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California State University, Long BeachCalifornia State University, Long Beach
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FY 06-07 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 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 after the last row in each section. Be sure to copy the formulas from the previous row. (PLEASE DO NOT DELETE OR CHANGE ROWS OF UNUSED ACCT VALUES as the Budget Office links spreadsheets together by rows.) Also, for added accounts, please use the correct value & description as indicated in the Financial system.

Column A - FY05-06 Base Budget

This column includes the amounts posted for your organizational unit last fiscal year as original, base budget. The FY05-06 Internal Budget can be used to confirm these amounts.

Column B - FY05-06 Compensation Annualized

This column reflects your organizational unit's portion of FY05-06 compensation increases annualized for twelve months. The amounts are footnoted at the bottom of the spreadsheet column. Detail files by Bargaining Unit will be emailed along with this spreadsheet.

Column C - FY06-07 Recovery Plan Allocation

This column reflects your organizational unit's portion of base recovery dollars based on the recommendations of the RPP task force.

Column D - Preliminary FY06-07 Base Budget

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

Column E - FY06-07 Budget Reallocations between Divisions (& other allocations)

This column reflects reallocations between organizational units to be reflected in the footnotes of this spreadsheet column.

Column F - Net FY06-07 Base Budge

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

Column G - Internal Reallocations (between accounts within a 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 H - Final FY06-07 Base Budget Posting

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