Budget Adjustments

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State Accounts
(AIS Budget Purpose Range 270000 - 279999 & 370000 - 379999)

Salaries adjustments (object 4169) are processed on a Funds Allocation Request (FAR).
Other-than-salaries (OTS) adjustments are processed on a Budget Allocation/Adjustment (BAA).

Funds Allocation Request (FAR)

  • The total decrease and total increase amounts must equal.
  • No transfers from State to Non-State and vice versa.
  • Transfers between Salaries and OTS must be approved by the Budget Director prior to being processed. A FAR and BAA are both needed to complete this request.
  • The current and projected transfer amounts do not have to equal.

Budget Allocation/Adjustment (BAA)

  • The total decrease and total increase amounts must equal.
  • No transfers from State to Non-State and vice versa. Exception: This is allowed for Federal Work Study (FWS).
  • Transfers between Salaries and OTS must be approved by the Budget Director prior to being processed. A FAR and BAA are both needed to complete this request.
  • If the current and projected are checked, the projected transfer will be the same as the current transfer. If the dollar amounts need to differ between these periods, two BAA forms are required; one current and one projected.
  • Only these expenditure budget object codes are allowed:
    • 4249 Budget - Regular Wages
    • 4279 Budget - Employer Contribution for Group Health
    • 4399 Budget - Travel
    • 4499 Budget - Equipment
    • 4699 Budget - Commodities
    • 4899 Budget - Contractual Services
    • 5099 Budget - Awards & Grants
    • 5199 Budget - Operation of Auto Equipment
    • 5399 Budget - Telecommunication Services
    • 5489 Budget - Social Security

Non-State Accounts

  • For Grant Accounts (AIS Budget Purpose Range 220600 - 249999), follow the Modify My Project instructions.
  • Salaries and OTS adjustments are both processed on a Budget Allocation/Adjustment.
  • The total decrease and total increase amounts are not required to equal.
  • No transfers from State to Non-State and vice versa. Exception: This is allowed for Federal Work Study (FWS).
  • The Salaries to OTS box is not applicable for Non-State accounts.
  • The projected box is not applicable to Non-State accounts.
  • Object codes for line item* accounts can either be revenue objects or expenditure budget objects.
  • Object codes for pooled* accounts can either be revenue objects or the following expenditure budget objects:
    • 4099 Budget - Account Pool
    • 4169 Budget - Salaries
    • 4249 Budget - Regular Wages
    • 4279 Budget - Employer Contribution for Group Health
    • 9999 Budget - Nonmandatory Transfers Out

* In order to determine if an account is a line item or pooled account, search the account in the Crosswalk. An "L" in the pool column is for a line item account and a "P" is for a pooled account.

Federal Work Study

  • Federal Work Study adjustments are processed on a Budget Allocation/Adjustment.
  • The total decrease and total increase amounts must equal.
  • Transfers from State to Non-State and vice versa are accepted.
  • The Salaries to OTS box is not applicable for Federal Work Study.
  • The projected box is not applicable for Federal Work Study.
  • Object codes for Federal Work Study are:
    • 4254 Budget - FWS - Regular
    • 4259 Budget - FWS - Community Service
  • All Community Service must be approved by the Director of Financial Aid.