Instructions for preparing the
Capital Request for Budget Revision Form: Expense

GENERAL PURPOSE

This form is to be used to establish a new or revised budget for capital projects and departments.  Completed forms are reviewed and processed by the office of Budget Management.  Specific questions concerning the completion of this form should be addressed to Yeevonne Riggleman by email or at x86495.

The Capital Request for Budget Revision Form: Expense is available online.   The data needed can be entered directly into the Excel spreadsheet and then printed or print and enter the data manually.  You can also save the file if you choose by doing a File/Save As, then name it what you desire.

SPECIFIC INSTRUCTIONS

Information to be completed on the request form:

• Prepared By:
  Enter the name of the individual preparing the form.
• Extension:
  Enter the telephone extension for the contact person.
• Date Prepared:
  Enter the date the form is completed
• Project Number:
  Enter the project number for which the budget is to be applied.
• Project Name:
  Enter the project name for which the budget is to be applied.
• CO Form Type
  Enter either CO2 or CO8
• Action:
  Place a check by the type of action to be performed - Original Budget, Increase/Decrease CO, or Inv/Dec Between Depts
• Department ID:
  Enter the department number for the budget.
• Fund:
  Enter the fund number associated with the department above.
• Description:
  Enter a description for the fund.

The Detail Account/Description section should be completed as follows:

Enter the budget for each account number under each department number associated with the capital project. The "Total CO Form" column will total the department(s) to the left. The "Account Detail Total" and "Control Account Total: EXP-Psoft Budget Control" at the bottom of the form will total as well.

After completing the form and obtaining the proper approvals, please send the form to Budget Management, MSC 6703