BUDGET OFFICE

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• Mission Statement

• Responsibilities

• Budget Office Personnel

• Office Hours and Location

• PeopleSoft
  • Dept-Program
  • Query List

   

• Downloadable Forms (Download with Adobe Acrobat)
  • Position Request-Update Form
  • Instructions for Funding Source Document
  
  
  • Permanent Position Funding Source Document
  • Permanent Position - Fund Savings Identification Document
  • Reimbursed Activity Project
  
  
  • Reimbursed Activity Project Proposed Budget
  
  
  • Instructions for completing Budget Transfer
  
  
  • Budget Transfer Request Form

   

•  Training

• Frequently Asked Questions (Using PeopleSoft)

• Customer Service Survey for the Budget Office Provide us with feedback on the service you are receiving. Form is a PDF document and requires the Adobe Acrobat Reader to open and print. If you don't have the software on your computer, you can click on the "Get Adobe Reader" button above to download the software.

• Annual Financial Plan (Formerly The Budget Book) Best Viewed with Internet Explorer
  • 2006-2007
  • 2005-2006

• 2007-2008 Year-End Deadline Schedule

• University Budget Council (Includes Agendas, Presentations and Minutes of Meetings)
• Budget Convocation 2-25-04
• University Leadership Retreat 9-19-03
  • (Get the Microsoft PowerPoint Viewer)

 

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Responsibilities

The Budget Office is responsible for budget planning, administration and reporting. This includes preparation and loading of the campus budget; (i.e. original, permanent new funds, one-time funds, Project Authorizations, Professional Development Grants, etc.), monitoring expenditures, setting up new accounts, logging and verifying Personnel Transaction Forms, assisting General Fund departments and Auxiliary Programs with budget planning and transfers, and submission of annual budget reports to the Chancellor's Office. Working closely with the Accounting Office, the Budget Office clears out accounts in preparation for balancing at fiscal year-end. The Budget Office is also tasked with developing agendas for the University Budget Council and briefing its members on the status of the budget as well as distributing central budget funding decisions.

Additional Budget Office responsibilities are the training of division budget personnel on decentralization policies and procedures and distribution of the Annual Financial Plan (formerly called the Budget Book). Since PeopleSoft requires training prior to accessing any information on accounts, requisitions, positions and salaries, and the changes due to the Procurement Card, it is no longer necessary for our office to distribute or maintain the Signature Authorization Forms for the campus.

Budget Office Personnel

Name	Title	Telephone #	E-mail Address
William Takehara	AVP for Financial Operations (Accounting, Budget, Support Services and Admin. & Finance Technical Support)	Ext. 75134	E-mail address: wtakehar@csusb.edu
Toni Ditty	Administrative Support Coordinator for Financial Operations, Budget, and Admin. & Finance Technical Support	Ext. 75134	E-mail address: tditty@csusb.edu
Robert (Bob) Wilson	Director of Budget	Ext. 73139	E-mail address: bwilson@csusb.edu
Andrea Beechko	Chart of Accounts Administrator, PeopleSoft Financials Trainer	Ext. 73135	E-mail address: abeechko@csusb.edu
Penny White	Associate Budget Analyst	Ext. 73137	E-mail address: pwhite@csusb.edu
Dena Chester	Associate Budget Analyst	Ext. 73136	E-mail address: denal@csusb.edu

 

Budget Office Hours and Location:

Financial Operations