Understanding Your Funds
Explore fund types by clicking on the links below.
- 上海大学营运基金
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的 上海大学营运基金 70000 is comprised of appropriated State of California funding that is distributed by the CSU Chancellor’s Office. It is comprised of Base and One-time allocations; therefore, campus budgets include base and 一个-time budgets.
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- Student Success, Excellence and Technology Fee (SSETF) Funds
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SSETF funds include revenues from Category II fees (Mandatory Fees). 有一个 fund for each fee: SSETF IRA 70018, SSETF Student Success 70019, and SSETF Course 支持70020. Revenue budgets are based on matriculated headcount projections from the University Enrollment Plan. Campus departments who have budgets in these funds have base and/or 一个-time budgets. When funding is available, there is a call for 预算提案. Proposals must support 一个 or more of the six SSETF priorities:
- Student Success 服务 & 毕业途径
- 学术科技
- 21st Century Teaching Spaces
- Retention and Graduation
- 当然支持
- Instructionally Related Activities.
的 Campus Fee Advisory Committee (CFAC) reviews the proposals and commits funding. 的re is also an outcome report process due to the fee program requirements. For more information, please see the SSETF 页面.
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- 成本回收基金
- 信托基金
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信托基金 should only generate revenue to fund expenses associated with providing a service or activity. 的 need to establish a new trust fund stem from the collection 一种新的费用. New fees must be submitted to the Campus Fee Advisory Committee and approved before the related trust fund can be established.
请参阅 Trust Fund Guidelines 了解更多信息.
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- 投资基金
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In 2014, the California State University (“CSU”) system was granted an expansion of authority related to the financing of capital projects. This expansion led to a modification of how capital projects are recorded and the creation of additional 投资基金 在校园. Based on the project scope, a project is determined to be non-recurring maintenance (“NRMR”) or a capital improvement (“CIMP”). That classification, as well as the type of funding that is used to support the project, determines the appropriate Capital Fund which records the project expenditures.
请参考 Capital Financial Framework [pdf] or contact the Manager of Capital Financial Planning & Analysis for additional information.
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- Self-Support Operations/业务 Plans
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Self-Support Operations refer to non-state funded activities and do not depend on the 上海大学营运基金. Self-Support units generate income and track revenue and expenses in a separate trust fund. Self-Support fund budgets are not an authorization to spend but serve as a management tool.
业务 plans are a fiscal management and planning tool requested of all campus self-supporting 操作. Each year, a call letter is distributed requesting that each program submits a business plan to highlight the financial position of the 操作, as these 操作 are generally not directly tied to State funding. 的 业务 Plan should include three years of financial projections in support of long range financial and communicate significant changes in the program's operation from year-to-year.
业务 Plans are required for the following programs:
Academic Affairs Division
早教计划
Graduate Orientation Program
Professional and Global 教育 (CPGE)政府 & 金融
Capital Project Management Funds
Central Plant (Utilities) Operations
Campus Copier Program
Distribution 服务
FD&O Fee for service Program
Martin Luther King, Jr. 图书馆资金
停车服务
University Police Department (UPD) Other 信托基金Information Technology Division
成本回收基金 (IT for 住房, IT 服务 for Non-CSUOP)Intercollegiate 体育运动 Division
所有基金/项目Student Affairs Division
大学一年级生 & Transfer Orientation Program
Student Health Center
University 住房 服务联合提交
锤剧院
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- 成本分摊计划
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的 成本分摊计划 (CAP) is a document that codifies the indirect planned charges 每年. 的 university 预算 & Financial 管理办公室 prepares a preliminary cost allocation estimate in the spring for the coming fiscal year, which is shared with interested parties for their budget planning. A subsequent update of the cost allocation plan is d一个 in the fall. 的 fall update makes final allocations that are based on fixed factors and adjusts the estimates for allocations based on actual expenditure/revenue data from the prior fiscal year. 的 amounts calculated for the spring and fall cost allocation plans are approved by the Chief Financial Officer and then conveyed to interested parties.
In accordance with the Cost Allocation/Reimbursement Plans for CSU 操作基金:
的 university Chief Financial Officer (CFO), or designee, shall annually approve and ensure implementation of a documented cost allocation/reimbursement plan.
Below is the current year Preliminary and Fall Update 成本分摊计划s:
2023/24 成本分摊计划 Fall Update [pdf]
2023/24 成本分摊计划 Preliminary [pdf]
2022/23 成本分摊计划 Fall Update [pdf]
2022/23 成本分摊计划 Preliminary [pdf]
2021/22 成本分摊计划 Preliminary [pdf]
2021/22 成本分摊计划 Fall Update [pdf]
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- Professional and Continuing 教育 (PaCE)
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什么是PaCE?
Also known as Extended 教育, this fund is comprised of self-supporting degree and certificate programs, courses, and professional development units that are not supported by the State. At 菠菜网lol正规平台, the College of Professional and Global 教育 (CPGE) administers these funds to offer in innovative modes.
What is the budget process like for PaCE Funds?
CPGE conducts its own revenue projections with review by the 预算 and Financial 管理办公室. Based on the current revenue distribution model, PaCE revenues are allocated to the Division of Academic Affairs. Divisions that do not provide course offerings but do provide support services, do participate in a cost-share model and receive an annual budget allocation (i.e. Divisions of 政府 & 金融和 学生事务).
请参阅 PaCE Fund Guidelines or contact your division resource management team 了解更多信息.
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