All expenditures relating to or supporting the C/I for the last fiscal year are to be accounted for. These include state funds, funds from contracts and grants, fees for services (auxiliary funds), and private funds. The only expenditures excluded are salaries NOT paid by the C/I budget, capital expenditures related to facility construction, and equipment used by the C/I purchased with non C/I funds.

  1. The total on the chartfield form and the expenditures form must match or you will not be able to submit.
  2. The total amount on the chartfield form for each fund must match the expenditure amount for each fund (SUS, Contract and Grants, etc.) on the expenditure form. This will not be shown, but will be calculated by OIPR staff. If they do not match, you will be contacted to provide clarification and/or documentation.
  3. Do NOT add chartfields when there are NO expenditures. You can just add a 0 to the expenditures form.
  4. Fill in as much information as you can about each chartfield - the amount field is required.
  5. Include expenditures from the carry forward account. Do not include transfers out of the C/I as expenditures.
  6. You will be able to print a copy for your records when complete.
Go to Forms Items to be included, definitions, examples Enterprise Reporting Resources
If you have questions, please contact Noelle Mecoli ( or
Carol Blankenship ( in the Office of Institutional Planning & Research
Phone: (352) 392-0456 Fax: (352) 392-8774