• Guidelines for submitting Mandatory, Regulatory & Strategic Plan Requests
• Template for submitting Requests

• Guidelines for submitting Zero-based Operating Fund (11, 15) Budgets 
• Instructions to run BUDZERO program/department budget template
• Instructions to run BUDSMRY divisional/unit summary

• Guidelines for submitting Designated Fund (18,19, 59) budgets
• Instructions to run BUDMEMO4 program/department budget template
• Instructions to run BUDSMRES divisional/unit summary 

• Existing Fund 12 Programs should use the BUDMEMO2 budget template, which is run the same way as the BUDMEMO4. Please budget revenues fully.
• Existing Fund 12 Programs should use the BUDSM12 summary template, which is run the same way as the BUDSMRY.
• New Fund 12 Programs must be approved by the Provost. Please contact the Academic Budget Office for assistance.

Endowments will be automatically budgeted by the Budget Office at their annual payout amounts, unless there is a deficit carryforward balance from a prior year. In that case, the annual payout will be held back from spending until the current balance is restored to a positive amount.

Departments may choose to request additional spend power from their positive carryforward balances (unspent payout from prior years). For fund 51s, the balance must simply exist. For fund 31s, the department must find an equal offset in another fund 31 where they do not plan to spend a payout in that fiscal year. Only the spend power and not the cash is offset.

1. Log in to Cardinal Financials and navigate to Reporting Tools > PS/nVision > Scope Definitions
2. In the Report Scope field, enter DIVE3151 and click Search
3. Enter the Division name for the report you’d like to receive. These are usually administrative units, departments, or schools. Click on the magnifying glass to get a list of options. Click Report Request.
4. Pick the “as of” reporting date you’d like to get data for, then click Run Report.
5. Under Reporting Tools > Report Manager, click on the Administration tab and then hit Refresh. It may take a few minutes for the report to run.
6. Once the report has finished running, click on the file name to save/open.

Yearly capital budgeting is essential for planning long-term capital improvements.  Long-term planning identifies financial resources and manpower requirements in a logical and coordinated fashion. Before beginning the Capital Request Form, each area should review the Capital Budget Policy, which contains requirements that must be met before a project can be included on the request form.

Capital requests include physical assets or technology over $5,000 that has a useful life of greater than one year, including:  new buildings; building improvements; system infrastructures (such as security, fire prevention, utilities); new and replacement machinery and equipment; major upgrades or repairs; technology; and vehicles.