Instructions for preparing the
Capital Request for Budget Revision Form; Allotment Only

GENERAL PURPOSE

This form is to be used to establish and adjust allotments for capital projects in the state's financial accounting system (CARS) and in JMU's financial accounting system.  This form records the state allotment or boves maintenance reserve between department. Completed forms are reviewed and processed by Budget Management.  Specific questions concerning the completion of this form should be addressed to Yeevonne Rigglement by email or at x86495.

The Capital Request for Budget Revision Form: Allotment 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.
• FATS Number:
  Entered the FATS Number associated with this request.
• Trans. Purpose:
  Entered by the Budget Office
• Action:
  Place a check by the type of action to be performed - Original Budget, Increase/Decrease CO, or Inv/Dec Between Depts
• Fund:
  Enter the fund associated with the request.
• Description:
  Enter a description of the fund.
• Department ID:
  Enter a department in each column where needed.

Enter the budget for each account number under each department number associated with the capital project. The "Account Total" row will total each department.

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