Budget & Financial Planning Office


201 Carter Drive, Suite 200

West Chester, PA 19383

 

 

Personnel Budget to Operating Budget Transfer Request

This form is NOT to be used to request expenditure transfers. Please utilize the accounting expense transfer form for those requests.

FROM : Fund Center from which to transfer the Personnel budget dollars:
{Only one (1) "From" Fund Center can be utilized per form}

{Select either Permanent or Temporary}
                            Permanent is a permanent reduction to your original base budget allocation.
                            Temporary is a one time reduction to this fiscal year's base budget.

Reason for Transfer:*{Maximum - 255 Characters}

From

*You must make an entry in either Pool or Position

Personnel Pool:

            OR

Personnel Position (CMS Complement # - Permanent or Temporary Positions.  CMS users can utilize the Show Complement Screen to validate permanent and temporary complement numbers):

{Do NOT enter a $ sign or commas}

TO: Fund Center receiving the transfer:
{Only one (1) "To" Fund Center can be utilized per form}

 

 

 

Transfer To Operating Budget of Fund Center:


Enter the WCU email addresses (example = xxxxxxxx@wcupa.edu) of the fund center managers and any other person you would like to receive a copy of this request. Multiple addresses can be entered if they are separated by a semicolon (;) - ex: jdoe@wcupa.edu;jsmith@wcupa.edu;bhall@wcupa.edu. Please do not enter any spaces between addresses. You must enter at least one address.

Enter any additional information you wish to communicate to us about the transfer. {Maximum - 255 Characters}:


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