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California State University, Long BeachCalifornia State University, Long Beach
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FY 2002-2003 Resource Allocation Spreadsheet Instructions

Header: The Organizational Unit ID and Name

The spreadsheet is divided in two sections:

  1. Top half = Personal Services
  2. Bottom half = Operating Equipment & Expenditures

Column Descriptions:

Account

The chartfield = account of the budget posting or incremental/decremental base budget amount.

Account Description

The description of the expenditure object.

Note: You can add valid chartfield account values that are not listed, in the last row. Add additional rows to the worksheet as necessary for multiple additions. Be sure to copy the formula from the previous rows. (PLEASE DO NOT DELETE OR CHANGE ROWS OF UNUSED ACCT VALUES as the Budget Office needs to link spreadsheets together.) Also, for added accounts, please use the correct value & description as indicated in the Financial system.

Column A - FY03-04 Base Budget

This column includes the amounts posted for your organization unit last fiscal year as original, base budget. You can confirm these amounts by referring to the FY01-02 Internal Budget or other documentation/reports.

Column B - Base Increment FY01-02 Compensation

This column is the base budget increment you are receiving for compensation awards made during FY01-02. Last year you received non-recurring dollars for these costs (except R03 - a non-recurring allocation will be made in FY02-03 for the 3 months cost of GSI.)

Methodology: the allocation is based on the actual monthly amount of the compensation award that was paid to the employee * 12. Funding is allocated to the default funding chartfields defined for the employee's position as of the date of the award per MOU. If an employee no longer works in your org unit, the money has still been allocated - regardless of the current circumstances. If your area was temporarily paying for the salary costs of an employee that is now in a different org unit, ASMs must coordinate any transfers of base funding using Column G and/or one time transfers. Please contact the Budget Office if you need any assistance in this regard.

Attached to your spreadsheets are employee details to substantiate the total base increment - including chartfields. Every employee funded by general funds, except Student Health & chargeback, regardless of temporary status has been included in the allocation of compensation dollars. Given that CSULB has not received sufficient funding from the State to cover all compensation, a post-audit review may be conducted to address short term temporary appointments that are not replaced to determine the equity of the compensation allocations.

Column C - Subtotal 1

Columns A & B are totaled.

Column D - Base Increment FY02-03 Compensation

Methodology: similar to above, the allocation is based on the actual monthly award paid to the employee on July 1, 2002, * 12. Included are: GSI - R01, CSEA, R03, R04, R08; SSI- R03 (awarded close of business 6/30/02.) Excluded: MPP/Pres Merit, R06, R08 SSI - those amounts will be paid via non-recurring allocation in FY02-03 & will become base budget in the FY03-04 Resource Allocation.

Column E - Subtotal 2

Columns C & D are totaled to represent the FY02-03 Preliminary Allocation.

Column F - Other Campus or System Allocations

The amounts allocated in this column will include budget to cover your pro-rata share of the federal postal rate increase and any other new base budget allocated by the President or System. Decrements will also be indicated in this column (Trustee Professor, SUG, etc.) All entries in Column F will be footnoted.

Column G -Column G - Division Reallocations

This column is used to make adjustments between categories and or reallocate funding between organizational units or spreadsheets. You will need to footnote any net increases or decreases so we can reconcile the total changes with other division/college spreadsheets.

Column H - FY02-03 Total Allocations

The amounts shown in the last column will sum column E, F & G and represent the total base budget for that account. The BTRs prepared for posting the base budget (with chartfield details) must total the amounts shown for each account line. The Budget Office will provide the BTR to be used for this purpose.