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.
Fiscal Year 2021-22
Operating Budget Planning Documents
Operating Budget Planning Schedule
| 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 29 |
BAO | Upload of HRMS Roster in SF_PBCS in preparation for 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 2021 – 2022 (FY21-22) budget process in SF_PBCS and clarify campus units' specific questions. To participate, enroll through our Qualtrics survey (link is external). |
| 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 SF_PBCS and the accuracy of submission, related to units’ strategy and goals. |
| Second week in April | Cabinet FY21-22 Base Budget | April 16 | Cabinet (Planning Units) |
Divisions record known changes and commitments from FY20-21 that will impact FY21-22, and record divisions’ internal budget changes that have no net effect on the campus’s overall budget. (first snapshot). |
| Second week in May | Cabinet FY21-22 new positions and adjustments | May 14 | Cabinet (Planning Units) |
Divisions record new positions approved by the President and account for any changes in total salaries for the division. (second snapshot). |
| Third week in May | Budget due in SF_PBCS | May 21 | Cabinet (Planning Units) |
Divisions record budget adjustments for new, additive funding approved by the President for non-personnel expenditures. FY21-22 Operating Budget Planner Submission due in SF_PBCS (third snapshot). |
| May – June | Base Budget Reviewed | 2 – 3 weeks | BAO | Reviews submitted materials; follow-up with questions to Cabinets |
| May – June | Meeting with the President and CFO | by TBD | Planning Units Business Managers and VPs meet with CFO and President | VPs will present their budget plan for President’s review and approval. The process of new initiative requests at the cabinet level. |
| June | Budget Decision Meetings | July 1 | Campus | The cabinet decisions entered into SF_PBCS, and FY21-22 Operating Budgets get finalized. Upload the base budget by July 1, 2021, in the C.F.S. system. |
| June – July | Multi-Year Plan Template | 1 weeks after accounting month is closed | BAO | Multi-year plan template for G.F. units (C.Y. budget plan plus 2 yrs. Forecasted plan) & for Self-Supported Operations (C.Y. budget plan and 4yrs forecasted plan) |
| July | Multi-Year Plan Template due | 2 weeks | Cabinets/Planners | Multi-year budget template, 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.