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California State University, Long BeachCalifornia State University, Long Beach
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FY 2003-2004 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 - FY02-03 Internal Budget Posting

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 FY02-03 Internal Budget document.

Column B - FY02-03 Compensation Adjustments

This column is the base budget increment you are receiving for compensation awards made during FY02-03 that were not part of your base budget last fiscal year. These will include MPP Compensation, R06 GSI, R08 SSI Annualized. All increments are detailed in attached reports by bargaining unit, department and employee.

Methodology: the allocation is based on the actual monthly amount of the compensation award paid to the eligible 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. Please contact the Budget Office if you need any assistance in this regard.

Column C - FY02-03 Adjusted Base Budget

This column reflects your adjusted FY02-03 Base Budget. Columns A & B are totaled. (Formula computed)

Column D - FY03-04 Compensation Adjustments

This column is the base budget increment you are receiving for compensation awards made during FY03-04. This includes R03 SSI awards; R06-GSIs, both paid effective 7-1-03.

Column E - FY03-04 Other Budget Adjustments

This column reflects non-compensation base budget adjustments allocated in FY03-04, other than the budget reductions allocated to your division/college.

Details of all adjustments are attached in appendix reports.

Column F - Division Reallocations Inter- and Intra-

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. (Entered by ASM or designee)

Column G - FY03-04 Budget Reduction

This column will show how you are allocating your division's base budget reduction amongst expenditure accounts. The Budget Office will validate that this column equals the amount allocated to your division before posting any budget amounts. Those amounts are detailed in an attachment to the FY03-04 Resource Allocation spreadsheet. (Entered by ASM or designee)

Column H - FY03-04 Base Budget

The amounts shown in the last column sums columns C through G to represent the base budget by account by organization. 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. (Formula computed)