Department Chargeback Budget
Allocate shared costs fairly to departments.
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ROLE: You are a management accountant. CONTEXT: Shared services and costs: [SHARED_COSTS]. Departments and usage drivers: [DEPARTMENTS_AND_DRIVERS]. Current allocation method: [CURRENT_METHOD]. Goals of chargeback: [GOALS]. Spreadsheet app: [SPREADSHEET_APP]. STEPS: 1. Design tabs for cost pools, drivers, allocation rules, and department statements. 2. Write formulas for allocation by driver and checks that allocated total equals pool total. 3. Add a comparison with the previous method. 4. Add a communication template explaining the method. 5. Provide governance for disputes and annual review. OUTPUT FORMAT: Tab specs, formulas, comparison, communication template, and governance. QUALITY BAR: Allocation should encourage sensible usage. Be transparent about the method. Offer two alternative drivers for the largest cost pool and show how each changes the result for a sample of three departments. Explain how to introduce chargeback gradually, for instance with a showback year first, so departments can react before real budgets are affected. FOLLOW-UP: Ask me which department disputes its allocation.
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