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Technology Budget Request Form Instructions

Quick Index

Step 1: Confirm your department information

Include the department chair, technology contact person in your department (if different than the chair) and administrative assistant.

Note: The pull-down list of names may contain spaces in the last name or may not. This will depend on how the individual has his or her name recorded with Human Resources.

Step 2: Enter your technology requests

Sample Department:

We have provided a Sample Department for your reference to see some examples of requests entered using this form.

Priority:

  • 1 – High = essential or required in order to provide a program or service
  • 2 – Normal = enhancement or improvement to a program or service
  • 3 – Low = desirable but nonessential and less related to improvement

Requested for:

  • Enter person or location. You can use the pull-down list of people or you can enter your own text if the person is not found on the list.

Item:

  • Describe what is needed. Include quantity needed if more than one.
  • If this is an item that you know more about than we do (e.g. a specialized type of software), please help us out by providing vendor contact and pricing information in the Comments section.

Category:

  • Please categorize the item as Hardware, Software, Smart Classroom, or Other.
  • Also let us know whether this is an upgrade, a replacement or an entirely new item.

Cost:

  • Please help us out with cost information for any non-standard items, especially academic software. Standard items do not need to be priced.

Rationale/Comments:

  • This is where you can provide rationale for your request. If this item is non-standard, please provide vendor contact information.

Delete This Record:

  • The Delete button removes the record immediately above it and not the one below it.
  • Please be cautious in deleting items as there is no undo option.

Saving Your Data

All of your entries are saved automatically in the Budget Request form (filename BudgetRequests.accdb.) You may close this form and return to it later as often as necessary.

Step 4: Print a Copy for Your Records

Print a copy for your records before submitting.

Step 5: Submit Your Requests

Submit your requests by sending this file (BudgetRequests.accdb) via e-mail attachment to Rick DeVries.

The deadline is March 2, 2012.

More Information

More information on technology budget planning.

Note to Mac users:

The Budget Request tool will not work on the Mac platform.

Mac users, please contact Rick DeVries and request an alternative Excel spreadsheet.