budget allocation letter sample

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How to Write a Budget Request

by Louise Bennett

Published on 26 Apr 2019

A budget request is a business letter seeking funds for expenses and operating overhead for a project or department within an organization. Less formal than a traditional business proposal, this request letter for budget allocation still must adhere to strict business writing decorum and provide the reader with a thorough understanding of the project while answering any questions that may arise.

1. Determine Your Audience

Find the correct individual who oversees the budgetary requirements for your particular project. Within any organization, there may be several different individuals which oversee spending and budgetary considerations. Take the time to investigate your audience thoroughly. Ensure that you acquire the correct spelling and contact information.

2. Provide the Project's Background

Provide historical background for the project. This should include any past experience with similar projects, previous budgets or spending plans, and the success gained from previous endeavors. Include any recent trends that may impact the success or failure of the project in your budget request.

3. Provide Detailed Plans

Specify the purpose for the current budget request and provide detailed plans. Include how the money will be allocated and what costs will be covered. For example, if the budget will be spend on staffing and supplies, annotate what percentage of the budget will be allocated for each requirement. Address any questions that a reasonable person may ask regarding the project upfront to avoid delays in approval or a formal declination of the request.

4. Attached a Detailed Budget for the Expenses

Attach a detailed budget for the project or department expenses. This will give the evaluating individual the exact numbers for the project. Like a standard budget, this section should include precise line items for each expenditure required. If exact figures are not available, it will be necessary to estimate the total expense for that line item.

5. Summarize the Important Details

Close the request by summarizing the important details covered. This can usually be done within one or two paragraphs. Then, include your name and contact information. Suggest a follow up meeting to further discuss the funding request.

Detailed budget

Audience contact information

Supporting documentation

Business writing must always be clean and concise. Provide enough information to present a valid argument for your request but do not try to oversell with fluff. Remember, your reader will have many projects to review. Don't waste her time with unimportant details.

Be careful when estimating future expenses. Estimating too little for a line item may cause your budget to be significantly under what is actually needed. Estimating too much may cause your budget to be considered unreasonable and be rejected.

What Is Budget Allocation and How to Allocate Budget Correctly

George Fullerton

Strategy & Operations

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Your budgeting process  requires strong collaboration from department heads and executive leadership. Yet if you’re only going to each department once, asking them what they need, and simply saying, “Here you go” once you get executive approval, then you haven’t done enough testing around your top-line goal metrics.

If you want to pave a path toward sustainable growth, you need to embrace agility and proactivity — and one way to do that is through budget allocation. Running a budget variance analysis  and rolling forecast  helps you set baselines and growth goals, but these processes can still take weeks to gather and manipulate data from multiple departments and source systems.

Here, we explore how quarterly budget allocation creates a path for more agile, strategic planning and spend.

Table of Contents

What Are Budget Allocations?

Budget allocations refer to the amount of money each department receives from the general fund to execute their strategic plans. Budget allocation breaks department spend down into an approved maximum amount each department can spend per resource, whether it’s on software, contractor or freelance assistance, or ad spend for a marketing campaign.

The Importance of Allocating Budgets

Budgeting, at its core, is an optimization and constraint problem. You need to optimize operational efficiency yet understand your constraints to ensure ample runway and team support as you track the company’s growth trajectory.

You dictate the company roadmap based on expected return on investment (ROI), which has to tie out at the department level. The R&D department is integral for Seed and Series A companies, yet once the product is ready to launch, you want to allocate budget to your sales and marketing teams. Once the budget goes toward sales and marketing, and you begin acquiring customers, you now have new constraints that impact your budget: your customer acquisition cost  (CAC), CAC payback period , and your annual recurring revenue  (ARR).

Budget allocation fuels overall efficiency, in that department leaders don’t need to ask for approval to expense individual tools, assign projects to freelancers, or add seats for software. By allocating budget to general categories, each department can cherry-pick when and how to apply the budget. Of course, departments need to ensure they use their budget. While saving money is generally seen as positive, departments may not receive the same budget allotment in the next cycle — which may be detrimental to department-level goals and planning.

If departments experience strain, such as requiring more seats on a specific tool or running into production issues, you run into employee retention issues that stem from operational efficiency and satisfaction. To hire more employees costs more, which digs into your runway. By keeping an eye on your goals and constraints, you can then proactively figure out where you’ll get the highest ROI.

How to Optimize Budget Allocations in 6 Steps

Knowing your startup costs (for each employee and desk space), fixed costs, and variable costs and how they impact your total budget is one thing — but to optimize budget management and allocation requires ample cross-collaboration to keep goals top of mind and realistic.

Your budget allocation strategy will depend on your industry, your growth stage, and overall macroeconomic environment. But here’s how you can optimize your budget allocation with more strategic and agile decision-making from everyone involved regardless of stage.

1. Set Company Goals and Priorities

While knowing your total budget is technically the first step, the real strategic insights begin with a simple question: What are your North Star metrics?

Naming your company goals and priorities is the key to driving how you think about and create departmental budgets across the company.

In ideal market conditions, many executive leaders say that their top priority is to grow at all costs. Yet during a market downturn, priorities shift toward keeping a closer eye on burn and preserving runway. Depending on how those priorities shake out, there’s two ways to approach budgeting:

• Growth goals: A focus on growth goals requires high confidence in achieving them. Your growth goal is the starting point, then you work backwards to allocate your budget to achieve that goal. A focus on top-line revenue growth leads to creating a sales and marketing budget around cost per lead and win rates/conversions. The question becomes “How much do I have to spend in order to get this growth goal?” which then spits out your sales and marketing budget.
• Capital efficiency :  A more conservative approach begins by asking, “How much can I spend in order to only burn X number of dollars a month, or to make sure I have runway for 24 months into the future?” You can also focus on a certain set of unit economics, meaning you’d build your budget to hit a particular CAC number or set a payback period within a particular period of time.

Regardless of your approach, tying your budget back to goals (i.e. strategic budgeting ) and target metrics is critical. If you believe growth goals are most important, for example, then your ROI on spending additional sales and marketing dollars could be higher than hiring a different engineer where you may have a longer-term payoff.

2. Set Your Constraints

Your goals establish whether you’re approaching budget allocations from a bottom-line or top-line growth  perspective. Utilizing both allows you to gain a sense of customer retention (with your top line) alongside expenses (bottom line), which helps you strike the right balance or priorities. Applying constraints to your goals allows you to set realistic expectations.

Company-wide, you want to keep an eye on runway and burn multiple. Yet when diving deeper into department budgets, you’ll need to focus on different metrics. For example, CAC payback period impacts your sales and marketing budget.

Your CAC payback period sets a precedent for how long potential customers stay in the sales funnel. Incorporating sales funnel metrics into this equation provides invaluable insights — and setting constraints around your payback period requires sales and marketing to scrutinize and optimize these metrics within the funnel.

3. Check Your Goals Around Budget Allocation Benchmarks

Your company’s growth stage impacts where your goals and constraints stay relevant and applicable to ensure strategic growth. OpenView runs a SaaS Benchmarks Survey that explores budgetary benchmarks in correlation with your growth stage. Here’s their chart from 2021:

OpenView SaaS Benchmarks Survey 2021 Results, courtesy of Curtis Townshend , Senior Director of Growth at OpenView.

The top row indicates the stage of the business per million dollar revenue. The numbers in bold represent a median, with percentages assigned for how much each company would allocate per category. For example, a company with $1-2.5 million in revenue would allocate 30% of their budget to sales and marketing and 40% in R&D, while aiming for 75% in gross margins.

While the above table does not mention a ratio for general and administrative costs , the standard spend for SaaS companies is about 10-12% of your total budget.

After you establish your goals and constraints to ensure financial efficiency , you can approach your budget and measure against these benchmarks.

4. Establish Your Headcount Plans

Headcount accounts for 70% of overall company spend in SaaS, and each department has different ROI.

Sales and marketing headcount should directly produce returns — but to drive the sales and marketing machine, you need to continuously spend. You need to ensure you have a strong control and understanding of your product-market fit to keep the engine running. If the company is not at the point of understanding the output of each dollar spent across the sales funnel, the budget should focus on product or internal system process data.

Work closely with human resources partners to decide how much to set aside for workforce growth in every department. Decide how many full-time hires you’ll need in the next budget year, where it might be appropriate to hire out to contractors, and where your stakeholders need the most help.

5. Conduct Scenario Planning with Mosaic

Optimizing budget allocation helps you optimize ROI of operational initiatives by forcing you to constantly check where you think you’ll get the most out of your dollars and how that spend relates to company-level goals.

Mosaic’s financial modeling and scenario planning tool integrates with your source systems to offer scenario analysis that elevates the strategy behind your budget allocation. Scenario analysis examples  include looking at how cutting a fixed cost (like office space) impacts your runway, or how your product release plan may hinge on engineer headcount or come down to asking, “ How much should you spend on ads  to promote the product — and when?”

Being able to quickly see how adjustments to specific budgets affects your downstream metrics is extremely helpful. Mosaic syncs in real time so you can easily integrate your historical and actual data into your scenarios. If you want to see how increasing spend by $500,000 impacts your sales and marketing budget, you can simply apply the change in one model to see how it affects your CAC, CAC payback, burn multiple, and other key metrics.

You don’t need to build entirely new models or scenarios — instead, you can tweak your budget assumptions in different scenarios and see the immediate downstream effects on the metrics that you want to employ as your constraints.

Keep in mind that your strongest models align on two or three metrics: Too many inputs leads to an overlap in ideology, which causes clutter and slows you down.

6. Make Cross-Department Collaboration a One-Stop Shop

The budgeting process is notorious for multiple Excel sheets and communication across multiple emails or Zoom meetings. Mosaic allows you to create department-level dashboards that align leaders and give them one place to stay updated on budget allocation and spend.

Department leaders can look at a graph or table in Mosaic’s variance analysis software to see where their budget currently is and where it was spent. Mosaic can immediately generate a budget analysis that allows them to make strategic decisions on what they want to do with their remaining budget or where they need to cut back to hit their budget for the month or quarter.

Mosaic also allows reports to be easily accessible for department leaders. Since Mosaic offers real-time updates, finance teams can help establish one report that automatically updates so department leaders can make plans with actual numbers. This leads to not just saving time between going back and forth to establish numbers, but more proactive decision-making that keeps leader engagement high into understanding the “why” behind their budgeting line items.

Focus more on telling the story behind your numbers with this Financial Waterfall Template Bundle.

When to review budget allocations — and why you’re not doing it enough.

A “one and done” annual budget process doesn’t work for high-growth companies. A more adaptable or flexible budget approach is essential, especially for those experiencing rapid changes. Keeping it to even twice a year causes everyone to miss out on key drivers for overall success. Proactive budget development should happen at least on a quarterly schedule, where you can change resource allocation based on historical data from the previous year to last quarter.

While establishing a quarterly financial plan review is good in practice, you also need to allow for some flexibility. Here are some other reasons to perform financial audits on budget allocation:

• Macroeconomic events. Anything from a market downturn or industry collapse signals immediate action. Budget allocation should transition into a monthly schedule to stay as ahead as possible.
• Not hitting topline goals. You may need to redistribute your budget to ensure you get as high of an ROI as possible. You may need to allocate more budget toward supporting sales and marketing than hiring another engineer, for example.
• Runway cost. If you predict that you’ll burn $5 million, but realize that headcount needs to increase in the second half of the year, you need to factor that cost in. You also need to keep track of your burn and when it occurs: If it increases from $2 to $3 million in one month due to headcount, you carry this cost throughout the rest of the year. You can then take budget away to make up the costs — it’s much harder to try and get the budget back once people start spending it.
• Capital efficiency metrics are off. Analyzing capital efficiency  metrics like burn multiple  on a regular basis can help you proactively address inefficiencies in the business. Drill down into your expenses and see how you can reevaluate spend.

Embrace a Smarter Way to Allocate Budgets with Mosaic

Mosaic offers preloaded, out-of-the-box metrics, templates, and dashboards that allow you to cut the budget allocation and planning process from two weeks to two days. Mosaic offers a SaaS acquisition metrics dashboard that considers CAC and CAC payback alongside other important metrics, like your SaaS magic number , to gain granular insights that craft your company’s growth narrative. You can also customize financial reports to include other key metrics, such as your burn multiple and runway, to help establish and keep your benchmarks in mind.

With Mosaic, budget planning can be a quicker, more collaborative, strategic process that keeps your company moving along toward its goals. Request a personalized demo today .

Give Department Leaders Deep Financial Insights for Better Budgeting

Budget allocation FAQs

Why is budget allocation important.

Understanding your budget allocations and appropriations can help your company maximize ROI. Knowing where your money goes ahead of time reduces discretionary spending and leaves a strategic roadmap for spending and expenditures . And, since this is done ahead of time, departments can run more efficiently on their allocated budget.

What is an example of a budget allocation?

An example of budget allocation is a predetermined percentage of company funding that goes to research and development, or sales and marketing. This can be done monthly, per quarter, or per fiscal year . The percentage of the allocated budget is based on importance, productivity, company profits, and other considerations. If the department needs more funding, they can submit a budget request , but ultimately, the budget allocation should be taken care of beforehand.

What is the best way to allocate your budget?

There’s no one-size-fits-all answer here. To optimize your budget allocation you need to proactively and periodically review how you’re allocating resources and reassess your priorities. What are your goals? What are your budget constraints? What ROI are you getting on your current allocations? These are all questions you need to ask in collaboration with different teams and departments to ensure your budgets are allocated properly at all times.

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Request Letters

Budget Modification Request Letter

After a budget has been set for a project, you may realize the need to make some changes. Such modifications could include downsizing the budget, requesting additional funds, or reallocating some money to different items or tasks. The most effective way to communicate these suggestions is through a formal request letter.

A budget modification request letter is a formal document requesting the revision of an approved budget. It often details the suggested changes and justifications for why you are making the request. In this article, we look at how to communicate a budget modification request effectively.

What to Include in a Budget Modification Request Letter

Generally, there are many ways to draft this letter. However, a typical request letter for budget modification should include the following:

• The recipient’s address, name, and job title
• The name of the project whose budget requires adjustments
• Reasons for requesting the adjustments
• Projected costs that may result from the modification.
• Your contact information

Writing Tips for a Budget Modification Request Letter

A budget modification request letter is a sensitive document. It could mean the success or failure of your project. Consequently, it is essential to draft this letter professionally and adequately. Here are some guidelines to help you achieve this:

• Include the recipient’s official name and job title. This should help ensure your letter is delivered to the appropriate authority. It should also help establish a reasonable connection with the reader.
• Mention the specific project or event to which the budget is allocated. It is also essential to attach the document and mention it in the introductory paragraph. This will help the reader understand which budget you are discussing from the word go.
• Provide a brief overview of the project and event. This is where you get to explain why the modifications are necessary. Remember, this is your chance to convince the reader that your request should be approved.
• If there are specific lines to be modified, highlight them in the original budget, and attach the document to the letter.
• Provide a projection of any additional costs the modifications might cause.
• Include your contact information and offer to answer any further questions that the reader may have.
• Close the letter with your official name, signature, and job title.
• Use professional and courteous language.
• Keep your letter short and to the point.

Budget Modification Letter Format

{Recipient’s Name/Job Title}

{Company/Organization Name}

{Company/Organization Address}

{City, State, Zip Code}

Re: Request to Modify the {Project Name} Budget

Dear {Mr./Mrs./Ms. Last Name},

I am writing this letter to formally request a revision to the {project name} approved budget. The {department name} requires this revision to {describe requested modifications}. This will allow us to {justify why these changes are necessary}. Please find attached the specific line item budget revisions.

As the project is time-sensitive, we will appreciate a response by {date} or at your earliest convenience. You can contact me on {phone number} or {email address} if you have more questions regarding this request.

Thank you for your time and consideration.

{Your Name}

{Job Title}

Sample Budget Modification Letter

11 August 2020

Accounts Manager

ABC Industries

123 Garden Road

Houston, TX 12345

Re: Budget Modification Request for Project New Brand Logo

Dear Mr. Seinfeld,

Upon the last bi-monthly review, it has become evident that the mentioned project’s approved budget requires some adjustments. This should allow my team to meet some emerging requirements. I have attached a document detailing the specific line item budget revisions.

As stated in the initial project proposal, we have hired a professional logo designer to provide expert assistance. This has cost us slightly more money than forecast in the original budget. We have also encountered other unexpected expenses in terms of production.

Kindly review the specific adjustment requests and get back to me at your earliest convenience. If you have further questions regarding this matter, contact me at 555 6788 324 or [email protected] .

Thank you for your consideration.

Colin Donald

Project Director

Budget Modification Letter (Word Template)

Every institution has a different budget revision policy. Before drafting your budget modification request letter, it is crucial to go through your company’s policy. If there is no written document, you can speak to your department manager or supervisor. Always use polite and professional language. Remember, you are making a request, not a demand. Explain your suggested amendments and why you think they are essential to the project. Finally, make sure you follow up on your letter if you don’t receive a response in at least two business weeks.

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How to Write a Budget Request

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A budget request is a formal letter that’s required when you’re seeking funding for a business project, and also when you are seeking funding to start a new department or company initiative. You should write your budget request, using the same format that you would for a business letter, but there are some important details to include so you can maximize your chances at getting that all-important “Yes.”

Know Who Will Read the Request Letter

Before you write the budget request, it’s essential for you to know and understand the person who will read this letter. This means you must know the name and title of the person that supervises incoming budget requests for the funding company. It also doesn’t hurt for you to do a little investigation to find out a little about that person’s background or history at the funding company. For example, if you find out that the person was instrumental in funding a similar project in the past, you can mention this in your request to create a personal connection.

Explain the Background for Your Project

Briefly explain how the project you want to be funded was created, any similar projects that your business has successfully launched, and how those projects fared after launch. You should also include any forecasting trends that would give the reader a sense of the benefits of funding the project.

Explain the Purpose or Goal of the Request

You must be specific about what you plan to do with the funding, so that there is no confusion about the project's purpose or goal. This means that you must explain exactly how you will spend the money you’re asking for, and how much of the project the funding will cover.

For example, instead of writing, “ We will staff the new department with computer experts ,” you should write, “T_he new staff will consist of three computer security experts, with a minimum of five years' experience, and we intend to charge $50 per every 15-minute call that customers make to these experts_.”

Include a Budget

Including a budget is an absolute necessity not only because it breaks down all of your expenses, but also because it gives your prospective funding company the opportunity to decide if it wants to fund the entire project or only a portion of it. Giving your funder this choice is vital, because obtaining some money is much better than getting no money at all. The budget should include line items for each expense, and if the numbers you write are only estimates, make sure that you indicate this fact, in parentheses, next to each item.

Summarize the Request

Finish the budget request with a summary of all the details you covered in the letter. Make sure you reiterate why the project is important and what are the benefits to the funding group, if it gets involved. It’s also important to include the methods you will use to monitor and evaluate the project, and that you will provide progress reports to the funder.

• Resource Centre: Writing a Funding Application
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• Even though you should strive for brevity in your request letter, do not sacrifice critical information. Some budget requests are several pages long because of the space needed to present a good case for the project or event.

Sampson Quain is an experienced content writer with a wide range of expertise in small business, digital marketing, SEO marketing, SEM marketing, and social media outreach. He has written primarily for the EHow brand of Demand Studios as well as business strategy sites such as Digital Authority.

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Budget Proposal Request Letter Template

Download this Budget Proposal Request Letter Template Design in Word, Google Docs, PDF, Apple Pages Format. Easily Editable, Printable, Downloadable.

When requesting a budget proposal through correspondence, doing so professionally is necessary for success. For this reason, we’ve created our Free Budget Proposal Request Letter Template to help you out. Our sample comes with simple blue accents on the page corners to impress your reader. What’s more, you can download this template for convenient editing in Microsoft Word.

BUDGET PROPOSAL REQUEST LETTER

[Name of Addressee] [Job Title] [Name of Company] [Company Address]

Dear [Name of Addressee],

I am writing to request for budget approval regarding the [Name of Event or Project]. As per our last discussion, this event/project should begin on [Date] and will require [Ballpark Amount].

I have already spoken to contacts who have agreed to arrange and overlook the event/project. Thus, in behalf of the staff and organizers/supervisors, I request a proposed budget of [Amount] (USD 0.00) to fund this proposed event/project. The overview of the event/project and a breakdown of all the expenses are discussed in detail in the attached proposal, for your perusal. 

Kindly let me know if you have any questions or suggestions regarding the event/proposal so that we may discuss the details further. My contact details are indicated below. I hope for a positive response from your good office soon.

[Name of Sender] [Job Title] [Contact Details]

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Budget Approval Request Letter Sample Format & Example

Budget Approval Request Letter is written in order to get the budget for your project or department approved from the management or supervisor. The request letter format for budget approval is quite simple but requires to be written in a professional manner. The Sample letter for budget approval also serves as a formal record of permission for purchasing products or equipment for the office or factory. The request letter for budget can also be for a party at the place of work or sample letter of request for approval to purchase something new for the workplace.

This post includes important tips to keep in mind while writing a request letter for budget approval along with the sample format for the same.

Writing Tips for a Budget Approval Request Letter

Keep in mind the following tips for budget approval request letter:

• Always address the letter to the right person along with using the right job title and name.
• Do not forget to attach the budget with your letter or if you have already submitted it then include the reference to the submission in the first paragraph.
• Mention what all the budget intends to cover by briefly describing the event or the project for which it is.
• Make sure that you justify your budget in order to convince that you deserve the budget approval.
• If needed then you must also include the timeline of the project or the event in the letter.
• Always include your contact details before ending your letter.
• Make sure that you have kept the tone polite and professional.
• Look for spelling errors and grammatical mistakes before sending the letter.

Budget Approval Request Letter Format, Template & Example

Andrew Black

Marketing Manager

Zenith Technologies

Date: June 04, 2022

Mr. Anthony Gibbs

Sub: Regarding budget approval request for upcoming marketing event.

Dear Mr. Gibbs,

The purpose of writing this letter is to submit the budget for “University Marketing Program” for approval. The budget includes all the expenses for the upcoming event which is due to be conducted in the months of June 2022 and July 2022 across all the colleges and universities in New York and California.

The copy of the budget has been attached with the letter for your reference. I would request you to please review the budget at your convenience and please share if there are any changes required to be made in the same. You can email me at [email protected] or call me at 9898989898.

And if the budget does not require any further corrections then please approve the same before June 8 th , 2022 so that I can have it implemented by Accounts Department.

Thanking in advance.

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• Sample Request Letter

Last Updated On September 19, 2018 By Letter Writing Leave a Comment

Request letters can be written for many reasons. These letters are written to the company for asking for employment, approaching the company for the first time to fulfil your needs, and to maintain a good relationship with the organization, etc. The request letter should be precise and simple. These letters are written to attract a person to your legitimate demand. You can express your inner feelings in the form of words.

These letters should be in a polite tone and should be written with sincerity. They should be formal and should contain the required details to convey your request. These letters can also be written for asking for the required documents by an organization to the applicant.

The Request letter should be written in a professional language. The request letter should genuinely empathize the reader with your request. These letters can be written not only for references but also for getting the permission information, requesting document, requesting certificates and also for asking for assistance.

Tips to write a request letter

• The request letter should be written only for making reasonable requests.
• The letter should be very brief.
• The letter should be very straightforward.
• It should have all the required information to convey your request.
• Be very confident and assertive but not overbearing.

Request letter template

The request letter should be very formal, such as block or semi-block format. These styles begin with the date, followed by the name and address of the person to whom you are writing, a reference line, the salutation, the body, and the complimentary close. Compose and print your letter on a computer, using bright white inkjet paper.

Date:——(Date on which letter is written)

Subject: Request for allotment of more money.

Dear sir/madam

This letter is for the allocation of money in all the different departments for the current financial year under the organization’s budget for the year YYYY-YYYY. We feel that the marketing department has been allowed little money in this budget.

We would like to bring to your notice that the marketing department has the highest performance rate and needs more monetary backing to continue with its work done. There has been an increment in all the materials that are required for building a marketing strategy. Thus, the current amount of money is not sufficient enough for the department’s growth and productivity.

We expect that our plea will be taken into consideration and the required steps will be taken to alter the situation.

Thanking you,

Yours sincerely Name Designation

Sample Letter

From Mr.Kenneth P.Anderson 3663 quiet valley lane Los Angeles, CA 90013

To Tanya J. Pease 691 school street New Haven, CT 06551

Subject: Request for Allotment of More Money

Dear Ms. Pease

We would like to bring to your notice that the marketing department has the highest performance rate and needs more monetary backing to continue with its work done by the department. There has been an increment in all the materials that are required for building a marketing strategy. Thus, the current amount of money is not sufficient enough for the department’s growth and productivity.

Thanking you

Kenneth Sales Manager Sales department

Email Format

To: [email protected]

from: [email protected]

Dear Mr. Jenkins of the Customer Service Department

I would like to bring to your notice that the shirt I picked up from your store two days back has two tiny holes at the back and a button missing on the shirt. I have been shopping at your store for a couple of years now, and I haven’t come across any problem till date.

I would like t request for a refund for the shirt I bought as I can not wear it anywhere. I hope that a do not face such an experience with your brand ever in the future.

Yours truly, Adam Antony

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Budget Letters

Budget and accounting policies and instructions are issued periodically, as needed, by the Department of Finance (DOF) as Budget Letters (BL), to supplement and revise the  Budgeting Chapter (6000)  and accounting chapters of the  State Administrative Manual (SAM) . The Department of Finance offers an email subscription for Budget Letters and other budget or accounting related actions and notices. To subscribe, enroll via the  Department of Finance Mailing Lists page .

• BL 24-11 Past Year Budget Adjustments and Fund Balance Reconciliation for the 2025-26 Budget Cycle (Attachment) (issued 7/1/2024)
• BL 24-10 Government Efficiency Reduction (issued 7/1/2024)
• BL 24-09 Baseline Budget Adjustments (issued 6/26/2024)
• BL 24-08 2025-26 Budget Preparation Guidelines (issued 6/12/2024)
• BL 24-07 Onetime Appropriation(s) Expenditure Freeze Pursuant to Section 21 of the Budget Act of 2023 (As Amended by Sec. 74 of AB 106 (Chap. 9, Stats. 2024) (issued 4/29/2024)
• BL 24-06 Updated – Out-of-State Travel Requests-Approval by the Governor’s Office (issued 4/15/2024)
• BL 24-05 Year-End Financial Reporting Requirements (issued 4/8/2024)
• BL 24-04 The State Contract Act-Project Cost Threshold Adjustments (issued 2/1/2024)
• BL 24-03 Escalation of Construction Costs for State – Funded Capital Outlay Projects (issued 2/1/2024)
• BL 24-02 2024-25 Budget Change Letters (Spring Finance Letters) Update (issued 1/25/2024)
• BL 24-01 Current Year Expenditure Freeze Reporting Instructions and template (Attachment) (issued 1/22/2024)
• BL 23-27 Current Year Expenditure Freeze (issued 12/12/2023)
• BL 23-26 Submission of Final 2024-25 Governor’s Budget Materials (issued 12/4/2023)
• BL 23-25 2024-25 Governor’s Budget Supplementary Schedules (Attachment DF-301) (Attachment DF 302) (issued 11/28/2023)
• BL 23-24 Supplemental Language Report Request (issued 10/25/2023)
• BL 23-23 Employee Compensation Adjustments -Item 9800 (Attachment A) (Attachment B) (issued 10/4/2023)
• BL 23-22  2024-25 Price Letter (issued 9/20/2023)
• BL 23-21  Regulations Process (issued 8/31/2023)
• BL 23-20 Employer Retirement Contributions (Attachment) (issued 8/24/2023)
• BL 23-19 Position Control (issued 8/14/2023)
• BL 23-18 Budget Change Proposal Template and Instructions (issued 8/4/2023)
• BL 23-17 Budget Rollover in Hyperion for the 2024-25 Budget Cycle (issued 8/2/2023)
• BL 23-16 Capital Outlay Budget Proposals, Five Year Infrastructure Plans, Concept Papers, and Deferred Maintenance Submissions for 2024-25 (issued 7/27/2023)
• BL 23-15 Executive Orders and Budget Revisions (issued 7/27/2023)
• BL 23-14 2024-25 Budget Policy (issued 7/26/2023)
• BL 23-13 Expenditure Authorization Controls (issued 7/26/2023)
• BL 23-12 Information Technology Project Planning Budget Change Proposal Reporting Requirement (Attachment) (issued 7/25/2023)
• BL 23-11 Control Section 11.00 – IT Project Reporting Requirements Control Section 11.10 – Statewide Software License Agreements (Attachment) (issued 7/25/2023)
• BL 23-10 Late Payment Penalty Rates (issued 7/24/2023)
• BL 23-09 2024-25 General Administrative Costs and 2024-25 Statewide Cost Allocation Plan (Attachment I) (Attachment II) (issued 7/24/2023)
• BL 23-08 2024-25 Salaries and Wages Spreadsheet (Attachment C) (Attachment D) (issued 7/13/2023)
• BL 23-04 COVID-19 Federal Funds Cost Tracking and Recovery (issued 5/2/2023)
• BL 23-03 Statewide Policies (issued 4/12/2023)
• BL 22-03 2022-23 Budget Change Letters (Spring Finance Letters) (issued 2/3/2022)
• BL 21-28 COVID-19 Federal Funds-Reporting, Monitoring and Auditing, Accounting, and Other Notification Requirements [ Attachment ] (issued 11/01/2021)
• BL 21-23 Ongoing Expenditure Reductions [ Attachment ] (8/18/2021)
• BL 21-17  Information Technology Project Planning Budget Change Proposal Reporting Requirement [ Attachment ] (7/27/2021)
• BL 21-07 2020 Wildfire Cost Reporting (6/16/2021)
• BL 21-02 Leases-New Accounting Policy (1/28/2021)
• BL 20-39  Submission of Final 2021-22 Governor’s Budget Materials (12/16/2020)
• BL 20-38 Governor’s Budget Supplementary Schedules (12/14/2020)
• BL 20-37 Current Year and Ongoing Expenditure Reductions [ Attachment ] (11/03/2020)
• BL 20-33 Employee Comp. Reductions [ Attachment ] (9/3/2020)
• BL 20-32 COVID-19 Cost Reporting [ Attachment ] (8/28/2020)
• BL 20-23 Fund Balance Reconciliation Responsibilities [ Attachment ] (7/20/2020)
• BL 20-12 Federal Stimulus-Accounting and Notification REQS [ Attachment ] (6/8/2020)
• BL 20-11 Current Year Expenditure Reductions [ Attachment ] (4/30/2020)
• BL 20-10 FEMA Reimbursements for COVID-19 Response (4/8/2020)
• BL 20-06 Employee Compensation Adjustments—Item 9800 [ Attachment ] (3/5/2020)
• BL 20-01 Wildfire and PuBLic Safety Power Shutoff Cost Reporting (1/31/2020)
• BL 19-30 Attorney Gen. Legal Services Rate Increases for Client Depts. [ Attachment ] (10/16/2019)
• BL 19-27  Enhancements in FI$CAL (Hyperion)(8/27/2019)
• BL 19-25 Budget Position Transparency [ Attachment ] (8/20/2019)
• BL 19-21  Changes to Certain General Statewide Sections (8/2/2019)
• BL 19-20  Wildfire Cost Reporting (8/01/2019)
• BL 19-02 Securities & Exchange Commission Rule 15c-12; Disclosure REQS Eff. February 27, 2019 (2/22/2019)
• BL 18-26 Control Section 6.10 of the Budget Act of 2018: Statewide Deferred Maintenance [ Attachment ] (8/15/2018)
• BL 16-31 Payment of Victim Comp Board Claims, Depart. of Justice Settlements and Judgments (10/24/2016)
• BL 16-11 Payee Data Record (STD. 204) REQS (7/5/2016)
• BL 16-03 The State Contract Act—Project Cost Threshold Adjustments (2/16/2016)
• BL 16-02 FI$Cal (Hyperion) Updates & Instructions for Spring Budget Process (1/29/2016)
• BL 15-26 U.S. Office of Management and Budget’s (OMB) Guidance for Federal Awards (11/6/2015)
• BL 14-29 Budget Bill Preparation/Process (11/12/2014)
• BL 14-17  Vacant Position Reestablishments (8/6/2014)
• BL 14-09  Budget Revision Instructions for All Multi-Funded Departments (BR-1 REQS) (6/27/2014)
• BL 14-08  Gov Budget Prep: Initial Upload Template—Financial Info System for CA (FI$Cal) (6/20/2014)
• BL 14-07 Implementation of Financial Info. System for California (FI$Cal) (4/29/2014)
• BL 13-30 Economic & Fiscal Impact Assessments/Regulatory Review [ Attachment I ] (12/26/2013)
• BL 13-29 Standardized Regulatory Impact Assessments [ Attachment I ] (12/26/2013)
• BL 13-21 Past, Current, and Budget Yr Schedule 10s (Supplemental Schedules of Appropriations) (8/26/2013)
• BL 13-16 Preparation of 2014-15 Governor’s Budget (8/6/2013)
• BL 13-13 Past Year Schedule 10Rs (Supplementary Schedules of Revenues and Transfers) (7/29/2013)
• BL12-21 Employee Compensation Reductions – Control Section 3.90 [ Attachment ] (8/29/2012)
• BL12-03 Adjust Budget Display Reflect Actual Exp./Eliminate Salary Savings [ Attachment , FAQs ] (3/12/2012)
• DOF DPA letter  Personal Services Reduction and Layoff Plan
• MM01-24 Hiring Freeze Guidelines (12/27/2001)
• BL 01-47  Budget Letter Distribution (12/13/2001)
• BL 01-45  Proposed Reduction in 2001-02 Spending (11/19/2001)
• BL 01-39 Statewide Survey of Oracle Database Usage [ Survey ,  Executive Orders ] (11/5/2001)
• BL 01-35  CALFED Budget Change Proposals (9/7/2001)
• BL 01-07  Cesar Chavez Holiday (3/21/2001)
• BL 01-06  Employee Benefits in Specified Personal Services Contracts (2/26/2001)
• BL 01-04  Costs For Administration of Collective Bargaining, Litigation, and Arbitration (2/13/2001)
• MM02-20  Statewide Information Technology Policy, Instructions, and Guidelines (9/12/2002)
• MM02-12  Restrictions CMAS, Master Services Agreements, & Non-Competitively Bid Contracts
• BL 02-40 Additional 2002-03 Budget Reductions [ Attachment ] (11/21/2002)
• BL 02-39 Control Section 31.60 & 31.70/Government Code Section 12439 [ Attachment ] (11/15/2002)
• BL 02-33 Early Retirement Program [ Attachment ] (10/10/2002)
• BL 02-29 Information Security Controls [ Attachment ] (9/12/2002)
• BL 02-13 2002-03 Statewide Position and Dollar Reduction Plan [ Attachment ]
• BL 02-04  Oracle Enterprise License Agreement Cost Recovery (2/27/2002)
• BL 03-43 Contract, Equipment Acquisition, and Travel Ban [ Attachment ,  Exec Order S-4-03 ] (12/05/2003)
• BL 03-42  Hiring Freeze(11/26/2003)
• BL 03-41 Control Section 3.60 & Control Section 4.10, Budget Act of 2003 [ Attachment ] (11/17/2003)
• BL 03-37 Feasibility Email Consolidation Savings Attachment [ Attachment ] (9/26/2003)
• BL 03-33 2004-05 20-Percent Reduction/Elimination Proposals [ Attachment ] (9/5/2003)
• BL 03-32  Initial 2004-05 Budget Galley And Preparation Guidelines (8/26/2003)
• BL 03-25  2003-04 Automated Fund Condition Statement Budget Process (8/07/2003)
• BL 03-23 2003-04 Personal Services Reduction Plans [ Attachment ] (8/1/2003)
• BL 03-21  Personal Services Reduction Plans (Revised) (7/22/2003)
• BL 03-16  Updating Capital Outlay Fiscal Impact Worksheets for Legislative Changes (7/1/2003)
• BL 03-13  Assessment of Info. Technology Security Measures, Policies, & Practices (6/9/2003)
• BL 03-12  Cooperative Work Agreements (6/2/2003)
• BL 03-11  Safeguards for Firewalls and Servers (5/13/2003)
• BL 03-03  Notification of Information Technology Incidents and Computer Crimes (2/4/2003)
• BL 04-38  Annual meetings for state advisory boards and commissions (12/13/2008)
• BL 04-37  Attorney Rate Increases Depts w/Special or Non-gov. Cost Funds [ Attachment ] (11/22/2004)
• BL 04-35  Safeguarding Access to State Data (11/16/2004)
• BL 04-23  New Deficiency Funding Process [ Attachment ] (8/13/2004)
• BL 04-18  Major Changes In Deficiency Process May Result In Personal Liability for Directors (8/2/2004)
• BL 04-14 Surcharge For Statewide Costs [ Attachment ] (7/7/2004)
• BL 04-11  2005-06 Governor’s Budget (6/21/2004)
• BL 04-06 2004-05 3-Percent Reduction/Elimination Proposals [ Attachment ] (3/30/2004)
• BL 04-04  Modifications Implementation Statewide Info. Technology Project Framework (2/27/2004)
• BL 04-03  Control Section 4.10, Budget Act 2003, Effect of Program Reductions (2/24/2004)
• BL 04-01  IT Contract Exempt/Exempt Requests Contract/Equip Acq./Travel Ban (1/16/2004)
• BL 05-32  IT Security Policy – Encryption on PortaBLe Computing Devices (11/14/2005)
• BL 05-30  Deficiency Process Could Result Personal Liability Secretaries and Directors (10/17/2005)
• BL 05-17  2006-07 eBudget Process Overview (7/27/2005)
• BL 05-08  Information Technology Security Policy – Classification of Information (6/3/2005)
• BL 05-07  Capital Outlay Five-Year Infrastructure Plan and Budget Submission 2006-07 (5/23/2005)
• BL 05-03  Peer-to-Peer File Sharing (3/7/2005)
• BL 06-36  California Automated Travel Expense Reimbursement System (12/22/2006)
• BL 06-34  IT Security Policy- Info. Security Notification & Reporting (12/7/2006)
• BL 06-30  Methodology Change for General Administrative Costs (Pro Rata) (9/22/2006)
• BL 06-27  GS $Mart and Other Municipal Lease Financing (9/8/2006)
• BL 06-26  Adjustments to Statewide Surcharge [ Attachment ] (9/7/2006)
• BL 06-06  Full Compliance With Requirements To Utilize Authority To Revise Budgets (4/19/2006)
• BL 07-30 Budget Act of 2007, Section 28.00 and Budget Letter 07-25 [ Attachment ] (10/18/2007)
• BL 07-05  Use of Emergency Provision In Item 9840 Must Be Fully Justified (1/31/2007)
• BL 07-03  Policy Changes/Op Recovery/Modifications Designation Ltr /Op Recovery Plan (1/23/2007)
• BL 07-02  Control Section 4.04 for 2007-08—Price Increase Adjustments (1/19/2007)
• BL 08-33  Interim Loans For General OBLigation and Lease Revenue Bond Projects  (12/18/2008)
• BL 08-20  Dept of Technology Svcs Rate Adjustments [ Attachment I ,  Attachment II ] (8/18/2008)
• BL 08-06  Transition IT Project Review, Approval/Oversight Office of State Chief Info (3/14/2008)
• BL 10-38  Sec.3.90: Reduction in Op Expenses/Equip Workforce Sec.15.30—IT Savings (11/30/2010)
• BL 10-28  Expanded Reporting on Federal Grants and Contracts (10/05/2010)
• BL 10-27   California Preschool, Transitional Kindergarten, and Full-Day Kindergarten Facilities Account
• BL 10-24  Automatic Increases Prohibition (9/01/2010)
• BL 10-13 Capitalization of IntangiBLe Assets [ Attachment I ,  Attachment II ] (6/18/2010)
• BL 10-12 Withholding Requirements On Nonresident Vendor Payments [ Attachment  (5/24/2010)
• BL 10-09 General OBLigation Bond Funded Programs/Projects Attachment ] (4/27/2010)
• BL 10-06  Information Technology Expenditure Reporting and Cost Optimization [ Attachment ] (3/30/2010)
• BL 10-02  Architecture Revolving Fund (ARF) Deficit Recovery [ Attachment ] (1/21/2010)
• BL 11-35  Legislative Reports Inventory/ID of Reports No Longer of Value [ Attachment ] (12/21/2011)
• BL 11-33  Repeal of 3-percent Federal Withholding Requirements (12/12/2011)
• BL 11-29 Operational Efficiency Plans [ Attachment ] (9/20/2011)
• BL 11-08 Cellular Device Reduction and Related Savings [ Attachment ] (5/26/2011)
• BL 11-04 Hiring Freeze [ Attachment I ,  Attachment II ] (3/04/2011)
• BL 11-02 Cellular Phone Reductions [ Attachment I ,  Attachment II ] (1/28/2011)

Home » Letters » Budget Letters » Budget Proposal Letter – Sample Letter for Proposal of Budget

Budget Proposal Letter – Sample Letter for Proposal of Budget

Table of Contents:

• Sample Letter

Live Editing Assistance

How to use live assistant, additional template options, download options, share via email, share via whatsapp, copy to clipboard, print letter, sample letter for proposal of budget.

To, __________ (Receiver’s Details), __________ (Name of the Company), __________ (Address)

Date: __/__/____ (Date)

Subject: Budget proposal

Dear Sir/ Madam,

I am __________ (name) and I am writing this letter to present a proposal for a budget of __________ (amount proposed) amount. The purpose for the proposed amount is mentioned below along with the amount required:

It is to request you to kindly consider this as a genuine request and do the needful at the earliest so that we will be able to proceed with the planned works/ deliveries at the earliest.

Thanking you, Regards, ________ (Signature), ________ (Name), ________ (Contact Number)

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The Live Assistant feature is represented by a real-time preview functionality. Here’s how to use it:

• Start Typing: Enter your letter content in the "Letter Input" textarea.
• Live Preview: As you type, the content of your letter will be displayed in the "Live Preview" section below the textarea. This feature converts newline characters in the textarea into <br> tags in HTML for better readability.

The letter writing editor allows you to start with predefined templates for drafting your letters:

• Choose a Template: Click one of the template buttons ("Start with Sample Template 1", "Start with Sample Template 2", or "Start with Sample Template 3").
• Auto-Fill Textarea: The chosen template's content will automatically fill the textarea, which you can then modify or use as is.

Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.

Click the "Share via Email" button after composing your letter. Your default email client will open a new message window with the subject "Sharing My Draft Letter" and the content of your letter in the body.

Click the "Share via WhatsApp" button after you've composed your letter. Your default browser will open a new tab prompting you to send the letter as a message to a contact on WhatsApp.

If you want to copy the text of your letter to the clipboard:

• Copy to Clipboard: Click the "Copy to Clipboard" button after composing your letter.
• Paste Anywhere: You can then paste the copied text anywhere you need, such as into another application or document.

For printing the letter directly from the browser:

• Print Letter: Click the "Print Letter" button after composing your letter.
• Print Preview: A new browser window will open showing your letter formatted for printing.
• Print: Use the print dialog in the browser to complete printing.
• A budget proposal letter should include the proposed budget amount, its purpose, specific allocations, and a polite request for consideration.
• Yes, providing details for each purpose helps the recipient understand the rationale behind the budget request and how the funds will be utilized.
• Address the recipient with respect, using "Dear Sir/Madam" or their appropriate title and last name if known.
• You can add additional rows to the table or include them in the body of the letter, ensuring clarity and completeness in the proposal.
• Express gratitude by thanking the recipient for considering the proposal and for their prompt attention to the matter.

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