Instructions For Permanent Position-Funding Source Identification Form

 

 

The purpose of the Funding Source Identification Form is to provide the Budget Office with the current year/budget year source of funding for new positions and currently established positions that require a funding change due to a reclassification, in-grade salary increase, time-base change, etc.  The form will be available at: http://adminfin.csusb.edu/finance/budget_office.htm.   If using the form for a new position, it must be submitted to the Human Resources Office along with the Position Transaction Form.  Any questions regarding the Funding Source Identification Form should be directed to the Budget Office at ext. 75134.

 

Steps for completing the form are listed below.

 

 

Section A: Position Information

 

New/Modify: Check the box according to the reason for Funding Source Identification.  Check “New” for a new position.  Check “Modify” for any change to an existing position.

 

Effective Date: Enter the starting date that funding is required.

 

Fraction: Enter the position fraction (Example 1.0 or.5).

 

Position #: If the position is currently established, enter the PeopleSoft position number assigned (Example: 00001234).  Position numbers for new positions will be assigned by the Budget Office when the position is created.

 

Job Code: Enter the four digit job code associated with the position description.  (Example: ASA, I = Job Code #1032)

 

Department:  Enter the department name where the position is located.

 

Range/Level: Enter the range or level of the position.

 

Incumbent: Enter current employee name, or if this is a newly established position, enter “Vacant”.

 

          Position Title: Enter the title of the position being affected.  (Example: ASA II)

 

 

Section B: Current Year Funding Required

 

Partial Month Cost: If the new position or salary change is effective mid-month call the Budget Office for instructions on calculating cost.

 

Increase in Monthly Salary Cost: Enter the monthly salary difference for the reclassification, in-grade salary increase, etc.  For new positions, enter the monthly salary.

 

Benefit %:  Use the table at the bottom of the form to see what the benefit percentage rate is for a new position.

 

Increase in Current Year Salary Cost: Use the amount from the “Increase in Monthly Salary cost” line and multiply it by the number of months needed for the current fiscal year.  If applicable, add in the amount from the “Partial Month Cost” line.

 

Current Year Benefit Cost*: Do not enter calculated amount.  This line will be completed for you by a built-in formula.

 

Total Funding Required for Current Year (Salary & Benefits)*: Do not enter calculated amount.  This line will be completed for you by a built-in formula.   This is the total amount required for transfer in the current fiscal year.

 

Funding Source(s): From: Fill in the chartfield value to be used to cover the costs associated with this position for the current fiscal year.  If using more than one funding source, enter the chartfield value for each and the amount to be associated with each one.  To: Fill in the chartfield value where the position salary costs will be charged.  The amount will be filled in for you by built-in formula.  The central benefits chartfield will be completed by the Budget Office, you do not need to make any adjustments to this line.

 

 

 

Section C: Budget Year Funding Required (Perm.)

 

            Increase in Monthly Salary Cost: Same as in Section B.

 

Benefit %*: You do not need to enter percentage amount, it will be copied from Section B by built-in formula.

 

Increase in Annual Salary Cost: Use the amount from the “Increase in Monthly Salary Cost” line and multiply it by the number of months the position draws salary in a fiscal year.  (Example: 10mo., 11mo., or 12mo.)

 

Annual Benefit Cost*: Do not enter calculated amount.  This line will be completed for you by a built-in formula

 

Total Funding Required Annually (Salary & Benefits)*: Do not enter calculated amount. This line will be completed for you by a built in formula.  This is the amount required for transfer on a permanent basis.

 

Funding Source(s): From: Fill in the chartfield value to be used to cover the costs associated with this position on a permanent basis.  If using more than one funding source, enter the chartfield value for each and the amount to be associated with each one.  To: Fill in the chartfield value where the position salary costs will be charged.  The amount will be filled in for you by built-in formula. The central benefits chartfield will be completed by the Budget Office, you do not need to make any adjustments to this line.

 

 

 

Section D: Approval

 

            Print the form and obtain the authorized signature.

 

 

Section E: Benefit Table

 

            Use this table to figure benefit percentage associated with a new/reclassified position.