Unit Budget & Expenditure Planning

Unit-level funding is determined each fall and allocated during July of the following fiscal year. Units may use SLF funds to support strategic investments by designating up to 10% of their current-year SLF allocation for planned carry-forward for a specific project. Carry-forward for a given project may extend for up to three-years. For instance, carry-forward of $10,000 each from 2019-2020 and 2020-2021 could then be combined with $10,000 from 2021-2022 funding for a $30,000 expenditure in 2021-2022. Any unspent funds above the 10% for planned rollovers are returned to the campus fee pool for reallocation the following year. Encumbrances at fiscal year-end are allowed. Every effort must be made to follow the proposed budget in the year that funds are originally allocated. The 10% planned rollover will be monitored closely and units will be required to report on any unspent allocation each year-end.

Questions regarding SLF budgets or the appropriateness of an expenditure should be directed to the University Budget Office at 530-898-5931 or Financial Services at 530-898-5103, or by emailing budgetcfs@csuchico.edu, fincfs@csuchico.edu, and please cc slf@csuchico.edu.

SLF Expenditure Plan Completion Process (PDF)

SLF Expenditure Plan Template (PDF) - Contact slf@csuchico.edu for the excel version

SLF Expenditure Plan Template - Sample (PDF) - Contact slf@csuchico.edu for the excel version