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Memo (pdf) Expenditures and Directory Information

The Board of Governors (BOG) requires that every Center and Institute (C/I) prepare an annual summary of expenditures. The University of Florida has been audited in the past on the accuracy of the financial data submitted to the Board of Governors. Once we receive your forms, we will review the data and work with you to resolve any discrepancies.

There are 4 forms required You can click on any of the links below for directions for that particular form: Form 1 - Chartfields Form 2 - Actual Expenditures Form 3 - Estimated Expenditures Form 4 - Directory Information
We do not track C/I expenditures; only check the validity of the information you provide Below are some resources that may help you: Items to be included, definitions, examples Enterprise Reporting Resources
Click here to get started

If you have questions, please contact Christie Cassady (
or Noelle Mecoli (
of Institutional Planning & Research.
Phone: (352) 392-0456 Fax: (352) 392-8774