To Establish a Budget Code

The department, institution, or agency should submit a letter and supporting documentation to request a new budget code to the OSBM prior to/or in conjunction with the establishment of the Center and Title Form. OSBM will review the request for the code and supporting documentation and may consult with the OSC to determine the proper fund type for compliance with budgetary and accounting practices. A letter of authorization will be issued by the OSBM to notify the OSC, the Department of the State Treasurer, and the Department of the State Auditor when a new budget code is authorized.

The request for a new code and supporting documentation should be submitted directly to the budget analyst assigned to your agency. A copy of the General Statute requirements, Attorney General’s opinion, court directive, federal guidelines for accounting documentation for interest bearing, or other requirements of the code should be attached. The agency should also include the proposed budget code number in the request.

The New Center Request Form (MS Excel) , located on the OSBM web site under Forms should be used to establish a budget code and center.