1. Money: How we Get it, How we Spend it Josee Larochelle Interim Vice President Administration & Finance / CFO Bradley D. Olin Director of Budget & Risk Mgmt.

2. Overview 1. From Where does the Money come? 2. Setting Goals and Priorities 3. Allocations to Divisions

3. FROM WHERE DOES THE MONEY COME?

6. 2015-16 SJSU Funding Sources at a Glance

7. SETTING GOALS AND PRIORITIES

8. SJSU Budget Structure Overview Which of these fund categories are in the campus operational budget, i.e., those funding sources that the State considers appropriated or collected for the purposes of supporting instruction and the functions needed to operate and maintain the campus? Appropriated General Fund Enrollment Funding (marginal cost) Compensation Employer Retirement Adjustment Employer Health Benefits Facilities Maintenance Special Initiatives (Nursing, library collections, etc.) Lottery Capital Outlay: Major/Minor Projects Collected Tuition Revenue Federal Financial Aid (Pell, Work Study, etc.) Student Success, Excellence & Tech Fee Other Campus Mandatory Fees (Document, Health Services & Facilities.) Field Trip Fees Misc Fees Self Support Programs (Housing, Parking, Health, Extended Ed., etc) Trust (State administered grants/contracts, conference & program activities, scholarships, interest revenue) Auxiliaries (ASI, Research/Tower Foundation, Spartan Shops, Student Union) Green: Operating Budget Blue: Generally Restricted Red: Restricted

9. How are decisions made? Depends on the type of “money” (fund) – not all money is green. State Appropriate and Tuition Decisions made by campus leadership Academic Senate Budget Advisory Committee Student Fees Campus Fee Advisory Committee (CFAC) Self-Supporting Programs Business Plan and designated Vice President Auxiliaries Board of Directors and Campus CFO & President

10. ALLOCATIONS TO DIVISIONS

12. www.sjsu.opengov.com

13. Useful Links http://www.sjsu.edu/finance/about_us/budget/budget_reports/ http://www.sjsu.edu/finance/ http://www.sjsu.edu/finance/forms/forms_by_dept/index.html https://sjsu.opengov.com/transparency http://www.sjsu.edu/adminfinance/about/budget_central/index.html http://www.sjsu.edu/bursar/fees_due_dates/tuition_fees/fall/index.html