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31 AGENDA ITEM BACKGROUND TO: GOVERNING BOARD DATE FROM: PRESIDENT SUBJECT: March 5, 2012, Budget Transfers by Resolution REASON FOR BOARD CONSIDERATION ACTION ENCLOSURE(S) ITEM NUMBER Page 1 of 7

How to fill out budget transfers by resolution

How to fill out budget transfers by resolution:

1. Determine the need for a budget transfer: Before filling out budget transfers by resolution, it is essential to identify the specific need for the transfer. This could be due to a change in financial priorities or unexpected expenses that require reallocating funds.
2. Familiarize yourself with the resolution process: Understand the guidelines and requirements set forth by your organization or governing body regarding budget transfers by resolution. This may involve reviewing relevant policies or seeking guidance from superiors or finance departments.
3. Gather necessary information: Collect all the pertinent financial information required to complete the budget transfer form. This includes details about the accounts involved, the specific amounts to be transferred, and any supporting documents or justifications for the transfer.
4. Fill out the budget transfer form: Use the provided budget transfer form or template to document the transfer. Input the necessary information accurately and clearly, ensuring that all relevant fields are completed. Include any required signatures or approvals as mandated by your organization's procedures.
5. Provide a detailed explanation: Alongside the budget transfer form, include a comprehensive explanation outlining the reason for the transfer. This should clearly articulate the need for reallocation and how it aligns with your organization's goals or objectives.
6. Submit the budget transfer for approval: Once the form is completed and the required explanations are provided, submit the budget transfer for approval. The designated authority, such as a finance committee or supervisor, will review and evaluate the request before granting authorization.

Who needs budget transfers by resolution?

1. Organizations with strict financial oversight: Budget transfers by resolution are commonly required in organizations that have well-defined financial oversight procedures. These could include government agencies, non-profit organizations, or businesses with designated budgeting processes.
2. Entities facing shifting financial priorities: When there is a need to adapt to changing financial priorities, budget transfers by resolution become necessary. This could be due to unexpected expenses, emerging opportunities, or the need to reallocate funds to meet evolving organizational needs.
3. Departments or individuals responsible for financial management: Those responsible for managing finances within an organization, such as finance or accounting departments, may require budget transfers by resolution to ensure accurate tracking and reporting of financial transactions.
4. Decision-makers responsible for approving budget changes: Budget transfers by resolution are typically required for individuals or committees tasked with approving budget changes. This ensures proper governance and accountability in the allocation of funds within an organization.

Note: The need for budget transfers by resolution may vary depending on the specific organizational structure, industry, or governing laws and regulations in place. It is essential to adhere to the relevant guidelines and consult with appropriate authorities when filling out these forms.

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