Frequently Asked Questions

The budget transfer form is used to make changes to a cost center’s budget. The form, which is an Excel spreadsheet, should be downloaded from this web site and completed in Excel. An individual who is authorized to make budget transfers should email the completed Excel form to BudgetandPlanning@niu.edu. Transfers are processed several times each week. 

A blank budget transfer form and its instructions are available from the accounting forms section of the Controller's Office website.

An individual who is authorized to make transfers should email the completed form to TransfersExceptions@niu.edu. Transfers are processed several times each week.

You can adjust your budgets throughout the fiscal year, after the initial budgets are loaded. Transfers between line items may require approval from the Budget Office and/or Bond Revenue Operations. Each college/area/division may have its own set of rules/approvals that have to be adhered to. Consult with your area’s business manager. During the budget review process, please do not submit budget transfer forms; during reviews, transfers should be submitted via entries on the budget review reports.

‘Base’ budget refers to the permanent budget amounts that appear on the budget development reports. Adjustments to the ‘base’ budget are typically submitted as part of the budget development process. The ‘adjusted’ budget is the base budget combined with any temporary adjustments. These adjustments are temporary in that they are only in effect for the current fiscal year. Departments often submit budget transfers to adjust their base budget for the current year. Transfers submitted via the budget review report affect the ‘adjusted’ budget. The ‘adjusted’ budget appears on the financial summary reports.

The current budget detail report – year to date ( _nbudgl.xls) is available in the directory where your financial summary reports are located. This report lists all transactions applied to both your base budget and the current year budget transfers which sum to your ‘adjusted’ budget amount.

‘Budget development’ is the annual process of adjusting your department budget for the coming fiscal year. The budget development forms are typically available in your directory by the end of May or in June. The Budget Office emails notifications to departments letting them know the budgets are available and the due date. 

An annual budget meeting takes place in late May or early June. Instructions are given at this meeting. Each area/division may have its own set of rules/approvals that have to be adhered to. Consult with your area’s business manager. 

Budget reviews are a formalized process that assures departments are paying attention to their operating budgets. They are scheduled throughout the fiscal year. Each fiscal year, there are typically four reviews for both appropriated and four review for non-appropriated funds. The reviews for these different funds are staggered. The Budget Office will notify you when budget reviews will occur, when reports are available and the due dates. Each area/division may have its own set of rules/approvals that have to be adhered to. Consult with your area’s business manager.

The Budget Office will increase general revenue budgets (Fund 02) for the amount of the salary increments. Revenue Bond budgets (Fund 29) will be increased by the Finance and Facilities Operations Office. Departments will have to fund salary increases charged to Funds 04, 41 and 55. Departments may need to adjust their personal service budgets via the budget review process or a budget transfer. 

Download the Cost Center Information form (by selecting 'Save' after clicking this link). The form and instructions are in the Excel workbook file on different worksheets. The approved completed form should be emailed to BudgetandPlanning@niu.edu

Download the Cost Center Information form (by selecting 'Save' after clicking this link). The form and instructions are in the Excel workbook file on different worksheets. The approved completed form should be emailed to BudgetandPlanning@niu.edu.

If your access is not working, please email BudgetandPlanning@niu.edu. If you have never had access before, your supervisor should send an email to NIU PeopleSoft Support indicating the access that you should be granted.

Contact Us

Andrew Rogers, Director
arogers7@niu.edu
815-753-8411

Lora Oberg, Assistant University Budget Officer
loberg@niu.edu
815-753-2211

Brien Martin
bkmartin@niu.edu
815-753-6019

Stefan Groebel
sgroebel1@niu.edu
815-753-1909

Budget Transfer Submissions:
TransfersExceptions@niu.edu

General Budget Office:
BudgetAndPlanning@niu.edu