Line Item Transfer Guidelines
Definition: Line Item Transfer - allow student groups to transfer some or all of the funds allocated by the SGA Finance Committee to another program and/or spend category.If you are requesting the transfer of funds from multiple programs, a separate Line Item Transfer Request must be submitted for each program.
Requests must be submitted no less than fifteen (15) days before the payment is date or event date-- whichever comes first! This builds in time needed for the SGA Finance Committee to review the request as well as the time needed for any payments to be approved by the university. The SGA Finance Committee reserves the right to deny any requests that are submitted in advance but cannot obtain university approval for payment.
Requests will be reviewed using the SGA Finance Committee's Discretionary Guidelines and documentation requirements as noted in the Manual on Financial Affairs and Discretionary Guidelines, which can be found at ter.ps/sgafinance.
Type I = moving funds from one program to another while keeping the original spend category
Example:
Example:
Example:
Requests must be submitted no less than fifteen (15) days before the payment is date or event date-- whichever comes first! This builds in time needed for the SGA Finance Committee to review the request as well as the time needed for any payments to be approved by the university. The SGA Finance Committee reserves the right to deny any requests that are submitted in advance but cannot obtain university approval for payment.
Requests will be reviewed using the SGA Finance Committee's Discretionary Guidelines and documentation requirements as noted in the Manual on Financial Affairs and Discretionary Guidelines, which can be found at ter.ps/sgafinance.
Type I = moving funds from one program to another while keeping the original spend category
Example:
- Starting Program/Line Item: October Office Supplies - Other Supplies and Materials
- Ending Program/Line Item: End of Semester Meeting - Other Supplies and Materials
Example:
- Starting Program/Line Item: Jumping Lessons - Audio Visual Supplies
- Ending Program/Line Item: Jumping Lessons -Other Contractual Services
Example:
- Starting Program/Line Item: Family Night - Room Rent
- Ending Program/Line Item: ABTS Fall - Out of State Travel
