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This document outlines the policy instructions and technical guidelines for the preparation of budgets for fiscal years 2024-25 and 2025-26 for various departments within the City and County of San Francisco. It includes submission checklists, new instructions, key reminders, and a comprehensive overview of budget forms and technical instructions necessary for budget preparation and submission.
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How to fill out budget years 2024-25 2025-26

01
Gather the previous year's budget data for reference.
02
Determine the key categories of spending needed for the upcoming years.
03
Consult with each department to assess their projected needs and expenses.
04
Estimate revenues based on historical data and economic forecasts.
05
Compile the information into a budget template for each year.
06
Review and adjust the allocations based on priorities and constraints.
07
Prepare for review meetings with stakeholders to discuss and finalize the budget.
08
Submit the finalized budget for approval by the relevant authority.

Who needs budget years 2024-25 2025-26?

01
Government agencies planning their financials for public services.
02
Non-profit organizations seeking funding and resource allocation.
03
Businesses planning for growth and operational expenses.
04
Educational institutions budgeting for programs and services.
05
Community organizations needing funds for initiatives and projects.
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Budget years 25 and 26 refer to the fiscal periods designated for planning and allocating financial resources for the years 2025 and 2026.
Organizations, businesses, and government entities that operate within the fiscal framework and are responsible for financial reporting must file budget years 25 and 26.
To fill out budget years 25 and 26, entities must complete their respective budget forms, detailing anticipated income, expenses, and other financial projections for the specified years.
The purpose of budget years 25 and 26 is to provide a structured approach to financial planning, ensuring that resources are allocated effectively and efficiently over the specified time period.
Entities must report projected revenues, planned expenditures, funding sources, and any anticipated financial challenges for budget years 25 and 26.
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