the round function to the nearest whole dollar to ensure that the transfer increase and decrease totals match. (Example: =round(A1*.157,0) will multiply the dollar value in cell A1 by 15.7% and round to the nearest whole dollar)

• FY07 CWA Rates