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 2024–2025

Operating Budget Planning Documents

Operating Budget Planning Schedule

time frames for tasks to develop the annual budget
February – March Publish Assumptions, Guidelines, and Instructions 3/6/2024 BAO
Academic Resources
Budget Manual
Budget Assumptions
SF_PBCS Budget Planning Instructions
March HRMS Roster upload in SF_PBCS 1 – 2 days
BAO Upload of HRMS Roster in SF_PBCS in preparation for the budget
Continually during the budget process training Training and Q&A sessions April to May BAO

These sessions will provide training to our Campus Budgeting Collaborators on the Fiscal Year 2024 – 2025 (FY 2024) budget process in PBCS and clarify campus units' specific questions. Visit our EPBCS Training page to view the schedule

April-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 submission accuracy related to units’ strategy and goals. 

Last week in April Cabinet FY 2024-25 Base Budget 4/29/2024 Cabinet
(Planning Units)

Divisions realign the known changes and commitments during FY 2023 and record divisions’ internal budget changes that have no net effect on the unit's overall budget. The unit must plan at the FY 2023 budget level. (first snapshot).

Third week in May Cabinet FY 2024-25 Planning to Target. 5/20/2024 Cabinet
(Planning Units)

Divisions record additional adjustments (increases or decreases) per additional instructions from the Presidents and CFO offices. FY 2024 Operating Budget Planner Submission due in PBCS (second snapshot).

June Budget due in SF_PBCS 6/28/2024 Cabinet
(Planning Units)
Additional instructions due to the final allocation B-memo from CO, the divisions' record budget adjustments. FY 2024 Operating Budget Planner Submission due in PBCS (third snapshot).
July 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 7/3/2024 Campus The cabinet decisions entered into PBCS, and FY 2024 Operating Budgets get finalized. Upload the base budget by July 31, 2024.
July – August 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 for required units. The storyline template is provided on the BAO website.
July Multi-Year Plan Due in PBCS 7/29/2024 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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