The University of Georgia Foundation How to Increase or Decrease the Budget for a Restricted Account :: Contracts and Grants (Restricted Accounts) :: Expenditure Control :: UGA Foundation

 


How to Increase or Decrease the Budget for a Restricted Account

POLICY: 8.11.2
Effective Date: 01/01/2004
Last Updated: 12/02/2009

A check request must be submitted to increase or decrease a restricted account funded through UGA C&G along with the Restricted Account (C&G) Budget Form (Foundation form). All forms and check requests must be completed in full and contain the proper signature approvals before the Foundation can process the request.


Responsible Office

 

  DEPT  

  FOUNDATION  

  C&G  

  STEPS TO COMPLETE PROCESS  

X

 

 

Complete Foundation check request with appropriate approvals as standard disbursement request

X

 

 

Complete Restricted Account (C&G) Budget Form - specifically the "Change Amount" column; located on Foundation homepage under Administrative Forms

 

X

 

Foundation Office will send to UGA C&G office for processing if all documentation is submitted and completed properly

 

 

X

UGA C&G will process request and adjust the restricted account as requested by the dept

X

 

 

Dept will reconcile the restricted account and ensure adequate budget is available for expenses