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1. Financial Resource Request Form
Purpose
• The purpose of this tool is to standardize all financial resource requests so that we can
evaluate and prioritize requests appropriately to facilitate delivery. For amounts over
$5,000 please use a formal Business Case.
• Type or print neatly in black ink and attach any additional information to clarify/support
your request.
• Please identify each event/activity for which you are asking funding and distinguish
between them when answering the questions.
• Submit this form to the Director of Marketing no later than 5 days prior to the weekly
meeting in order to appear on that week’s agenda. Remember it will take up to 2
weeks before you will receive funding.
Employee Requester Information
Department: Priority: High Med Low
Name: Email:
Project Sponsor: Date:
Project Title:

2. Please completely answer each of the following questions for each
of the events for which you are asking funding.
Explain the purpose of the activity/event(s):
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
____________________________________________________________
Who will benefit from each activity/event and how many people will be involved?
___________________________________________________________________________________
___________________________________________________________________________________
______________________________
Are any other departments involved in the activity/event other than your own?
___________________________________________________________________________________
___________________________________________________________________________________
______________________________
What publicity do you have planned for the activity/event(s)?
___________________________________________________________________________________
___________________________________________________________________________________
______________________________
Besides this, what other funding sources have you explored?
___________________________________________________________________________________
___________________________________________________________________________________
______________________________
Have you received any funding from the Department this year? ___ Yes ___ No
If yes, how much? $ _______________
Has Senior Management already approved the activity/event(s)? ___ Yes ___ No

3. If no, why?
___________________________________________________________________________________
___________________________________________________________________________________
______________________________
Please supply projected cost/benefit information for the activity/event for which you are
seeking funding. Include detailed figures on sources of projected costs and projected
benefits. Indicate if you plan on getting, or that you have gotten, any services or items
donated.
Event/Activity: ____________________________________
Cost/Benefit Analysis Worksheet
Project Costs
Incremental Costs Description High Low
Total Costs
Project Benefits
Incremental Benefits Description High Low
Total Benefits
% Benefits/Costs
Office use only:

4. TOTAL Amount Requested from Employee: ____________
Funding decision date: ___/___/___
$ ______________________ Funding decision vote: ___/___/___
Please sign and date this request for funding:
______________________________________________________________________________
Name Date
Resource Request Approval (required signatures)
Requester: Project Sponsor:
Date: Date:
Name: Name:
Signature: Signature:
Director of Marketing:
Date:
Name:
Signature: