20.01 Budget Changes Issued: May 15, 1998
1.1 Budget Increase – This is a request to increase a budget for an account. A budget
increase must be supported by a carry forward reserve, excess revenues, or a new
grant or contract award.
1.2 Budget Transfer – This is a request to transfer budget authority (i.e. authority to
spend) from one account to another. This is accomplished by reducing the budget in
the sending account and increasing the budget in the receiving account.
Generally speaking, budget transfers should not be made between fund groups. That is, a
transfer can be made from one 10000 series (E&G) account to another, but a transfer
cannot be made from a 10000 series account to a 20000 series (Designated) account.
There are exceptions (e.g. construction projects), but these are reviewed on an individual
basis as requested.
Budget increase and budget transfer requests must be initiated by the requesting department.
To initiate such a request, the department must complete a Budget Transfer Request and
route through the required approval channels, as indicated on the form and as required by
TAMUS Policy. Upon approval by the applicable Vice President, the Budget Transfer
Request form should be submitted to the Fiscal Affairs Department as follows:
|Restricted (5-5XXXX)||Restricted Funds Office|
|Unrestricted (All Others)||Budget Office|
4. Required Approvals
The required approvals for budget requests involving University funds are as follows:
|Type of Request||Dept. Head||Dean or Director||Vice President||Budget Control||Controller||VPFA||President||Chancellor||Board of Regents|
|Transfers Between Accounts|
|Board Minute Order Appropriations|
5. Processing and Distribution
The Budget Office will route the form through the remainder of the approval process and will
notify the requesting department if the request is denied. A budget control number is assigned
to all approved Budget Transfer Request forms and the forms are routed to the Accounting
Office for entry into FAMIS. Copies of the forms are retained by the Budget Office,
Accounting Office, and Restricted Funds Office (for Restricted Accounts only) and a copy is
returned to the requesting department.
Budget Transfer Request forms may be purchased from Central Stores.
Contact: Senior Staff Accountant in Budget Office
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