Forms

Mid-Year Reporting

• Mid-Year Forms (Excel)
• Mid-Year Instructions (Word)

Budget Planning Forms

• General Fund (Excel)
• Non-General Fund (Excel)
• Budget Planning Instructions (Word)

Lottery Year-End Reporting Forms

• Access & Academic Development Programs (Program Report) (Word)
• California Pre-Doctoral Program (Program Report) (Word)
• Teacher Diversity Recruitment for Math & Science Initiative (Program Report) (Word)
• Year-End Lottery (Program Report) (Word)
• Year-End Lottery (Expenditure Report) (Excel)

Budget and Labor Cost Distribution

• Authorized Signatures for Budget Transactions (Word)
• Budget Transfer Request (Oracle Financial 9.0) (Excel)
• Chartfield Request Form (submit to Fiscal Affairs)(Excel)
• Dept ID Request in Excel  (Excel)
• Dept ID Request in PDF (Pdf)
• Labor Cost Distribution Change Request in Word (Word)
• Labor Cost Distribution Change Request in PDF (Pdf)
•  HRMS Access Request (Pdf)

Note: Some of the forms on this page are Microsoft Word documents. These are best utilized by printing them out, and typing on them or filling them out manually.

Adobe Reader is required for viewing and printing the Portable Document Format (PDF) documents. Please download Adobe Reader.