Budget Process

Budget Planning Cycle

The University Budget Planning Cycle activities are tied to the budget processes of the CSU system and Governor. The graphic below depicts how these three decision processes build on one another to culminate in the campus budget.

FY2019-20 SF State University Budget Timeline

FY2019-20 SF State University Budget Timeline

Download Graphic (PDF)

MONTH

TASK

DATE

RESPONSIBILITY

DELIVERABLES

February - March

Publish Planning, Assumptions, Tools, Templates

After February accounting period close

BAO

Budget Manual
Budget Assumptions
Prepare "THE BUDGET WORKBOOK"

Continuinally during the budget process

Training sessions and walk-ins

Up to June

BAO

These sessions will provide training on the 2019-20 budget process as well clarifications on specific questions that campus units will address.

February -  end of April

Planning Units Budget Development

5 - 6 weeks

Planning Units develop the budget and forecast

"THE BUDGET WORKBOOK" for GF units (CY budget plus 2 yrs. forecasted plan)
"THE BUDGET WORKBOOK" for Self-Supported Operations (CY budget plan and 4 yrs. forecasted plan)

May

Meeting with the President and CFO

May 14, 2019
9:00 a.m. - UE1
12:30 p.m. - UA2
3:30 p.m. - A&F3
4:00 p.m. - SAEM4

May 16, 2019
2:30 p.m. - AA5

Planning Units Business Managers and VPs meet with CFO and President

VPs will present their budget plan including any new initiative requests for President’s review and approval.

May

Budget submitted to BAO

May 28, 2019

Planning Units Business Managers and VPs

Incorporate all President Approved adjustments into budget and submit files to shared server.

June

Base Budget Reviewed and uploaded by BAO

2 - 3 weeks

BAO

Reviews submitted materials; follows-up with questions to Cabinets; reconciles the line items and upload the base budget by July 1, 2019

June - August

Campus budget consolidation and submission to CO

August 15, 2019

BAO

FIRMS Budget submission to Chancellor’s office
Original Consolidated Budget upload

August

Revised Budget approval and upload

Accounting August month close

CFO
VPs
President
BAO

Allocations memo will be distributed to the campus cabinets that includes one-time allocations (PY commitments, Carry forward balances)

 

1 UE – University Enterprises: VP Porth
2 UA – University Advancement: VP Thompson-Ramsay
3 A&F – Administration & Finance: VP Wilson
4 SAEM – Student Affairs & Enrollment Management: VP Hong
5 AA – Academic Affairs: Provost Summit

 

 

 

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Disclaimer:  If you have accessibility issues with the PDF or word forms, please contact the Budget Office at X81463 or 415-338-1463.