Budget Process: Operating Budget

Navigate the links to the Budget Process pages below to become familiar with the various aspects of campus budgeting at SF State.

Operating Budget

The budget is an annual planning document for SF State. The budget allows the University to ensure a solid financial position for SF State to maintain its current service level, to prevent the extension of base operations beyond current revenue capacities, and to maximize the University's ability to respond to favorable variances.

General Guidelines

Fiscal Year 2022–2023

Operating Budget Planning Documents

Operating Budget Planning Schedule

time frames for tasks to develop the annual budget
MONTH TASK DATE RESPONSIBILITY DELIVERABLES
February – March Publish Assumptions, Guidelines, and Instructions March 15 BAO
Enrollment
Academic Resources
Budget Manual
Budget Assumptions
SF_PBCS Budget Planning Instructions
March HRMS Roster upload in SF_PBCS 1 – 2 days
March 28
BAO Upload of HRMS Roster in SF_PBCS in preparation for the budget
Continually during the budget process Training and Q&A sessions March to May BAO

These sessions will provide training to our Campus Budgeting Collaborators on the Fiscal Year 2022 – 2023 (FY 2022) budget process in PBCS and clarify campus units' specific questions. Visit our Budget Events page to view the schedule, and visit Qualtrics to view the schedule and sign up for a session (external link).

March-May Planning Units Budget Development 8 weeks Planning Units develop the budget and forecast

Units review, update and present budgets to Dean/VP for approval. Dean/VP is ultimately responsible for ensuring the consolidated cabinet/division budget in PBCS and the accuracy of submission, related to units’ strategy and goals.

Second week in April Cabinet FY 2022 Base Budget April 22 Cabinet
(Planning Units)

Divisions realign the known changes and commitments done during FY 2021, and record divisions’ internal budget changes that have no net effect on the unit overall budget. The unit must plan at the FY 2021 budget level. (first snapshot).

Second week in May Cabinet FY 2022 Planning to Target. May 20 Cabinet
(Planning Units)

Divisions record additional adjustments ( increase or decreases) per additional instructions from the Presidents and CFO offices. FY 2022 Operating Budget Planner Submission due in PBCS (second snapshot).

June Budget due in SF_PBCS June 17 Cabinet
(Planning Units)
Additional instructions due to the final allocation B-memo from CO, the divisions record budget adjustments. FY 2022 Operating Budget Planner Submission due in PBCS (third snapshot).
June Base Budget Reviewed 2 weeks BAO Reviews submitted materials; follow-up with questions to Cabinets
May – July Meeting with the President and CFO by TBD Planning Units Business Managers and VPs meet with CFO and President VP's will present their budget plan for President’s review and approval. The process of new initiative requests at the cabinet-level.
July Budget Decision Meetings July 1 Campus The cabinet decisions entered into PBCS, and FY 2022 Operating Budgets get finalized. Upload the base budget by July 30, 2022, in the CFS system.
June – July Multi-Year Plan Training 4 weeks BAO Multi-year plan training for SELF_SUPPORT  units (CY budget plan and 4 yrs. forecasted plan). Multi-year planning assumptions from BAO will be provided to required units. The storyline template is provided on the BAO website.
July Multi-Year Plan Due in PBCS July 29 Cabinets/Planners Multi-year budget snapshot due in PBCS, narrative template, and reserve & carry-forward planning

 

Annual Budget Reports

Each year, as part of our mission to create and disseminate planning information, Budget Administration and Operations compiles the budget plan for the Operating and Capital Budgets. Visit our online archive of annual Budget Reports.

 

 

 

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