Financial Procedures

This document discusses settlement funds, the Investment Fund, project authorization, project costs, accounting procedures, lapses, equipment, contracts and grants. Appendices discuss state and federal internal financial procedures. Download Financial Procedures

No-Cost Extension Request

Principal investigators may carry forward budgeted funds to the subsequent fiscal year of a multiple-year project if the requested adjustment does not alter the underlying scope or objectives of the project. Please see Section IV. Adjustment to Budgets, C. Adjustments between Fiscal Years of a Multiple-Year Project in the Financial Procedures.

Download No-Cost Extension Request Form

Proposal/Budget Amendment Form

Principal investigators may request adjustments between projects (applies to the LTRM program) or adjustments between line items within a project. Please use the Proposal Amendment Form below. Please see Section IV. Adjustment to Budgets, A. Adjustments between Projects and B. Adjustments between Line Items within a Project in the Financial Procedures for details and conditions.

Download Proposal Amendment Form

Investment Policies

These policies were written to provide the Exxon Valdez Oil Spill Trustee Council with a comprehensive set of guidelines for the proper management of its investment decisions. Download Investment Policies