Resource Allocation Transfer Account Guidance


Overview


 

Critical Concepts


 

FAQ


 

 

Resource Allocation Transfer Account Guidance


Recurring Accounts

Account: 

774900 

Account Title: 

CBO Recurring Allocation 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

Recurring allocation of annual support from UCSD central resources. Amount will be based on Final Core Recurring Budget in EPBCS (excluding incremental compensation increases). Also, recurring allocations from CBO for midyear/off cycle funding commitments  

Examples: 

Similar to July 1 Perm Budget feed in IFIS

 

Account: 

774901 

Account Title: 

OP Recurring Allocation 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

Recurring allocation of annual support from UCOP 

Examples: 

Incremental recurring state allocations received mid-year from OP 

 

Account: 

774902 

Account Title: 

VC/Dean Recurring Allocation 

For use by: 

VC Offices, Dean's Offices 

Definition/Guidelines for Use: 

Recurring allocation of annual support from VC and/or Dean 

Examples: 

Pass-throughs in VCHS; Allocations from EVC to academic departments  

 

Account: 

774903 

Account Title: 

Other Recurring Internal Xfr 

For use by: 

Any Financial Unit 

Definition/Guidelines for Use: 

For use by any FinUnit to transfer recurring resources to/from another FinUnit 

Examples: 

To adjust recurring resources for reorganizations or new Financial Units 

 

Account: 

774904 

Account Title: 

Recurring Revenue Sharing 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

Recurring allocation of resources from revenue sharing agreements 

Examples: 

ICR, Professional Schools 

 

Account: 

774905 

Account Title: 

Recurring Compensation Support 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

For recurring incremental compensation support not allocated in base recurring allocation using 774900; usually transacted in the Fall 

Examples: 

Campus Compensation Program increases/adjustments that are unknown at time of annual budget prep i.e. bargaining unit increases 

 

 

One-Time Accounts

 

Account: 

774950 

Account Title: 

CBO One-Time Allocation 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

One-time allocation of support from UCSD central resources 

Examples: 

For one-time and one-time multi year requests approved by Chancellor during annual budget process 

 

Account: 

774951 

Account Title: 

OP One-Time Allocation 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

One-time allocation of support from UCOP 

Examples: 

Incremental one-time (temp) state allocations received mid-year from OP 

 

Account: 

774952 

Account Title: 

VC/Dean One-Time Allocation 

For use by: 

VC Offices, Dean's Offices 

Definition/Guidelines for Use: 

One-time allocation of support from VC and/or Dean 

Examples: 

Pass-throughs in VCHS; Allocations from EVC to academic departments; VC sweep back of turnover/salary savings 

 

Account: 

774953 

Account Title: 

Other One-Time Internal Xfr 

For use by: 

Any Financial Unit 

Definition/Guidelines for Use: 

To transfer one-time resources or funding to/from/within another Financial Unit or Project 

Examples: 

Similar to Fund Balance Transfer Account 774009  

 

Account: 

774954 

Account Title: 

One-Time Revenue Sharing 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

One-time allocation of resources from revenue sharing agreements 

Examples: 

ICR, Professional Schools 

 

Account: 

774955 

Account Title: 

One-Time Compensation Support 

For use by: 

Campus Budget Office 

Definition/Guidelines for Use: 

One-time salary support 

Examples: 

One-time lump sum salary adjustments 

 

 

If you still have questions or need additional assistance, please submit a ticket