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California State University, Long BeachCalifornia State University, Long Beach
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FY 2005-2006 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 - FY04-05 Base Budget

This column includes the amounts posted for your organization unit last fiscal year as original, base budget. The FY04-05 Internal Budget can be used to confirm these amounts.

Column B - FFY05-06 Recovery Plan Allocation

This column reflects your organizational unit's portion of base recovery dollars based on the recommendations of the RPP task force. The amounts are higher due to the distribution of contingency dollars totalling $877,600. The attached spreadsheet details the changes.

Column C - Preliminary FY05-06 Base Budget

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

Column D - FY05-06 Budget Reallocations between Divisions (& other allocations)

This column reflects the sum of miscellaneous allocations (e.g. prior year Faculty SSI adjustments) from University Wide sources or as reallocations between organizational units as reflected in thefootnotes of the spreadsheet. Do not change these amounts. If there are additional reallocations between divisions that appear to be missing, please contact Candie Sagehorn, Budget Director at ext 5-4799 for instructions.

She must authorize such changes to assure the funding sourceis reflected as an adjustment on another Resource Allocation spreadsheet.

Column E -Net FY05-06 Base Budget

This column is a sum of columns C and D (prior to internal reallocations between accounts).

Column F - Internal Reallocations(between accounts withina division)

This column is used for adjustments between accounts (e.g. to reallocate budget between expenditure categories).

The total of this column must net to zero.

Column G - Final FY05-06 Base BudgetPosting

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