Jenzabar University

Budget Funding Request Form

This form is to be completed by the department budget manager at any point in time when a budget funding need is identified. The purpose of this form is to electronically document all budget needs. The approval of this form does not guarantee a budget increase, it does however guarantee that your identified budget need will be documented in the new budget model and considered for inclusion in the year you designate on the Request Details tab. All budget considerations are dependent upon funding availability and enrollment. If approved budget additions are not able to be funded in the designated year due to limited resources, then the request will automatically roll into the following year and possibly given a higher priority due to delay. 

Department Information:

Department:

Department Budget Manager:

Budget Manager Email Address:

School:

Vice President:

Request Information:

This section will allow you to provide all necessary details regarding your request. 

Request Type:

One-Time: Capital Item - A capital item is a piece of equipment that in total costs more than $1,000 including shipping and not including sales tax

One-Time: Non-Capital Item - One time increase for specific purpose. Ex: Accreditation year

Recurring Budget Increase - Increase beginning in designated year and carried forward to future years

Total requested amount:

What is the total amount of needed increase to your budget?

Additional funding requested for the following purposes:

Please provide a detailed description of why you need this budget increase

Please add any needed supporting documentation (optional)

Allocate requested funds to the following GL account(s) if approved:

Multiple account allocations allowed - Click "Save Account Allocation" after each allocation entry

Account #:

(####-##-####-####-####)

Amount:

Upon submission - this form will be directed to the Budget Analyst for review and for the request to be documented in the University's master list of budget needs. The Budget Analyst will then assign the form to an automated approval track based on your department and/or school. The School Dean (if applicable) and designated Vice President will review your request in detail. They will then approve the request, deny the request, or possibly return the request for corrections. Upon completion (fully approved or denied), the request will be returned to the Controller's office for final documentation. If your request is fully approved, the controller's office will take the following necessary actions:

If the request is fully approved for funding in the CURRENT fiscal year - the request will be discussed with the designated Vice President and/or the University President who will determine appropriate action to increasing budget through a budget transfer from another department or possibly a special contingency fund.

If the request is fully approved for funding in a FUTURE fiscal year - the request will be considered for budget inclusion by the University Cabinet who prepares the proposed budget that is presented to the Board of Trustees. If new funding is not available to fully fund all approved requests, then they approved request will be placed on a higher priority list for inclusion in the following fiscal year. 

If you have any questions about the budget process please feel free to contact McKenzie Jackson at mjackson@methodist.edu or x7108.