Budget & Financial Planning Office


201 Carter Drive, Suite 200

West Chester, PA 19383

 

 

Budgetary Transfers

There are four distinct types of budgetary transfers completed by the Budget and Financial Planning Office. Before requesting a transfer, please make sure you select the appropriate type.

SharePoint Site Transfer Capabilities: The SharePoint Site allows Basic Single Transfers as necessary to fund certain types of allowable transactions to properly fund expense activity.

The suggested brower to use is Internet Explorer - Firefox will work but will prompt you for your network sign in credentials.
1.
From an Operating Budget To an Operating Budget
Form

Operational budget transfers are permitted per the Operating Budget Transfer Guidelines. Transfers must be approved by the authorized department manager responsible for funding the transfer (departmental managers may be validated per the SAP cost center crosswalk) and must be validated for budget availability. 

Transfers must be requested electronically via the SharePoint based Operating Budget Transfer Form. The budget office (Lori Kettlety and Denise Mount) will review and post the request upon receipt.

2.
From an Operating Budget To a Personnel Budget
Form

Transfers from Fund Centers with Non Personnel budget availability are allowed at the discretion of the authorized level of personnel decentralization and may be used to transfer funds to Divisional Personnel Pools or Temporary Employee positions via the Divisional Contingency Pool.

Only the authorized levels of personnel decentralization may process transfers related to Personnel. Personnel Transfer Rules

Operating to Personnel Budget transfer requests are made via the budget department SharePoint site.

3.
From a Personnel Budget to an Operating Budget
Form

Transfers from Personnel Pools or vacant positons with budget availability are allowable to fund Operating Expenses at the discretion of the authorized level of personnel decentralization.

Only the authorized levels of personnel decentralization may process transfers related to Personnel. Personnel Transfer Rules

Personnel to Operating Budget transfer requests are made via the budget department SharePoint site

4.
From a Personnel Budget to a Personnel Budget
Form

Transfers from personnel pools or positons with vacancies or budget availability are allowable to fund various personnel pools & temporary positions via the Divisional Contingency Pool. 

Funding a Non Faculty Temp position is available via the divisional contingency pool  and requires the SAP position number, fund center, employee name and type of funding. The budget office will estimate benefits and initiate the transfer upon approval.

Funding Faculty Temps via vacant base Faculty Positions - Use the Divisional Contingency Pool to transfer savings from the vacant base faculty positions.  The budget office will provide a mass transfer process for funding temp faculty positions via the Contingency Pool.  

Only the authorized levels of personnel decentralization may process transfers related to Personnel. Personnel Transfer Rules

Personnel to Personnel Budget transfer requests are made via the budget department SharePoint site

CMS is no longer utilized for processing personnel budget transfers.