If you have questions or need assistance with the form, please contact the Budget Department at
541-440-7861 or Katie.Workman@umpqua.edu
Budget Adjustment Request
Submitted By:_________________________________________ Date:_________________
Reason for adjustment:__________________________________________________________________
Instructions and notes:
1. Per College Budget Management Procedure, adjustments in the general fund will not be made
between labor & fringe accounts and materials & services or capital accounts.
2. Adjustments (+ and -) should equal to $0, unless you are asking to increase budget appropriation
3. If you are requesting to increase the budget appropriation (self-sustaining and enterprise funds
ONLY), the year to date revenues must exceed the budgeted amounts. Identify both revenue
and expenditure accounts to be adjusted above.
4. Send completed form by email to Katie.Workman@umpqua.edu and CC the appropriate
supervisor. Depending upon your budget authority, supervisor approval may be necessary.