Budget/Finance Guides

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FinanceConnect Blog

General Finance Guides

*Information provided by the Finance and Business Services

**Information provided by the Office of the Provost

Quick Links

Contract and Procurement Thresholds, Requirements, and Processing Times *

Delegation of Authority for Approval of Financial Expenditures Guidelines *

Encumbrance Checklist *

Faculty Professional Development Research Fund (PDR)

Gift Card Purchasing Guide *

GoCard Guidelines *

Interagency Financial Transaction (IFT)**

Moving & Relocation Guide

Request New Chartfields *

PO Encumbrance Management*

ProCard Guidelines *

Procure to Pay P2P Guide *

Student Payment Guide *

Student RSCA Award Program

Travel Resources

2. Analytics

All information provided by Institutional Research.

Institutional Research and Strategic Analytics

3. Hospitality

All information provided by the Finance and Business Services

Forms

Hospitality Expense Justification Form

Catering and Dining Payment Guide

Hospitality Quick Reference Matrix

SJSU Hospitality Guidelines

4. Research, Scholarship, and Creative Activity (RSCA)

*Information provided by the Office of the Provost.

**Information provided by the Division of Research and Innovation

Faculty RSCA *

RSCA Award Summary & Expiration Dashboard *

RSCA Funds FAQs *

RSCA Grant Award Process Updates **

Student Assistant Classification *

University RSCA Assigned Time FAQ for Chair/Faculty Administrator

Gift Cards as Research Incentive*

RSCA Student Assistant Position Setup*

5. Faculty Start-Up

All information provided by the Office of the Provost.

Start-Up Funds Guidelines and Procedures

Start-Up Account & Expiration Dashboard

Faculty Start-Up

Faculty Class Codes

6. Professional and Continuing Education (PaCE)

*Information provided by the Office of the Provost.

**Information provided by Finance and Business Services

Enrollment Seat Distribution *

PaCE Guidelines **

PaCE Funds Overview

PaCE Revenue Distribution Model *

Chancellor's Office Centrally Paid Costs *

University Library PaCE Cost Recovery *

7. Cost Recovery

*Information provided by the Office of the Provost.

Reimbursed Time Authorization (RTA) *

RTA Project Code

Reimbursed Salary Authorization (RSA) *

8. Research Foundation

All information provided by the Research Foundation.

Forms

Cash Payments to Research Subjects

Research Account Eligible Expense Policy

Research Procurement Card Policy and Procedure

9. Tower Foundation

All information provided by the Tower Foundation.

Forms

Hospitality Guidelines

Tower Procurement Card Policy and Procedure

Tower Travel Policy

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Budget/Finance Guides

General Finance Guides

2. Analytics

3. Hospitality

Forms

4. Research, Scholarship, and Creative Activity (RSCA)

5. Faculty Start-Up

6. Professional and Continuing Education (PaCE)

7. Cost Recovery

8. Research Foundation

Forms

9. Tower Foundation

Forms