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Note: All forms below should be sent to Financial Services for processing.

Budget Clearance Forms:

A Budget Clearance Form is required before processing most personnel actions on the Dearborn campus.  .

NOTE: Effective July 1, 2022 the Budget Clearance Forms (Excel and PDF versions) were replaced with a Unit specific Budget Clearance Approval Google worksheet.  Each Unit's worksheet includes directions on data entry, form definitions, and approval routing. You should contact your Unit's budget lead FIRST for assistance with accessing and completing your Unit's Budget Clearance Approval worksheet, as your Unit may have specific data entry and approval procedures to follow.  If your Unit budget lead is unable to answer your question, then feel free to contact us here in Financial Services for assistance.

Updating Your Unit's Base Budget via the Reporting Budget Ledger:
 
  Use this template to process a base budget change
  Send your completed RBL entry to Robin Wagner ([email protected]) with copy to Dawn Roult ([email protected])


  Directions to prepare a base budget change
  Send your completed RBL entry to Robin Wagner ([email protected]) with copy to Dawn Roult ([email protected])

Budget Planning - FY24 and beyond
Financial Services will be launching a new web page with Dearborn campus specific budget policies and procedures in mid-FY23. The new web page will include information on the new RCM (Responsibility Centered Management) budget process. Please watch for an email announcement when this new web page is live!

Budget Planning - FY22 & FY23
Campus has implemented the new RCM (Responsibility Centered Management) budget model.  Details of the RCM launch are included as part of the campus wide Strategic Planning process.  Please contact Financial Services if you have any additional questions regarding the new RCM campus budget model.  

Budget Planning - FY21


FY21 Budget & Capital Project Planning Training Presentation (to be provided)

Budget Planning - FY20

Budget Planning - FY19







Budget Planning - FY18


 
 
 

Budget Planning - FY17


 
 
 

 (On-Line Access Request System)

Request Upload JE Number by email: [email protected]

Software Procurement and Licensing Compliance
 

Additional forms can be located on  website:

• Declaration of Surplus​
• Removal and Use of University Equipment
• Sole Source Justification

Risk Management Service Team

Bill Sams
734-763-0929
[email protected]

Jim Karjalainen
734-936-2215
[email protected]

Chip Hartke
734-763-3006
[email protected]

Karmen Hatcher
734-763-1579
[email protected]

 (Vendor)

The Supplier Request Form along with other forms, can be found on the website.

The following forms can be located on the  website:

• IRS Determination Letter
• Michigan Sales Tax Exemption
• Michigan Sales Tax License
• Other States' Exemption Certificates
• W-9

(with Hosting Guidelines)



Concur Training

(download to edit)