Get Funding Request Template

This guide provides a comprehensive overview of how to complete the Funding Request Template efficiently and accurately. By following the outlined steps, users can ensure that all necessary information is submitted, facilitating a smoother funding process.

Follow the steps to successfully complete the Funding Request Template online.

1. Click ‘Get Form’ button to obtain the template and open it in the online editor.
2. Begin by filling in the 'To' and 'From' fields with the appropriate names, specifying the Supervisor, Planner, or Project Manager's information.
3. Enter the 'Date' on which the funding request is being submitted.
4. In the 'Project Information' section, provide a detailed 'Executive Summary' describing the project requirements.
5. Fill in the 'Total Estimated Costs' for each option, indicating the baseline, Option #1, and Option #2 amounts.
6. Complete the identification details: provide the 'Project Name', 'Project Number', 'Building Number', 'Building Name', and 'Floor/Room Numbers'.
7. Specify the funding requirements by indicating the necessary dollar amount to be transferred, as stated in the agreement.
8. If applicable, complete the 'Schedule' section with estimated start and finish dates for the baseline and each option, alongside the total duration in working days.
9. Indicate your decision regarding proceeding with the project by selecting the appropriate option related to the baseline, Option #1, or Option #2.
10. Fill out the 'Total amount approved' and provide the 'Source of funds' for projects that meet the financial threshold.
11. Provide the 'Requestor Name', 'Phone', 'Requestor Signature', 'Email', and 'Date' to finalize the submission.
12. Complete the 'Cost Center Information' with the 'Org' and 'Account' details, ensuring all required fields are filled.
13. Review the entire form for completeness and accuracy, then save your changes. You may then download, print, or share the form as needed.

Complete your Funding Request Template online today to ensure timely processing of your project funding.