Accounting Resources for County Offices

Budgets

This section includes documents which explain how to create annual budget transactions and budget reports.   Forms for council signature and budget data changes are included.

Budget Procedure, section 2   

• Entering Budget Transactions (PDF) — for Bookkeepers, 12/13/11
• Preparing Council Budgets (PDF) — for CPDs, 12/13/11
• Upload County Financial Reports (PDF) — for Regional Administrative Associate only,  02/02/11

Budget Forms

The Budget Summary and Budget Change forms may be printed from this site and prepared manually.

• The budget summary (signature) form (signed by the Extension Council Chair and the County Program Director) must be mailed or faxed to the Regional Director's office.
  Annual Budget Summary Signature Form   04/04/11
  
• The budget change form is prepared by the Bookkeeper when an original budget transaction is modified during the fiscal year.   After appropriate signatures, the budget change form is kept on file with the Council's financial records.
  Budget Change Form,  09/2000

Submit Budget Report to Regional Director's Office
The electronic copy of these budgets in csv format should be submitted as an email attachment to the Regional Office no later than March 1st each year for review and approval.

The Budget Summary Signature form, signed by the County Program Director and the Extension Council Chair, may be mailed or faxed to the Regional Office by March 1st.

Regional offices upload the approved budgets in csv format to UM Extension's web server before the university's deadline.   Regional Offices should submit the budgets as they are reviewed rather than hold them all for submission at one time.

The information submitted is compiled into statewide totals for both internal review and federal reporting.  FTEs supported at the County level are also reported with the budget each year.

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Last modified:  February 27, 2012

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