Below is a listing of forms and resources by the subject that is available to our budget and business manager community. If you need assistance, would like to provide feedback or to schedule an individualized virtual training for your department please contact us at budgetandplanning@niu.edu or 815-753-1909.

Newest updates include the publication of the In-Year Budget Request Guidelines and a step-by-step guide for requesting and approving a Balanced Budget Transfer.

Budget Transfers

  • In-Year Budget Request Guidelines (DOCX) - Guidelines for balanced, revenue-balanced and unbalanced budget transfer requests. Guidelines are renewed or changed annually concurrent with Budget Development and may be adjusted with Mid-Year Budget Reviews.
  • Budget Transfer Form (XLSM) - For budget journals/transfers starting fiscal year 2021. Completed forms should be emailed to the Budget Office at transfersexceptions@niu.edu.
  • Balanced Budget Transfer Request (DOCX) - This guide facilitates balanced budget transfers through PeopleSoft. Note: this is a guide to use self-service options transferring previously authorized expenditure authority. For further information, assistance or training you can reach the Budget Office at budgetandplanning@niu.edu or 815-753-1909.
  • Balanced Budget Transfer Approval (DOCX) - This is a guide to authorize/post balanced changes to previously authorized expenditure authority. For further information, assistance or training you can reach the Budget Office at budgetandplanning@niu.edu or 753-1909.
  • Budget to Account Code Translation Table lists valid budget accounts with translations to account codes including revenues, transfers and expenditure.

Budget Development/Reviews

  • Reference Sheet (PDF) - this guide includes a signage worksheet (debit vs. credit, plus vs. minus, increase vs. decrease)
  • Budget Guidance (DOCX) – guidance issued on the development and preparation of local unit budgets.
  • Budget Flex System (DOCX) – guide to understand how the B-Flex System works and its intended function. 

Cost Center Maintenance and Hierarchy

 

Budget Analysis and Review (Reporting)

  • Pivot table template for daily email report:
    • Report Template (XLSX) (template for a Pivot Table for daily reports with some data adjustments to improve reporting).
  • Queries and PeopleSoft modules for budget review and analysis:

The Budget Office appreciates suggestions on budget-related reporting via budgetandplanning@niu.edu.

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
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