Indian Affairs
Obligation in Expired Fund Request Form
(last revised: 9/11/2017)
This form is intended for use when requesting FBMS override privileges to record an obligation in an expired fund.
The policy governing this forms use can be found at: https://www.bia.gov/policy-forms/manual
Completed forms must be submitted via email to the Division of Financial Reporting and Analysis (FRA). Please
send to teri.lin@bia.gov and joshuar.williams@bia.gov
Section I. Requester Information
a. Last Name: b. First Name:
c. Phone #: d. Email:
e. Requesting Region/Program:
Section II. Obligation Information
a. Vendor Name:
b. FBMS Vendor Code:
c. Amount Requested for Obligation: d. Existing FBMS Document Number(s):
e. Date Good or Service was Ordered: f. Date Good or Service was Received:
Section III. Account Assignment Information
a. Fund: b. Funds Center:
c. Functional Area: d. Commitment Item:
e. WBS: f. Amount Available for Obligation:
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Date Form Completed:
f. FBMS User ID of Staff Member Entering Purchase Request or Obligation into FBMS:
Section IV. Reason For Request
Section V. Please provide a brief description why the obligation was not recorded prior to fund expiration.
Indian Affairs
Obligation in Expired Fund Request Form
(last revised: 9/11/2017)
Section VI. Please explain how the obligation meets the bonafide needs rule.
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Section VII. Supporting Documentation Check all that apply
Contract Other:
Purchase Order Other:
Invoice Other:
Requester Certification
I certify that the information provided is correct, all supporting documentation has been prepared and will be submitted with the request, and that the
requested obligation is valid per all applicable statutes, regulations, and guidance.
Printed Name Signature Date
Section VIII. Approvals
OCFO, FRA Approval Approved Rejected (See Comments on p. 2)
Printed Name Signature Date
Section IX. Reviewer Notes and Rejection Reason (if applicable)
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