Learning the languageDena Chester / Matias Farre

2018 CSUSB Business Conference

Learning Outcomes

Attendees will learn about various terms associated with key documents, processes and departments within Finance and Administrative Services

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RFI

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

REQ: Requisition

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

PO: Purchase Order

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

TOE: Transfer of Expense

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

CPO: Cash Posting Order

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

UPEC: Unauthorized Purchase Explanation/Certification

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

AO: Allocation Order

SFS: Student Financial Services

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

UBIT: Unrelated Business Income Tax

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

Cost Recovery

Approved Student Fees

State Appropriation

Operating Fund:

Delivering the Operations and Instruction of the University

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

BBA: Budget Balance Available

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

FTE: Full-Time Equivalent

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY

COA: Chart of Accounts

•Identify specific purpose/funding source•5 Characters (Example: SB001)•Required fieldFund•Identify organizational structure•5 Characters (Example: D0400)•Required fieldDept ID•Identify transaction type•6 Characters (Example: 660003)•Required fieldAccount•Identify departmental level information•5 Characters (Example 11696)•Optional FieldClass•Track time specific information•5 Characters (Example FAC_P/DEV_GRANT)•Optional FieldProject

PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY