Budget Procedures and Guidelines

Budget Procedures

Budget Guidelines

General Fund

• 2025/26 Budget Guidelines
• Budget Submission Form
• Non-Discretionary Budget Submission Form

Trust Fund

• 2025/26 Trust Budget Guidelines
• Trust Budget Plan Worksheet
• CSUSM Local Trust Fund Procedures
• CSUSM Interest Earnings Allocation Procedures
• Sample Trust Fund Agreement
• Trust Fund Agreement (Existing Trusts) - Adobe Sign Workflow Selector
• Trust Fund Agreement Addendum (Existing Trusts) - Adobe Sign Workflow Select
• Request New Trust Fund (Coming Soon)

Lottery Fund

• System Lottery Policy, Procedures, and Guidance
• CSUSM Lottery Policy and Procedures
• 2025/26 Lottery Restoration Guidelines
• Request for Restoration of Lottery

Mid-Year Review

• 2025/26 Mid-Year Guidelines
• Mid-Year Forms
• Mid-Year Checklist

3rd Quarter Reforecast

• Guidance for Axiom Projections
• 2024/25 Q3 Guidelines