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California State University, Long BeachCalifornia State University, Long Beach
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FY 2004-2005 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. The FY03-04 Internal Budget can be used to confirm these amounts.

Column B - FY04-05 8% Reduction (Per RPP)

This column reflects your division's 8% reduction plans as presented to the Resource Planning Process and published on RPP Form 3.

Column C - FY04-05 2% Recovery Allocation

In the final budget memo B04-04 issued by the Chancellor's Office, CSULB received funding for enrollment growth of 543 FTES over the May Revise enrollment target. After allocating funding for Academic Affairs to handle the additional workload over our planning estimates, $3,500,000 was available to mitigate the 8% reduction to an "across the board" reduction of 5.9%. This column is a prorated allocation of those recovery funds.

Column D - Other Allocations

This column reflects the sum of miscellaneous allocations reflected in the footnotes of the spreadsheet. Included are items such as Faculty SSI compensation, faculty workload, etc.

Column E - Preliminary FY04-05 Base Budget

This column is a sum of columns A+B+C+D (prior to reallocations between divisions or accounts.)

Column F - Reallocations Between Divisions (Intradivisional)

This column is used to reflect reallocations between organizational units from one spreadsheet to another; (e.g. between DAF subdivisions and or Academic Affairs and its colleges.)

The amounts must be footnoted so the Budget Office can reconcile the net changes between spreadsheets.

Column G - Reallocations within the Same Division (Between Accounts)

This column is used for adjustments between accounts (e.g. to reallocate budget between expenditure categories. This year, because of the campus's reliance on temporary funds to cover operating costs, the base budget can be less than the total cost of regular positions in a personal service category, provided sufficient temporary funds are allocated to cover the deficits.

The total of this column should net to zero. No exceptions.

Column H - Final FY04-05 Base Budget

This column is a sum of columns E+F+G and reflects the final general fund budget for the division/organization.

Column I - FTE Loss

This column should reflect the net FTE loss in funded regular positions from base budget.