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 firstname.lastname@example.org 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.
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.
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 email@example.com 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 firstname.lastname@example.org or 753-1909.