Roll Forward Requests

A  roll forward request is a way to carry over unspent funds from one fiscal year to the next, but there must be special circumstances to justify this. If you would like to submit a roll forward request, please use the linked template and submit directly to the budget office. 

The following are the guidelines for requesting a roll forward of operating funds:

1. Unspent operating budget must be available in order to request a roll forward. You may access this figure after year end is complete.

2. All requests must have a specific purpose. For example: A speaker was scheduled to visit campus but canceled at the last minute. The speaker reschedules for the next available date, which occurs in the upcoming fiscal year (after July 1st). In this case, the department may want to request a roll forward of operating funds to cover this one-time expense. Roll forward requests should be due to unforeseen circumstances, such as in the example above, and not for the purpose of increasing the new fiscal year budget. 

3. All requests must be submitted to the Budget Office after year end is complete.  This time frame usually takes place in August, and Roll Forwards are compiled and reviewed at the end of September.

4. Any roll forward request under $50,000 requires the approval of the Cost Center Manager, E-Team representative, Budget Director, CFO, and the President. Any roll forward request over $50,000 requires all the same approval in addition to the approval of the Board of Trustees. 

5. Roll Forwards are reviewed on a case-by-case basis. Submitting a roll forward request does not guarantee approval. 

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Functional Office Contacts for this Page

Simone Lenzini

Budget Director

719-587-7851

Slenzini@adams.edu

Erin Stonebarger

Budget Analyst

719-587-8149

stonebargereg@adams.edu