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, grants 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. This form is to be completed when requesting a new grant budget be set up.
5. Send completed form by email to HelpDesk@umpqua.edu, with subject Budget: (followed by
name of your request) and CC the appropriate supervisor. Depending upon your budget
authority, supervisor approval may be necessary.