了解你的资金

Explore fund types by clicking on the links below.

• 上海大学营运基金

  • 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. 它由基础和一次性组成 allocations; therefore, campus budgets include base and 一个-time budgets.

• Student Success, Excellence and Technology Fee (SSETF) Funds

  • 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 大学招生计划. Campus departments who have budgets in these funds 有基本预算和/或一次性预算. 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:

    • 学生成功服务 & 毕业途径
    • 学术科技
    • 21^st 世纪教学空间
    • 留职与毕业
    • 当然支持
    • 教学相关活动.

    的 校园收费谘询委员会 审查提案并承诺资金. 还有一个结果报告程序 由于费用计划的要求. 欲了解更多信息，请参阅 SSETF 页面.

• 成本回收基金

  • 的 university must recover direct and indirect costs to the 操作基金 that are incurred when providing services, products, and facilities to other funds within the university or between the CSU, auxiliary organizations, and external parties.

    请参考 成本回收基金 了解更多信息.

• 信托基金

  • 信托基金 should only generate revenue to fund expenses associated with providing 服务或活动. 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 信托基金指引 了解更多信息.

• 投资基金

  • In 2014, the California State University (“CSU”) system was granted an expansion of authority related to the financing of capital projects. 这种扩展导致了一种修改 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”). 这个分类也是一样 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 资本财务架构[pdf] or contact the Manager of Capital Financial Planning & 分析附加信息.

• 自我支持运营/业务计划

  • Self-Support Operations refer to non-state funded activities and do not depend on 上海大学营运基金. Self-Support units generate income and track revenue and 单独信托基金的费用. Self-Support fund budgets are not an authorization 作为一种管理工具而花掉.

    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. 商业计划应该包括三个方面 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:

    教务处
    早教计划
    研究生培训计划
    专业与全球教育(CPGE)

    政府 & 金融
    资本项目管理基金
    中央设备(公用事业)营运 
    校园复印机计划
    分销服务
    FD&O服务计划费用
    马丁·路德·金. 图书馆资金
    停车服务
    University Police Department (UPD) Other 信托基金

    资讯科技部
    成本回收基金 (IT for 住房, IT 服务 for Non-CSUOP)

    校际体育部
    所有基金/项目

    学生事务处
    大学一年级生 & 转学培训计划
    学生健康中心
    大学房屋服务

    联合提交
    锤剧院

• 成本分摊计划

  • 的 成本分摊计划 (CAP) is a document that codifies the indirect planned charges 每年. 大学预算 & 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. 成本的后续更新 分配计划在秋季完成. 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. 计算的金额 spring and fall cost allocation plans are approved by the Chief Financial Officer 然后传达给感兴趣的各方. 

    根据 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成本分摊计划初步 [pdf]
    2021/22 成本分摊计划 Fall Update [pdf]

• 专业及持续教育(PaCE)

  • 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 国家支持的. At 菠菜网lol正规平台, the College of 专业及全球教育 (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. 不提供课程的部门 offerings but do provide support services, do participate in a cost-share model and 收到年度预算拨款(1).e. 行政部门 & 金融和 学生事务).

    请参阅 佩斯基金指引 or contact your division resource management team 了解更多信息.