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.

1.
From an Operating Budget To an Operating Budget (SAP only)
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.

FY14 is closed for budget transfers via the online forms. If you have the need to request a operating dollar budget transfer for FY14 please email the request directly to the Budget Office email address.

2.
From an Operating Budget To a Personnel Budget (SAP Non Personnel to Personnel)
Form

FY14:  Personnel transfers within the Complement Management System (CMS) will be closed effective 7/1/2014.  Please email Lisa Westervelt and Denise Mount for remaining FY14 budget transfers.  Once personnel expenses are finalized and the fiscal year closed (mid-August), the budget department will perform year end budget analysis and provide year end personnel status reports via CMS.

FY15:  Effective FY15, CMS will be closed for budget transfers.  Personnel transfers will not be available until approval of the FY15 COT Personnel Budget during September of 2014.   Effective October 6 (tentative start date), the university will utilize Position Budget Management (PBM) software for personnel budgeting and reporting.  Personnel Budget transfers will be available via the budget department website and training will be provided to the authorized levels of personnel decentralization during September of 2014.  CMS will no longer be valid for processing personnel budget transfers.

3.
From a Personnel Budget to an Operating (Personnel to SAP Non-Personnel)
Form

FY14:  Personnel transfers within the Complement Management System (CMS) will be closed effective 7/1/2014.  Please email Lisa Westervelt and Denise Mount for remaining FY14 budget transfers.  Once personnel expenses are finalized and the fiscal year closed (mid-August), the budget department will perform year end budget analysis and provide year end personnel status reports via CMS.

FY15:  Effective FY15, CMS will be closed for budget transfers.  Personnel transfers will not be available until approval of the FY15 COT Personnel Budget during September of 2014.   Effective October 6 (tentative start date), the university will utilize Position Budget Management (PBM) software for personnel budgeting and reporting.  Personnel Budget transfers will be available via the budget department website and training will be provided to the authorized levels of personnel decentralization during September of 2014.  CMS will no longer be valid for processing personnel budget transfers.

4.
From a Personnel Budget to a Personnel Budget
Form

FY14:  Personnel transfers within the Complement Management System (CMS) will be closed effective 7/1/2014.  Please email Lisa Westervelt and Denise Mount for remaining FY14 budget transfers.  Once personnel expenses are finalized and the fiscal year closed (mid-August), the budget department will perform year end budget analysis and provide year end personnel status reports via CMS.

FY15:  Effective FY15, CMS will be closed for budget transfers.  Personnel transfers will not be available until approval of the FY15 COT Personnel Budget during September of 2014.   Effective October 6 (tentative start date), the university will utilize Position Budget Management (PBM) software for personnel budgeting and reporting.  Personnel Budget transfers will be available via the budget department website and training will be provided to the authorized levels of personnel decentralization during September of 2014.  CMS will no longer be valid for processing personnel budget transfers.