FORM:A-155, Recommendation for Local Funds Action

PURPOSE:

Use the A-155 form to request one or more of the following budget transactions for local funds:

  1. Transfer funds held at the U.C. Foundation to a fund held at the University.
  2. Request appropriation unit action.
  3. Request budgetary action.

PROCEDURES:

Enter the date the form is being prepared. Complete each section of the form needed to initiate the requested action(s) for a particular fund.

bulletSection A: Foundation-Held Funds Transfer
bulletUse this section to transfer funds from a U.C. Foundation fund to a University-held fund. Enter the Foundation fund number (FROM) and the University fund number (TO). Enter the dollar amount to be transferred.
bulletComplete section B and/or C if either type of budget activity is needed as a result of this transfer of funds.
bulletSection B: Appropriation Unit Action
bulletUse this section to initiate an Appropriation Unit Action.
bulletTo establish a new appropriation use the proper fund and area. The appropriation unit is 8 digits usually equal to fund and orgn codes. Indicate the amount for set up.
bulletFor a change, use the APPR table to verify the appropriation unit code, the amount established, and the unobligated amount. Indicate the dollar amount to increase (+) or to decrease (-) the current level of appropriation.
bulletSection C: Budget Action
bulletUse this section to: establish budgets in new objects, transfer budget among objects with no change in the total amount budgeted, increase/decrease the amount budgeted in an object

Approval Requirements:

Enter the name on the submitted and approved lines with the respective department names. Enter the date and obtain appropriate signatures. Follow the signature processing requirements of your unit. If section A is completed, send the form to the U.C. Foundation. The Foundation will forward the form to Budgetary Control. If section B and/or C are completed, send to Budgetary Control

References:

CUFS Users Guide:
Section 3.2.1 Budget and Appropriation Transactions
Section 4.1 Budgeting Introduction
Section 4.3.4 APPR Table
Section 4.2.7 Establish/Modify Appropriation Control Amounts

If you have questions, please call Budgetary Control or the U. C. Foundation.

All "A" forms are available from Central Stores at no charge.

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